Core Viewpoint - The company exceeded its strong forecast, but there are concerns among investors regarding its ability to manage higher costs [1] Group 1 - The company demonstrated robust performance by surpassing its previously strong forecast [1] - Investors are expressing worries about the potential impact of rising costs on the company's future performance [1]

苹果盘后一度涨超3%。苹果第一财季营收1,437.6亿美元，同比增长16%，预估1,384亿美元；第一财季IPhone收入852.7亿美元，同比增长23%，预估783.1亿 美元；第一财季Mac收入83.9亿美元，同比减少6.7%，预估91.3亿美元；第一财季IPad收入86.0亿美元，同比增长6.3%，预估81.8亿美元；第一财季可穿戴设 备、家居与配件114.9亿美元，同比减少2.2%，预估121.3亿美元；第一财季大中华营收255.3亿美元，同比增长38%，预估218.2亿美元；第一财季每股收益 2.84美元，上年同期2.40美元，预估2.68美元；第一财季现金及现金等价物453.2亿美元，同比增长50%，预估497.3亿美元。 | mo | | 中 ノ × ▽ × × × ▽ × | | | | | 5 1 | AAPL : | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 盘后总额 28.29亿 | 盘后总量 1086.25万 | 最高价 268.340 | 最低价 255.780 | | 盘后分时 ・ つ ○ の | | 2 ...

分组1 - Apple Inc. reported its most recent earnings results, indicating strong brand and healthy fundamentals, but growth for the year is expected to be modest [1] - The focus of Cash Flow Club is on businesses with strong cash generation, ideally with a wide moat and significant durability, which can lead to rewarding investments when bought at the right time [1] 分组2 - The article highlights the importance of cash flows and access to capital in evaluating investment opportunities, particularly in sectors like energy midstream, commercial mREITs, BDCs, and shipping [1]

Apple (NasdaqGS:AAPL) Q1 2026 Earnings call January 29, 2026 05:00 PM ET Speaker12Good afternoon, and welcome to the Apple Q1 Fiscal Year 2026 earnings conference call. My name is Suhasini Chandramouli, Director of Investor Relations. Today's call is being recorded. Speaking first today is Apple CEO, Tim Cook, and he'll be followed by CFO, Kevan Parekh. After that, we'll open the call to questions from analysts. Please note that some of the information you'll hear during our discussion today will consist of ...

格隆汇1月30日｜苹果在假日季的营收远超华尔街的预期，这得益于新款iPhone17的强劲需求、服务业 务的增长以及中国市场的复苏。财报显示，在截至12月27日的季度内，其营收增长了16%，达到1438亿 美元，创下了新高，分析师此前的平均预期为1384亿美元，苹果自己的预测是增长10%至12%。 iPhone17的强劲表现推动了智能手机业务收入同比增长23%。苹果在中国市场的销售额同比增长了 38%。此外。苹果当季净利润为420亿美元，远超预期。苹果CEO库克称赞这是一个"非凡的、破纪录的 季度"，这得益于"前所未有的iPhone需求，每个地理区域都创下了历史新高"。展望未来，公司首席财 务官预计公司3月当季营收将增长13%至16%，运营支出将在184亿至187亿美元之间。 ...

苹果首席财务官称，预计3月当季运营支出将在184亿至187亿美元之间。 ...

Steve had highlighted um still outstanding which would theor in theory be answered on the conference call but the stock going into earnings the bar was very low eightweek losing streak um as we entered the week here Tim what do you make of the quarter so far >> I I thought it was a fantastic quarter now the way the stocks trade in the aftermarket is a very small snapshot of time it's going to be volatile but it it kind of tells you that while we had insane demand and I mean you know it was really strong iPh ...

Welcome to Asking for a Trend. Breaking news, Apple earnings just now hitting the tape and Yahoo Finances Dan Alli is here with the numbers. Dan.Yeah, Josh. Big beat for Apple here uh on the top and bottom line. They said they recorded all-time record revenue for the iPhone.85.3% billion. That's well ahead of the 78.3% billion that analysts were anticipating. Uh the company saw 69.1% billion in the prior quarter.EPS came in at $284 on revenue of 143.8% billion. Analysts were anticipating $268 on 138.4% bill ...

Core Insights - Apple has reported its greatest quarter ever, with significant revenue growth driven primarily by iPhone sales, particularly in China, achieving $85 billion in revenue [1][2] - The installed base of Apple devices has reached 2.5 billion, indicating strong customer retention and market presence [2] - Despite missing expectations in wearables, home accessories, and Mac sales, the overwhelming success of the iPhone overshadows these shortcomings [2] Revenue and Market Performance - Greater China revenue for the most recent quarter was $25.53 billion, surpassing the estimated $21.82 billion, indicating a strong recovery in this key market [10] - The new iPhone design, the first in half a decade, has attracted new customers and driven upgrades, contributing to the sales surge [11] Strategic Considerations - Apple faces an existential question regarding its AI strategy, which remains underdeveloped; the company is currently relying on partnerships, particularly with Google, for AI model development [3][7][9] - Apple has secured pricing power over competitors by purchasing memory components in advance, mitigating the impact of rising memory chip prices on margins [4] Future Outlook - The company has bought time with its recent financial success but must eventually address its AI strategy and internal capabilities to ensure long-term viability [5][6] - The acquisition of an Israeli startup focused on facial movement interpretation may enhance future product features but is not central to Apple's overall AI strategy [13]

Group 1: Software Sector Performance - Software stocks are experiencing a significant selloff, with the IGV tech software sector ETF dropping about 5%, marking its worst day since last April, and down almost 14% month-to-date, on track for its worst month since October 2008 [1] - Investor skepticism is overshadowing strong earnings, as Service Now's stock fell nearly 10% despite better-than-expected quarterly results, and Microsoft also dropped 10% due to slowed cloud growth and softer operating margin guidance [2] Group 2: AI Investment Developments - Major tech companies Nvidia, Microsoft, and Amazon are reportedly in discussions to invest between $60 billion to $100 billion in OpenAI, potentially one of the largest private funding rounds in tech history, with Nvidia possibly contributing up to $30 billion [3][4] - If these investments materialize, OpenAI's valuation could exceed $830 billion, reflecting the surging demand for AI technologies [5] Group 3: Trade Balance and Economic Indicators - The trade balance nearly doubled in November, with the deficit growing 95% to $56.8 billion, following the lowest level since 2009, driven by a 5% increase in imports and a 3.6% decrease in exports [6][7] - The Atlanta Fed's GDP estimate dropped from 5.4% to 4.2%, influenced by the extreme trade numbers that have skewed economic fundamentals [7][8] Group 4: Earnings and Market Reactions - There is a notable trend where both earnings misses and beats are leading to stock declines, indicating a shift in market sentiment compared to previous quarters [10] - Exxon Mobil is anticipated to report flat EPS growth of $1.65 per share on declining revenue of approximately $82 billion, with a historical track record of beating EPS estimates 88% of the time [11][12] - Apple shares have shown a retail uptick ahead of its earnings report, with a focus on margins and memory stories, while suppliers in Asia are also being monitored for their performance [14][16]