《美股業績》蘋果上季收入遜預期 供應鏈問題招致損失60億美元
蘋果(AAPL.US)公布,截至9月25日止2021財年第四財季盈利增長62%至205.51億美元,每股攤薄盈利為1.24美元,符合市場預期。收入增長29%至833.6億美元,不及市場預期的848億美元。在業績公布後,蘋果股價於盤後跌3.53%。
供應鏈問題令蘋果第四財季損失60億美元的銷售額,行政總裁庫克表示,供應鏈問題較預期嚴重,影響在假日銷售旺季加重,雖然10月下旬在東南亞廠房逐步重開,但晶片短缺仍然持續,現正影響蘋果大部分產品的生產。。
蘋果上季在中國的收入增長83%,達到146億美元。不過整體iPhone銷售為389億美元,低於預期的415億美元。庫克表示,較舊晶片的供應仍然短缺,從而影響iPhone的銷售,目前仍然不確定在假日購物旺季後短缺是否會緩解。
季內包括AirPods等的配件部門收入為88億美元,不及分析師預期的93億美元。iPad及Mac機 的銷售額分別為83億美元及92億美元,市場估計為72億美元及92億美元。
另外,包括App Store的服務部門收入則增長26%至183億美元,高於市場預期176億美元。目前蘋果擁有7.45 億個付費用戶,高於上一個季度的7億個。
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