苹果has reported a record number of iPhones and iPad sales in the second quarter of 2011, powering revenues of $28.6 billion, also a record.
Ticonderoga Securities的分析师Brian White只是用“哇”这个词,在他的客户的标题中。
"Apple deliver[ed] nothing short of a blowout performance," White said in that note on Tuesday.
苹果收入是连续第四季度超过200亿美元的标志,而去年同期增加82%。
286亿美元的收入明显高于华尔街的平均预测250亿美元,并在三个月前击败公司的保守估计仅为230亿美元。
利润为73.1亿美元,又一次纪录,距离2010年同期增长125%。
"They knocked it out of the park," Brian Marshall, an analyst with Gleacher & Co., told Computerworld after Apple's earnings call on Tuesday. "They just crushed it."
Marshall, other analysts and Apple executives all pointed to iPhone and iPad sales as the driving forces for记录季度。
“这一季度是由iPhone和iPad销售的戏剧性增长导致的,”苹果公司首席财务官在电话会议期间表示,“Peter Oppenheimer”。
苹果销售了2030万iPhones, up 142% over the same period last year and a 9% increase over the first quarter of 2011, which was the previous record. On a revenue basis, the iPhone's contribution was 46.6% of total revenues, more than two-and-a-half times that of the Mac or over twice that ofthe iPad。
What impressed Ezra Gottheil, an analyst with Technology Business Research, wasn't simply the strong iPhone sales, but that Apple was able to maintain its high margin on the智能手机在本季度销售超过2000万,即使它上个月没有发布新型号,因为它在过去四年中的三年中已经完成了三个。
“iPhone的ASP [平均销售价格]根本没有显着举动,这让我感到惊讶,”Gottheil说。“他们保持建设和建造它们,但asp不会移动。”
苹果的决定推动下一个iPhone的推出到今年秋季 - 大多数专家都在9月份挂钩,因为最可能的月份 - 没有伤害当前模型的销售,Gottheil也指出。
Meanwhile, Apple sold 9.2 million iPads, nearly triple the number it sold in the same quarter last year and almost double the 4.7 million it sold in the first three months of 2011.
苹果launched the iPad 2in mid-March, just weeks before the start of the second quarter, and only recently has been able to meet demand, and then only in some markets.
"We were still selling every unit we could make [during the quarter]," said Tim Cook, Apple's chief operating officer. Cook runs the company in the absence of CEO Steve Jobs, who remains on medical leave. "But in the early weeks of July, we were able to increase the supply further, and some SKUs in some countries are now in balance."
At one point in the call, Cook called iPad sales a "frenzy."
Apple的美国在线商店目前在订购iPad 2和装运平板电脑之间显示一到三个业务日延迟。4月份,当Apple最后举行盈利呼叫时,延迟介于两到三周之间。
The iPhone-iPad combination clearly was the reason Apple seems to be able to make money as fast as it can churn out hardware, Gottheil said.
"They absolutely have a tiger by the tail," Gottheil said. "People love the products, they love the infrastructure that supports them. Everything is working for them, and they're in two of the fastest-growing markets around."
iPhone and iPad sales accounted for more than two-thirds of Apple's revenues for the quarter.
Most of the remainder was generated by the Mac.
苹果sold 3.95 million Mac computers, a record for the quarter that ends in June, said Oppenheimer. Mac sales worldwide were up 14% year-over-year, and up 5% from the previous quarter, with the strongest unit sales growth in Asia/Pacific, where Apple's numbers were up 57% from the same period in 2010.
Last week, Gartner estimated that global computer sales grew by just 2.3% last quarter, while rival research firm IDC pegged the gain slightly higher at 2.6%.
苹果高管在周二的电话会议期间引用了Mac和Industry销售之间的差异增加了几次。“当市场增长时,在2.6%的时间增长,肯定是为骄傲的东西,”厨师争辩。
oppeNheimer将MacBook Pro和MacBook Air的强大销售归功于升压到MAC号码。前者最后一次刷新于2月,而后者将据报道,早些时候将很快体育新型号,也许早在周三。
Apple销售了280万笔记本电脑,同比同期增长了13%以上超过2010年,并销售了120万台台式机,从前一年增加了15%,比上一季度的14%。
TheIMAC台式线是裁判reshed in early May.
Analysts on Tuesday, however, questioned Apple's executives about what appeared to be a slowdown in Mac sales growth.
Cook answered by ticking off a trio of causes, including iPad cannibalization, delayed purchases because of the impending release of Lion and a strong comparative quarter in 2010. "It's clear that some customers are choosing to purchase an iPad [rather] than a Mac," Cook said, Apple's strongest acknowledgment yet that its iconic tablet has shifted some buyers away from the more expensive Mac notebooks.
Analysts were split on how they weighed Cook's three reasons for Mac sales growing just 14% when a year ago the numbers were up 33%.
"It's all cannibalization," Marshall said.
被同意的人不同意。“我认为等待狮子是最有效的,”他说。“狮子产生了比来自苹果的其他内容更多的兴趣,特别是对于那些更复杂的买家来说。”
Oppenheimer confirmed that苹果将于周三推出狮子。The $29.99 upgrade will be available only via download from the Mac App Store.
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这个故事,“苹果公司凭借纪录iPhone和iPad销售,最大的收入”最初发布Computerworld 。