Samling på höjdpunkter från konferensen av Apples Q3 kvartalsrapport

Som den långa rubriken lyder kommer här en samling av höjdpunkter från Apples kvartalsrapport och den konferens som efterföljde. Detta gäller det tredje kvartalet, som avslutades 28 juni, i det fiskala året.

Tim Cook sammanfattade ett par saker och bland de mer nämnvärda har översatts till svenska och listas nedan. Resten av höjdpunkterna kommer direkt från källan.

● Över 20 miljoner tittade på senaste av Apples event WWDC
● 29 av de stora biltillverkarna integrerar CarPlay i sina bilar.
● Samarbete med IBM för företagslösningar. Stor uppgång för Apple i denna punkt.
● Rekordintäkter under kvartalet där också 35,2 miljoner iPhones såldes vilket i sig är ett rekord i Q3.
● iPad Air-ägare registrerade att de är 98 % nöjda med sin iEnhet. Siffran för iPad mini Retina är 100 %.
● iPad står för 80 % av alla köp via surfplatta.
● Exalterade över Beats-förvärv. Kommer vara perfekt för alla musik-älskare.
● Fantastiska planer av produkter samt tjänster som Apple längtar att få släppa.

Luca Maestri:
● New June quarter record for revenue
● Result was towards high end of guidance despite reduction in inventory
● Gross margin 39.4%
● Operating margin 27.5% of revenue
● Diluted E per S $1.28
● 35.2 million iPhones sold. 13% growth
● iPhone sales grew well across all categories despite new product rumors that likely resulted in purchase delays
● 13.2 million iPhone units sold compared to 14.6 million last year
● iPad channel inventory reduced by 500,000
● So far 13 million iPads have been sold to education globally
● 4.4 million Macs compared to 3.8 million last year, new June quarter record
● Strong growth of MacBook Air
● Macs have gained global market share for 32 out of 33 quarters
● Total revenue from iTunes Software and Services was 4.5 billion
● iTunes revenue $2.6 billion
● Software and Services revenue was $1.9 billion
● Over 75 billion app downloads
● Developers have earned over $20 billion, nearly half in the last year
● Ended quarter with $164.5 billion in cash + marketable securities
● Dividend of 47 cents per common share
● Outlook for the next quarter: Between $37 and $40 billion in revenue

Questions:
How are you thinking about tablet market, competition landscape?
● We’ve now sold 225 million iPads.
● We still feel the category at a whole is in its early days and that there is significant innovation that there can be brought to the iPad.
● I get really excited when I see that more than 50% of the iPads were are selling are going to someone who is a first time tablet buyer.
● We’re in 99% of Fortune 500 companies. Market share in in U.S. is 76% but penetration in business is 20%. We think there is a substantial upside in business. This was part of the thinking behind the partnership with IBM announced last week.

Overall Demand in China:
● We came in at 26% revenue growth including our retail.
● iPhone 48% up.
● iPad up.
● Mac was up 39% versus contracting market in China.
● We’re seeing substantial strength there.
● iTunes Software & Services category is almost doubling year over year.

You mentioned that Japan was flat due to regulation and taxes?
● VAT was increased from 5% to 8% at close to the beginning of the quarter. That was the first planned VAT increase. There are other or at least one more VAT increase in the future.
● Secondly, the carriers received some guidance from the regulators to essentially stop incentivizing people to transfer from another carrier at a higher amount than used to retain their own customers.
● These dampened the smartphone market in Japan.
● Usually a rush to buy before the tax increase, a pause after, then a return

What are you seeing in Apple that is changing? Do you see a lot more partnership and acquisitions on the horizon?
● I think we have a lot of really great people and I think that we have the capability to acquire a sizable company and manage it.
● I think you can only do so many partnerships well. I think in this case the companies are so complementary. Both feel that mobile and enterprise is an enormous opportunity. We are not competing with each other so I think a partnership in that case is really great.
● We don’t let our money burn a hole in our pocket.
● With Beats great music service, very rare set of talent, access to very fast growing business in their headphone and earphone space. Culturally we felt there was a match.
● If more like that presented themselves, I think we can manage more things.

Leon

Leon

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