苹果最近推出的iPhone暂时抹去了其股票价值1000亿美元
Apple's late iPhone launch temporarily wiped US$100 billion off its stock value

Apple's late iPhone launch temporarily wiped US$100 billion off its stock value

苹果最近推出的iPhone暂时抹去了其股票价值1000亿美元

新款5G手机推出较晚,导致苹果的客户推迟购买新设备,导致苹果周四报告称, iPhone销量出现了两年来最严重的季度下滑。

2018年8月1日,顾客在美国纽约中央车站(Grand Central Station)苹果商店内走过苹果的标识。总部/ Lucas Jackson / Files

总部:新的5G手机推出较晚,导致苹果公司( Inc)的客户推迟购买新设备,导致该公司周四报告称, iPhone销量出现了两年来最严重的季度下滑。

苹果在盘后交易中一度下跌逾5% ,使其股票市场价值蒸发1 000亿美元。

自2013年以来, 苹果每年9月都会像钟表一样推出新款iPhone 。不过,恐慌引发的延误把宣布推迟了一个月,一些设备仍未发货。

尽管Mac和AirPods的销量激增,使总收入和利润高于分析师的预期,但iPhone销量下降20.7% ,至264亿美元。(图表: https : / tmsnrt . rs / 3ecmgCG)

投资者预计,加州最畅销产品库比蒂诺(Cupertino)的销量会下降,但拒绝销售的情况比预期的要糟糕,尤其是在中国,那里拥有5G服务的消费者比美国或欧洲多。

苹果今年的销售额基本低于预期,推出了一系列新产品和服务,在大流行病期间,这些产品和服务在很大程度上得到了客户的欢迎,同时也基本回家落户。

苹果表示,截至9月26日的第四季度, 苹果的收入和利润分别为647亿美元和73美分,而根据来自Refintiv的IBES数据,分析师的估计是637亿美元和70美分。

但旗舰iPhone 12的发布被推迟到10月13日,比往常晚了几周,这意味着第四季度的业绩中没有iPhone的开盘周末销售。

苹果首席执行官蒂姆•库克(Tim Cook)在接受路透社(Reuters)采访时表示,根据头五天的航运数据,他对iPhone 12的周期“感到乐观” 。

" 5G是每十年一次的机会。库克说,当我们进入市场时,我们再兴奋不过了。“至少在美国,航空公司非常咄逼人。 ”

iPhone 12的发布时间使大中华区的销量下降28.5% ,至79.5亿美元。库克表示,他预计新的5G设备将有助于iPhone在中国的销售复苏。

库克对路透社(Reuters)说, “我们在头五天看到的情况,让我们有很大的信心,相信中国会在财政Q1上恢复增长。 ”

苹果没有提供收入增长预测,但首席财务官卢卡•马埃斯特里(Luca Maestri)表示,按照分析师的预期,今年第一季度来自服务和非iPhone产品的收入将增长两位数。他表示, iPhone的营收也会增长,这意味着税率将为个位数。根据Refintiv的数据,分析师预计iPhone第一季度的营收将增长6.45% ,至595.6亿美元。

爱德华•琼斯(Edward Jones)的分析师洛根•普尔克(Logan Purk)表示: “虽然iPhone的销量将在这个周期内增长,但与更高的预期相比,这将令人失望,因为我们不认为5G是升级浪潮的令人信服的原因。 ”

苹果的服务领域稳步增长,抵消了近年来iPhone销量的波动。服务领域包括流媒体音乐和电视。服务业收入增加了16.3% ,达到145亿美元,而分析师的估计为140亿美元。库克告诉路透社(Reuters),苹果的付费服务组合苹果一号( One)将于周五推出。

库克对路透社(Reuters)表示, 苹果在其平台上拥有5.85亿付费用户,高于上季度的5.5亿,接近该公司为2020日历年底设定的6亿用户的目标。

在过去两年里,苹果的股价飙升,原因是它实现了收入来源多样化,以减少对iPhone的依赖。周四的股价暴跌引发了苹果对iPhone销售的依赖程度是否仍高于一些投资者预期的问题。

Hargreaves Lansdown的股票分析师索菲·伦德-耶茨(Sophie Lund - Yates)说, “苹果需要能够保持升级周期,否则股价就会波动,因为目前的估值没有真正的宽恕空间。 ”

苹果表示,根据Refintiv的数据,其配件部门的收入增长了20.8% ,达到79亿美元,而分析师估计,该部门的收入增长了13.5% ,达到74亿美元。Refintiv的数据显示, Mac和iPad的销售额上升到90亿美元和68亿美元,而估计数为79.2亿美元和61.2亿美元。

(Stephen Nellis在圣弗兰西科报告; Noel Randewich补充报告; Lisa Shumaker编辑)

来源:路透社。

The late launch of new 5G phones caused Apple Inc's customers to put off buying new devices, leading the company on Thursday to report the steepest quarterly drop in iPhone sales in two years.

