A main question will be how many iPhones and iPads the company moves. Some suggested that during this week's iPad Mini launch that CEO Tim Cook let slip some some information about iPad shipments that could be extrapolated for the quarter, and that the shipments will miss expectations.
Given that, analyst Abhey Lamba at Mizuho Securities expects iPad shipments will come in around 16 million, below consensus of 17 million. Lamba sees iPhone shipments coming in around 25-26 million, roughly flat with last quarter.
As MarketWatch's Dan Gallagher noted, the company has upgraded virtually its entire product line over the past two months, and that has made forecasting this quarter's numbers more difficult. Were buyers holding out and waiting for the new products? Did the burst in iPhone 5 sales at the end of the quarter offset that?
Possibly not, and that may lead to a — relatively speaking — downbeat quarter for Apple. Yet, there are all those new iThis's and iThat's, and that is likely to keep the company churning out the profits for the foreseeable future.
"While the September quarter and December guide may be disappointing compared to historical trends," Piper Jaffray's Gene Munster wrote, "we remain positive on Apple given that we expect a significant ramp in iPhone 5 sales as supply issues resolve."
Munster, a well known Apple bull, still has a $910 price target on the stock, and that's not even the high on the Street.
Paul Vigna and Steven Russolillo previewed Apple's earnings on Markets Hub:
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