John Paczkowski

Recent Posts by John Paczkowski

Time to Stop Betting the Under on Apple Earnings–If You Haven’t Already

steve_pilesofgold Apple is scheduled to report earnings after the closing bell today, and by most accounts they’re likely to be strong, though the company’s January-to-March quarter is historically not its best.

The Street is expecting earnings of $2.44 a share on $12 billion in revenue, and most analyst reports I’ve seen so far suggest Apple will easily meet those expectations and perhaps surpass them.

As I’ve noted here before, NPD sales data for the first few months of 2010 points to strong Mac sales, up 39 percent year-over-year through the first two months of the March quarter. Apple iPhone sales are likely to be impressive as well given increased international distribution and broader carrier support.

“We believe Apple will report ~7.25M+ iPhones in the quarter due to strong iPhone 3G S adoption and better penetration into international markets,” Deutsche Bank analyst Chris Whitmore wrote in a research note.

“In addition, we expect solid Mac results (healthy units) and positive product mix towards iMac and MacBook Pros (DB at 2.9M units) due to the continued benefit of the refreshed iMac line up,” the analyst notes. “We expect iPod units of ~10M and the continued mix improvement to support iPod revenue (i.e. strong iTouch).”

Healthy numbers if Apple (AAPL) delivers them, and a nice segue to the company’s June quarter, the first to reflect the market debut of the iPad and last week’s update to the MacBook Pro lineup.

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