Apple (AAPL) probably already knows what its September quarter looks like, but, it could be more successful that many on Wall St. can imagine.
Mac sales are being put as high as 2.17 million by Citigroup in a research piece picked up by Barron’s. In the June quarter, they were 1.764 million units yielding $2.533 billion. At the higher unit volume Mac revenue would be about $3.12 billion. TheStreet has given a unit estimate of 2.35 million Macs. That would move Mac revenue up to $3.38 billion.
Research firm Hambrecht puts iPod sales at 12 million for the September period. In the last quarter, iPod revenue-per-unit was $160. That would bring iPod revenue to $1.92 billion. iTune sales in the June quarter were $608 million. Peripherals and software were just high of $700 million.
iPhone yield per unit is now $400 UBS is putting iPhone sales for the just-closed quarter at 950,000. That would add another $380 million.
That brings revenue to $7 billion. Revenue for the June quarter was $5.4 billion. In the September quarter of 2006, revenue was $4.837 billion.
Could $7 billion happen? If the company reaches the high end of all analyst estimates, yes.
Douglas A. McIntyre