苹果公司在假日季度的营收大幅超出华尔街预期，主要受新款iPhone 17的强劲需求、服务业务增长以 及中国市场回暖推动。 苹果在1月29日发布的声明中表示，截至12月27日的季度，公司营收增长16%至1438亿美元，再创新 高。彭博汇编的数据显示，分析师此前平均预期为1384亿美元。苹果自身的预期为增长10%至12%。 苹果首席执行官蒂姆·库克在声明中表示："空前的需求推动iPhone创下史上最佳季度表现，所有地区市 场都创下历史新高。" 在中国，苹果报告营收255亿美元，同比大增38%，远超华尔街平均预期的218亿美元，也远远超过了整 体销售额的增速。 苹果公司假日季在中国市场强劲反弹，得益于新机型iPhone 17的畅销。这是该公司自2021年底以来首 次在该地区实现了250亿美元级的季度销售额。 这些数字呈现出苹果公司的意外复苏景象。此前，该公司一直难以重振中国业务这个旧日的强劲引擎。 苹果当季实现了大中华区史上第二高营收，接近四年前创下的假日季纪录258亿美元。 首席执行官蒂姆·库克将这一表现归功于智能手机升级换代用户激增。他还表示，从其他平台转到苹果 手机的用户数量也实现了两位数百分比的增长。这使得 ...

花旗发表研报指，苹果上季销售额1438亿美元(按年增长16%，高于指引的10%至12%)，对比市场预期 为1384亿美元；每股收益为2.84美元，高于市场预期的2.67美元；毛利率为48.2%，市场预期为47.4%， 反映服务业务毛利率为76.5%，产品毛利率为40.7%。 该行予苹果"买入"评级，目标价为315美元。 财报电话会议的重点将包括，Apple应对更高元件成本的方式及其对毛利率的潜在影响；全球及特别是 中国的iPhone需求前景，以及产品更新周期的看法；服务业务的动能及增长驱动因素；Apple在人工智 能方面的发展，包括即将推出的Siri重大改版、与Gemini的合作以及领导层变动；关于关税情况的最新 资讯及其影响；2026年新产品的推出计划；首席执行官继任计划。 ...

Core Insights - Apple reported record financial metrics for Q1 FY2026, with total revenue of $143.76 billion, a 16% year-over-year increase, net income of $42.10 billion, a 15.9% increase, and diluted earnings per share of $2.84, an 18.3% rise, all exceeding market expectations [1] Financial Performance - Total revenue reached $143.76 billion, up 16% year-over-year [1] - Net income was $42.10 billion, reflecting a 15.9% increase [1] - Diluted earnings per share stood at $2.84, an 18.3% increase [1] Supply Chain and Product Demand - Apple faced supply constraints, particularly in memory supply, impacting the ability to meet strong demand for the latest iPhone series, which saw a 23% growth [2][3] - The company is working to increase supply to meet high user demand, with channel inventory at low levels [2] Market Performance in China - Revenue in Greater China grew by 38%, driven primarily by iPhone sales, achieving record income levels for the region [3][4] - Strong consumer response to the iPhone 17 series contributed to increased foot traffic in stores [3][4] User Base and Product Adoption - The installed user base in Greater China reached historical highs, with significant upgrades from existing users and strong growth in users switching from other brands [4] - First-time buyers accounted for a majority of purchases for Mac, iPad, and Apple Watch, indicating positive market reception [5] AI Strategy and Future Opportunities - Apple is integrating AI features into user experiences, aiming to create significant user value and open new opportunities for products and services [6][10] - The collaboration with Google is expected to enhance Apple's AI capabilities, although specific details on revenue sharing remain undisclosed [10] Gross Margin Insights - The gross margin for Q1 was 48.2%, slightly above previous guidance, attributed to a favorable product mix and strong iPhone sales [11] - The service business also contributed to gross margin growth, maintaining double-digit growth [11]

