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苹果近况:iPhone销售疲软,股价攀升

Don Reisinger 2019年05月07日

苹果的iPhone销售可能仍面临问题,但投资者似乎并没有因此感到不安。

苹果公司发布的第二季度财报表示,由于延续了2018年低迷的需求,iPhone销售额同比下降17%至310亿美元。苹果公司利润也因此下降16%至116亿美元。

然而,虽然苹果公司最重要、最关键的手机部门还在挣扎,但投资者似乎并不担心。本周,苹果股价从周初的205美元涨到现在的212美元上下。

投资者对苹果公司服务部门的增长感到满意,包括App Store的销售、Apple Music流媒体及其他服务。苹果服务部门第二季度营收为115亿美元,比去年同期的99亿美元增长17%。

这是《财富》杂志最新一期的苹果公司一周重大新闻综述。这是上周的综述。

苹果股价大涨,足以帮助该公司避一避眼下的争议了,该公司最近因为决定从App Store删除一些家长控制应用程序而引发争议。此外,一路上我们都听到行业分析师明确表明,Apple Watch是智能手表行业毫无疑问的领导者。

以下是苹果公司的其他重大新闻:

关注苹果公司的人无疑十分关心该公司第二季度的收益。苹果当季销售额为580亿美元,比去年同期下降了5%。尽管利润为116亿美元,但同比下降了16%。

尽管第二季度业绩不尽人意,但苹果股价本周仍有上涨。不过,一些分析师指出,苹果的手机部门出现了复苏迹象,这归功于iPhone 3月份的强劲销售,这一势头一直持续至4月。与此同时,分析师预计苹果的服务业务将继续增长,因为苹果设备在中国降价的战略似乎提升了这一关键市场的销量。

著名投资者、伯克希尔哈撒韦公司首席执行官沃伦·巴菲特肯定了苹果公司上一季度的业绩。巴菲特拥有超过500亿美元的苹果股票,他向美国全国广播公司财经频道(CNBC)表示,自己对苹果公司的收益感到“满意”,重申正是这些数字坚定地支持着他的公司持有大量苹果股票。

此外,芯片制造商高通公司本周告知其投资者,本季度收入预计将再增加45亿至47亿美元,因为该公司最近与苹果在法律上达成了协议。两家公司因为专利纠纷难看地打了两年官司,终于在上个月达成和解。和解包括一项为期6年的授权许可协议,允许苹果公司在今后的设备中使用高通芯片。

尽管苹果公司在本次财报电话会议中没有公布Apple Watch的市场份额,却没有阻止行业研究人员这样做。市场研究公司Counterpoint报道,苹果上季度占全球智能手表市场35.8%的份额,轻松超过第二名三星11.1%的占比。追踪苹果公司新闻的网站MacRumors表示,研究人员没有披露Apple Watch的销量。不过,Counterpoint确实表示Apple Watch的出货量同比增长了49%。

根据研究机构IDC的数据,苹果今年第一季度的iPhone出货量比2018年第一季度的5220万部下降了30%以上,降至3640万部。根据IDC的数据,市场上第一位的三星同期出货量为7190万部,同比下降8.1%。华为同比激增50.3%,出货量因此提升至5910万部。苹果最新的财报中没有披露其iPhone销量。

由于苹果公司最近决定从App Store中删除若干最受欢迎的家长控制应用程序,这周一开始,该公司就因此陷入了争议。上述应用程序的开发人员告诉《纽约时报》(The New York Times),他们的程序可以让父母监控儿童对智能手机的使用,阻止儿童访问某些应用程序或网站,苹果删除了他们的程序,是为了推广苹果自己的替代应用Screen Time。苹果反驳称,之所以删除上述应用,目的是保护用户隐私。该公司还补充道,能够保护用户隐私的第三方家长控制应用程序仍可在App Store中下载。

还有一件事……苹果本周表示,市场对AirPods无线耳塞的需求仍然坚挺。苹果称,公司正在尽最大努力生产足够多的产品以满足它所说的“令人难以置信的客户需求”。(财富中文网)

作者:Don Reisinger

译者:Agatha

The company said during its second-quarter earnings release this week that iPhone sales fell 17% year over year to $31 billion after sluggish demand carried over from 2018. The decline in iPhone sales helped to push Apple’s profit down 16% to $11.6 billion.

Investors, however, didn’t seem bothered that Apple’s most significant and most crucial division continues to struggle. The company’s shares rose this week and now hover around $212—up from $205 at the start.

Investors were pleased with the growth in Apple’s services division, which includes App Store sales, Apple Music streaming, and other services. Apple’s services unit posted $11.5 billion in second-quarter revenue, up 17% from the $9.9 billion in sales it had at the same time a year ago.

This is Fortune’s latest weekly roundup of the biggest Apple news. Here’s last week’s roundup.

Apple’s stock price jump was enough to help the company sidestep controversy over its recent decision to remove parental control apps from the App Store. And along the way, we heard loud and clear from industry analysts that in the smartwatch business, Apple Watch is the clear leader.

Here’s more major Apple news:

Apple watchers were focused squarely on the company’s second-quarter earnings. Apple had $58 billion in sales, a 5% drop compared to this time last year. And although the company tallied $11.6 billion in profit, that was down 16% year over year.

Apple’s shares climbed this week despite the poor quarterly performance. However, several analysts noted the iPhone division is showing signs of resurgence, thanks to strong sales in March that carried over to April. Meanwhile, analysts expect Apple’s services business to grow as Apple’s price cuts in China on its devices seem to have boosted sales in that critical market.

Famed investor and Berkshire Hathaway chief Warren Buffett chimed in on Apple’s latest quarter. The owner of more than $50 billion in Apple stock, Buffett told CNBC that he was “pleased” with Apple’s earnings, restating that the numbers firmly support why his company has such a big stake in Apple.

Also, Qualcomm told its investors this week the chipmaker anticipates generating an additional $4.5 billion to $4.7 billion this quarter thanks to its recent legal settlement with Apple. The companies were in an ugly two-year patent legal dispute, but settled the case last month. The settlement includes a six-year licensing agreement allowing Apple to include Qualcomm chips in future devices.

Even though Apple didn’t break out Apple Watch market share data in its latest earnings call, that didn’t stop industry researchers from doing it. Apple owned 35.8% of the global smartwatch market last quarter, easily topping second-place Samsung’s 11.1% share, market researcher Counterpoint reports. The Apple-tracking site MacRumors said the researcher didn’t share unit sales data. However, Counterpoint did say that Apple Watch shipments had risen 49% year over year.

Apple’s first-quarter iPhone shipments this year fell more than 30% from 52.2 million units in the first quarter of 2018 to 36.4 million units in this year’s quarter, according to researcher IDC. Market leader Samsung shipped 71.9 million units during the same period, down 8.1% at the same time a year ago, according to IDC. Huawei’s 50.3% year-over-year jump helped the company lift shipments to 59.1 million units. Apple didn’t share iPhone unit sales in its latest earnings report.

Apple’s week kicked off with a dispute over the company’s recent decision to remove several favorite parental control apps from its App Store. App developers told The New York Times that Apple removed their programs, which allow parents to monitor child smartphone usage and prevent access to certain apps or websites, to boost its own alternative, Screen Time. Apple countered that it removed the apps to protect user privacy. Apple added that third-party parental control apps that protect user privacy are still available in its App Store.

One more thing…Apple said this week that demand for its AirPods wireless earbuds continues to be reliable. The company said that it’s doing its best to manufacture enough units to meet what it called “incredible customer demand.”

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