Core Viewpoint - Apple predicts significant sales growth during the holiday season following the launch of the new iPhone, reinforcing the belief that its flagship product remains the core engine of the company's growth [1] Group 1: Financial Performance - In Q4, Apple reported a sales increase of 7.9% to $102.5 billion, slightly above analyst expectations of $102.2 billion [2] - Earnings per share were $1.85, exceeding the average analyst forecast of $1.77 [2] - The services segment showed strong growth, with revenue rising 15% to $28.8 billion, surpassing analyst expectations of $28.2 billion [3] Group 2: Regional Performance - Revenue from Greater China declined by 3.6% to $14.5 billion, significantly below the analyst forecast of $16.4 billion, due to intense competition from local smartphone manufacturers [2] - Despite the decline, the CEO expressed confidence in returning to growth in the region during the upcoming quarter [2] Group 3: Product Performance - iPhone revenue grew by 6.1% to $49 billion, benefiting from the new model launch, although it fell short of the expected $49.3 billion due to supply constraints [2] - The new iPhone 17 series saw strong initial demand, particularly for the higher-end iPhone 17 Pro model, which contributed to an increase in average selling price [3] - The Mac segment experienced a 13% revenue increase to $8.73 billion, exceeding analyst expectations of $8.6 billion [3] Group 4: Challenges and Future Outlook - The wearables, home, and accessories segment saw a slight revenue decline of less than 1% to $9.01 billion, which was less severe than analysts had feared [4] - The company faces regulatory pressures regarding App Store policies, which could impact software and subscription revenue, although it recently won a legal victory regarding its search partnership with Google [3][4] - New product launches, including smart glasses and next-generation smart home devices, are expected to reignite market interest in the wearables segment in the coming years [4]
苹果豪言:今年假日季营收或飙升两位数,iPhone 17成最大功臣
Jin Shi Shu Ju·2025-10-31 03:08