1月29日，苹果公司(AAPL.US)发布2026财年第一财季(截至2025年12月27日)业绩报告显示，总营收、 iPhone收入、服务收入等多项指标创下历史新高。在全球科技股押注"AI+硬件换机"的背景下，市场对 苹果这份假日季财报的关注点集中在三件事：iPhone 17的换机强度能否延续、中国需求是否真正回 暖、以及在内存涨价与先进制程产能紧张的情况下，苹果能否守住利润率与供给节奏。 更引人瞩目的是，CEO库克在财报电话会上宣布，苹果正与谷歌合作开发下一代Apple基础模型，这将 为今年推出的更个性化Siri提供动力。这一合作标志着苹果在AI战略上的重大转向，库克表示： "我们认为谷歌的AI技术将为Apple基础模型提供最强大的基础，我们相信通过这一合作能够解锁大量 体验并以关键方式进行创新。" iPhone引爆超级周期，所有地区创历史新高 本季度最大的惊喜来自iPhone。该产品线收入达到853亿美元，同比激增23%，创下历史新高。库克在 电话会上用"令人咋舌(staggering)"和"非凡(extraordinary)"来形容用户对iPhone 17系列的热情。尤其是 主打超薄设计的iPhone ...

Core Insights - Apple reported a revenue of $143.76 billion for Q1 of FY2026, marking a 16% year-over-year increase, with a net profit of $42.1 billion, also up 16% [2] - The iPhone segment generated $85.27 billion in revenue, a 23.3% increase year-over-year, while the Mac segment saw a decline of 6.7% to $8.39 billion [2] - The services segment achieved a record revenue of $30.01 billion, reflecting a 14% year-over-year growth [2] Product Performance - iPhone revenue reached $85.27 billion, driven by strong demand for the iPhone 17, marking the best quarter for iPhone sales in history [3] - Mac revenue decreased by 6.7% to $8.39 billion, while iPad revenue increased by 6.3% to $8.6 billion [2] - Wearables, home, and accessories revenue fell by 2.2% to $11.49 billion [2] Regional Performance - Revenue from the Americas was $58.53 billion, up 11.2%, while Europe generated $38.15 billion, a 12.7% increase [2] - Greater China saw a significant revenue increase of 37.9% to $25.53 billion, attributed to the strong performance of the iPhone 17 [3] - Japan and the rest of Asia-Pacific regions reported revenues of $9.41 billion and $12.14 billion, growing by 4.7% and 18% respectively [2] Supply Chain and Cost Challenges - CEO Tim Cook noted supply constraints due to higher-than-expected iPhone demand, leading to limited inventory [4] - The rising cost of storage is expected to impact gross margins, with analysts predicting further increases in storage prices in Q2 [5] - Apple aims to maintain a gross margin of 48% to 49% despite these challenges, leveraging a strong product cycle and service revenue [5] Strategic Partnerships and Innovations - Apple announced a strategic partnership with Google to utilize Google's AI technology for its next-generation models, indicating a shift in its approach to AI [6] - The company emphasized the importance of its in-house chip development, which has provided a competitive edge and cost-saving opportunities [7] Market Reaction - Following the earnings report, Apple's stock rose by 0.72%, with a market capitalization of $3.8 trillion [8]

2026.01. 30 本文字数：1868，阅读时长大约3分钟 作者 | 第一财经 郑栩彤 当地时间1月29日，苹果发布了截至2025年12月27日的2026财年第一季度财报。该季度苹果营收 1437.6亿美元，同比增长16%，净利润421亿美元，同比增长16%。 分产品看，第一季度苹果iPhone收入852.7亿美元，同比增长23.3%；Mac收入83.9亿美元，同比减少 6.7%；iPad收入86亿美元，同比增长6.3%；可穿戴设备、家居与配件收入114.9亿美元，同比减少 2.2%；服务业务收入300.1亿美元，同比增长14%。 分区域看，该季度苹果来自美洲、欧洲、大中华区、日本、其余亚太地区的收入分别为585.29亿美 元、381.46亿美元、255.26亿美元、94.13亿美元、121.42亿美元，分别同比增长11.2%、12.7%、 37.9%、4.7%、18%。 "这是iPhone有史以来表现最佳的季度，服务业务的收入也创历史纪录。"苹果CEO蒂姆·库克（Tim Cook）表示。他表示，苹果的活跃设备安装量已超过25亿台。 就大中华区的业务表现，库克表示，大中华区的收入增长是由iPhone17驱 ...

