Your SlideShare is downloading. ×
3 Hidden Metrics to Watch For When Apple, Inc. Reports Earnings on Tuesday
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×

Introducing the official SlideShare app

Stunning, full-screen experience for iPhone and Android

Text the download link to your phone

Standard text messaging rates apply

3 Hidden Metrics to Watch For When Apple, Inc. Reports Earnings on Tuesday

6,043
views

Published on

Published in: Technology

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
6,043
On Slideshare
0
From Embeds
0
Number of Embeds
13
Actions
Shares
0
Downloads
6
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. 3 Hidden Metrics For Apple Earnings
  • 2. 1. Greater China Revenue With Retail • How to find it: Usually given on the conference call. • Apple’s reported Greater China segment does not include retail operations. • As Apple expands retail stores in China in the coming years, this total figure will become increasingly important.
  • 3. 1. Greater China Revenue With Retail
  • 4. 2. iTunes Billings • How to find it: Always given on the conference call. • iTunes billings continue to rise to new records each quarter, in turn leading to records in recognized iTunes revenue. • Strong billings indicate a healthy and vibrant ecosystem, reinforcing device sales.
  • 5. 2. iTunes Billings
  • 6. 3. iPhone ASP • How to find it: Manually divide iPhone revenue by iPhone units. • iPhone ASP illustrates Apple’s ability to maintain pricing power. • Declining ASP could be considered negative, but recent declines are actually positive because they are driven by strong iPhone 4s sales in emerging markets. • Investors have been wanting Apple to grow in emerging markets, and falling ASP is a natural consequence.
  • 7. 3. iPhone ASP
  • 8. How to Profit from Apple’s iWatch