Apple: Resultados do trimestre

A maior empresa de tecnologia do mundo – Apple –  divulga hoje os resultados do último trimestre.
Normalmente, a Apple ultrapassa sempre as expectativas dos analistas e a ansiedade de muitos sobre os resultados que serão apresentados é elevada.

Com peso significativo nas receitas e nas margens estarão as vendas do iPad (com mais de 3 milhões de unidades vendidas nos primeiros 80 dias), e as vendas do iPhone 4 (com 3 milhões de unidades vendidas em apenas três semanas – o dispositivo móvel com maior taxa de crescimento).

Podem penalizar os resultados os investimentos nas aquisições aquisições das empresas:
Quattro Wireless(mobile), Lala,  SiriP.A. Semi e esta semana a Poly9.

Comparativo das expectativas e resultados efectivamente apresentados
nos trimestres passados

Apple is known for dramatically lowballing its profit guidance, and then miraculously blowing out “expectations.”
Since Sept. 2006, Apple has topped its quarterly EPS guidance by an average 40%, and its revenue guidance by an average 8%.
So what does that mean for this quarter, which will be reported Tuesday afternoon? (Join us for LIVE coverage.)

It’s a little tricky, because Apple significantly changed its accounting practices a couple quarters ago. It now recognizes iPhone revenue almost all at once, instead of spreading it over 24 months. So we won’t know reliably for a few quarters just how much Apple is lowballing its guidance using the new numbers. (Though last quarter, Apple blew out its numbers even more than it usually does.)

But running the old formula, based on Apple’s midpoint March quarter guidance of $2.34 EPS and $13.20 billion in sales, history suggests Apple should report EPS of about $3.28 on $14.26 billion of revenue.

Wall Street expects lower earnings but even higher revenue: Consensus stands at $3.10 of EPS on $14.74 billion of revenue. So Apple is set up to once again “surprise” on earnings, and possibly continue to rewrite our formulas again on revenue.

Via: Business Insider

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