Core Insights - Apple reported record-breaking financial performance for Q1 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 [7] - CEO Tim Cook indicated that rising memory prices are expected to impact profit margins in Q2 [1][10] Financial Performance - Total revenue for the quarter was $143.8 billion, up 16% from $124.3 billion in the same quarter last year [3][6] - 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][6] - Gross margin for the quarter was $69.2 billion, reflecting strong sales performance [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] - iPad revenue was $8.6 billion, a 6.3% increase, while Mac revenue declined by 6.7% to $8.39 billion [7] - Wearables, home, and accessories revenue was $11.49 billion, down 2.2% [7] Regional Performance - Greater China saw a remarkable 38% revenue growth, reaching $25.53 billion, driven by strong sales of the iPhone 17 series [8] - The Americas, Europe, and Japan experienced revenue growth of 11%, 13%, and 5%, respectively, indicating a significant disparity compared to Greater China [9] Supply Chain and Cost Management - Tim Cook noted that the company is facing tight inventory levels due to high demand for the latest iPhone series [10] - Rising prices of memory chips and storage chips are anticipated to have a more significant impact on gross margins in the current quarter [11] - The company is considering various options to mitigate cost pressures, including supply chain optimization and product pricing strategy adjustments [12]

新华社旧金山1月29日电（记者吴晓凌）苹果公司29日发布财报显示，2026财年第一季度（截至2025年 12月27日），该公司营业收入达1438亿美元，同比增长约16%。当季净利润从上一财年同期的363.3亿 美元增至421亿美元。 苹果公司首席执行官蒂姆·库克表示，公司该财季表现远超预期。受益于苹果手机销售在各区域市场的 强劲增长，手机销售及服务业务收入均创下历史新高。目前，苹果活跃设备安装数量已超过25亿台。 （完） 财报显示，当季苹果手机销售额为852.7亿美元，同比增长约23%；服务收入从上一财年同期的263.4亿 美元增至300亿美元，同比增长约14%。此外，电脑销售额从上一财年同期的89.9亿美元降至83.9亿美 元；可穿戴、家用及配件产品销售额从117.5亿美元降至114.9亿美元。 ...

新华财经北京1月30日电美东时间29日周四盘后，苹果公司公布了其第一财季的财务业绩。 财报显示，苹果第一季度营收1437.6亿美元，同比增长16%，创下历史新高；第一季度IPhone收入852.7亿美元，同比增长23%，超分析师预期；苹果在中国 市场的销售表现尤为出色，该地区的营收在第一财季同比增长了38%。 财报发布后，苹果盘后股价一度涨逾3%，截至发稿回落至0.55%附近。 营收创新高 苹果第一季度营收1,437.6亿美元，同比增长16%，预估1,384亿美元；净利润为421亿美元，即每股摊薄收益2.84美元，创下历史新高，且高于预期的2.68美 元。公司还派发每股0.26美元股息；现金及现金等价物453.2亿美元，同比增长50%，预估497.3亿美元。 苹果四季度手机、电脑、可穿戴设备等各产品合计营收1137.4亿美元，同比增长超15.6%，分析师预期1076.9亿美元。 | | | Three Months Ended | | | --- | --- | --- | --- | | | December 27, | | De | | | 2025 | | | | Net sales: | | | | ...

当地时间1月29日，苹果公司发布2026财年第一季度（截至2025年12月27日）财报，其多项核心财务指标创下历史新高。 财报显示，该季度苹果总营收达1437.56亿美元，较上年同期的1243亿美元同比增长16%，远超市场预期的1384亿美元；净利润为 420.97亿美元，较上年同期的363.30亿美元同比增长15.9%；摊薄后每股收益2.84美元，同比增长18.3%，同样高于市场预估的2.68美 元。 从业务板块来看，iPhone作为核心增长引擎，表现尤为亮眼，营收达852.69亿美元，同比大幅增长23%，占总营收比重高达59.3%。 苹果CEO库克表示，"受前所未有的市场需求推动，iPhone迎来史上最佳季度表现，各地区营收均刷新历史纪录；服务业务营收同样创下历 史新高，同比增长14%。公司目前的活跃设备安装基数已突破25亿台。" | | | | Three Months Ended | | | --- | --- | --- | --- | --- | | | | December 27, | | December 28, | | | | 2025 | | 2024 | | Net sales: | | ...