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专栏 - 苹果2_0

分析预计苹果第三财季营收涨90%

Philip Elmer-DeWitt 2011年07月08日

苹果(Apple)公司内部流传着一个老笑话,那就是史蒂夫·乔布斯周围是一片“现实扭曲力场”:你离他太近的话,就会相信他所说的话。苹果的数百万用户中已经有不少成了该公司的“信徒”,而很多苹果投资者也赚得盆满钵满。不过,Elmer-DeWitt认为,在报道苹果公司时有点怀疑精神不是坏事。听他的应该没错。要知道,他自从1982年就开始报道苹果、观察史蒂夫·乔布斯经营该公司。
世界最大的业余分析师团队预测iPhone销售额上涨110%,iPad销售额上涨155%。

数据来源:Posts At Eventide 图片来源:PED

    苹果(Apple)将在约两周后,即7月19日发布第三财季财报。据汤姆逊金融(Thomson Financial)报道,华尔街的分析师们目前一致认为,苹果公司每股盈利将达5.69美元,营收有望达到246.7亿美元,分别同比增长62.1%和57.2%。

    这样的增长率听起来也许很不错,但与苹果信息网站The Mac Observer上Apple Finance Board论坛里的业余分析师们所做的预测相比,实在不算什么。

    上周末,罗伯特•保罗•雷涛发布了苹果第三财季营收预测报告。雷涛领导着30多名Apple Finance Board论坛的活跃成员,这份报告是他们共同做出的。就我们所知,雷涛的团队是世界上最大的非专业企业分析师团队。[《财富》(Fortune)曾在其苹果季度营收预测“比赛”中,列出过雷涛团队部分成员的数据。]他们的预测颇为有趣,因为他们总比华尔街更为精确。

    Apple Finance Board预测苹果每股盈利将达6.66美元,营收将为265.56亿美元,分别同比增长89.61%和69.14%。上一财季苹果每股盈利增长92%,营收增长82%,可谓飞涨;与之相比,本财季略有下降。

    以下列出了雷涛的预测数据。更详细的报告请参阅他在Posts At Eventide网站发布的博客。具体链接为:链接1链接2

    Apple (AAPL) will report its earnings for the June quarter on July 19, two weeks from today. The current consensus among Wall Street analysts, according to Thomson Financial, is that the company earned $5.69 per share on sales of $24.67 billion, up 62.1% and 57.2%, respectively.

    Impressive as those growth rates might sound, they're anemic compared with what the amateur analysts at The Mac Observer's Apple Finance Board are forecasting.

    Over the weekend, Robert Paul Leitao, who rides herd over 30 active AFB members, posted their estimates for Apple's fiscal Q3. His is, as far as we know, the largest collection of amateur analysts for any company in the world. (Fortune uses a subset of his group for its quarterly Apple earnings smackdown.) Their estimates are of interest because they are invariably more accurate than Wall Street's.

    The AFB consensus is calling for earnings of $6.66 on sales of $26.556 billion, up 89.61% and 69.14%. respectively -- a modest slowdown from last quarter's breakneck earnings growth of 92% and sales growth of 82%.

    We've copied Leitao's spreadsheets below the fold. The details are available on his blog, Posts At Eventide, here and here.

 

来源:Posts At Eventide

来源:Posts At Eventide

译者:项航

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