Philip Elmer-DeWitt for Fortune:
The average estimate among all the analysts is 25 million iPads, up 10% from the same quarter last year. The indies, as usual, are a bit more bullish than the pros. As a group, they’re looking for 16% growth, compared with the Street’s 8%. Unless they’ve updated their numbers, four sell-side analysts – Cowan’s Timothy Arcuri, Credit Suisse’s Kulbinder Garcha, Citi’s Glen Yeung and CLSA’s Avi Silver – still expect Apple to report a drop in iPad sales. Last year, the pros were right and the indies wrong. The consensus was 24 million iPads, with the pros at 22.8 million and the amateurs at 25.5 million. The correct number, according to Apple, was 22.86 million. link
Good numbers (if true) for Apple, but I expect analysts in their never ending efforts to be annoying will likely shift focus to “where are the whereables?”
Apple reports earnings January 27.