苹果公司季度营收创历史新高 在华收入劲增38%

Core Insights - Apple's revenue for the holiday quarter significantly exceeded Wall Street expectations, driven by strong demand for the new iPhone 17, growth in services, and a rebound in the Chinese market [1][2] - The company reported a revenue increase of 16% to $143.8 billion, surpassing the average analyst expectation of $138.4 billion and its own forecast of 10% to 12% growth [1] - CEO Tim Cook highlighted unprecedented demand for the iPhone, which achieved its best quarterly performance ever, with all regional markets setting historical highs [1] Revenue Breakdown - Earnings per share for the first fiscal quarter rose to $2.84, exceeding the average expectation of $2.68 [2] - iPhone revenue reached $85.3 billion, surpassing the expected $78.3 billion, with a year-over-year growth of 23% [2] - The services segment generated $30 billion in revenue, reflecting a 14% year-over-year increase, in line with expectations [2] Performance in China - Revenue from China was reported at $25.5 billion, a substantial year-over-year increase of 38%, significantly exceeding the Wall Street average expectation of $21.8 billion [2] - This marked the first time since the end of 2021 that Apple achieved quarterly sales of $25 billion in the region, indicating a strong rebound in the Chinese market [2] - The Greater China region recorded the second-highest revenue in its history for the holiday season, approaching the record of $25.8 billion set four years ago [2] Product Success - The iPhone 17 was identified as a key driver of success, with the latest product lineup including the iPhone 17 Pro and Pro Max, as well as the slimmer iPhone Air [3] - Cook noted a double-digit increase in foot traffic at retail stores in China, with many consumers purchasing non-iPhone products like Apple Watch, iPad, and Mac being new users [3]