cover of episode AAPL Q4 earnings

AAPL Q4 earnings

2024/11/1
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Chance Miller
美国大学体育管理人员,现任海岸卡罗来纳大学副总裁兼大学体育和休闲活动主任。
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Chance Miller: 苹果公司公布了2024财年第四季度财报,营收创纪录地达到949.3亿美元,同比增长6%。然而,由于一次性所得税支出(向爱尔兰政府支付130亿欧元欠税),净利润为147.4亿美元。各产品线营收如下:iPhone 462亿美元(同比增长5.5%),Mac 77.4亿美元(同比增长1.7%),iPad 69.5亿美元(同比增长8%),可穿戴设备、家居和配件90亿美元(同比下降3%),服务249.7亿美元(同比增长12%)。本季度财报涵盖了iPhone 16发布后的前两周以及新款AirPods和Apple Watch Series 10发布后的前两周,但更重要的是涵盖十月、十一月和十二月的假日购物旺季。 苹果公司首席执行官蒂姆·库克表示,iOS 18.1的采用速度是iOS 17.1的两倍。iOS 18.1包含Apple Intelligence功能,以及其他功能,例如书写工具、通知摘要、照片App清理等。 苹果公司与卫星服务提供商Globalstar扩大合作,将额外投资11亿美元以增加卫星服务的容量,并获得Globalstar 20%的股份。苹果公司目前免费向用户提供卫星功能(紧急SOS),但未来可能会收费。 Tim Cook: (通过Chance Miller转述) 我们已经从客户和开发者那里得到了很好的反馈。初步数据(仅三天)显示,用户采用iOS 18.1的速度是去年同期采用iOS 17.1速度的两倍。

Deep Dive

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Apple reported record Q4 2024 earnings with nearly $95 billion in revenue, despite a one-time income tax charge.
  • Apple reported $94.93 billion in revenue, up 6% year-over-year.
  • A one-time income tax charge of $10.2 billion affected net income.
  • iPhone revenue was $46.2 billion, up 5.5% year-over-year.
  • Services revenue was $24.97 billion, up 12% year-over-year.

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