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2021-08-31
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[One Picture to Understand] Nio, Li Auto and XPeng Automobile Q2 Performance Comparison
[One Picture to Understand] Nio, Li Auto and XPeng Automobile Q2 Performance Comparison
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up!up!
Apple's earnings report once again stunned everyone, with all indicators exceeding expectations, causing its stock price to fall in after-hours trading.
苹果于周二美股盘后发布2021财年三季报(即2021自然年第二季度业绩),季度成绩惊艳四座,各项数据均超过市场预期。营收创历史新高,净利润同比接近翻倍,iPhone销售同比激增近50%,服务收入再创历
Apple's earnings report once again stunned everyone, with all indicators exceeding expectations, causing its stock price to fall in after-hours trading.
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The quarterly results were impressive, with all data exceeding market expectations. Revenue hit a record high, net profit nearly doubled year-on-year, iPhone sales surged by nearly 50% year-on-year, and service revenue hit a new record high. However, Apple CEO Tim Cook stated in a conference call that the chip shortage has significantly impacted Mac and iPad sales, otherwise this quarter would have been better. In addition, tight chip supply and excessively high transportation costs will put pressure on subsequent performance.</p><p>Apple's stock price retreated from its highs, closing down 1.5% at $146.77 on Tuesday. After trading, the stock price reversed its gains and fell, falling 1.48% as of press time. The company's market capitalization still exceeds $2.4 trillion, firmly holding the top spot in the U.S. market capitalization.<img src=\"https://static.tigerbbs.com/b1c7358d4f1168881c8071a7e50cd849\" tg-width=\"1542\" tg-height=\"1438\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/RN?name=RNLive&rndata={\"liveId\":\"16272656629834\"}\" target=\"_blank\"><b>Apple FY2021Q3 Earnings Call</b></a><b></b></p><p>Third fiscal quarter results details:</p><p><ul><li>Total revenue reached $81.4 billion, a 36% year-over-year increase, far exceeding market expectations of $73.8 billion, marking the company's best third-quarter revenue in history.</li><li>Net income was $21.744 billion, up 93% year-over-year, and diluted earnings per share (EPS) was $1.30, more than doubling year-over-year and exceeding market expectations of $1.01.</li><li>Among them, hardware product revenue was $63.95 billion, higher than the market expectation of $58.18 billion; Revenue from services reached $17.49 billion, marking the second consecutive quarterly record high and representing a 33% year-over-year increase.<b>,</b>The figure exceeded analysts' expectations of $16.32 billion and was also higher than the 26.7% growth rate in the previous fiscal quarter;</li><li>The quarterly gross profit margin was 43.3%, also higher than the expected 41.9%; Quarterly operating profit was $24.126 billion, up from $13.091 billion in the same period last year.</li></ul><b>Looking at different product lines, Apple has achieved double-digit percentage year-on-year revenue growth across all product categories for three consecutive quarters, while the iPhone is not weak during the off-season.</b><img src=\"https://static.tigerbbs.com/4645adcd3f7499969d904dd8973cb926\" tg-width=\"1026\" tg-height=\"318\" referrerpolicy=\"no-referrer\"></p><p><ul><li>iPhone revenue for the quarter reached $39.57 billion, a strong year-over-year increase of 49.78%, exceeding market expectations of $34.5 billion;</li><li>iPad revenue for the quarter was $7.37 billion, up 12% year-over-year, exceeding market expectations of $7.13 billion.</li><li>Mac revenue for the quarter was $8.24 billion, up 16% year-over-year, exceeding market expectations of $8 billion, but falling short of the record high of $9.1 billion set in the first quarter.</li><li>Revenue from wearable devices, home goods and peripherals reached $8.78 billion in the quarter, a 36% year-over-year increase, exceeding the expected $7.6 billion.