chaicka
2021-10-29
Reality has finally strike. It’s about time for a correction. $133-136 awaits…
Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期,供应问题导致公司损失 60 亿美元</blockquote>
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It’s about time for a correction. $133-136 awaits…","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/854253669","repostId":1178207364,"repostType":2,"repost":{"id":"1178207364","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635460531,"share":"https://www.laohunote.com/m/news/1178207364?lang=zh_CN&edition=full","pubTime":"2021-10-29 06:35","market":"us","language":"en","title":"Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期,供应问题导致公司损失 60 亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178207364","media":"Tiger Newspress","summary":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southe","content":"<p>Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.</p><p><blockquote>周四,苹果第四财季营收低于华尔街预期,苹果首席执行官蒂姆·库克将此归因于 iPhone、iPad 和 Mac 的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果在盘后交易中下跌 3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示:“尽管供应限制超出预期,我们估计供应限制约为 60 亿美元,但我们的业绩非常强劲。”库克表示,“供应限制是由人们经常谈论的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”在当前的假日销售季度,影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.</p><p><blockquote>然而,苹果的整体收入仍增长了29%,其每个产品类别都同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与路孚特共识估计的表现:</blockquote></p><p> <ul> <li><b>EPS:</b> $1.24 vs. $1.24 estimated</li> <li><b>Revenue:</b> $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year</li> <li><b>iPhone revenue:</b> $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year</li> <li><b>Services revenue:</b> $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year</li> <li><b>Other Products revenue:</b> $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year</li> <li><b>Mac revenue:</b> $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year</li> <li><b>iPad revenue:</b> $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year</li> <li><b>Gross margin:</b> 42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>每股收益:</b>1.24 美元,预计为 1.24 美元</li><li><b>收入:</b>833.6 亿美元,而预期为 848.5 亿美元,同比增长 29%</li><li><b>iPhone收入:</b>388.7亿美元。预计415.1亿美元,同比增长47%</li><li><b>服务收入:</b>182.8亿美元。预计176.4亿美元,同比增长25.6%</li><li><b>其他产品收入:</b>87.9亿美元与预计93.3亿美元,同比增长11.5%</li><li><b>Mac收入:</b>91.8亿美元。预计92.3亿美元,同比增长1.6%</li><li><b>iPad收入:</b>82.5亿美元 vs.预计72.3亿美元,同比增长21.4%</li><li><b>毛利率:</b>42.2% vs. 估计值 42.0%</li></ul>iPhone 销量同比增长 47%,但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半,被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据 Refinitiv 的 IBES 数据,苹果表示,第四财季的收入和利润分别为 834 亿美元和每股 1.24 美元,而分析师的预期为 848 亿美元和每股 1.24 美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>结果是,在 iPhone 12 机型以及 COVID-19 大流行期间用于在家工作和学习的 Mac 电脑和 iPad 的强劲销售的带动下,本财年的销售额高于预期,但结果却是一个艰难的结局。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者,芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>零售商亚马逊预测假日季度销售额远低于华尔街预期后不久,苹果发布了业绩,部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>哈格里夫斯-兰斯当(Hargreaves Lansdown)股票分析师索菲-伦德-耶茨(Sophie Lund-Yates)说,苹果 “设法很好地应对了这些问题,但也未能毫发无损,这些问题持续下去会带来麻烦,尤其是因为市场对苹果的表现毫不留情”。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>失误</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别中未能达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据 Refinitiv 的数据,苹果表示第四季度 iPhone 销售额为 389 亿美元,低于预期的 415 亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示,采用旧技术制造的芯片仍然是关键的供应限制。他表示,苹果仍不确定假日购物季过后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难,”库克说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据 Refinitiv 的数据,该公司的配件部门(包括 AirPods 无线耳机等快速增长的类别)营收为 88 亿美元,比分析师预期的 93 亿美元低 5 亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现更好。根据 Refinitiv 的数据,iPad 和 Mac 的销售额分别为 83 亿美元和 92 亿美元,而分析师的预期分别为 72 亿美元和 92 亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门(包括 App Store 业务)销售收入为 183 亿美元,增长 26%,而分析师预期的 176 亿美元。库克表示,苹果目前其平台拥有 7.45 亿付费用户,高于一个季度前披露的 7 亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本投资公司首席经济学家哈尔·埃丁斯 (Hal Eddins) 表示:“服务表现强劲,这显示了软件和服务的美观性和耐用性,因为利润率更高,而且没有供应问题,因为软件不会抵达集装箱船。”</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是其在中国的销售额,增长了 83%,达到 146 亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示,本季度向股东返还了 240 亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期,供应问题导致公司损失 60 亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期,供应问题导致公司损失 60 亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-29 06:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.</p><p><blockquote>周四,苹果第四财季营收低于华尔街预期,苹果首席执行官蒂姆·库克将此归因于 iPhone、iPad 和 Mac 的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果在盘后交易中下跌 3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示:“尽管供应限制超出预期,我们估计供应限制约为 60 亿美元,但我们的业绩非常强劲。”库克表示,“供应限制是由人们经常谈论的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”在当前的假日销售季度,影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.