REUTERS: The late launch of new 5G phones caused Apple Inc's customers to put off buying new devices, leading the company on Thursday to report the steepest quarterly drop in iPhone sales in two years.

Apple fell over 5per cent at one point in after-hours trade, wiping US$100 billion from its stock market value.

Since 2013, Apple has delivered new iPhones each September like clockwork. But pandemic-induced delays pushed the announcement back a month, with some devices still yet to ship.

Even as booming sales of Macs and AirPods boosted overall revenue and profit above what analysts had expected, iPhone sales dropped 20.7per cent to US$26.4 billion. (Graphic: https://tmsnrt.rs/3ecmgCG)

Investors anticipated lower sales from the Cupertino, California company's bestselling product, but the hold-back was worse than expected, especially in China, where more consumers have access to 5G than in the United States or Europe.

Apple has mostly beaten sales expectations this year and released a slew of new products and services that its customers have embraced while largely homebound during the pandemic.

Apple said revenue and profits for the fiscal fourth quarter ended on Sept. 26 was US$64.7 billion and 73 cents per share, compared with analyst estimates of US$63.7 billion and 70 cents per share, according to IBES data from Refinitiv.

But the flagship iPhone 12's announcement was delayed until Oct. 13, several weeks later than usual, meaning no opening-weekend iPhone sales are included in the fourth-quarter results.

In an interview with Reuters, Apple Chief Executive Tim Cook said that he was "optimistic" about the iPhone 12 cycle based on the first five days of shipping data.

"5G is a once-in-a-decade kind of opportunity. And we could not be more excited to hit the market exactly when we did," Cook said. "At least in the U.S., the carriers are being very aggressive."

The iPhone 12 release timing drove down sales in Greater China by 28.5per cent to US$7.95 billion. Cook said he expects the new 5G devices to help iPhone sales recover in China.

"What we're seeing in the early going in the first five days gives us a lot of confidence that China will return to growth in our fiscal Q1," Cook told Reuters.

Apple did not provide a revenue growth forecast, but Chief Financial Officer Luca Maestri said revenue from services and non-iPhone products would grow by double-digit percentages in the fiscal first quarter, in line with analyst expectations. He said iPhone revenue would also grow, implying the rate would be in the single digits. Analysts expect iPhone revenue to rise 6.45per cent to US$59.56 billion in the first quarter, according to Refinitiv data.

Logan Purk, an analyst with Edward Jones, said that "while iPhone sales will grow this cycle, it will be disappointing compared to elevated expectations, as we do not believe the 5G presents a compelling reason for a wave of upgrades."

Apple has offset volatile iPhone sales in recent years with steady growth in its services segment, which includes streaming music and television. Services revenue rose 16.3per cent to US$14.5 billion, compared with analyst estimates of US$14 billion. Cook told Reuters that Apple One, a bundle of Apple's paid services, will launch on Friday.

Cook told Reuters that Apple has 585 million paying subscribers across its platforms, up from 550 million the previous quarter and closer to the goal of 600 million subscribers that the company set out for the end of calendar 2020.

Apple's shares have soared in the past two years as it has diversified its revenue streams to lessen its dependence on the iPhone. The share tumble on Thursday raises the question of whether Apple is still more dependent on iPhone sales than some investors had hoped.

"Apple needs to be able to keep the upgrade cycle going or the share price will wobble because there's no real room for forgiveness in the current valuation," said Sophie Lund-Yates, an equity analyst at Hargreaves Lansdown.

Apple said revenue from its accessories segment was up 20.8per cent to US$7.9 billion, compared with analyst estimates of a 13.5per cent rise to US$7.4 billion, according to Refinitiv data. Mac and iPad sales rose to US$9.0 billion and US$6.8 billion, compared with estimates of US$7.92 billion and US$6.12 billion, according to Refinitiv data.

