Apple Earnings : l'analyse économique

Apple reported 17% revenue growth, topping estimates, even as iPhone sales came up short. Apple Earnings s'impose comme l'un des sujets qui mobilisent l'attention en United Kingdom ce jeudi.

Les faits

• Apple reported 17% revenue growth, topping estimates, even as iPhone sales came up short.
• Apple issued a better-than-expected revenue forecast for the current period after beating on sales and earnings in the fiscal second quarter.
• Revenue climbed 17% from $95.4 billion a year earlier, Apple said.
• The company said on the earnings call that revenue in the June quarter will increase between 14% and 17% from a year earlier.
• Apple said its board authorized an additional $100 billion in stock repurchases and declared a cash dividend of 27 cents per share, up 4%.

L'essentiel

Dans le détail, Apple issued a better-than-expected revenue forecast for the current period after beating on sales and earnings in the fiscal second quarter.

Sur le fond, Revenue climbed 17% from $95.4 billion a year earlier, Apple said.

Concrètement, the company said on the earnings call that revenue in the June quarter will increase between 14% and 17% from a year earlier.

Au-delà de ce constat, Apple said its board authorized an additional $100 billion in stock repurchases and declared a cash dividend of 27 cents per share, up 4%.

Reste à préciser que Cook said on the earnings call that the iPhone 17 is now the "most popular lineup in our history" and noted that overall revenue beat guidance "despite supply constraints." CFO Kevan Parekh said the company faced supply constraints on iPhones and Macs.

Les chiffres

À noter par ailleurs : In March, Apple announced a number of new products, including its iPhone 17e, a refreshed iPad Air laptop with an M4 chip in 11-inch and 13-inch sizes. it also unveiled the MacBook Neo, a low-cost laptop priced at $599 and aimed at students and budget-conscious consumers.

Plus précisément, Apple announced on April 20, that Ternus is succeeding Cook, who will become executive chairman on Sept.

Dans la foulée, And while you're not going to get me to talk about the details of that roadmap, suffice it to say, this is the most exciting time in my 25-year career at Apple to be building products and services," Ternus said.

À ce stade, Apple uses its massive customer base — and a total of over 2.5 billion active devices on the market — to sell subscriptions to entertainment services, as well as to services for Apple Pay, iCloud and AppleCare.

Le contexte

Reste à préciser que Long stuck in the high 30s, Apple's gross margin has been steadily moving up in recent years, reaching 49.3% in the latest quarter up from 48.2% in the previous period.

À noter par ailleurs : Like other consumer electronics companies and device makers, Apple faces supply chain constraints, largely due to the global memory shortage that's being driven by soaring artificial intelligence demand.

Plus précisément, while device sales are always key to Apple's results, top of mind for Wall Street is what to expect from incoming CEO John Ternus.

Dans la foulée, Ternus, a longtime Apple exec who's been running hardware, joined the call and was introduced by Cook.

À ce stade, We have the right leader ready to step into the role," Cook said in his opening remarks, adding that Apple has the team to realize the "promise of this company.

Recherches associées

Plusieurs requêtes connexes accompagnent ce sujet : Top Bank Delivers Blunt Call on Amazon, Microsoft, Apple Ahead of Earnings • UBS Raises Apple Stock Price Target Ahead of Earnings • Apple dépasse les prévisions avec un chiffre d'affaires de 111,18 milliards de dollars, mais seulement 56,99 milliards de dollars de ventes d'iPhone • Apple augmente fortement ses profits, en dépit du contentieux commercial sino-américain • Oui, cette Apple Watch à moins de 100 euros est bien en stock ce mardi - Ouest • Incroyable, Apple reste l’entreprise la plus admirée au monde depuis 19 ans.

À retenir

• The company said on the earnings call that revenue in the June quarter will increase between 14% and 17% from a year earlier.
• While device sales are always key to Apple's results, top of mind for Wall Street is what to expect from incoming CEO John Ternus.
• Ternus thanked Cook and Apple's shareholders and said, the company has an "incredible roadmap ahead.
• Recherches qui explosent : Top Bank Delivers Blunt Call on Amazon, Microsoft, Apple Ahead of Earnings, UBS Raises Apple Stock Price Target Ahead of Earnings, Apple dépasse les prévisions avec un chiffre d'affaires de 111,18 milliards de dollars, mais seulement 56,99 milliards de dollars de ventes d'iPhone, Apple augmente fortement ses profits, en dépit du contentieux commercial sino-américain.