全球智能电话厂商的销售都在放缓？今天苹果公布第一财...

全球智能电话厂商的销售都在放缓？今天苹果公布第一财季业绩，净利润美元130.72亿，与去年同期持平；营收为575.94亿，同比增长6%，其中国际销售额所占比例为63%；
但只销售了5100万部iPhone，不及分析师预测~5700万部；收盘后股价暴跌8%！
是不是全球所有的城市人口都有了智能电话？唯一增长的是低端手机？

唐：智能手机其实就是PC，PC几年前已衰退，智能手机也开始衰落？//@珠海_D_X：一开始手机还是性能不足的. 才过了3年手机已经性能过剩了. 刚买的千元华为机, 已经完全满足日常需求, 那些8核500多PPI的手机还能忽悠多少人? 手机屏幕的尺寸限制着应用对硬件的需求. 这一代的手机如果耐用一点, 估计以后换手机的人的比例就更少了.
唐：现在不换手机最好,和换电脑一样麻烦！//@做梦空间2013:普通人谁会年年换新手机呢？除非坏了或者被盗，我2011年买的4，现在用着挺好，要是不升级到IOS7性能更好，再用2年没问题//@刘丕峰:与电脑不同，手机的更新换代时间很快，而且更像时尚快速消费品而非工具！//@小钟-大蛇:现在换手机 仅仅是因为坏了 或者是硬件跟不上系统升级 如此以往 和当年PC的道路是差不了多少了//@富强之道:硬件的过时，是软件细分的开始
唐: 华尔街大鳄Carl Icahn伊坎用Twitter宣布，再增持苹果5亿美元股票，累积持有41亿美元苹果股票！伊坎近期不断增持苹果股票，试图促使苹果提高股票回购计划规模。越多回购，每股盈利就越高，股价甚至派息也越高。Icahn是个老油条，但这些激进投资者在国内可能就不敌公司高管了！请加入Webplus.com免费会员


苹果净利持平营收展望不及预期 股价暴跌近6%
2014年01月28日新浪财经

　　新浪财经讯 北京时间1月28日凌晨消息，苹果(550.5, 4.43, 0.81%)公司今天发布了2014财年第一财季业绩。净利润为130.72亿美元，与去年同期的130.78亿美元基本持平。该公司对第二财季营收的展望远不及分析师预期，导致其盘后股价重挫近6%。

　　详细业绩
　　在截至2013年12月28日的第一财季，苹果公司的净利润为130.72亿美元，这一业绩与去年同期基本持平；每股摊薄收益14.50美元，高于去年同期。2013财年第一财季，苹果公司的净利润为130.78亿美元，每股摊薄收益13.81美元。
　　苹果公司第一财季运营利润为174.63亿美元，高于去年同期的172.10亿美元。
　　苹果公司第一财季营收为575.94亿美元，比去年同期的545.12亿美元增长6%，其中国际销售额所占比例为63%。
　　苹果公司第一财季毛利率为37.9%，低于去年同期的38.6%。
　　苹果公司第一财季业绩超出华尔街分析师此前预期。汤森路透调查显示，分析师此前预计苹果公司第一财季每股收益为14.09美元，营收为574.7亿美元。


　　产品销量
　　苹果公司第一财季共售出480万台Mac，比去年同期的410万台增长19%；共售出5100万部iPhone，比年同期的4780万部增长7%，创下历史新高，但仍不及分析师此前预期的5600万部到5700万部；共售出2600万部iPad，比去年同期的2290万台增长14%，同样创下历史新高，超出分析师预期的2400万台到2500万台；共售出605万部iPod，比去年同期的1268万部下滑52%。

　　按地区划分：
　　苹果公司第一财季美洲部门营收为200.98亿美元，比去年同期的203.41亿美元下滑1%；
　　欧洲部门营收为130.73亿美元，比去年同期的124.64亿美元增长5%；
　　大中华区营收为88.44亿美元，比去年同期的68.30亿美元增长29%；
　　日本部门营收为49.48亿美元，比去年同期的44.43亿美元增长11%；
　　亚太其他地区营收为36.33亿美元，比去年同期的39.93亿美元下滑9%；
　　零售部门营收为69.98亿美元，比去年同期的64.41亿美元增长9%。

　　按产品划分：
　　苹果公司第一财季来自于Mac的营收为63.95亿美元，比去年同期的55.19亿美元增长16%；
　　来自于iPod的营收为9.73亿美元，比去年同期的21.43亿美元下滑55%；
　　来自于iPhone的营收为324.98亿美元，比去年同期的306.60亿美元增长6%；
　　来自于iPad的营收为114.68亿美元，比去年同期的106.74亿美元增长7%；
　　来自于外设的营收为18.63亿美元，比去年同期的18.29亿美元增长2%；
　　来自于iTunes、软件及服务的营收为43.97亿美元，比去年同期的36.87亿美元增长19%。