</li></ul><img src=\"https://static.tigerbbs.com/7bb1355a6d1dba7fdb82e2f1080709ed\" tg-width=\"826\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p><p><ul><li>Net revenue from the highly anticipated services business was $17.486 billion, compared to $13.156 billion in the same period last year, representing a 33% year-over-year increase. This growth rate was higher than the 26.7% growth rate in the previous quarter.</li></ul><img src=\"https://static.tigerbbs.com/bf345163556353fb6796cb26a428fc67\" tg-width=\"500\" tg-height=\"291\" referrerpolicy=\"no-referrer\">By region, Apple also achieved double-digit percentage growth in all regions in the third fiscal quarter, with Greater China performing strongly, growing by 58% year-over-year.</p><p><ul><li>Net revenue from the Americas market was $35.87 billion, compared to $27.018 billion in the same period last year;</li><li>Net revenue from the European market was $18.943 billion, compared to $14.173 billion in the same period last year;</li><li>Net revenue in Greater China was US$14.762 billion, compared to US$9.329 billion in the same period last year, representing a year-on-year increase of 58%.</li><li>Net revenue in Japan was $6.464 billion, compared to $4.966 billion in the same period last year;</li><li>Net revenue from the rest of Asia Pacific was $5.395 billion, compared to $4.199 billion in the same period last year.<img src=\"https://static.tigerbbs.com/ce16bed953b733de1347a9e299d82745\" tg-width=\"1020\" tg-height=\"332\" referrerpolicy=\"no-referrer\"></li></ul>In addition, Apple's board of directors announced a cash Dividend of $0.22 per share. The statement shows that Apple spent $29 billion on shareholder returns in the quarter. CFO Mestri revealed that the company has repurchased nearly $450 billion in stock in recent years.</p><p>It is worth noting that Apple did not provide earnings guidance for the next quarter in its financial report, marking the sixth consecutive quarter since the pandemic. The company expects its revenue to remain at a \"very strong double-digit percentage year-on-year growth rate\" in the next fiscal quarter, but it may be slower than in the third fiscal quarter. CFO Mestri expects iPhone and iPad supply to be limited and growth to slow next quarter.</p><p>Cook stated that Apple could do even better this quarter if it could address the chip shortage, which has significantly impacted Mac and iPad sales. Tight chip supply could impact its iPhone and iPad sales in September, although the shortage of chips is a \"legacy node\" of older types of chips, not the processors that power Apple devices. Cook also said on a conference call with analysts that the company believes freight costs are high.</p><p>In explaining Apple's next growth engine—services revenue—Cook revealed that sub-businesses such as music, video, cloud services, advertising, and payments all hit record highs, \"demonstrating that our long-term investment in our services strategy is succeeding.\" Apple currently has 700 million paid subscribers, 150 million more than the same period last year, although this figure includes the number of people who subscribe to an app through its app store.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's earnings report once again stunned everyone, with all indicators exceeding expectations, causing its stock price to fall in after-hours trading.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's earnings report once again stunned everyone, with all indicators exceeding expectations, causing its stock price to fall in after-hours trading.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-28 06:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple released its Q3 2021 fiscal year results (i.e., the second quarter of calendar year 2021 results) after the US stock market closed on Tuesday. The quarterly results were impressive, with all data exceeding market expectations. Revenue hit a record high, net profit nearly doubled year-on-year, iPhone sales surged by nearly 50% year-on-year, and service revenue hit a new record high. However, Apple CEO Tim Cook stated in a conference call that the chip shortage has significantly impacted Mac and iPad sales, otherwise this quarter would have been better. In addition, tight chip supply and excessively high transportation costs will put pressure on subsequent performance.