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苹果业绩:五个关键数字

Jonathan Vanian 2017年11月12日

苹果最新一季财报有5个数字最突出。

苹果公司上季度收获颇丰,销售额同比增长12%,达到526亿美元,进而推动苹果股价在市后交易中上涨近3%。但让人叹为观止的可不光是总收入。

苹果披露的业绩会让绝大多数公司欢欣鼓舞。以下是最突出的五个关键数字:

可穿戴业务远远超过外界预期

Apple Watch和无线AirPods销量比上年同期增长75%。虽然蒂姆·库克在上周四的分析师电话会议上未给出任何具体数字,但他说可穿戴设备的年收入相当于一家《财富》400强公司。也就是说,如果按《财富》500强中排在第400位的能源公司Calpine的业务规模计算,可穿戴设备的年销售额至少为67亿美元。

服务大众

包括Apple Music在线流媒体服务和iCloud存储业务在内,苹果服务业务创下了历史最佳季度业绩,销售额达到85亿美元,同比上升34%。库克说服务业务相当于一家《财富》100强公司,理论上可以和21世纪福克斯和菲利普-莫里斯这样的大企业并驾齐驱。

进击的Mac

库克表示,台式机和笔记本电脑业务过去一年的表现达到了前所未有的水平。Mac相关台式机和笔记本电脑的季度销售额同比上升25%,达到72亿美元,库克将原因归结为开学前市场的强劲表现。这和近期分析师对整个PC 市场的报告截然相反。比如,Gartner指出开学前美国市场表现低迷,在截至9月30日的三个月中PC总销量下跌。也许人们都去买Mac了,而不是使用Windows操作系统的电脑。

中国业务反弹

销售额连续滑坡六个季度后,苹果表示中国市场收入升至98亿美元,同比增长12%。库克没有具体说明是哪种产品为收入上升做出了贡献,仅表示“这样的业绩基于各项业务,是各个方面的汇总”,也就是说这个数字涵盖了iPhone、iPad、PC和服务。

发力增强现实

库克仍看好增强现实(AR)技术,通过智能手机摄像头和屏幕,这项技术可以把数字影像叠加在真实世界中。苹果应用商店目前有超过1000款增强现实app,但还不清楚究竟有多少人在使用这些app。不过,库克相信AR技术“可以更加突出人的作用,而不是把人们隔离开来”,这和虚拟现实不同。使用虚拟现实技术时,人们得戴上大头盔来体验虚拟世界。库克认为AR的处境“非常像2008年,也就是苹果刚刚推出应用商店的时候。”他相信,只要给苹果一些时间,AR就会成为该公司的一大业务。(财富中文网)

译者:Charlie

Apple’s latest quarter was a big one with sales growing 12% year-over-year to $52.6 billion, sending its shares up nearly 3% in after-hours trading. But it wasn’t just overall revenue that made for the whopper performance.

The company reported results that would make most any company happy. Here are five key numbers that stood out:

Apple’s wearable business is a lot bigger than you think

Sales in the unit that includes Apple Watch and the wireless AirPods grew 75% year-over-year. Although Tim Cook didn’t give any specific numbers during a call with analysts on Thursday, he said that annual revenue from wearable products is equivalent to a Fortune 400 company. That suggests that wearables account for at least $6.7 billion in annual sales, if you consider sales of energy company Calpine, which is No. 400 on Fortune’s list of the top 500 companies.

Services R’ Us

Services, which includes the Apple Music online streaming service and iCloud storage, had its best quarter ever, with quarterly sales up 34% year-over-year to $8.5 billion. Cook said that the services business is akin to a Fortune 100 company, theoretically on par with corporate heavyweights like Twenty-First Century Fox and cigarette giant Philip Morris.

Mac attack

Cook said that personal computers and laptops had their best year ever. Quarterly sales of Mac-related PCs and laptops jumped 25% year-over-year to $7.2 billion, which Cook attributed to a strong back-to-school season. That sharply contrasts with recent analyst reports about the overall PC market like one by Gartner that said that the U.S. experienced a weak back-to-school season and that overall PC sales dropped during the a three-month-period ending Sept. 30. Maybe people are just buying Macs instead of Windows-based PCs.

Rebound in China

After six straight quarters of declining sales in China, Apple said that revenue in that country grew 12% year-over-year to $9.8 billion. Cook didn’t say what particular Apple product attributed to the gain, only that “the results were broad-based, they were pretty much across the board,” implying that they were spread across iPhones, iPads, PCs, and services.

See you in augmented reality

Cook remains bullish about AR technology, in which digital images are overlaid onto the physical world through the help of smartphone cameras and screens. Apple currently has over 1,000 AR-apps in its app store, although it’s unclear how many people actually use them. Nevertheless, Cook believes that AR technology “amplifies human performance instead of isolating humans,” unlike virtual reality, for which people must wear big headsets to experience virtual worlds. He believes that the state of AR is “very much like 2008, when we fired the gun in the overall app store.” Give Apple some time, Cook believes, and AR will become a big business for the company.

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