库克称今年已收购约7家公司

Core Viewpoint - Apple reported quarterly revenue significantly exceeding Wall Street expectations, with a revenue of $94.04 billion, marking a nearly 10% year-over-year increase, despite facing challenges from tariffs and competition in the high-end smartphone market [1][3]. Financial Performance - The revenue for the quarter was $94.04 billion, a nearly 10% increase year-over-year [3]. - iPhone sales grew by 13.5%, reaching $44.58 billion [3]. - Sales in Greater China amounted to $15.37 billion, also reflecting a 10% year-over-year growth, reversing previous declines [3]. - The CFO projected next quarter's revenue to reach $98.04 billion [4]. Tariff Impact - CEO Tim Cook indicated that tariffs resulted in an $800 million loss for the quarter and could add $1.1 billion in costs for the upcoming quarter [2][4]. - Although many Apple products currently have tariff exemptions, they may still face future taxation, impacting sales in the U.S. and other markets [4]. Competitive Landscape - Apple faces intense competition in the high-end smartphone market from companies like Samsung and Huawei [4]. - In the software domain, Apple is challenged by Google, which is rapidly integrating AI features into its Android operating system [4]. AI Development - Despite the rise of AI leaders like Microsoft and Nvidia, Apple's stock fell by 17% in 2025, attributed to perceived slow progress in integrating AI into its products [5]. - Apple has delayed the release of an enhanced AI version of its virtual assistant, Siri, but Cook noted good progress in personalizing Siri [6]. - The company is increasing its investment in AI, although it has not matched the capital expenditures of other tech giants [6][9]. Capital Expenditure - Apple's capital expenditure for the second quarter was $3.46 billion, up from $2.15 billion year-over-year [9]. - If the annual spending remains consistent with the second quarter, total capital expenditure for the year could reach approximately $14 billion [9]. - In comparison, Google anticipates spending $85 billion, Meta $72 billion, and Microsoft $30 billion in the same timeframe [10]. M&A Strategy - Apple has acquired about seven companies this year, though not all are focused on AI [10]. - Cook expressed an openness to acquisitions of any size to accelerate Apple's development of AI products [11]. - The company is also restructuring internally to focus more on AI feature development [11].