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專欄 - 蘋果2_0

iPhone銷售井噴,,蘋果營收大漲

Philip Elmer-DeWitt 2012年04月26日

蘋果(Apple)公司內(nèi)部流傳著一個老笑話,,那就是史蒂夫·喬布斯周圍是一片“現(xiàn)實扭曲力場”:你離他太近的話,,就會相信他所說的話,。蘋果的數(shù)百萬用戶中已經(jīng)有不少成了該公司的“信徒”,,而很多蘋果投資者也賺得盆滿缽滿,。不過,,Elmer-DeWitt認(rèn)為,,在報道蘋果公司時有點懷疑精神不是壞事,。聽他的應(yīng)該沒錯。要知道,,他自從1982年就開始報道蘋果,、觀察史蒂夫·喬布斯經(jīng)營該公司。
自4月10日以來,,蘋果股價已經(jīng)下跌了近13%,,但隨著公司財報的發(fā)布,人們發(fā)現(xiàn),,蘋果最大的兩棵搖錢樹iPhone和iPad銷量都出現(xiàn)了井噴式的增長,。消息傳來,蘋果股價馬上反彈了7.44%,。

????蘋果公司(Apple)的市值在短短兩周時間內(nèi)縮水了700多億美元,但是蘋果公司卻輕松超出了幾乎最樂觀的預(yù)期,,圓滿實現(xiàn)了最不可思議的收益增長,,以392億美元銷售額計算,截至三月的財季每股利潤達(dá)到了12.3美元,。

????消息一出,,蘋果股票馬上掉頭向上,在盤后交易中上漲41美元(漲幅7.44%),。當(dāng)天,,蘋果股票以560.28美元收盤,下跌了11.42美元(大盤平均跌幅為2.00%),,與4月10日盤中最高價644美元相比,,下跌了約13%。

????華爾街認(rèn)為,,最大的意外來自于iPhone手機(jī)銷售數(shù)據(jù),。威瑞森無線通訊(Verizon)和美國電話電報公司(AT&T)報告稱iPHone手機(jī)出貨量下降430多萬部之后,周四大部分時間,,分析人士都在預(yù)測蘋果公司將無法實現(xiàn)目標(biāo)——但他們顯然忘了,,iPhone手機(jī)的大部分銷售均來源于國外市場。蘋果CFO彼得?奧本海默稱,,亞洲的iPHone手機(jī)銷售同比增長了五倍,。

????蒂姆?庫克在財報中重點強(qiáng)調(diào)了蘋果最賺錢的兩棵搖錢樹:“在截至3月的財季中,iPhone手機(jī)銷量為3,500多萬部,iPad銷量接近1,200萬部,,我們?yōu)榇思硬灰?。?/p>

??? 以下為具體數(shù)據(jù):

銷售額:391.9億美元,,同比增長58.9%

每股利潤:12.3美元,,增長92.2%

iPhone出貨總量:3,510萬部,增長88%

iPad出貨總量:1,180萬部,,增長151%

Mac出貨總量:400萬臺,,增長了6.8%,而PC市場整體出貨量增幅為2%

亞洲地區(qū)Mac銷售:增長了58%

iPod出貨總量:770萬部,,下降了14.6%

毛利率:47.4%,,與上一財季相比增長了44.7%

預(yù)計營收:3,400億美元

預(yù)計每股利潤:8.68美元

預(yù)計毛利率:41.5%

現(xiàn)金與有價證券:1,110億美元,與上一財季相比,,增長125億美元

????若想了解收入會議后的更詳細(xì)的情況,,可點擊網(wǎng)絡(luò)廣播鏈接。

????

????FORTUNE -- Having lost more than $70 billion in market value in two weeks, Apple (AAPL) capped one of the strangest earnings walkups in memory by handily beating all but the most optimistic estimates, reporting record March quarter earnings of $12.30 per share on sales of $39.2 billion.

????Shares reversed course as soon as the news broke, climbing more than $41 (7.44%) in after hours trading. At the closing bell Apple had been trading for $560.28, down $11.42 (an even 2.00%) for the day and almost 13% below its April 10 intraday high of $644.

????The biggest surprise, as far as the Street was concerned, was the iPhone unit sales number. After Verizon (VZ) and AT&T (T) reported iPhone activations down more than 4.3 million, analysts spent much of Tuesday predicting that the company would miss its targets -- forgetting, apparently, that most iPhone sales take place overseas. iPhone sales in Asia were up five-fold year over year, according to CFO Peter Oppenheimer.

????"We're thrilled with sales of over 35 million iPhones and almost 12 million iPads in the March quarter," said Tim Cook, highlighting the two products that are driving Apple's money-making machine.

??? The numbers:

Sales: $39.19 billion, up 58.9% year over year

EPS: $12.3, up 92.2%

iPhone: 35.1 million units, up 88%

iPad: 11.8 million units, up 151%

Mac: 4 million units, up 6.8% compared with 2% for the broader PC industry

Asian Mac sales: up 58%

iPod: 7.7 million units, down 14.6%

Gross margin: 47.4%, up from 44.7% last quarter

Revenue guidance: $34 billion

EPS guidance: $8.68

Gross margin guidance: 41.5%

Cash and marketable securities: $110 billion, up $12.5 billion from Q1

????More after the earnings call. You can monitor the webcast here.????

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