　　业绩预期：
　　苹果公司对2014财年第二季度业绩作出了如下预期：
　　营收为420亿美元到440亿美元；
　　毛利率为37%到38%；
　　运营支出为43亿美元到44亿美元；
　　其他收入为2亿美元；
　　税率为26.2%。

　　苹果公司第二季度营收预期区间的中值为430亿美元，远不及分析师此前预期。FactSet调查显示，分析师平均预期苹果公司第一季度营收为461.2亿美元。
　　季度股息：
　　苹果公司董事会宣布，将向公司普通股股东派发每股3.05美元的现金股息，将于2月13日向截至2月10日营业日结束为止的在册股东发放。

　　高管点评
　　苹果公司首席执行官蒂姆·库克(Tim Cook)称：“我们对iPhone和iPad销售量均创下历史新高、Mac产品表现强劲以及iTunes、软件和服务业务继续取得增长感到非常高兴。我们拥有最令人满意的忠诚用户，对此我们深感荣幸。未来我们将继续进行重大投资，为用户提供更好的产品和服务体验。”
　　苹果公司首席财务官皮特·奥本海默(Peter Oppenheimer)表示：“我们在第一季度中创造了227亿美元的运营现金流，并通过派发股息和回购股票的方式向股东进一步返还了77亿美元的现金，从而将根据资本回报计划累积返还的现金总额提高到了逾430亿美元。”

　　股价变动：
　　当日，苹果公司股价在纳斯达克(4083.61, -44.56, -1.08%)常规交易中上涨4.43美元，报收于550.50美元，涨幅为0.81%。
　　在随后截至美国东部时间16:49(北京时间28日5:49)为止的盘后交易中，苹果公司股价大幅下跌30.97美元，至519.53美元，跌幅为5.63%。过去52周，苹果公司最高价为575.14美元，最低价为385.10美元。



Apple breaks revenue, iPhone, and iPad records in Q1 of 2014
http://arstechnica.com/apple/201 ... ords-in-q1-of-2014/
Profit margins remain stable while the Mac rises and the iPod falls.
Jan 27 2014


Apple has just released its financial results for the first quarter of fiscal 2014, which runs from the beginning of October to the end of December. The company earned $13.1 billion in profit on a record $57.6 billion in revenue. Both the revenue numbers and the company's 37.9 percent gross margin were in line with the guidance Apple released at the end of last quarter.

As usual, the iPhone, iPad, and Mac were Apple's three biggest revenue drivers. This was the first full quarter of availability for the iPhone 5S and 5C, and new iPads and Retina MacBook Pros were released early in the quarter. Apple sold 51 million iPhones, up from 47.79 million in the year-ago quarter; 26 million iPads, up from 22.86 million a year ago; and 4.84 million Macs, up from 4.06 million last year. These three categories alone make up 87.4 percent of Apple's total revenue. The iPhone and iPad numbers represent new quarterly records for the company, while this is the first significant year-over-year increase in Mac sales the company has experienced in some time.

The iPod continued its long, slow slide this quarter. It sold 6.05 million units, down from 12.68 million a year ago. It's worth noting that Apple didn't refresh the iPod lineup this year, opting to keep its 2012 products around for at least another year. However, the iPod line's sales continue to be eaten up by smartphones and tablets whether new models are released or not. The entire lineup accounted for just 1.7 percent of the revenue pie this quarter, and Apple expects the iPod to continue its decline.

Sales for iTunes, software, and services were up slightly, earning the company $4.4 billion compared to $3.69 billion a year ago. The increase comes despite a decrease in digital music sales for the year, as well as Apple's decision to give most of its major software (including OS X and the iLife and iWork apps) away for free. Apple expects to defer about $11 billion in total revenue because of this decision, with around $8 billion of that coming in 2014.

While Apple's gross margin is down slightly from the 38.6 percent the company managed a year ago, it's up compared to the quarters that precede it—Apple maintained a gross margin of 37 percent in Q4 of 2013 and 36.9 percent in Q3. Apple attributed the margins to a strong product mix and favorable pricing for the components that go into its products. These margins are still down from the margins in the mid-to-low-40s that Apple enjoyed through most of 2011 and 2012, but the numbers don't appear to be eroding further. Though the company brought in more revenue than it did last year, the slight decline in gross margins means that it made about the same amount of profit.

Apple has occasionally been known to drop minor product announcements on its earnings call, but this has been much rarer under Tim Cook. Cook's earnings calls follow a predictable pattern in which the company announces the straight numbers, offers a little reasoning as to why the numbers are what they are, and then gently deflects analyst questions about future plans. Regarding future plans, Cook would only say that Apple's customers "are going to love what we're going to do."

Apple's guidance for the next quarter predicts that the company will rake in between $42 and $44 billion in revenue with a gross margin between 37 and 38 percent. This is roughly flat compared to the $43.6 billion in revenue and the 37.5 percent margin the company reported in the year-ago quarter.