katy from morgan stanley also confirms blowout top line for q3 this week:
May 22, 2013, 12:33 P.M. ET
Apple: Morgan Stanley Sees Upside in June Q iPhone Sell-Through
June quarter iPhone sell-through of 31M units is down from 36.4M in March but above our modeled 26M units and consensus of 27M. The iPhone upside is consistent with our recent Asia supply chain checks that point to a stabilization in iPhone orders and expected uptick post iPhone 4/4S price cuts and new products to be launched in September. Even assuming some inventory reduction ahead of new products (the largest workdown was 300K in C3Q12), iPhone is on track to beat our model this quarter. Importantly, iPhone searches in China grew Q/Q, which highlights the opportunity to win additional subscribers in the region […] After a modest downtick in demand ahead of the Galaxy S4 launch in March, the AlphaWise Smartphone Tracker points to a 50% Q/Q increase in demand in June – roughly in-line with consensus expectations. Samsung Galaxy searches grew Q/Q in most regions with the largest growth in China and US. Demand upside for lower priced Galaxy S3 likely offsets slightly weaker than expected demand for Galaxy S4, in our view.
thanks for joining the new apple a-team mikey!
Wednesday, May 22, 2013, 02:50 pm
Former Gartner analyst Michael Gartenberg joins Apple marketing
By Sam Oliver
Michael Gartenberg, a longtime industry analyst who most recently covered technology for Gartner, has taken a job on Apple's marketing team working under executive Phil Schiller.
Gartenberg's new position at Apple was first reported on Wednesday by Connie Guglielmo of Forbes. Aside from his position in marketing under Schiller, it's unknown exactly what role he will take at the Cupertino, Calif., company.
The analyst previously had a brief stint as an evangelist with Microsoft in 2007, but that role only lasted a month. He is one of the most well-known analysts in the tech industry.
In other roles, Gartenberg was an analyst and partner at Altimeter Group, vice president of strategy at Interpret LLC, and research director at Jupiter Research. He's also served on the board of directors for the Consumer Electronics Association, which runs the annual Consumer Electronics Show.
Other high-profile hires made by Apple this year include Kevin Lynch, former chief technology officer at Adobe, and Josh Rosenstock, ex director of external corporate communications at Rolls-Royce.
this confirms jefferies recent note on Q4 BLOWOUT!:
Jefferies Analyst Peter Misek: iPhone 5S Launch In June Raises CQ4 60M-65 Million +30%
Apple (AAPL) iPhone 5S/Low-Cost iPhone Production Looks Firm for Late June/Early July Start - Jefferies
May 13, 2013 8:33 AM EDT Send to a Friend
Jefferies analyst Peter Misek said his latest round of checks with the Apple (NASDAQ: AAPL) supply chain suggests a crystallizing around a late June/early July production start for the iPhone 5S and low-cost iPhone.
The new iPad looks set for a October launch he said.
On the iPhone, the analyst estimates build plan for the calendar second quarter (CQ2) of 25M-30 million, CQ3 25M-50 million, and CQ4 60M-65 million. This compares to the Jefferies' shipment estimates of 25M, 30M, and 50M.
On the iPad, they estimate calendar second quarter (CQ2) build plans of 20M-25M (recently revised higher), CQ3 25M-30M, and CQ4 30-35M. This compares to Jefferies' shipment estimates of 18M, 21M, and 27M.