Neil Cybart Neil Cybart

Reading Between the Lines of Apple’s 4Q22 Earnings Q&A With Analysts (Daily Update)

Instead of just recapping the question and answer exchanges that occurred on Apple’s 4Q22 earnings call, we will go over Neil’s thoughts / response to each exchange. This will allow Neil to go beyond what was talked about on the call.


Hello everyone.

Last Friday, we went over the big picture and numbers from Apple’s 3Q22 earnings release. Yesterday, we examined Mac and iPad sales. In today’s update, we will focus on Apple’s earnings Q&A session with analysts.

After recapping each question and answer exchange that occurred on the call between Apple and sell-side analysts, we will go over my thoughts / response to the exchange. Let’s go beyond what was talked about on the call.


Reading Between the Lines of Apple’s 4Q22 Earnings Q&A With Analysts

NOTE: The following earnings call questions (“Q”) and answers (“Cook” or “Luca”) have been cut, summarized, paraphrased, and rearranged for clarity. To read the full question and answer exchanges, The Motley Fool offers a written transcript here.

iPhone

Q: How does iPhone 14 and 14 Pro demand look?

An Above Avalon membership is required to continue reading this update. Members can read the full update here. An audio version of this update is available to members who have the podcast add-on attached to their membership. More information about the podcast add-on is found here.

(Members: Daily Updates are always accessible by logging into Slack. If you haven’t logged into Slack before, fill out this form to receive an invite.)


Above Avalon Membership

Payment is processed and secured by Stripe. Apple Pay and other mobile payment options are accepted. Special Inside Orchard bundle pricing is available for Above Avalon members.

The daily updates have become widely read and influential in the world of Apple and technology. They are unmatched in the marketplace in terms of comprehensive analysis and research on all things Apple. Members reside in 60 countries and hold a diverse range of backgrounds and occupations. They include Silicon Valley executives and investors, the largest Apple shareholders, and the leading Apple journalists in the business.

More information about Above Avalon membership, including the full list of benefits and privileges, is available here.

Read More