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蘋果賣的比較好的不是手機

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2019年11月08日

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Apple offered sceptics some proof on Wednesday that it can thrive in a future already saturated with iPhones by posting strong sales of accessories such as watches and headphones and offering bullish guidance for the holiday season.

周三,蘋果公司(Apple)向懷疑該公司的人士展示了一些證據(jù),證明它可以在iPhone已經(jīng)飽和的未來蓬勃發(fā)展。蘋果發(fā)布了手表和耳機等配件強勁的銷售業(yè)績,并給出了樂觀的假日季營收預(yù)測。

The California tech group reported $64bn in revenue for the three months to September 30, up 2 per cent from a year ago, even as smartphone and Mac sales both declined.

這家加州科技集團報告稱,在截至9月30日的3個月內(nèi),該公司營收達640億美元,同比增長2%,盡管其智能手機和Mac的銷售雙雙下滑。

That was ahead of the median Wall Street estimate for $62.9bn, driven led by 54 per cent growth in the group’s increasingly prized Wearables division — comprising watches, headphones and other accessories — to $6.5bn.

這一營收額高于華爾街給出的629億美元的預(yù)期中值,主要原因在于該集團日益看好的可穿戴設(shè)備營收同比增長54%,至65億美元——可穿戴設(shè)備包括手表、耳機和其他配件。

蘋果賣的最好的不是手機

Earnings per share rose 4 per cent to a record $3.03, also well ahead of expectations of $2.84 a share. Net income, however, fell 3 per cent to $13.7bn as operating costs rose from $8bn to $8.7bn.

蘋果每股收益增長4%,達到創(chuàng)紀錄的3.03美元,同時也遠高于預(yù)期的每股2.84美元。然而,凈利潤下降了3%,至137億美元,運營成本則從80億美元升至87億美元。

Tim Cook, chief executive, called the quarter “remarkable” and said Apple’s growth outside of the iPhone was running at a 17 per cent rate.

蘋果首席執(zhí)行官蒂姆•庫克(Tim Cook)稱這個季度“非常出色”,并表示,除iPhone以外,蘋果整體收入增長17%。

Apple gave a bullish outlook for the holiday quarter just beginning, projecting between $85.5bn and $89.5bn in sales, in line with forecasts of $86.8bn. This gives Apple a chance to beat its best-ever quarter of $88.3bn.

蘋果對剛剛開始的假日季的前景表示樂觀,預(yù)計銷售額在855億美元至895億美元之間,與868億美元的預(yù)測相符。這讓蘋果有機會超過其883億美元的歷史最高季度記錄。

The fourth-quarter earnings said little about sales of Apple’s refreshed line-up of iPhones, led by the “Pro” series with triple-lens cameras, as they were released with only nine days to go in the quarter. But the solid forecast implies optimism for smartphone sales as well as its Series 5 Apple Watch and the new noise-cancelling AirPods Pro wireless headphones.

第四財季的營收報告幾乎沒有提及蘋果新款iPhone系列的銷售情況——該系列以配備了3個攝像頭的“Pro”系列為首——因為該系列iPhone是在第四財季僅剩9天時發(fā)布的。但這一強勁的預(yù)測意味著,蘋果的智能手機、第5代Apple Watch以及可降噪的新款A(yù)irPods Pro無線耳機的銷量前景樂觀。

蘋果賣的最好的不是手機

Yoram Wurmser, analyst at eMarketer, said the projections imply Apple was not concerned with the impact of new trade tariffs that took effect on some products in September.

eMarketer分析師約拉姆•維爾姆塞(Yoram Wurmser)表示,這些預(yù)測表明,蘋果并不擔心于今年9月開始對某些產(chǎn)品生效的新貿(mào)易關(guān)稅的影響。

Indeed, Mr Cook seemed nonplussed by the tariffs. “In general my view is very positive with how things are going,” he said of the US-China trade battle. “The tone has changed significantly.”

事實上,庫克似乎對新關(guān)稅感到困惑。“總的來說,我對形勢的發(fā)展持非常樂觀的態(tài)度。”在談到美中貿(mào)易戰(zhàn)時他表示,“基調(diào)已發(fā)生明顯的改變。”

Apple recorded iPhone sales down 9 per cent in the past quarter to $33.4bn, while Mac sales fell 5 per cent to $7bn.

上一季度,iPhone銷售額下降9%,至334億美元,而Mac銷售額下降5%,至70億美元。

But overall revenues rose as Services, the unit encompassing the App Store, warranties and licensing deals, hit a record $12.5bn in revenues, up 18 per cent from a year ago. Sales of iPads were up 17 per cent to $4.7bn.

但是,隨著蘋果服務(wù)業(yè)務(wù)(Services)——包括App Store、保修和授權(quán)協(xié)議在內(nèi)的部門——營收達到創(chuàng)紀錄的125億美元、同比增長18%,蘋果整體的營收也有所增長。iPad銷售額增長17%,至47億美元。

Analysts were no less enthused. Francisco Jeronimo, an analyst at IDC, said that in a quarter dominated by trade wars and fierce competition from rivals, Apple was demonstrating the strength of its hardware-service-software ecosystem.

分析人士的熱情絲毫不減。國際數(shù)據(jù)公司(IDC)分析師弗朗西斯科•赫羅尼莫(Francisco Jeronimo)表示,在這個深受貿(mào)易戰(zhàn)和由競爭對手發(fā)起的激烈競爭影響的季度中,蘋果正在展示其硬件-服務(wù)-軟件生態(tài)系統(tǒng)的實力。

“Although Apple faces challenges from its biggest source of revenue — the iPhone — these are solid results,” he said.

他表示:“盡管蘋果面臨著來自其最大收入來源——iPhone手機——的挑戰(zhàn),但這些業(yè)績都很穩(wěn)定。”


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