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蘋果業績:五個關鍵數字

蘋果業績:五個關鍵數字

Jonathan Vanian 2017-11-12
蘋果最新一季財報有5個數字最突出。

蘋果公司上季度收獲頗豐,銷售額同比增長12%,達到526億美元,進而推動蘋果股價在市后交易中上漲近3%。但讓人嘆為觀止的可不光是總收入。

蘋果披露的業績會讓絕大多數公司歡欣鼓舞。以下是最突出的五個關鍵數字:

可穿戴業務遠遠超過外界預期

Apple Watch和無線AirPods銷量比上年同期增長75%。雖然蒂姆·庫克在上周四的分析師電話會議上未給出任何具體數字,但他說可穿戴設備的年收入相當于一家《財富》400強公司。也就是說,如果按《財富》500強中排在第400位的能源公司Calpine的業務規模計算,可穿戴設備的年銷售額至少為67億美元。

服務大眾

包括Apple Music在線流媒體服務和iCloud存儲業務在內,蘋果服務業務創下了歷史最佳季度業績,銷售額達到85億美元,同比上升34%。庫克說服務業務相當于一家《財富》100強公司,理論上可以和21世紀福克斯和菲利普-莫里斯這樣的大企業并駕齊驅。

進擊的Mac

庫克表示,臺式機和筆記本電腦業務過去一年的表現達到了前所未有的水平。Mac相關臺式機和筆記本電腦的季度銷售額同比上升25%,達到72億美元,庫克將原因歸結為開學前市場的強勁表現。這和近期分析師對整個PC 市場的報告截然相反。比如,Gartner指出開學前美國市場表現低迷,在截至9月30日的三個月中PC總銷量下跌。也許人們都去買Mac了,而不是使用Windows操作系統的電腦。

中國業務反彈

銷售額連續滑坡六個季度后,蘋果表示中國市場收入升至98億美元,同比增長12%。庫克沒有具體說明是哪種產品為收入上升做出了貢獻,僅表示“這樣的業績基于各項業務,是各個方面的匯總”,也就是說這個數字涵蓋了iPhone、iPad、PC和服務。

發力增強現實

庫克仍看好增強現實(AR)技術,通過智能手機攝像頭和屏幕,這項技術可以把數字影像疊加在真實世界中。蘋果應用商店目前有超過1000款增強現實app,但還不清楚究竟有多少人在使用這些app。不過,庫克相信AR技術“可以更加突出人的作用,而不是把人們隔離開來”,這和虛擬現實不同。使用虛擬現實技術時,人們得戴上大頭盔來體驗虛擬世界。庫克認為AR的處境“非常像2008年,也就是蘋果剛剛推出應用商店的時候。”他相信,只要給蘋果一些時間,AR就會成為該公司的一大業務。(財富中文網)

譯者: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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