(Reporting by Stephen Nellis in San Franicsco; Additional reporting by Noel Randewich; Editing by Lisa Shumaker)

The late launch of new 5G phones caused Apple Inc's customers to put off buying new devices, leading the company on Thursday to report the steepest quarterly drop in iPhone sales in two years.

新款5G手机推出较晚,导致苹果的客户推迟购买新设备,导致苹果周四报告称, iPhone销量出现了两年来最严重的季度下滑。

Customers walk past an Apple logo inside of an Apple store at Grand Central Station in New York, U.S., August 1, 2018. REUTERS/Lucas Jackson/Files

2018年8月1日,顾客在美国纽约中央车站(Grand Central Station)苹果商店内走过苹果的标识。总部/ Lucas Jackson / Files

REUTERS: The late launch of new 5G phones caused Apple Inc's customers to put off buying new devices, leading the company on Thursday to report the steepest quarterly drop in iPhone sales in two years.

总部:新的5G手机推出较晚,导致苹果公司( Inc)的客户推迟购买新设备,导致该公司周四报告称, iPhone销量出现了两年来最严重的季度下滑。

Apple fell over 5per cent at one point in after-hours trade, wiping US$100 billion from its stock market value.

苹果在盘后交易中一度下跌逾5% ,使其股票市场价值蒸发1 000亿美元。

Since 2013, Apple has delivered new iPhones each September like clockwork. But pandemic-induced delays pushed the announcement back a month, with some devices still yet to ship.

自2013年以来, 苹果每年9月都会像钟表一样推出新款iPhone 。不过,恐慌引发的延误把宣布推迟了一个月,一些设备仍未发货。

Even as booming sales of Macs and AirPods boosted overall revenue and profit above what analysts had expected, iPhone sales dropped 20.7per cent to US$26.4 billion. (Graphic: https://tmsnrt.rs/3ecmgCG)

尽管Mac和AirPods的销量激增,使总收入和利润高于分析师的预期,但iPhone销量下降20.7% ,至264亿美元。(图表: https : / tmsnrt . rs / 3ecmgCG)

Investors anticipated lower sales from the Cupertino, California company's bestselling product, but the hold-back was worse than expected, especially in China, where more consumers have access to 5G than in the United States or Europe.

投资者预计,加州最畅销产品库比蒂诺(Cupertino)的销量会下降,但拒绝销售的情况比预期的要糟糕,尤其是在中国,那里拥有5G服务的消费者比美国或欧洲多。

Apple has mostly beaten sales expectations this year and released a slew of new products and services that its customers have embraced while largely homebound during the pandemic.

苹果今年的销售额基本低于预期,推出了一系列新产品和服务,在大流行病期间,这些产品和服务在很大程度上得到了客户的欢迎,同时也基本回家落户。

Apple said revenue and profits for the fiscal fourth quarter ended on Sept. 26 was US$64.7 billion and 73 cents per share, compared with analyst estimates of US$63.7 billion and 70 cents per share, according to IBES data from Refinitiv.

苹果表示,截至9月26日的第四季度, 苹果的收入和利润分别为647亿美元和73美分,而根据来自Refintiv的IBES数据,分析师的估计是637亿美元和70美分。

But the flagship iPhone 12's announcement was delayed until Oct. 13, several weeks later than usual, meaning no opening-weekend iPhone sales are included in the fourth-quarter results.

但旗舰iPhone 12的发布被推迟到10月13日,比往常晚了几周,这意味着第四季度的业绩中没有iPhone的开盘周末销售。

In an interview with Reuters, Apple Chief Executive Tim Cook said that he was "optimistic" about the iPhone 12 cycle based on the first five days of shipping data.

苹果首席执行官蒂姆•库克(Tim Cook)在接受路透社(Reuters)采访时表示,根据头五天的航运数据,他对iPhone 12的周期“感到乐观” 。

"5G is a once-in-a-decade kind of opportunity. And we could not be more excited to hit the market exactly when we did," Cook said. "At least in the U.S., the carriers are being very aggressive."

" 5G是每十年一次的机会。库克说,当我们进入市场时,我们再兴奋不过了。“至少在美国,航空公司非常咄逼人。 ”

The iPhone 12 release timing drove down sales in Greater China by 28.5per cent to US$7.95 billion. Cook said he expects the new 5G devices to help iPhone sales recover in China.

iPhone 12的发布时间使大中华区的销量下降28.5% ,至79.5亿美元。库克表示,他预计新的5G设备将有助于iPhone在中国的销售复苏。

"What we're seeing in the early going in the first five days gives us a lot of confidence that China will return to growth in our fiscal Q1," Cook told Reuters.

