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ARRIWYKS
#AppleQ4iPhone18Outlook
Q3 BEAT: $109.4B vs $109.0B, EPS $2.02 vs $1.89 — 8/8 beats. Stock ATH $351, $5T mcap.
Why YES:
iPhone 17 +10-14% YoY, 235M units est. Foldable iPhone Duo 20M units (Munster $8B extra FY27). India +20%, Services $31B+. Guide 9-11% Rev ($111.7-113.8B) — Street at top.
Risk: GM 47-48% vs 50.1% Q3 (memory costs + 2.5% FX). iPhone 18 Pro order cuts Oct noted. P/E 39x leaves no room.
Call: 55% BEAT — needs iPhone >$62B + Services >$31B to hold $340. Miss GM <47% = $322.
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