</p><p><blockquote>然而,苹果的整体收入仍增长了29%,其每个产品类别都同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与路孚特共识估计的表现:</blockquote></p><p> <ul> <li><b>EPS:</b> $1.24 vs. $1.24 estimated</li> <li><b>Revenue:</b> $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year</li> <li><b>iPhone revenue:</b> $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year</li> <li><b>Services revenue:</b> $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year</li> <li><b>Other Products revenue:</b> $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year</li> <li><b>Mac revenue:</b> $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year</li> <li><b>iPad revenue:</b> $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year</li> <li><b>Gross margin:</b> 42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>每股收益:</b>1.24 美元,预计为 1.24 美元</li><li><b>收入:</b>833.6 亿美元,而预期为 848.5 亿美元,同比增长 29%</li><li><b>iPhone收入:</b>388.7亿美元。预计415.1亿美元,同比增长47%</li><li><b>服务收入:</b>182.8亿美元。预计176.4亿美元,同比增长25.6%</li><li><b>其他产品收入:</b>87.9亿美元与预计93.3亿美元,同比增长11.5%</li><li><b>Mac收入:</b>91.8亿美元。预计92.3亿美元,同比增长1.6%</li><li><b>iPad收入:</b>82.5亿美元 vs.预计72.3亿美元,同比增长21.4%</li><li><b>毛利率:</b>42.2% vs. 估计值 42.0%</li></ul>iPhone 销量同比增长 47%,但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半,被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据 Refinitiv 的 IBES 数据,苹果表示,第四财季的收入和利润分别为 834 亿美元和每股 1.24 美元,而分析师的预期为 848 亿美元和每股 1.24 美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>结果是,在 iPhone 12 机型以及 COVID-19 大流行期间用于在家工作和学习的 Mac 电脑和 iPad 的强劲销售的带动下,本财年的销售额高于预期,但结果却是一个艰难的结局。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者,芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>零售商亚马逊预测假日季度销售额远低于华尔街预期后不久,苹果发布了业绩,部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>哈格里夫斯-兰斯当(Hargreaves Lansdown)股票分析师索菲-伦德-耶茨(Sophie Lund-Yates)说,苹果 “设法很好地应对了这些问题,但也未能毫发无损,这些问题持续下去会带来麻烦,尤其是因为市场对苹果的表现毫不留情”。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>失误</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别中未能达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据 Refinitiv 的数据,苹果表示第四季度 iPhone 销售额为 389 亿美元,低于预期的 415 亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示,采用旧技术制造的芯片仍然是关键的供应限制。他表示,苹果仍不确定假日购物季过后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难,”库克说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据 Refinitiv 的数据,该公司的配件部门(包括 AirPods 无线耳机等快速增长的类别)营收为 88 亿美元,比分析师预期的 93 亿美元低 5 亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现更好。根据 Refinitiv 的数据,iPad 和 Mac 的销售额分别为 83 亿美元和 92 亿美元,而分析师的预期分别为 72 亿美元和 92 亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门(包括 App Store 业务)销售收入为 183 亿美元,增长 26%,而分析师预期的 176 亿美元。库克表示,苹果目前其平台拥有 7.45 亿付费用户,高于一个季度前披露的 7 亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本投资公司首席经济学家哈尔·埃丁斯 (Hal Eddins) 表示:“服务表现强劲,这显示了软件和服务的美观性和耐用性,因为利润率更高,而且没有供应问题,因为软件不会抵达集装箱船。”</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是其在中国的销售额,增长了 83%,达到 146 亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示,本季度向股东返还了 240 亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178207364","content_text":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\nApple fell 3.7% in extended trading.\n\n\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.\nHowever, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.\nHere's how Apple did versus Refinitiv consensus estimates:\n\nEPS: $1.24 vs. $1.24 estimated\nRevenue: $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year\niPhone revenue: $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year\nServices revenue: $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year\nOther Products revenue: $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year\nMac revenue: $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year\niPad revenue: $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year\nGross margin: 42.2% vs. 42.0% estimated\n\niPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.\nApple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.\nApple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.\nThe results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.\nApple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.\nApple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.\nApple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.\nMISSES\nApple missed expectations in two key categories.\nApple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.\nCook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.\n\"It's very difficult to call,\" Cook said.\nThe company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.\nOther segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.\nThe company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.\n\"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.\nAnother bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.\nThe company said it returned $24 billion to shareholders during the quarter.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1545,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":67,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/854253669"}
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