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专栏 - 苹果2_0

iPhone销售井喷,苹果营收大涨

Philip Elmer-DeWitt 2012年04月26日

苹果(Apple)公司内部流传着一个老笑话,那就是史蒂夫·乔布斯周围是一片“现实扭曲力场”:你离他太近的话,就会相信他所说的话。苹果的数百万用户中已经有不少成了该公司的“信徒”,而很多苹果投资者也赚得盆满钵满。不过,Elmer-DeWitt认为,在报道苹果公司时有点怀疑精神不是坏事。听他的应该没错。要知道,他自从1982年就开始报道苹果、观察史蒂夫·乔布斯经营该公司。
自4月10日以来,苹果股价已经下跌了近13%,但随着公司财报的发布,人们发现,苹果最大的两棵摇钱树iPhone和iPad销量都出现了井喷式的增长。消息传来,苹果股价马上反弹了7.44%。

    苹果公司(Apple)的市值在短短两周时间内缩水了700多亿美元,但是苹果公司却轻松超出了几乎最乐观的预期,圆满实现了最不可思议的收益增长,以392亿美元销售额计算,截至三月的财季每股利润达到了12.3美元。

    消息一出,苹果股票马上掉头向上,在盘后交易中上涨41美元(涨幅7.44%)。当天,苹果股票以560.28美元收盘,下跌了11.42美元(大盘平均跌幅为2.00%),与4月10日盘中最高价644美元相比,下跌了约13%。

    华尔街认为,最大的意外来自于iPhone手机销售数据。威瑞森无线通讯(Verizon)和美国电话电报公司(AT&T)报告称iPHone手机出货量下降430多万部之后,周四大部分时间,分析人士都在预测苹果公司将无法实现目标——但他们显然忘了,iPhone手机的大部分销售均来源于国外市场。苹果CFO彼得•奥本海默称,亚洲的iPHone手机销售同比增长了五倍。

    蒂姆•库克在财报中重点强调了苹果最赚钱的两棵摇钱树:“在截至3月的财季中,iPhone手机销量为3,500多万部,iPad销量接近1,200万部,我们为此激动不已。”

    以下为具体数据:

销售额:391.9亿美元,同比增长58.9%

每股利润:12.3美元,增长92.2%

iPhone出货总量:3,510万部,增长88%

iPad出货总量:1,180万部,增长151%

Mac出货总量:400万台,增长了6.8%,而PC市场整体出货量增幅为2%

亚洲地区Mac销售:增长了58%

iPod出货总量:770万部,下降了14.6%

毛利率:47.4%,与上一财季相比增长了44.7%

预计营收:3,400亿美元

预计每股利润:8.68美元

预计毛利率:41.5%

现金与有价证券:1,110亿美元,与上一财季相比,增长125亿美元

    若想了解收入会议后的更详细的情况,可点击网络广播链接。

    

    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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