本次电话会议仅服务于新业证券客户会议音频及文字记录的内容版权为新业证券所有内容必须经新业证券审核后方可留存未经允许和授权转载转发此次会议内容均属侵权新业证券将保留追究其法律责任的权利电话会议所有参会人员不得泄露内幕信息以及未公开重要信息涉及外部嘉宾发言的 商业证券不保障其发言内容的准确性与完整性商业证券不承担外部嘉宾发言内容所引起的任何损失及责任不承担因转载转发引起的任何损失及责任市场有风险投资需谨慎提醒投资者注意投资风险审慎参考会议内容各位现场的投资人大家晚上好 欢迎持续关注我们的这个美股消费交运二季报解读系列我是今天的这个主持人宋静茹然后我们今天要分享的是ELF这家公司ELF Beauty它是一家在美国大众彩妆类目前表现的非常好的一家和谐消费的公司首先呢我们看到公布之后公司的股价其实是有了比较 调整了十个点背后的原因其实跟一个是年度的业绩的指引比预期的要略低有关另外一个其实是市场开始担忧川普上台对于美国的一些大众消费品尤其是供应链来自中国的大众消费品的潜在的影响 Elf Beauty作为一家供应链在中国然后主要的市场在美国本土的定位平均单价在5到6美元的这样一个大众美妆公司它的应对策略其实会在目前的环境中 ...

Good afternoon and welcome to the Apple Q3 Fiscal Year 2024 Earnings Conference Call. My name is Suhasini Chandramouli, Director of Investor Relations. Today's call is being recorded. Speaking first today is Apple CEO Tim Cook, and he'll be followed by CFO Luca Maestri. After that, we'll open the call to questions from analysts. Please note that some of the information you'll hear during our discussion today will consist of forward-looking statements, including, without limitation, those regarding revenue, ...

Apple 在 2024 财年第三季度报告了 85.8 亿美元的新季度收入记录，同比增长 5%。 每股收益增长至 1.40 美元，创下 6 月季度的记录。 服务收入创历史新高，增长 14%。 iPhone 收入为 39.3 亿美元，同比下降 1%。 Mac 收入为 70 亿美元，同比增长 2%。 iPad 收入为 72 亿美元，同比增长 24%。 可穿戴设备、家居和配件收入为 81 亿美元，同比下降 2%。 服务收入达到 242 亿美元，创历史新高。 二、毛利率和净收入 iPhone 更换周期和潜在需求 大中华区的收入同比下降 6.5%，按不变货币计算下降不到 3%。 iPhone 的安装基数创下记录，iPhone 15 系列在与 iPhone 14 相同的周数内表现更好。 Mac 和 iPad 在中国的首次购买者占多数，Apple Watch 的新购买者占绝大多数。 促销活动 安装基础的增长非常重要，因为有更多的客户使用 Apple 的生态系统和服务。 客户与生态系统的互动水平持续增长，每季度有更多的交易账户，付费账户也在以双位数增长。 Apple 推出了许多新服务，如 Apple TV Plus、Appl ...

Good morning. Welcome to today's Colgate-Palmolive Second Quarter 2024 Earnings Conference Call. This call is being recorded and is being simulcast live at www.colgatepalmolive.com. Now for opening remarks, I'd like to turn this call over to Chief Investor Relations Officer and Executive Vice President, M&A, John Fauche. Thanks, Graham. Good morning and welcome to our second quarter 2024 earnings release conference call. This is John Fauche. Today's conference call will include forward-looking statements. A ...

Good morning, everyone, and welcome to the Delta Airlines June quarter 2024 financial results conference call. My name is Matthew, and I'll be your coordinator. At this time, all participants are on a listen only mode until the question and answer session following the presentation. As a reminder, today's call is being recorded. If you have any questions or comments during the presentation, you may press star one on your phone to enter the question queue at any time. I would now like to turn the conference ...

executive insights Research Tools and Diagnostics: Outlook and Industry Trends in 2024 For the research tools and diagnostics industry, 2023 was a challenging year given the confluence of factors that impacted business performance such as macroeconomic headwinds, continued softness in biopharma funding and the resulting shift in spend patterns for key customers. While many industry players are forecasting limited market growth for 2024,¹ the mix of "green shoots" (e.g., stabilizing the biopharma funding env ...