Resources

6 Resources for

stefan sidahmed

Subscribe to this listing via:
RSS
Email

BNET Resources

Apple: Exploding iPhone Profits: iPhones in Europe are not the only thing exploding at Apple AAPL. Recently, Bernstein Research and RBC Capital Markets predicted 2011 iPhone sales of 50 million and 54.7 million respectively with RBC also predicting 2012 iPhone sales at 82.1 million, about a 3-fold increase from 2009 levels. The above estimates...; Tags: Gadgets, Stefan Sidahmed, Apple Inc.; External links 2009-09-04
Apple?s iPhone Subscription Accounting Leftovers: On September 9th, I heard Gene Munster of Piper Jaffray on a Bloomberg First Word podcast mention that Apple AAPL may be making an accounting change in the next 6 months to get away from subscription accounting for the iPhone and I assume Apple TV as well. Since then there...; Tags: Gadgets, Stefan Sidahmed, Apple Inc.; External links 2009-09-15
Apple: Set to Double Again: The current GAAP 2010 earnings consensus for Apple AAPL is $6.85. Assuming Q4 iPhone sales of 8M to 11M, Apple will close out FY 2009 with somewhere between $12B and $14B in deferred iPhone revenues. This equates to somewhere between $3.64 and $4.02 in deferred GAAP EPS to...; Tags: Hardware, Gadgets, Stefan Sidahmed, Apple Inc.; External links 2009-09-18
Calculating Apple's 2010 EPS: Apple AAPL has not specified when they will implement the GAAP subscription accounting change recently approved by FASB. The change will eliminate the need for Apple to use subscription accounting for the iPhone and AppleTV, and also allow them to provide free software upgrades for the iTouch. They...; Tags: Hardware, Gadgets, Stefan Sidahmed, Apple Inc., Amazon.com Inc.; External links 2009-10-25
Valuing Amazon Like the Next Wal-Mart: For a while, during the dark days of the credit crunch, Amazon’s AMZN P/E came back down to earth, but once again it is flying high, looking like a dot com deja vu bubble. Is that bad? I don’t know. It depends. If Amazon’s cash flows are disjointed from its...; Tags: Retail, Stefan Sidahmed, Amazon.com Inc., Wal-Mart Stores Inc.; External links 2009-11-03

Expect Apple's December Earnings to Grow 37%: The Street consensus for Apple’s Q1 2010 earnings is $2.04 on $11.9B in revenues. Depending on how many shares outstanding are assumed (due to dilution, I am using 920M), this equates to a profit margin of 15.7%, which sounds reasonable and is consistent with recent performance. My estimate of GAAP...; Tags: Hardware, Gadgets, Stefan Sidahmed, Apple Inc.; External links 2009-11-10