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AAPL ER 中規中矩,後市可期

(2014-07-22 13:58:00) 下一個

 

  • Apple (NASDAQ:AAPL) had an FQ3 gross margin of 39.4%, +250 bps Y/Y, above guidance of 37%-38%, and driving the EPS beat. FQ4 GM guidance is also at 37%-38%.
  • iPhone revenue (53% of total revenue, and a bigger % of op. profit) +9% Y/Y to $19.8B, after growing 17% in FQ2. iPad revenue -8% (to $5.9B) vs. -13%. Mac revenue +13% (to $5.5B) vs. +1%.
  • iTunes/software/services revenue +12% to $4.5B, Accessories +6% to $1.3B, iPod -40% to $442M.
  • Excluding retail, Americas revenue +1% Y/Y to $14.6B, Europe +6% to $8.1B, Greater China (boosted by China Mobile/4G launches) +28% to $5.9B, Japan +1% to $2.6B (slowed from FQ2's +26%), rest of Asia-Pac +6% to $2.2B (a notable improvement from -17% in FQ2). Retail revenue +1% to $4.1B.
  • R&D spend +36% Y/Y to $1.6B, SG&A +8% to $2.9B. $5B was spent on stock repurchases.
  • AAPL -0.9% AH. FQ3 results, PR.
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