Re: [新聞] 投資人最關心蘋果2,500億美元現金怎麼用

作者: VirgilAeneid (維吉爾)   2017-05-03 05:14:21
營收超過預期,但是iPhone銷售不佳,
蘋果盤後下跌
143.85 -3.66 (-2.48%)
After hours: 5:20PM EDT
第三季財報目標比預期低,
iPhone賣不夠好,
iPad銷售下滑13%,
Mac銷售上升4%,
但是Apple Pay,App Store... 之類大概賺更多,
蘋果本身整體體質應該還大致OK,
問題是
iPhone賣不好的話,
台灣瓶蓋會有壓力的.
http://goo.gl/LmepNR
Apple iPhone sales disappoint
Apple (AAPL) earnings are out and it’s a beat on earnings but a miss on
sales.
In its fiscal second quarter, Apple reported earnings per share of $2.10 on
revenue of $52.9 billion. iPhone sales totaled 50.8 million during the
quarter.
Wall Street analysts were looking for earnings of $2.02 per share on revenue
of $53.1 billion, according to Bloomberg. iPhone sales were expected to hit
51.4 million.
Average selling price for iPhone hit $655 during the quarter, less than the
$666 expected by Wall Street.
Following earnings shares of the company were down about 1.5%.
Apple said it expected third quarter revenue to come in between $43.5-$45.5
billion, less than expectations for third quarter guidance to be near $45.7
billion.
The company also raised its dividend 10.5% to $0.63 per share, and boosted
its share buyback authorization to $210 billion. The company said it plans to
return $300 billion to shareholders by the end of March 2019. S&P’s Howard
Silverblatt noted that at $13.2 billion annually, Apple is now the world’s
largest dividend payer.
In addition to its 50.8 million iPhones sold, which was down 1% from the same
quarter last year, iPad sales fell 13% to 8.9 million units, while Mac sales
rose 4% to 4.2 million units.
Apple, which has in recent quarter touted its services business, reported
revenue from this unit of $7.04 billion during the quarter, up 18% against
last year. The company’s “Other Products” segment, which includes Beats,
Apple TV, and Apple Watch, among other things, reported revenue of $2.87
billion, up 31% against last year.
“We are proud to report a strong March quarter, with revenue growth
accelerating from the December quarter and continued robust demand for iPhone
7 Plus,” said Tim Cook, Apple’s CEO, who added that, “we’re thrilled with
the strong momentum of our Services business, with our highest revenue ever
for a 13-week quarter.”
The second quarter is typically one of Apple’s softest quarters, coming
after its big holiday quarter and lacking any major product announcements.
Yahoo Finance’s Dan Howley said ahead of the report that because most
observers are focused on the next iPhone model, expected to come out this
fall, Tuesday’s earnings would be “almost a non-issue.”
Howley added that, “The iPhone 8, or iPhone 10 or iPhone X, whatever Apple
decides to call it, is expected to launch what analysts call a supercycle, a
massive increase in sales due to consumers trading in their older handsets
for a new device that many predict will be a major improvement over the
iPhone 7 and 7 Plus.”
The fairly limited market reaction following these results backs up this
analysis.
At $788 billion, Apple is the world’s largest public company by market cap.

※ 引述《ss910126 (Yukino my wife)》之銘言:
: 1.原文連結(超過一行或過長必須縮網址):
: https://udn.com/news/story/6811/2436280
: 2.原文內容:
: 即將於2日美股盤後發布上季財報的蘋果公司,屆時也將公布所積累的龐大現金,預料將
: 超越2,500億美元,這數字不僅高於零售業者沃爾瑪和日用品大廠寶鹼公司(P&G)加總起
: 來的市值,甚至比英國和加拿大兩國相加的外匯存底還要多。
: 華爾街日報報導,蘋果坐擁的龐大現金逾九成都來自海外,如此也已成了美國總統川普關
: 注的焦點,因當局已針對匯回海外獲利的企業提出削減企業稅和一次性減稅的利多政策,
: 而這也使蘋果可能要透過斥資併購,或發放更多股利的壓力漸增。
: 蘋果光是過去逾四年半所積累的現金就已倍增,去年最後三個月還曾創下一小時內進帳約
: 360萬美元的紀錄。
: 截至去年12月止,蘋果累積的總現金、約當現金和證券共為2,460.9億美元。蘋果以往也
: 和其他美國大型公司一樣,將多數現金置於海外,而非存於國內、作為須繳稅的海外獲利
: 。
: 蘋果執行長庫克今年曾表示,若美國政府實行稅改,他樂意將現金匯回國內。但目前蘋果
: 並未公布相關計畫。其中可能方式為發放一項特別股利,嘉惠美國知名投資人「股神」巴
: 菲特執掌的波克夏公司等大股東。
: 此外,蘋果的龐大金庫也引燃投資人對蘋果收購自駕車或娛樂公司等新發展方向的期望。
: 華爾街日報報導指出,既擁有2,500億美元的雄厚現金,蘋果可以買下電動車大廠特斯拉
: 和影音串流業者Netflix還有餘。這些餘下的資金還能償還部分債務,或擴大美國製造,
: 以回應川普去年籲美企在美國建廠的要求。
: 蘋果不管用上述哪種方式來撒錢,感覺其坐擁的現金還是遠超過其需求。美國喬治城大學
: 財金教授平科維茲(Lee Pinkowitz)表示:「若這是為了未雨綢繆而存的資金,那蘋果
: 根本是在為千年大水災作準備。」
: 3.心得/評論(必需填寫滿20字):
: 痾,我這個人不貪心,分我0.1趴就好,或是拿來買台股,讓他破10萬點
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※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1493759664.A.F72.html
作者: VirgilAeneid (維吉爾)   2017-05-03 06:08:00
俗話跟經驗都說: "期待越高,受傷越大"這種基本人性反應是血淋淋的.

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