Apple cov nyiaj tau los tau zoo dua li qhov lawv saib

Kua (AAPL) tshaj tawm nws cov nyiaj tau los Q1 rau hnub Thursday, qhia txog qhov tsis tshua muaj kev nco txog ntawm cov kws tshuaj ntsuam kev cia siab, vim tias cov nyiaj tau los poob 5% xyoo dhau los rau $ 117.2 billion. Dab tsi yog qhov phem dua, kev muag iPhone, uas ua rau ntau tshaj li ib nrab ntawm Apple cov nyiaj tau los tag nrho, poob 8% xyoo dhau los rau $ 65.7 billion.

Rau lwm lub tuam txhab, cov txiaj ntsig ntawd yuav muaj kev puas tsuaj. Tsuas yog saib ntawm Amazon (AMZN), uas tau tshaj tawm tag nrho lub xyoo poob ntawm $ 2.7 billion. Txog hnub Friday, feem ntawm cov lag luam e-lag luam loj tau tawm ntau dua 4%. Microsoft (MSFT)? Tom qab tshaj tawm qeeb huab kev loj hlob lub lim tiam dhau los, nws cov shares tau poob txog 1%. Shares ntawm Google Parent Alphabet (GOOG, GOOGL), lub sijhawm no, tau tawm ntau dua 1% tom qab lub tuam txhab tshaj tawm kev muag khoom poob qis.

Koj xav tias Apple yuav ntsib tib yam kev suav ntawm Wall Street li nws cov phooj ywg. Tab sis txij thaum tav su Friday, feem ntawm cov tuam txhab iPhone tau nce ntau dua 3%. Yog vim li cas? Apple tsab ntawv ceeb toom tsis zoo li nws tuaj yeem ua tau. Qhov tseeb, txawm tias qhov poob qis hauv iPhone, Mac, thiab Wearables cov nyiaj tau los, muaj xov xwm zoo ib yam.

Qhov standout los ntawm tsab ntawv ceeb toom yog tias Apple lub hauv paus nruab tam sim no suav nrog 2 billion khoom siv. Lub iPhone nruab hauv paus tshwj xeeb yog nyob rau txhua lub sijhawm siab, thiab pom ob tus lej loj hlob hauv cov lag luam tawm tshiab, nrog CFO Luca Maestri tshwj xeeb hu rau Mexico thiab Is Nrias teb thaum lub tuam txhab cov nyiaj tau los hu. Thiab qhov ntawd, nws hais tias, pab thawb lub tuam txhab Cov Kev Pabcuam cov nyiaj tau los rau cov ntaub ntawv ntawm $ 20.8 billion.

Apple CEO Tim Cook nthuav tawm iPhone 14 tshiab ntawm Apple qhov kev tshwm sim ntawm lawv lub hauv paus hauv Cupertino, California, Tebchaws Asmeskas Lub Cuaj Hli 7, 2022. REUTERS/Carlos Barria

Dab tsi ntxiv, Apple tau hais tias tus naj npawb ntawm cov neeg siv khoom them nyiaj rau nws cov kev pabcuam ntau yam tau tshaj tawm ntawm 935 lab tus neeg siv. Qhov ntawd yog 150 lab ntau dua li lub tuam txhab muaj ib xyoos dhau los thiab plaub zaug ntau npaum li nws tau sau tsib xyoos dhau los.

Apple tau thawb nws cov kev pabcuam kev loj hlob rau ntau xyoo raws li ib txoj hauv kev los pab txhawb nws txoj kev vam khom ntawm kev muag iPhone, thiab nrog kev lag luam tam sim no tau nqis peev hauv $ 20.7 nphom hauv Q1, nws yog lub tuam txhab thib ob loj tshaj nyiaj txiag tom qab iPhone.

"Ob qho kev them nyiaj thiab kev hloov pauv nyiaj tau nce ob tus lej [xyoo dhau ib xyoos] ... uas qhia peb tias Apple txuas ntxiv nkag mus rau hauv lub hauv paus thiab nce nyiaj," BofA Kev Tshawb Fawb Ntiaj Teb Tus Kws Tshuaj Ntsuam Xyuas Wamsi Mohan tau sau hauv tsab ntawv ceeb toom tom qab Apple tsab ntawv ceeb toom.

Raws li Morgan Stanley's Erik Woodring tau taw qhia hauv nws tus kheej cov neeg ua lag luam sau tseg, Apple txoj kev loj hlob ntawm ecosystem txhais tau hais tias tseem muaj "chaw muaj txiaj ntsig kom nce kev siv nyiaj rau ib tus neeg siv."

Apple cov txiaj ntsig tag nrho tseem xav tias yuav los ntawm 43.5% thiab 44.5% hauv lub quarter tom ntej, ib yam dab tsi uas Wedbush's Dan Ives hais tias yog qhov tshwm sim los ntawm Apple qhov kev thawb kom coj ntau yam ntawm nws cov khoom siv, suav nrog nws txoj kev txhim kho nti, hauv tsev.

Dab tsi ntxiv, Apple CEO Tim Cook tau hais tias cov khoom siv iPhone rov qab mus rau qhov qub tom qab cov neeg ua haujlwm tawm tsam txog kev kaw qhov rooj kaw ntawm Foxconn cog hauv Suav teb thaum lub Kaum Ib Hlis thiab Kaum Ob Hlis. Qhov ntawd yuav tsum hais txog yam tsawg kawg ntawm qee qhov kev poob qis hauv iPhone muag mus tom ntej.

Tseem yuav muaj teeb meem ua ntej

Qhov ntawd tsis yog hais tias zaj dab neeg tawm ntawm Cupertino yog hnub ci thiab zaj sawv. Apple tseem yog ib lub tuam txhab ua neej nyob thiab tuag ntawm tus cwj pwm kev siv nyiaj ntawm cov neeg siv khoom, thiab nrog kev ntseeg siab ntawm cov neeg siv khoom tsawg, Mohan hais tias muaj kev txhawj xeeb txog kev xav tau ntawm kev lag luam kawg rau Apple cov khoom.

Qhov poob ntawm iPhone muag tsis yog ib qho teeb meem ntawm kev muab khoom, ib yam nkaus. Raws li IDC's Worldwide Quarterly Mobile Phone Tracker, kev xa khoom ntawm lub xov tooj smartphone tau poob qis 18% hauv Q4, ntawm kev thov qeeb ntawm cov xov tooj thaum cov neeg siv khoom thim rov qab ntawm kev siv nyiaj tom qab cov tuam txhab loj hlob tau pom thaum muaj kev sib kis.

Dab tsi ntxiv, Apple tau kwv yees tias Mac thiab iPad muag yuav poob ob tus lej hauv lub quarter tom ntej. Thiab qhov ntawd yog tom qab Apple tso tawm tshiab MacBook Pros thiab Mac minis nrog lub tuam txhab tshiab M2 Pro thiab M2 Max chips. Cov khoos phis tawj tshiab feem ntau yuav ua rau muaj kev loj hlob ntawm kev muag khoom, tab sis nws zoo li lawv tsuas tuaj yeem tsis sib xws li qhov nce Apple pom xyoo tas los.

Tseem, tsis zoo li nws lwm pab pawg loj Tech, Apple txoj kev lag luam zoo li tseem muaj zog txaus kom nws tsis txhob tso nws cov neeg ua haujlwm. Thiab Wall Street zoo li tau ceeb toom.

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