Daniel Tello (@dtellom) header
Daniel Tello (@dtellom) profile picture

Amateur Apple analyst since 2001. @dtello@mastodon.world

Joined January 2011
Photo by Daniel Tello (@dtellom)Photo by Daniel Tello (@dtellom)Photo by Daniel Tello (@dtellom)Photo by Daniel Tello (@dtellom)Photo by Daniel Tello (@dtellom)Photo by Daniel Tello (@dtellom)Photo by Daniel Tello (@dtellom)Photo by Daniel Tello (@dtellom)Photo by Daniel Tello (@dtellom)Photo by Daniel Tello (@dtellom)
$AAPL Fiscal 4Q 2023 Final Estimates aaplmodel.blogspot.com/2023/… $91.9b revs - 44.5% GM - $1.45 EPS
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33 years later, only getting started.
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No, × 𝕏 X, you idiots, I do not get it, nor will I learn more.
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Where I tell you how wrong I’ve been (yes I’ll quote myself):“Hopefully [my] estimates are about done getting revised down.” Not just me, check out pro analysts: marketscreener.com/quote/sto… Note trend contrast between Revs (left) and EPS (right), gotta respect those margins!
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Thanks for the kind words. Not posting this time, sorry! Hope to get back on it for next one. Good luck!
Replying to @dtellom
@dtellom Hello Daniel. I hope you are well. I’ve followed your work on  for many yrs now. It is very much appreciated. Are you going to be posting anything for todays earnings release?
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$AAPL Fiscal 2Q 2023 Final Estimates aaplmodel.blogspot.com/2023/… $96.1b rev - 44.8% GM - $1.54 EPS
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995
Warren Buffett: “When you are told that all repurchases are harmful to shareholders or to the country, or particularly beneficial to CEOs, you are listening to either an economic illiterate or a silver-tongued demagogue (characters that are not mutually exclusive).”
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$AAPL Fiscal 1Q 2023 Final Estimates aaplmodel.blogspot.com/2023/… $123.6b rev - 43.4% GM - $2.06 EPS
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Whoops the chart is wrong 😂
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