Apple Q3 Earnings Beat Expectations, Tim Cook Highlights 'Breakthrough' AI Platform: Installed Base Of Devices Hits All-Time High
Apple Q3 Earnings Beat Expectations, Tim Cook Highlights 'Breakthrough' AI Platform: Installed Base Of Devices Hits All-Time High
$Apple (AAPL.US)$ reported third-quarter earnings Thursday that exceeded expectations and revenue that grew year-over-year and came in ahead of the Street forecast. The outperformance was aided by strong showings across product categories. Apple shares, which have risen nearly in-line with the broader market this year, climbed 0.96% to $220.96 in after-hours trading, according to Benzinga Pro data.
$苹果 (AAPL.US)$ 周四发布的第三季度收益超出预期,并且营业收入同比增长并超过了街头预测。强劲的产品表现对此有所帮助。根据Benzinga Pro数据,在盘后交易中,苹果股票上涨了0.96%,至220.96美元,几乎与整个市场同步上涨。
Apple's Key Q3 Numbers: Cupertino, California-based Apple reported low-single-digit percentage year-over-year revenue growth for the third quarter, an improvement from the 4.31% decline in the second quarter and in line with the company's guidance issued on the second-quarter earnings call.
苹果Q3的关键数字:总部位于加利福尼亚库比蒂诺的苹果公司报告称,第三季度同比收入增长低个位数百分比,比第二季度的下降4.31%有所改善,并与公司在第二季度业绩会上发布的指引相符。
Here are the comparisons versus the consensus and prior-year periods:
以下是与共识和去年同期的比较:
Q3'24 Actuals |
Q3'24 Consensus* |
Q3'23 |
Q2'24 |
|
Revenue |
$85.78B |
$84.53B |
$81.80B |
$90.75B |
Non-GAAP EPS |
$1.40 |
$1.35 |
$1.26 |
$1.53 |
Gross margin |
46.26% |
N/A |
44.26% |
46.58% |
Q3'24 实际值 |
Q3'24 共识* |
2023年第三季度 |
Carrols 收购 |
|
营业收入 |
$857.8亿 |
$84.53B |
$81.80B |
$90.75B |
非GAAP每股收益 |
$1.40 |
$1.35 |
$1.26 |
$1.53 |
毛利率 |
46.26% |
无数据 |
44.26% |
46.58% |
*according to Benzinga Pro data
*根据Benzinga Pro数据
Commenting on the results, Tim Cook, CEO of Apple, said, "Today Apple is reporting a new June quarter revenue record of $85.8 billion, up 5% from a year ago."
苹果的CEO蒂姆·库克(Tim Cook)对此表示:“今天苹果报告了一个新的6月季度收入纪录,达到858亿美元,比去年同期增长5%。”
"During the quarter, we were excited to announce incredible updates to our software platforms at our Worldwide Developers Conference, including Apple Intelligence, a breakthrough personal intelligence system that puts powerful, private generative AI models at the core of iPhone, iPad, and Mac."
库克还说:“在本季度期间,我们很高兴在我们的全球开发者大会上宣布了软件平台的惊人更新,包括Apple Intelligence,一种突破性的个人智能系统,将强大且私密的生成式人工智能模型放在iPhone,iPad和Mac的核心。”
On its second-quarter earnings call, Apple flagged gross margin of 45.5%-46.5%, and a forex headwind of about 2.5 percentage points.
在其第二季度业绩会上,苹果提出了毛利率为45.5%-46.5%,外汇头风险约为2.5个百分点。
Services revenue reached a new all-time record, but was a tad below the forecast. Sales of the flagship product, the iPhone; the iPad; and the Wearable, Home & Accessories all came in above expectations. Mac revenue also came in shy of estimates.
服务业务收入达到了新的历史记录,但略低于预测。旗舰产品iPhone、iPad和Wearable、Home & Accessories的销售均超预期。Mac收入也稍低于预期。
Apple CFO Luca Maestri said: "We are also very pleased that our installed base of active devices reached a new all-time high in all geographic segments, thanks to very high levels of customer satisfaction and loyalty."
苹果的首席财务官Luca Maestri表示:“我们也非常高兴,我们所有地理区段的活跃设备安装基数达到了历史新高,这要归功于非常高水平的客户满意度和忠诚度。”
The company generated nearly $29 billion in operating cash flow.
该公司的营业现金流达到将近290亿美元。
Apple Shareholder Returns: Apple's board declared a quarterly cash dividend of 25 cents per share, payable on Aug. 15 to shareholders of record as of Aug. 12.
苹果股东回报:苹果董事会宣布每股支付0.25美元的季度现金股息,可向截至8月12日的股东支付,并于8月15日支付。
Look Ahead: The consensus estimates for Apple's September quarter and full year are as follows:
展望未来:苹果的九月季度和全年共识估计如下:
Q4 Consensus |
Change (Y-o-Y) |
FY24 Consensus |
Y-o-Y Change |
|
EPS |
$1.56 |
+6.85% |
$6.62 |
+8.00% |
Revenue |
$93.39B |
+4.4% |
$387.96B |
+1.22% |
Q4共识 |
同比变化 |
FY24一致预期 |
同比变化 |
|
每股收益 |
1.56美元 |
+6.85% |
$6.62 |
+8.00% |
营业收入 |
$93.39B |
增长4.4% |
$387.96B |
+1.22% |
More details regarding the company's progress with artificial intelligence technology could be forthcoming when the tech giant hosts its earnings call at 5 p.m. EDT.
科技巨头在5点主持业绩会时,可能会披露更多有关其人工智能技术进展的详细信息。
Apple Stock: For the year-to-date period, Apple stock has added 13.71%, comparable with the SPDR S&P 500 ETF Trust's (NYSE:SPY) 14.96% gain and Invesco QQQ Trust's (NASDAQ:QQQ) 12.57% advance.
苹果股票:截至年初至今,苹果股票涨幅为13.71%,与SPDR S&P 500 ETF Trust(NYSE:SPY)的14.96%相当,与纳指100etf-Invesco QQQ Trust(纳斯达克:QQQ)的12.57%相当。