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    蘋果近況:iPhone銷售疲軟,股價攀升

    Don Reisinger 2019年05月07日

    蘋果的iPhone銷售可能仍面臨問題,但投資者似乎并沒有因此感到不安。

    蘋果公司發布的第二季度財報表示,由于延續了2018年低迷的需求,iPhone銷售額同比下降17%至310億美元。蘋果公司利潤也因此下降16%至116億美元。

    然而,雖然蘋果公司最重要、最關鍵的手機部門還在掙扎,但投資者似乎并不擔心。本周,蘋果股價從周初的205美元漲到現在的212美元上下。

    投資者對蘋果公司服務部門的增長感到滿意,包括App Store的銷售、Apple Music流媒體及其他服務。蘋果服務部門第二季度營收為115億美元,比去年同期的99億美元增長17%。

    這是《財富》雜志最新一期的蘋果公司一周重大新聞綜述。這是上周的綜述。

    蘋果股價大漲,足以幫助該公司避一避眼下的爭議了,該公司最近因為決定從App Store刪除一些家長控制應用程序而引發爭議。此外,一路上我們都聽到行業分析師明確表明,Apple Watch是智能手表行業毫無疑問的領導者。

    以下是蘋果公司的其他重大新聞:

    關注蘋果公司的人無疑十分關心該公司第二季度的收益。蘋果當季銷售額為580億美元,比去年同期下降了5%。盡管利潤為116億美元,但同比下降了16%。

    盡管第二季度業績不盡人意,但蘋果股價本周仍有上漲。不過,一些分析師指出,蘋果的手機部門出現了復蘇跡象,這歸功于iPhone 3月份的強勁銷售,這一勢頭一直持續至4月。與此同時,分析師預計蘋果的服務業務將繼續增長,因為蘋果設備在中國降價的戰略似乎提升了這一關鍵市場的銷量。

    著名投資者、伯克希爾哈撒韋公司首席執行官沃倫·巴菲特肯定了蘋果公司上一季度的業績。巴菲特擁有超過500億美元的蘋果股票,他向美國全國廣播公司財經頻道(CNBC)表示,自己對蘋果公司的收益感到“滿意”,重申正是這些數字堅定地支持著他的公司持有大量蘋果股票。

    此外,芯片制造商高通公司本周告知其投資者,本季度收入預計將再增加45億至47億美元,因為該公司最近與蘋果在法律上達成了協議。兩家公司因為專利糾紛難看地打了兩年官司,終于在上個月達成和解。和解包括一項為期6年的授權許可協議,允許蘋果公司在今后的設備中使用高通芯片。

    盡管蘋果公司在本次財報電話會議中沒有公布Apple Watch的市場份額,卻沒有阻止行業研究人員這樣做。市場研究公司Counterpoint報道,蘋果上季度占全球智能手表市場35.8%的份額,輕松超過第二名三星11.1%的占比。追蹤蘋果公司新聞的網站MacRumors表示,研究人員沒有披露Apple Watch的銷量。不過,Counterpoint確實表示Apple Watch的出貨量同比增長了49%。

    根據研究機構IDC的數據,蘋果今年第一季度的iPhone出貨量比2018年第一季度的5220萬部下降了30%以上,降至3640萬部。根據IDC的數據,市場上第一位的三星同期出貨量為7190萬部,同比下降8.1%。華為同比激增50.3%,出貨量因此提升至5910萬部。蘋果最新的財報中沒有披露其iPhone銷量。

    由于蘋果公司最近決定從App Store中刪除若干最受歡迎的家長控制應用程序,這周一開始,該公司就因此陷入了爭議。上述應用程序的開發人員告訴《紐約時報》(The New York Times),他們的程序可以讓父母監控兒童對智能手機的使用,阻止兒童訪問某些應用程序或網站,蘋果刪除了他們的程序,是為了推廣蘋果自己的替代應用Screen Time。蘋果反駁稱,之所以刪除上述應用,目的是保護用戶隱私。該公司還補充道,能夠保護用戶隱私的第三方家長控制應用程序仍可在App Store中下載。