</p><p>Apple's stock price retreated from its highs, closing down 1.5% at $146.77 on Tuesday. After trading, the stock price reversed its gains and fell, falling 1.48% as of press time. The company's market capitalization still exceeds $2.4 trillion, firmly holding the top spot in the U.S. market capitalization.<img src=\"https://static.tigerbbs.com/b1c7358d4f1168881c8071a7e50cd849\" tg-width=\"1542\" tg-height=\"1438\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/RN?name=RNLive&rndata={\"liveId\":\"16272656629834\"}\" target=\"_blank\"><b>Apple FY2021Q3 Earnings Call</b></a><b></b></p><p>Third fiscal quarter results details:</p><p><ul><li>Total revenue reached $81.4 billion, a 36% year-over-year increase, far exceeding market expectations of $73.8 billion, marking the company's best third-quarter revenue in history.</li><li>Net income was $21.744 billion, up 93% year-over-year, and diluted earnings per share (EPS) was $1.30, more than doubling year-over-year and exceeding market expectations of $1.01.</li><li>Among them, hardware product revenue was $63.95 billion, higher than the market expectation of $58.18 billion; Revenue from services reached $17.49 billion, marking the second consecutive quarterly record high and representing a 33% year-over-year increase.<b>,</b>The figure exceeded analysts' expectations of $16.32 billion and was also higher than the 26.7% growth rate in the previous fiscal quarter;</li><li>The quarterly gross profit margin was 43.3%, also higher than the expected 41.9%; Quarterly operating profit was $24.126 billion, up from $13.091 billion in the same period last year.</li></ul><b>Looking at different product lines, Apple has achieved double-digit percentage year-on-year revenue growth across all product categories for three consecutive quarters, while the iPhone is not weak during the off-season.</b><img src=\"https://static.tigerbbs.com/4645adcd3f7499969d904dd8973cb926\" tg-width=\"1026\" tg-height=\"318\" referrerpolicy=\"no-referrer\"></p><p><ul><li>iPhone revenue for the quarter reached $39.57 billion, a strong year-over-year increase of 49.78%, exceeding market expectations of $34.5 billion;</li><li>iPad revenue for the quarter was $7.37 billion, up 12% year-over-year, exceeding market expectations of $7.13 billion.</li><li>Mac revenue for the quarter was $8.24 billion, up 16% year-over-year, exceeding market expectations of $8 billion, but falling short of the record high of $9.1 billion set in the first quarter.</li><li>Revenue from wearable devices, home goods and peripherals reached $8.78 billion in the quarter, a 36% year-over-year increase, exceeding the expected $7.6 billion.</li></ul><img src=\"https://static.tigerbbs.com/7bb1355a6d1dba7fdb82e2f1080709ed\" tg-width=\"826\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p><p><ul><li>Net revenue from the highly anticipated services business was $17.486 billion, compared to $13.156 billion in the same period last year, representing a 33% year-over-year increase. This growth rate was higher than the 26.7% growth rate in the previous quarter.</li></ul><img src=\"https://static.tigerbbs.com/bf345163556353fb6796cb26a428fc67\" tg-width=\"500\" tg-height=\"291\" referrerpolicy=\"no-referrer\">By region, Apple also achieved double-digit percentage growth in all regions in the third fiscal quarter, with Greater China performing strongly, growing by 58% year-over-year.</p><p><ul><li>Net revenue from the Americas market was $35.87 billion, compared to $27.018 billion in the same period last year;</li><li>Net revenue from the European market was $18.943 billion, compared to $14.173 billion in the same period last year;</li><li>Net revenue in Greater China was US$14.762 billion, compared to US$9.329 billion in the same period last year, representing a year-on-year increase of 58%.