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Apple Reports Fourth Quarter Results

270 点作者 ckastner超过 2 年前

22 条评论

ckastner超过 2 年前
Annual revenue of $394 billion, more than a billion a day.<p>Not the first company to do it, though. Exxon did it in the 2000s when oil was up to $140, and I think Walmart did it, too.
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retskrad超过 2 年前
Holy moly, the Mac keeps growing like crazy. It’s amusing how Apple wanted the iPad to disrupt the Mac but the advent of M-Series chips on the Mac has really nipped that ambition in the bud.
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skc超过 2 年前
I actually like that Apple completely obliterates the fiction that people don&#x27;t want a walled garden.<p>It&#x27;s such a minority as to be utterly irrelevant. These insane numbers prove it.
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endisneigh超过 2 年前
Apple is unbeatable, what numbers jeez. And to think, Apple’s main competitor being practically forced into giving them money is what saved them.<p>The government should take something from this and not allow for too much consolidation. I’m sure apple giving a few billion to a few hundred small companies could yield some results.<p>I’m very curious what would happen to Google and Meta if Apple announced they’re going to seriously pivot into ads with a revenue target of 100B per quarter.
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chollida1超过 2 年前
Numbers:<p>- Q4 wearables of $9.6B, beats est byu close to $1B<p>- Q4 Services Rev fo $19.2B short of Est by $800M<p>- Q4 iphone Rev of $42.6B meets Est<p>- Q4 ipad Rev of $7.2B, short of Est by $600M<p>- Q4 Rev of $90.2B beats Est by $2B, that also means its up 8ish% YoY<p>- Q4 Mac Revenue of $11.5B, beats by $2B, nice, forgot they make computers;)<p>- China Rev of $15.5B, this is interesting, AAPL clearly has alot of China exposure in a time when that can go away in an instant.<p>- declared a cash div of $0.23&#x2F;share<p>Interesting:<p>- AAPL hiking prices on Apple One, up $2, Music up $1&#x2F;month, TV up $2,<p>- they generated over $24B in cash<p>- they returned $29B to investors this quarter, wow, them and MSFT and cash flow machines, maybe the only two tech companies you want to hodl right now<p>- they have only spent $300M on acquisitions this year, that doesn&#x27;t seem like alot.<p>Watch for:<p>- lots of currency exposure in this company, does the USD strength help or hurt them, or are they really good at hedging currency risk?<p>- AAPLE has $23B in cash, down 1&#x2F;3 from this time last year. Mostly given back to investors. Probably nothing to worry about here:)<p>- $3 trillion in market cap has been lost in the past year among 7 of the biggest stocks. $GOOG $MSFT $META $AMZN $TSLA $NFLX $AAPL( from twitter)<p>- from bloomberg, Maestri said Apple will likely see 10 percentage points of currency impact in the first quarter.<p>That is alot, and a significant headwind. That could be an entire paypal worth of currency drag<p>Guidance provided by AAPL<p>- revenue growth will decrease going into Q1<p>- mac revenue to decline substantially
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gt565k超过 2 年前
I used to be a die hard android and Linux user, cuz you know it was all hip. I got frustrated with android phones never being updated in the early days. Linux always having video driver issues with multiple monitors and a crappy UI. A buddy gave me his old iPhone 5 to use when like the 7 or 8 was already out. The 5 was still better than my 1 year old android phone that I broke.<p>Apple just gets hardware right. Id never buy a non Apple product for my phone or laptop. They have the edge now especially more so with the latest silicon.<p>Vertical integration works when done right and Apple does it best.
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HeckaSmart超过 2 年前
Macs grew at 25% YoY (Apple earnings) while the PC market shrank by 15% YoY (IDC).<p>Apple Silicon is doing wonders.
paxys超过 2 年前
Seems like Apple is the only tech giant who will come out of the earnings season (relatively) unscathed. MSFT, GOOG, META, AMZN – not so much.
mensetmanusman超过 2 年前
One move by China and Apple sales pause for a few years. Is this priced in?
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paulpauper超过 2 年前
The iPhone is the greatest cash machine ever. Some people are probably on their 10th iPhone . Some people probably spent thousands of dollars on app store.
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insane_dreamer超过 2 年前
The most amazing to me is how Apple reversed its fortunes with the Mac. According to a quick search of Wikipedia (haven&#x27;t checked further), Mac worldwide market share was 5.7% in 1996 (after years of decline). It then dropped out of the top 5 for the <i>next 20 years</i> -- the page doesn&#x27;t give numbers other than top 5, but in 2006 Toshiba was #5 with 3.8% so it was below that. Not only did it manage to bring its share back to 1996 levels, but it&#x27;s now at 9%. And that&#x27;s worldwide -- US market share is probably larger.<p>I can&#x27;t think of another company that has had such a stunning turnaround for a product line that was nearly headed the way of many other hardware vendors (some of whom made pretty good products, I had a NEC back in the day and it was a good machine).
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drcongo超过 2 年前
Well now I&#x27;m a bit less happy about them putting up the prices on services the other day.
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trap_goes_hot超过 2 年前
I think I paid off a few monthly payments for an executives BMW with my Apple purchases. :)
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electriclove超过 2 年前
Did they announce anything in regards to share buybacks? They reduced outstanding shares by ~37% over the past 10 years. <a href="https:&#x2F;&#x2F;www.macrotrends.net&#x2F;stocks&#x2F;charts&#x2F;AAPL&#x2F;apple&#x2F;shares-outstanding" rel="nofollow">https:&#x2F;&#x2F;www.macrotrends.net&#x2F;stocks&#x2F;charts&#x2F;AAPL&#x2F;apple&#x2F;shares-...</a>
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MetaverseClub超过 2 年前
I&#x27;m just curious how much Rev&#x2F;Profit they made on selling employee lunches and dinners.
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m3kw9超过 2 年前
Apple essentially makes require hardware(iPhone) most people needs and they leverage that to over other hardware and services around it. Simple and effective, not easy to do though!
amai超过 2 年前
A PDF? That is so 1990, when we were still printing out the Internet. Why can&#x27;t this be a interactive HTML Table? Or some other machine readable format. Even an MS Excel sorry Apple Numbers sheet would be better.
pulse7超过 2 年前
I don&#x27;t see Africa in &quot;Net sales by reportable segment&quot;...
pkrumins超过 2 年前
Isn’t it Q3? Q4 just started (Oct 1 - Dec 31).
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AnonMO超过 2 年前
And they say money doesn’t grow on trees.
faangiq超过 2 年前
Gotta be some mega accounting shens going on here.
foobarian超过 2 年前
Meta revenue YoY: -25%<p>Apple revenue YoY: +25%
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