库克对路透社(Reuters)说, “我们在头五天看到的情况,让我们有很大的信心,相信中国会在财政Q1上恢复增长。 ”

Apple did not provide a revenue growth forecast, but Chief Financial Officer Luca Maestri said revenue from services and non-iPhone products would grow by double-digit percentages in the fiscal first quarter, in line with analyst expectations. He said iPhone revenue would also grow, implying the rate would be in the single digits. Analysts expect iPhone revenue to rise 6.45per cent to US$59.56 billion in the first quarter, according to Refinitiv data.

苹果没有提供收入增长预测,但首席财务官卢卡•马埃斯特里(Luca Maestri)表示,按照分析师的预期,今年第一季度来自服务和非iPhone产品的收入将增长两位数。他表示, iPhone的营收也会增长,这意味着税率将为个位数。根据Refintiv的数据,分析师预计iPhone第一季度的营收将增长6.45% ,至595.6亿美元。

Logan Purk, an analyst with Edward Jones, said that "while iPhone sales will grow this cycle, it will be disappointing compared to elevated expectations, as we do not believe the 5G presents a compelling reason for a wave of upgrades."

爱德华•琼斯(Edward Jones)的分析师洛根•普尔克(Logan Purk)表示: “虽然iPhone的销量将在这个周期内增长,但与更高的预期相比,这将令人失望,因为我们不认为5G是升级浪潮的令人信服的原因。 ”

Apple has offset volatile iPhone sales in recent years with steady growth in its services segment, which includes streaming music and television. Services revenue rose 16.3per cent to US$14.5 billion, compared with analyst estimates of US$14 billion. Cook told Reuters that Apple One, a bundle of Apple's paid services, will launch on Friday.

苹果的服务领域稳步增长,抵消了近年来iPhone销量的波动。服务领域包括流媒体音乐和电视。服务业收入增加了16.3% ,达到145亿美元,而分析师的估计为140亿美元。库克告诉路透社(Reuters),苹果的付费服务组合苹果一号( One)将于周五推出。

Cook told Reuters that Apple has 585 million paying subscribers across its platforms, up from 550 million the previous quarter and closer to the goal of 600 million subscribers that the company set out for the end of calendar 2020.

库克对路透社(Reuters)表示, 苹果在其平台上拥有5.85亿付费用户,高于上季度的5.5亿,接近该公司为2020日历年底设定的6亿用户的目标。

Apple's shares have soared in the past two years as it has diversified its revenue streams to lessen its dependence on the iPhone. The share tumble on Thursday raises the question of whether Apple is still more dependent on iPhone sales than some investors had hoped.

在过去两年里,苹果的股价飙升,原因是它实现了收入来源多样化,以减少对iPhone的依赖。周四的股价暴跌引发了苹果对iPhone销售的依赖程度是否仍高于一些投资者预期的问题。

"Apple needs to be able to keep the upgrade cycle going or the share price will wobble because there's no real room for forgiveness in the current valuation," said Sophie Lund-Yates, an equity analyst at Hargreaves Lansdown.

Hargreaves Lansdown的股票分析师索菲·伦德-耶茨(Sophie Lund - Yates)说, “苹果需要能够保持升级周期,否则股价就会波动,因为目前的估值没有真正的宽恕空间。 ”

Apple said revenue from its accessories segment was up 20.8per cent to US$7.9 billion, compared with analyst estimates of a 13.5per cent rise to US$7.4 billion, according to Refinitiv data. Mac and iPad sales rose to US$9.0 billion and US$6.8 billion, compared with estimates of US$7.92 billion and US$6.12 billion, according to Refinitiv data.

苹果表示,根据Refintiv的数据,其配件部门的收入增长了20.8% ,达到79亿美元,而分析师估计,该部门的收入增长了13.5% ,达到74亿美元。Refintiv的数据显示, Mac和iPad的销售额上升到90亿美元和68亿美元,而估计数为79.2亿美元和61.2亿美元。

(Reporting by Stephen Nellis in San Franicsco; Additional reporting by Noel Randewich; Editing by Lisa Shumaker)

(Stephen Nellis在圣弗兰西科报告; Noel Randewich补充报告; Lisa Shumaker编辑)

Source: Reuters

来源:路透社。