Apple will hold their 3Q11 conference call at 2:00pm PT/5:00pm ET on Tuesday, July 19, 2011.
Whether or not you have interest in Apple's financial results or have never listened to a quarterly financial conference call, we highly recommend you give this Apple financial call a listen. Tim Cook and Peter Oppenheimer will chair the call, and many things can be learned from listening to their tight-lipped commentary via the questions they choose to answer. Sometimes what they don't say is almost as revealing in what they do.
For example, when Tim Cook was asked whether Apple would get into the netbook market, he responded with all the shortcomings of netbooks. But Tim also said that if Apple choose to get into that space that they had some interesting ideas. That "interesting idea" was the netbook-killing, market-creating device known as iPad.
What am I looking for at this call? My particular interest this time around concerns the TV market, and whether Apple has plans beyond its Apple TV device. If Apple believes it makes strategic sense to begin the hype now, expect Cook to say something along that, "... the market space is very interesting to Apple, but Apple sees it differently than most..." or something along those lines.
However, if our internal T-GAAP timeline is correct (we'll be revealing it shortly), an HDTV by Apple appears to be set for an early 2012 release. So, now would not be the time for Apple to begin dropping hints to financial analysts or the Wall Street Journal. Rather, Apple's timing for unofficial, but well-placed pre-announced rumors should come into focus this Fall. 4Q11 is a better time for such hints by Apple's upper management — if any ever come forth.
And one never knows, Steve Jobs himself has sometimes popped into these calls unannounced, fielding a large portion of the questions. Steve's presence always makes these calls more than interesting, but then what doesn't Steve make things interesting?!