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发表于 2009-7-21 03:16 PM
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Bar Set High for Apple, Which Should Easily Beat Consensus
Posted Jul 21, 2009 01:50pm EDT by Aaron Task in Investing, Computers, Internet
Related: AAPL, YHOO, MSFT, GOOG, ^IXIC, QQQQ, XLK
Expectations are high for Apple when it reports June quarter results after the close Tuesday, at least judging by its stock, which has essentially doubled from its early 2009 lows.
In terms of actual exceptions, the consensus is calling for EPS of $1.16 and revenue of $8.16 billion. Based on Apple's recent history of giving lowball guidance and then posting a big upside "surprise," AlleyInsider.com says Apple will report EPS of $1.36 on $8.35 billion of revenue.
And with AppleInsider.com - citing Piper Jaffray's Gene Munster -- saying Apple is likely to announce its "best-ever June quarter for Mac sales," the bar is being set higher still for both the June quarter and guidance for the current period.
Expectations are not quite so high for Tech Ticker's parent Yahoo!, which also reports after the close: The consensus is for EPS of 8 cents on revenue of $1.14 billion (excluding commissions paid to advertising partners).
Analysts will be looking for concrete evidence that CEO Carol Bartz's efforts to reinvigorate the firm are paying off, Henry Blodget says in the accompanying video. Analysts will no-doubt also be looking for any comments on recent reports, most notably by AllThingsD.com's Kara Swisher, that talks about an ad sales deal with Microsoft are heating up (again). |
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