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苹果卖的比较好的不是手机

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2019年11月08日

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Apple offered sceptics some proof on Wednesday that it can thrive in a future already saturated with iPhones by posting strong sales of accessories such as watches and headphones and offering bullish guidance for the holiday season.

周三,苹果公司(Apple)向怀疑该公司的人士展示了一些证据,证明它可以在iPhone已经饱和的未来蓬勃发展。苹果发布了手表和耳机等配件强劲的销售业绩,并给出了乐观的假日季营收预测。

The California tech group reported $64bn in revenue for the three months to September 30, up 2 per cent from a year ago, even as smartphone and Mac sales both declined.

这家加州科技集团报告称,在截至9月30日的3个月内,该公司营收达640亿美元,同比增长2%,尽管其智能手机和Mac的销售双双下滑。

That was ahead of the median Wall Street estimate for $62.9bn, driven led by 54 per cent growth in the group’s increasingly prized Wearables division — comprising watches, headphones and other accessories — to $6.5bn.

这一营收额高于华尔街给出的629亿美元的预期中值,主要原因在于该集团日益看好的可穿戴设备营收同比增长54%,至65亿美元——可穿戴设备包括手表、耳机和其他配件。

苹果卖的最好的不是手机

Earnings per share rose 4 per cent to a record $3.03, also well ahead of expectations of $2.84 a share. Net income, however, fell 3 per cent to $13.7bn as operating costs rose from $8bn to $8.7bn.

苹果每股收益增长4%,达到创纪录的3.03美元,同时也远高于预期的每股2.84美元。然而,净利润下降了3%,至137亿美元,运营成本则从80亿美元升至87亿美元。

Tim Cook, chief executive, called the quarter “remarkable” and said Apple’s growth outside of the iPhone was running at a 17 per cent rate.

苹果首席执行官蒂姆•库克(Tim Cook)称这个季度“非常出色”,并表示,除iPhone以外,苹果整体收入增长17%。

Apple gave a bullish outlook for the holiday quarter just beginning, projecting between $85.5bn and $89.5bn in sales, in line with forecasts of $86.8bn. This gives Apple a chance to beat its best-ever quarter of $88.3bn.

苹果对刚刚开始的假日季的前景表示乐观,预计销售额在855亿美元至895亿美元之间,与868亿美元的预测相符。这让苹果有机会超过其883亿美元的历史最高季度记录。

The fourth-quarter earnings said little about sales of Apple’s refreshed line-up of iPhones, led by the “Pro” series with triple-lens cameras, as they were released with only nine days to go in the quarter. But the solid forecast implies optimism for smartphone sales as well as its Series 5 Apple Watch and the new noise-cancelling AirPods Pro wireless headphones.

第四财季的营收报告几乎没有提及苹果新款iPhone系列的销售情况——该系列以配备了3个摄像头的“Pro”系列为首——因为该系列iPhone是在第四财季仅剩9天时发布的。但这一强劲的预测意味着,苹果的智能手机、第5代Apple Watch以及可降噪的新款AirPods Pro无线耳机的销量前景乐观。

苹果卖的最好的不是手机

Yoram Wurmser, analyst at eMarketer, said the projections imply Apple was not concerned with the impact of new trade tariffs that took effect on some products in September.

eMarketer分析师约拉姆•维尔姆塞(Yoram Wurmser)表示,这些预测表明,苹果并不担心于今年9月开始对某些产品生效的新贸易关税的影响。

Indeed, Mr Cook seemed nonplussed by the tariffs. “In general my view is very positive with how things are going,” he said of the US-China trade battle. “The tone has changed significantly.”

事实上,库克似乎对新关税感到困惑。“总的来说,我对形势的发展持非常乐观的态度。”在谈到美中贸易战时他表示,“基调已发生明显的改变。”

Apple recorded iPhone sales down 9 per cent in the past quarter to $33.4bn, while Mac sales fell 5 per cent to $7bn.

上一季度,iPhone销售额下降9%,至334亿美元,而Mac销售额下降5%,至70亿美元。

But overall revenues rose as Services, the unit encompassing the App Store, warranties and licensing deals, hit a record $12.5bn in revenues, up 18 per cent from a year ago. Sales of iPads were up 17 per cent to $4.7bn.

但是,随着苹果服务业务(Services)——包括App Store、保修和授权协议在内的部门——营收达到创纪录的125亿美元、同比增长18%,苹果整体的营收也有所增长。iPad销售额增长17%,至47亿美元。

Analysts were no less enthused. Francisco Jeronimo, an analyst at IDC, said that in a quarter dominated by trade wars and fierce competition from rivals, Apple was demonstrating the strength of its hardware-service-software ecosystem.

分析人士的热情丝毫不减。国际数据公司(IDC)分析师弗朗西斯科•赫罗尼莫(Francisco Jeronimo)表示,在这个深受贸易战和由竞争对手发起的激烈竞争影响的季度中,苹果正在展示其硬件-服务-软件生态系统的实力。

“Although Apple faces challenges from its biggest source of revenue — the iPhone — these are solid results,” he said.

他表示:“尽管苹果面临着来自其最大收入来源——iPhone手机——的挑战,但这些业绩都很稳定。”


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