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http://finance.people.com.cn/sto ... 67815-20309095.html
1月24日消息，据路透社报道，苹果今天发布的2013财年第一财季财报显示，由于其旗舰产品iPhone手机销量低于目标，苹果第一财季营收略低于华尔街分析师预期。受这一消息影响，苹果股价周三盘后下跌超过10％。
苹果周三表示，第一财季iPhone手机的出货量为4780万部，创下历史最高记录，但这一销售业绩仍然让许多华尔街分析师感到失望。多年来，华尔街分析师已习惯于iPhone手机的出色表现，他们此前平均预测第一财季iPhone手机的出货量约为5000万部。
第一财季苹果iPad的出货量为2290万部，与市场预期大致相符。
消息人士本月指出，苹果在亚洲的零部件供应商正在削减产量，这表明市场对苹果iPhone和iPad的需求可能正在逐渐减弱。
苹果股价周三收盘于514.01美元，较上一交易日上涨1.83%。盘后下跌达10.48%，至460.25美元。此前，苹果股价距其去年9月份创下的历史新高已累计下跌近30％，部分原因是投资者担心苹果超速发展的日子已结束，其移动设备也不再像以前那样流行。
苹果2012财年第三财季和第四财季的营收也没有达到预期。在苹果发布2013财年第一财季财报后，人们将对苹果产品线提出更多质疑，并关注苹果将采取什么措施来吸引新的用户和维持其增长速度。
苹果面临的激烈的竞争主要来自竞争对手和供应合作伙伴三星电子，后者的智能手机走廉价路线，采用全球最普及的谷歌Andr oid操作系统。苹果连续三个财季的营收未能达到预期，也表明发达国家的智能手机市场可能接近饱和，这令众多投资者感到不安。
市场研究机构Cross Research的分析师夏伦?克罗斯(Shannon Cross) 表示：“苹果第一财季业绩整体还行，但也肯定提出了几个问题。苹果的毛利率一直表现不错，这是一个正面消息，而且持有的现金实现持续增长。但我认为投资者会想知道，苹果对不断增长的现金存量会有什么打算。”
克罗斯还指出：“苹果在创新上有什么举措，未来将推出什么新产品，以及蒂姆?库克（Tim Cook）对未来12至18个月有什么看法等，也是人们关注的问题。”
苹果周三宣布，第一财季营收达545亿美元，低于受汤森路透I / B / E / S调查的分析师平均预期的547.3亿美元。
苹果第一财季净利润为 130.6亿美元，摊薄后每股收益为13.81美元，去年同期净利润为130.6亿美元，摊薄后每股收益为13.87美元。（刘春）
http://www.reuters.com/article/2 ... USBRE90M1HD20130123Apple revenue, iPhone sales disappoint; shares dive
(Reuters) - Apple Inc missed Wall Street's revenue forecast for the third straight quarter as iPhone sales came in below expectations, fueling investors' worries that its dominance of the mobile industry was slipping.
Shares of the world's largest tech company fell 10 percent to $463 after-hours, wiping out some $50 billion of its market value from its $514 close.
On Wednesday, Apple said it shipped a record 47.8 million iPhones in the December quarter, up 29 percent from the year-ago period but below the 50 million shipments that analysts on average had expected.
"It's going to call into question Apple's dominance in the space. It's still one of the strong players, the others being Samsung and Google. It's still a two-horse race, but Android continues to grow rapidly," said Sterne Agee analyst Shaw Wu.
"If you step back a bit, it's clear they shipped a lot of phones. But the problem is the high expectations that investors have. Apple's conservative guidance highlights the concerns over production cuts coming out of Asia recently."
Apple projected revenue of $41 billion to $43 billion in the current, second fiscal quarter, lagging the average Wall Street forecast of more than $45 billion.
Fiscal first quarter revenue rose 18 percent to $54.5 billion, below the average analyst estimate of $54.73 billion, though earnings per share of $13.81 beat the Street forecast of $13.47, according to Thomson Reuters I/B/E/S.
Apple also undershot revenue targets in the previous two quarters, and these results will prompt more questions on what Apple has in its product pipeline, and what it can do to attract new sales and maintain its growth trajectory, analysts said.
Net income of $13.07 billion was virtually flat with $13.06 billion a year earlier.
CHINA IS BRIGHT SPOT
Investors' expectations heading into the results had already been subdued by news of possible production cutbacks by some component suppliers in Asia, triggering fears that demand for the iPhone, which accounts for half of Apple's revenue, and the iPad could be slowing.
Apple shares are down nearly 30 percent from a record high in September, in part on worries that its days of hyper growth are over and its mobile devices are no longer as popular.
Intense competition from Samsung's cheaper phones - powered by Google's Android software - and signs that the premium smartphone market may be close to saturation in developed markets have also caused a lot of investor anxiety.
Meanwhile, sales of the iPad came in at 22.9 million in the fiscal first quarter, roughly in line with forecasts.
On the brighter side, Chief Financial Officer Peter Oppenheimer told Reuters that iPhone sales more than doubled in greater China - a region that Apple Chief Executive Tim Cook has vowed to focus on as its next big growth driver.
The company will begin detailing results from that country.
"These results were OK, but they definitely raised a few questions," said Shannon Cross, analyst with Cross Research. "Gross margin trajectory looks fine so that's a positive and cash continues to grow. But I think investors are going to want to know what Apple plans to do with growing cash balance."
"And other questions are going to be around innovation and where the next products are coming from and what does Tim Cook see in the next 12 to 18 months."
(Reporting By Poornima Gupta; Editing by Bernard Orr) |
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发表于 2013-1-24 09:51
营收和iPhone销量都突破历史记录了啊，虽然净利润几乎没变
发表于 2013-1-24 10:16
