Why I think Apple will SMASH Q4 Numbers! - Apple Stock!

TL;DR

Jeremy predicts that Apple's Q4 numbers will exceed analyst expectations due to factors such as the success of the iPhone 7 and Samsung's recall issues.

Transcript

there is a drastic difference between what I think and what analysts think Apple is going to report for their q4 numbers here in a couple weeks I'm going to share with you guys today what I believe Apple will report for numbers versus what analysts expect and versus what Apple did last year I cannot wait to share this with you guys today good day s... Read More

Key Insights

• ✋ Jeremy predicts that Apple's EPS will be higher and revenue will exceed analyst expectations, driven by factors like strong iPhone sales and increased service revenue.
• 👻 He believes that Samsung's recall issues with the Note 7 will benefit Apple, allowing them to capture more customers.
• 🌓 Jeremy expects growth in iPad units due to the availability of the iPad Pro throughout the entire quarter.
• 🏍️ He highlights the impact of the main product cycle on iPhone sales, emphasizing that the longer sell-through period will boost unit sales.
• ✋ Jeremy suggests that Apple's strategy of buying back shares since last year will contribute to higher EPS.
• ❓ He emphasizes the potential for Apple's stock to increase significantly if their Q4 performance surpasses expectations.
• 👀 Jeremy acknowledges the potential risks of his predictions, understanding that he may be incorrect and look foolish.

Questions & Answers

Q: What are Jeremy's predictions for Apple's EPS in Q4?

Jeremy expects Apple's EPS to be between $2.00 and $2.10, higher than the $1.65 predicted by analysts. He attributes this to strong sales and positive reception of the iPhone 7.

Q: How does Jeremy anticipate Apple's Q4 revenue to differ from analysts' expectations?

Jeremy predicts that Apple will generate $54 billion in revenue, while analysts expect $46.8 billion. He bases this on increased sales of iPhone units, iPad units, and services.

Q: Why does Jeremy believe iPhone units will perform well in Q4?

Jeremy cites the main product cycle of the iPhone, longer sell-through period compared to last year, and Samsung's recall issues as reasons for his optimism. He believes that Apple will gain customers from Samsung's damaged brand.

Q: How does Jeremy justify his prediction of growth in iPad units?

Jeremy points out that last year's Q4 did not include the launch of the iPad Pro, which was a significant factor in this year's quarter. He expects the iPad to return to growth, supported by the availability of the iPad Pro throughout the entire quarter.

Summary & Key Takeaways

• Jeremy believes that Apple's EPS will increase compared to last year, while analysts expect a decrease.

• Jeremy predicts that Apple's revenue will be higher than what analysts expect.

• Jeremy anticipates that iPhone units, iPad units, and services will also outperform analyst predictions.