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苹果利润超预期,股东将迎大红包

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苹果报告截至到3月的这个季度,iPhone销量为3,740万部,iPad销量为1,950万部,总收入达436亿美元。不出所料,利润有所下降。不过它将股息提高了15%,还将股票回购的数量增加了四倍,每年将借钱拿出300亿美元回馈股东。

    苹果(Apple)不顾外界分析师们的劝告,于本周二将其好消息和坏消息一股脑儿都倒了出来。

    不出所料,苹果公司利润有所下滑。尽管如此,数字还是高于苹果自身给出的指引及华尔街的预期。苹果售出了大量iPhone和iPad,获得了超过436亿美元的收入。它还宣布,计划在今后两年半内拿出1,000亿美元现金,提高股息、加速股票回购计划,以回馈股东。

    “我们很高兴地宣布,由于iPhone和iPad表现强劲,苹果在三月份这个季度收入创下了历史新高,”苹果公司首席执行官蒂姆•库克说。“我们的团队正努力研发一些非常出色的新硬件、软件以及服务,我们对公司正在筹划的产品感到非常兴奋。”

    不过,苹果的利润处于其自身给出的预期利润的低位,而且较去年同一季度下降了18%以上。但这个坏消息已提前泄漏,而且基本上已经充分地体现在了股价上。

    此外,意料之外的现金管理公告弥补了上述不足。苹果的现金储备在该季度增至1,450亿美元,苹果将加速回馈股东。季度股息增长了15%,而股票回购计划的金额从100亿美元提高到600亿美元。

    苹果公司的股票于本周二收于每股406.13美元,上涨了7.46美元(涨幅为1.87%),其交易在4:30之前不久被叫停。交易恢复时,苹果股价曾短暂地跃升至每股429.9美元,随后又回落到405美元,基本回到原位。

    部分数据如下:

    销售额:436.03亿美元,同比增长11.3%

    净利润:95亿美元,下降18.3%

    每股盈利:10.09美元,下降18%

    iPhone:3,743万部,上涨6.7%

    iPad: 1,950万部,上涨65.3%

    Mac: 395.2万部,下降1.6%,不过整个行业销量降幅达14%

    iPod: 563.3万部,下降了26.6%

    iTunes sales: 24亿美元,涨幅28%

    iTunes/软件/服务:41.14亿美元,涨幅30%

    Against the advice of outside analysts, Apple (AAPL) bundled its good news and bad news together and released it all at once Tuesday.

    Although profits were down, as expected, it beat its own guidance and Wall Street's expectations -- selling a ton of iPhones and iPads and collecting more than $43.6 billion in revenue. It also announced a plan to return $100 billion in cash to shareholders over the next two and a half years in the form of higher dividends and an accelerated stock repurchase plan.

    "We are pleased to report record March quarter revenue thanks to continued strong performance of iPhone and iPad," said Tim Cook, Apple's CEO. "Our teams are hard at work on some amazing new hardware, software, and services and we are very excited about the products in our pipeline."

    The bad news -- that margins were at the low end of Apple's guidance and profits were down more than 18% from the same quarter last year -- had been telegraphed ahead of time and largely baked into the stock price.

    Moreover the shortfalls were tempered by the unexpected cash management announcements. Apple's cash hoard, which swelled to $145 billion in the quarter, is being returned to shareholders at an accelerated pace. The quarterly dividend was boosted 15% and the stock buyback program was increased from $10 billion to $60 billion.

    Trading in Apple (AAPL), which ended the day at $406.13, up $7.46 (1.87%), was halted shortly before 4:30. When trading resumed it leaped briefly to $429.9 before drifting down to $405, roughly where it started.

    Some of the numbers:

    Sales: $ 43.603 billion, up 11.3% year over year

    Net profit: $9.5 billion, down 18.3%

    EPS: $10.09, down 18%

    iPhone: 37.43 million units, up 6.7%

    iPad: 19.5 million units, up 65.3%

    Mac: 3.952 million units, down 1.6%, compared with 14% for the industry

    iPod: 5.633 million units, down 26.6%

    iTunes sales: $2.4 billion, up 28%

    iTunes/Software/Services: $4.114 billion, up 30%


    毛利润率:37.5%

    现金:1,447亿美元,较一季度上涨76亿美元;其中1,020亿美元存放在海外

    收入指引:335-355亿美元

    毛利润率指引:36-37%

    苹果公司收益电话会议刚刚开始。部分注意事项如下。

    公司首席执行官蒂姆•库克表示,苹果公司的股价“令我们十分失望”,并承诺着眼长远。苹果将借钱实施现金回馈计划,而不是(按美国税率支付利润税,)将在海外持有的现金转回美国国内。

    苹果首席财务官彼得•奥本海默重申了新闻稿的内容,还增加了一些细节。

    关于现金管理程序:奥本海默称苹果公司60亿美元的股票回购计划规模之大前所未有。它将于本月开始回购股票。此外,到2013年5月13日,苹果会将季度股息从每股2.65美元增至每股3.05美元。每年支付110亿美元。奥本海默未透露苹果打算借多少钱来实施现金回馈计划。苹果每年将拿出相当于300亿美元回馈股东。(财富中文网)

    译者:项航

    Gross margin: 37.5%

    Cash: $144.7 billion, up $7.6 billion from Q1; $102 billion overseas

    Revenue guidance: $33.5-$35.5 billion

    Gross margin guidance: 36-37%

    The earnings call just started. A few notes below the fold.

    CEO Tim Cook said the decline in Apple's stock price has been "very frustrating to us" and promises to stay focused on the long term. To fund its cash return plan, Apple will borrow the money rather than repatriating its offshore cash holdings (and paying U.S. taxes on the profits).

    CFO Peter Oppenheimer reiterated the contents of the press release and added some detail.

    Regarding cash management program: Claims the $60 billion share buyback is the largest in history. Will begin buying Apple shares this month. Also, increasing quarterly dividend $2.65 to $3.05 to shareholders as of May 13, 2013. Annual payments of $11 billion. Doesn't say how much Apple plans to borrow to fund the capital return program. Will return the equivalent of $30 billion to shareholders each year.

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