</li><li>Net revenue in Japan was $6.464 billion, compared to $4.966 billion in the same period last year;</li><li>Net revenue from the rest of Asia Pacific was $5.395 billion, compared to $4.199 billion in the same period last year.<img src=\"https://static.tigerbbs.com/ce16bed953b733de1347a9e299d82745\" tg-width=\"1020\" tg-height=\"332\" referrerpolicy=\"no-referrer\"></li></ul>In addition, Apple's board of directors announced a cash Dividend of $0.22 per share. The statement shows that Apple spent $29 billion on shareholder returns in the quarter. CFO Mestri revealed that the company has repurchased nearly $450 billion in stock in recent years.</p><p>It is worth noting that Apple did not provide earnings guidance for the next quarter in its financial report, marking the sixth consecutive quarter since the pandemic. The company expects its revenue to remain at a \"very strong double-digit percentage year-on-year growth rate\" in the next fiscal quarter, but it may be slower than in the third fiscal quarter. CFO Mestri expects iPhone and iPad supply to be limited and growth to slow next quarter.</p><p>Cook stated that Apple could do even better this quarter if it could address the chip shortage, which has significantly impacted Mac and iPad sales. Tight chip supply could impact its iPhone and iPad sales in September, although the shortage of chips is a \"legacy node\" of older types of chips, not the processors that power Apple devices. Cook also said on a conference call with analysts that the company believes freight costs are high.</p><p>In explaining Apple's next growth engine—services revenue—Cook revealed that sub-businesses such as music, video, cloud services, advertising, and payments all hit record highs, \"demonstrating that our long-term investment in our services strategy is succeeding.\" Apple currently has 700 million paid subscribers, 150 million more than the same period last year, although this figure includes the number of people who subscribe to an app through its app store.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121684255","content_text":"苹果于周二美股盘后发布2021财年三季报(即2021自然年第二季度业绩),季度成绩惊艳四座,各项数据均超过市场预期。营收创历史新高,净利润同比接近翻倍,iPhone销售同比激增近50%,服务收入再创历史新高。但苹果CEO库克却在电话会中称:芯片短缺问题很大程度影响了Mac和iPad的销售,否则本季度会更好。此外,芯片供应紧张和运输费用过高会给后续业绩造成压力。\n苹果股价高位回落,周二收跌1.5%,报146.77美元,盘后股价由涨转跌,截止发稿跌1.48%,公司市值仍超2.4万亿美元,稳居美市值之冠。苹果FY2021Q3业绩电话会\n第三财季业绩详情:\n\n总营收814亿美元,同比增36%,远超市场预期的738亿美元,创公司史上最佳第三财季营收\n净利润217.44亿美元,同比增长93%,摊薄后每股收益(EPS)1.30美元,同比翻倍,也高于市场预期的1.01美元。\n其中,硬件产品营收639.5亿美元,高于市场预期的581.8亿美元;来自服务业务营收174.9亿美元,连续两个季度历史新高,同比增33%,高于分析师预期的163.2亿美元,也高于上一财季的增速26.7%;\n季度毛利率为43.3%,同样高于预期的41.9%;季度运营利润为241.26亿美元,高于去年同期的130.91亿美元。\n\n分产品线来看,苹果连续三个季度在所有产品类别上均实现了双位数百分比的同比营收涨幅,而iPhone淡季不淡;\n\n当季iPhone营收395.7亿美元,同比劲增49.78%,超过市场预期的345亿美元;\n当季iPad营收73.7亿美元,同比增12%,高于市场预期的71.3亿美元。\n当季Mac营收82.4亿美元,同比增16%,高于市场预期的80亿美元,但逊于一季度91亿美元所创的历史最高。\n当季可穿戴设备、居家用品及周边产品营收87.8亿美元,同比增36%,高于预期的76亿美元。\n\n\n\n备受关注的服务业务净营收为174.86亿美元,相比之下去年同期为131.56亿美元,同比增长33%,这个一增速高于上一季度26.7%增幅。\n\n分地区看,同样第三财季苹果在所有地区实现了双位数百分比的增幅,其大中华地区表现强劲,同比增长58%:\n\n来自美洲市场的净营收为358.70亿美元,相比之下去年同期为270.18亿美元;\n来自欧洲市场净营收为189.43亿美元,相比之下去年同期为141.73亿美元;\n大中华区净营收为147.62亿美元,相比之下去年同期为93.29亿美元,同比增幅达58%;\n日本区净营收为64.64亿美元,相比之下去年同期为49.66亿美元;\n亚太其他地区净营收为53.95亿美元,相比之下去年同期为41.99亿美元。\n\n此外,苹果董事会宣布派发每股0.22美元的现金股息。声明显示,苹果在该季度股东回报上花费了290亿美元。CFO梅斯特里透露,该公司近年来回购了近4500亿美元的股票。\n值得注意的是,苹果在财报中并没有下季度业绩指引,是疫情以来连续第六个季度没有发布指引,公司预计下一财季营收仍是“非常强劲的两位数百分比同比增速”,但可能会慢于第三财季。CFO梅斯特里预计下一个季度iPhone和iPad的供应将会受限,增长将放缓。\n库克称:如果能解决芯片短缺有关的问题,苹果本季度可以做得更好,芯片短缺极大程度影响了Mac和iPad的销售。芯片供应紧张可能会影响其9月份的iPhone和iPad销售,尽管短缺的芯片是旧种类芯片的 \"遗留节点\",而不是为苹果设备提供动力的处理器。库克在与分析师的电话会议上还表示,该公司认为货运成本很高。\n在解释苹果的下一个增长引擎——服务收入时,库克透露,音乐、视频、云服务、广告和支付等分项业务均创新高,“显示我们对服务战略的长期投资正在取得成功”。苹果目前拥有7亿付费订阅用户,比去年同期多出1.5 亿,不过该数据包括通过其应用商店订阅某款app的人数。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":5961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}