原文標題：Apple announces largest-ever $110 billion share buyback as iPhone sale
s drop 10%
原文連結：https://reurl.cc/Zeb3eV
發布時間：5/2/2024
記者署名：Kif Leswing
原文內容:
KEY POINTS
Apple's fiscal second-quarter earnings were slightly higher than Wall Street exp
ectations, but showed overall revenue down 4%, and iPhone sales falling 10%.
The iPhone maker announced that its board had authorized $110 billion in share r
epurchases, the largest in company history.
Apple CEO Tim Cook told CNBC that quarterly sales suffered from a difficult comp
arison to the year-earlier period.
Apple shares climbed 7% in extended trading on Thursday after the iPhone maker r
eported fiscal second-quarter earnings that topped estimates and announced an ex
panded stock buyback program.
Apple announced that its board had authorized $110 billion in share repurchases,
a 22% increase over last year's $90 billion authorization. It's the largest buy
back in history, ahead of Apple's previous repurchases, according to data from B
irinyi Associates.
However, overall sales fell 4% and iPhone sales fell 10% year over year during t
he quarter, which Apple attributed to a tough comparison versus last year.
Here's how Apple did versus LSEG consensus estimates in the quarter ended March
30:
-EPS: $1.53 vs. $1.50 estimated
-Revenue: $90.75 billion vs. $90.01 billion estimated
-iPhone revenue: $45.96 billion vs. $46.00 billion estimated
-Mac revenue: $7.5 billion vs. $6.86 billion estimated
-iPad revenue: $5.6 billion vs. $5.91billion estimated
-Other Products revenue: $7.9 billion vs. $8.08 billion estimated
-Services revenue: $23.9 billion vs. $23.27 billion estimated
-Gross margin: 46.6% vs. 46.6% estimated
Apple did not provide formal guidance, but Apple CEO Tim Cook told CNBC's Steve
Kovach that overall sales would grow in the "low single digits" during the June
quarter.
Apple posted $81.8 billion in revenue during the year-ago June quarter and LSEG
analysts were looking for a forecast of $83.23 billion.
On an earnings call with analysts, Apple finance chief Luca Maestri said the com
pany expected the current quarter will deliver double-digit year-over-year perce
ntage growth in iPad sales. What's more, he said the Services division is foreca
st to continue growing at about the current high rate it's achieved during the p
ast two quarters.
Apple reported net income of $23.64 billion, or $1.53 per share, down 2% from $2
4.16 billion, or $1.52 per share, in the year-earlier period.
Cook told CNBC that sales in the fiscal second quarter suffered from a difficult
comparison to the year-earlier period, when the company realized $5 billion in
delayed iPhone 14 sales from Covid-based supply issues.
"If you remove that $5 billion from last year's results, we would have grown thi
s quarter on a year-over-year basis," Cook said. "And so that's how we look at i
t internally from how the company is performing."
revenue, which was significantly better than the $15.25 billion in sales expecte
d by FactSet analysts, potentially quelling investor worries the iPhone maker ma
y have been losing market share to local competitors such as Huawei.
"I feel good about China. I think more about long term than to the next week or
so," Cook said.
Cook told CNBC that iPhone sales grew in China during the quarter, which "may co
me as a surprise to some people."
In addition to the buyback authorization, Apple said it would pay a 25-cent divi
dend, a 1-cent increase.
Correction: Cook said that Apple has "big plans to announce" at its iPad product
event next week and at the Worldwide Developers Conference in June. An earlier
version misstated the context of the plans.
翻譯：
蘋果的第二財季盈利略高於華爾街預期，但整體收入下降4%，iPhone銷量則下降了10%。蘋
果宣布其董事會已授權進行1,100億美元的股票回購，這是公司歷史上最大的回購計劃。蘋
果CEO提姆· 庫克告訴CNBC，季度銷售受到與去年同期相比的困難因素的影響。
蘋果在周四公布第二財季盈利超出預期後，其股票在盤後交易中上漲了7%，並宣布擴大了股
票回購計劃。蘋果宣布其董事會已授權進行1,100億美元的股票回購，較去年的900億美元授
權增加了22%。根據Birinyi Associates的數據，這是有史以來最大的回購，超過了蘋果以
往的回購。
然而，整體銷售額在本季度同比下降了4%，iPhone銷量同比下降了10%，蘋果將這歸因於與
去年同期的艱難比較。
以下是截至3月30日的第二季度蘋果與LSEG共識預測相比的表現：
-每股盈利：1.53美元 vs. 預估1.50美元
-營收：907.5億美元 vs. 預估900.1億美元
-iPhone收入：459.6億美元 vs. 預估460.0億美元
-Mac收入：750億美元 vs. 預估686億美元
-iPad收入：560億美元 vs. 預估591億美元
-其他產品收入：790億美元 vs. 預估808億美元
-服務收入：239億美元 vs. 預估232.7億美元
-毛利率：46.6% vs. 預估46.6%
蘋果未提供正式指引，但蘋果CEO提姆· 庫克告訴CNBC的史蒂夫· 科瓦奇，整體銷售額在6月
度將以“低位數字”的增長率增長。
蘋果在去年6月季度實現了818億美元的收入，LSEG分析師預計蘋果將達到832.3億美元的預
測。
在與分析師的盈利電話會議上，蘋果財務主管盧卡· 馬埃斯特里表示，公司預計當前季度iP
d銷售將同比實現雙位數增長。此外，他表示，服務部門預計將繼續以過去兩個季度的高增
長率增長。
蘋果的淨收入為236.4億美元，每股1.53美元，較去年同期的241.6億美元，每股1.52美元下
降了2%。
庫克告訴CNBC，蘋果的第二季度銷售受到了與去年同期的困難比較的影響，當時公司由於基
於Covid的供應問題而實現了50億美元的延遲iPhone 14銷售。
“如果從去年的結果中扣除這500億美元，我們在同比增長方面將實現增長，”庫克說。“
這就是我們從公司內部表現的角度來看待它的方式。”
收入大幅超出FactSet分析師預期的152.5億美元的銷售額，可能會平息投資者對蘋果可能正
在失去市場份額的擔憂，例如華為等本地競爭對手。
“我對中國感到很滿意。我更多地考慮長期，而不是下周或更短的時間，”庫克說。
庫克告訴CNBC，iPhone銷售在本季度在中國增長，這“可能會令一些人感到意外”。
除了回購授權外，蘋果還表示將支付25美分的股利，增加了1美分。
更正：庫克表示，蘋果將在下周的iPad產品活動和6月的全球開發者大會上“宣布重大計劃
”。早期版本錯誤地說明了計劃的內容。
心得/評論：
Apple銷售下滑 直接開啟回購都能噴成這樣了
SMCI 和 AMD 財報也沒多爛直接被送下去
這個禮拜真刺激