iPhone卖爆了，苹果营收创纪录新高！库克回应内存涨价

Core Insights - Apple reported record-breaking financial performance for Q1 of FY2026, with revenue reaching $143.8 billion, a 16% year-over-year increase, significantly exceeding expectations [1][3] - The iPhone business achieved its best quarterly performance ever, driven by unprecedented market demand, with revenue of $85.3 billion, a substantial 23% increase year-over-year [7][10] - CEO Tim Cook indicated that rising memory prices are expected to impact profit margins in Q2 [1][13] Financial Performance - Total revenue for the quarter was $143.8 billion, up from $124.3 billion in the same quarter last year [3][10] - Net profit reached $42.1 billion, a 15.9% increase year-over-year, with diluted earnings per share at $2.84, up 18.3% [3][10] - Gross margin was reported at $69.2 billion, reflecting strong sales performance across product categories [6] Business Segment Analysis - iPhone revenue accounted for $85.3 billion, representing 59.3% of total revenue, with a year-over-year growth of 23% [7][10] - iPad revenue was $8.6 billion, a 6.3% increase, while Mac revenue declined by 6.7% to $8.4 billion [8][10] - Services revenue reached $30.0 billion, slightly above previous estimates [9] Regional Performance - Greater China saw a remarkable 38% year-over-year revenue growth, totaling $25.5 billion, driven by strong sales of the iPhone 17 series [10][11] - The Americas, Europe, and Japan experienced growth rates of 11%, 13%, and 5% respectively, indicating a significant disparity compared to Greater China [11][12] Supply Chain and Cost Outlook - Tim Cook noted that the company is facing tight inventory levels due to high demand for the latest iPhone series, complicating supply chain management [13] - Rising prices for memory chips are anticipated to have a more significant impact on gross margins in the current quarter, with the company considering various options to mitigate cost pressures [13]