IEOBSERVE Telegram 2193
Apple 預計Q2營收年增中低個位數%, 關稅Q2會帶來9億的成本影響,但無法預估關稅對Q3的影響。

美國的iPhone會多數來自於印度,而越南則是iPad、Mac、手錶和耳機的來源。其他國家則主要依然由中國供應。今年則預估要買190億顆的美製晶片,庫克說Apple在美國50個州有9千多家供應商,並將在德州設先進伺服器廠。

$AAPL Q1營收年增5.1%至953億,毛利率47.1%,淨利年增4.8%至248億,EPS $1.65略優於預期。

#iPhone 銷售額年增1.9%至468億於預期的458億,美國市場加速年增8.1%,但庫克不認為關稅有明顯影響提前消費。 #大中華市場 衰退-2.3%至160億,億劣於預期的168億。但庫克說去除匯率影響是持平。

🍏 iPhone:+1.9%至468億 > 預期458億
🍎 服務:營收年增降速至 +11.6%%至 266億 < 預期 267億
🍏 Mac:營收+15.6%至79.5億 > 預期 77.6 億
🍏 iPad:營收+15.2% 至64億 > 預期 61.5億
🍎 穿戴設備與其他:營收-4.9%至75億 < 預期80億

蘋果股票回購董事會授權了1000億,比去年1100億稍低,但繼續增加股利。



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Apple 預計Q2營收年增中低個位數%, 關稅Q2會帶來9億的成本影響,但無法預估關稅對Q3的影響。

美國的iPhone會多數來自於印度,而越南則是iPad、Mac、手錶和耳機的來源。其他國家則主要依然由中國供應。今年則預估要買190億顆的美製晶片,庫克說Apple在美國50個州有9千多家供應商,並將在德州設先進伺服器廠。

$AAPL Q1營收年增5.1%至953億,毛利率47.1%,淨利年增4.8%至248億,EPS $1.65略優於預期。

#iPhone 銷售額年增1.9%至468億於預期的458億,美國市場加速年增8.1%,但庫克不認為關稅有明顯影響提前消費。 #大中華市場 衰退-2.3%至160億,億劣於預期的168億。但庫克說去除匯率影響是持平。

🍏 iPhone:+1.9%至468億 > 預期458億
🍎 服務:營收年增降速至 +11.6%%至 266億 < 預期 267億
🍏 Mac:營收+15.6%至79.5億 > 預期 77.6 億
🍏 iPad:營收+15.2% 至64億 > 預期 61.5億
🍎 穿戴設備與其他:營收-4.9%至75億 < 預期80億

蘋果股票回購董事會授權了1000億,比去年1100億稍低,但繼續增加股利。

BY IEObserve 國際經濟觀察




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