    還有一件事……蘋果本周表示,市場對AirPods無線耳塞的需求仍然堅挺。蘋果稱,公司正在盡最大努力生產足夠多的產品以滿足它所說的“令人難以置信的客戶需求”。(財富中文網)

    作者:Don Reisinger

    譯者:Agatha

    The company said during its second-quarter earnings release this week that iPhone sales fell 17% year over year to $31 billion after sluggish demand carried over from 2018. The decline in iPhone sales helped to push Apple’s profit down 16% to $11.6 billion.

    Investors, however, didn’t seem bothered that Apple’s most significant and most crucial division continues to struggle. The company’s shares rose this week and now hover around $212—up from $205 at the start.

    Investors were pleased with the growth in Apple’s services division, which includes App Store sales, Apple Music streaming, and other services. Apple’s services unit posted $11.5 billion in second-quarter revenue, up 17% from the $9.9 billion in sales it had at the same time a year ago.

    This is Fortune’s latest weekly roundup of the biggest Apple news. Here’s last week’s roundup.

    Apple’s stock price jump was enough to help the company sidestep controversy over its recent decision to remove parental control apps from the App Store. And along the way, we heard loud and clear from industry analysts that in the smartwatch business, Apple Watch is the clear leader.

    Here’s more major Apple news:

    Apple watchers were focused squarely on the company’s second-quarter earnings. Apple had $58 billion in sales, a 5% drop compared to this time last year. And although the company tallied $11.6 billion in profit, that was down 16% year over year.

    Apple’s shares climbed this week despite the poor quarterly performance. However, several analysts noted the iPhone division is showing signs of resurgence, thanks to strong sales in March that carried over to April. Meanwhile, analysts expect Apple’s services business to grow as Apple’s price cuts in China on its devices seem to have boosted sales in that critical market.

    Famed investor and Berkshire Hathaway chief Warren Buffett chimed in on Apple’s latest quarter. The owner of more than $50 billion in Apple stock, Buffett told CNBC that he was “pleased” with Apple’s earnings, restating that the numbers firmly support why his company has such a big stake in Apple.

    Also, Qualcomm told its investors this week the chipmaker anticipates generating an additional $4.5 billion to $4.7 billion this quarter thanks to its recent legal settlement with Apple. The companies were in an ugly two-year patent legal dispute, but settled the case last month. The settlement includes a six-year licensing agreement allowing Apple to include Qualcomm chips in future devices.

    Even though Apple didn’t break out Apple Watch market share data in its latest earnings call, that didn’t stop industry researchers from doing it. Apple owned 35.8% of the global smartwatch market last quarter, easily topping second-place Samsung’s 11.1% share, market researcher Counterpoint reports. The Apple-tracking site MacRumors said the researcher didn’t share unit sales data. However, Counterpoint did say that Apple Watch shipments had risen 49% year over year.

    Apple’s first-quarter iPhone shipments this year fell more than 30% from 52.2 million units in the first quarter of 2018 to 36.4 million units in this year’s quarter, according to researcher IDC. Market leader Samsung shipped 71.9 million units during the same period, down 8.1% at the same time a year ago, according to IDC. Huawei’s 50.3% year-over-year jump helped the company lift shipments to 59.1 million units. Apple didn’t share iPhone unit sales in its latest earnings report.

    Apple’s week kicked off with a dispute over the company’s recent decision to remove several favorite parental control apps from its App Store. App developers told The New York Times that Apple removed their programs, which allow parents to monitor child smartphone usage and prevent access to certain apps or websites, to boost its own alternative, Screen Time. Apple countered that it removed the apps to protect user privacy. Apple added that third-party parental control apps that protect user privacy are still available in its App Store.

    One more thing…Apple said this week that demand for its AirPods wireless earbuds continues to be reliable. The company said that it’s doing its best to manufacture enough units to meet what it called “incredible customer demand.”

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