Record Mac quarter looms

January 18, 2012

By a big margin or just a little? A consensus of analysts, more than 85 percent of amateur and professional, estimate that Apple shipped more Mac last quarter than they did in the September quarter, which was yet another record for a company that has outgrown the industry for six years. And, iPhones? Pretty every analyst is saying expect huge numbers.

As PC sales continue to decline, with much of the carnage attributable to the iPad, another Apple product is growing by leaps and bounds, too.

Citing compiled analyst estimates for the holiday quarter, Fortune reports that 40 of 46 analysts, both punters and professionals, expect Apple to break the 4.89 million Mac record Apple set in the September quarter when December numbers are report on Tuesday, January 24.

Although the estimates range from a low of 4.52 million from Susquehanna’s Jeff Fidacaro to a high of 6.5 million from Navin Nagrani of AAPL Independent Analysts, the spread between the institutional and independent analysts is relatively narrow, at least compared with their estimates for revenue and EPS, iPhones and iPads.

The overall analyst average tallied by Fortune is 5.07 million.

Last and hardly least, BTIG Research has raised its Q4 iPhone unit sales estimate from 30 million to 35 million. For those of you keeping score at home, if Apple actually hits that number, it will be more than double its third quarter iPhone tally of 17 million.


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