Nalika Apple dados perusahaan paling duwe bathi ing sajarah minggu kepungkur, Analysts knthi angel ngemot kasenengan.
"Stunning", "Pinunjul", "Monster" sawatara reaksi Analysts 'kanggo nomer nuduhake tenan Silicon Valley wis digawe $ 18bn (£ 12bn) ing mung telung sasi - dening sade 34,000 iPhone jam sak jam saka Oktober Desember. Saiki wis $ 178bn awis ing bank.
Nanging sawise kabeh gegeran ing, pitakonan wiwit. Kanggo perusahaan sing wis wungu saka ing brink bangkrut kurang saka 20 taun ago, suwene bisa kabar apik terus? Kene enem pitakonan amba madhep sukses perusahaan paling gedhe ing donya.
dhuwit, iki sibuk?
Apple ana 90 dina adoh saka bangkrut nalika Steve Jobs gabung meneh iku ing 1997- minangka mengko dicethakaké - nanging Apple saiki cenderung downplay sukses financial sawijining ahead saka Announcements seprapat MediaWiki supaya surprise investor lan Analysts.
bathi iki waktu kang padha ing ukuran liyane, sanadyan. Sales ing telung sasi kanggo mburi Desember padha munggah 30% kanggo $ 74.6bn. Sing bathi saka $ 18bn padha munggah 37%.
Iku wutah seprapat cepet wiwit Maret 2012, nanging banjur Apple setengah ukuran iku saiki. Minangka pejabat pangareping financial Apple, Luca Maestri, ngandika: "Kanggo perusahaan saka ukuran kita sing ora feat cilik."
Katy Huberty, analis ing Morgan Stanley, ngandika iku ana "waktu kanggo buku cathetan" lan tambah target rega nuduhake dheweke saka $126 kanggo $133, nuduhake dheweke pracaya ana liyane wutah teka. enggo bareng, kang mlumpat 5% ing dagang sawise jam ngisor asil Apple, ditutup ing $117 dina Jumat.
The tantangan amba saiki, ngandika Geoff Blaber, wakil presiden riset kanggo CCS Insight, kanggo nggoleki kesempatan wutah sabanjuré. "Eropah Kulon lan lor Amerika sing dadi kebak: duwe kamar kanggo wutah Apple wis gumantung ing njupuk wutah saka [Google] piranti sistem operasi Android adhedhasar,"Kang ngandika. "The big, amba, fokus ing China lan kanggo endek India. "
Analysts polled dening Thomson Reuters nyana revenue Apple ing taun kanggo September kanggo tuwuh 22%, nanging wutah kanggo alon kanggo 4% ing taun iki.
Ana akeh wong kiwa sing pengin iPhone?
Apple didol rekaman 74.5m mobiles ing waktu, 46% luwih saka ing wektu sing padha taun sadurungé. "Dikarepake kanggo iPhone wis ngéramaké, shattering pangarepan kita dhuwur,"Ngandika eksekutif Tim Cook. "Volume Iki hard kanggo paham."
Telpon nyumbang kanggo loro-thirds saka revenue Apple, lan padha worth luwih saka Microsoft lan dodolan seprapat paling anyar Google digabungake.
"Misale jek kaya donya kabèh kepengin iPhone,"Steven Milunovich, analis ing UBS, wrote ing cathetan kanggo investor, pointing metu sing konsumen wis nuntut telpon malah luwih nanging Apple ora bisa gawé wong cukup cepet nganti bubar.
Nanging, Toni Sacconaghi, analis ing Research Bernstein, kersané sing wutah Apple uga banget reliant ing baris produk pitung taun-lawas. "A nang ing Apple tambah nang ing iPhone,"Ngandika Sacconaghi. "Kabar apik, iPhone sing gedhe. Kabar ala iku, sapunika sing nyopir liwat 100% saka wutah revenue saka perusahaan. "
Carane penting China?
banget: sales iPhone sing njeblug ing negara. Apple ngluwihi produser lokal Xiaomi dadi bakul smartphone paling gedhe China kang ing waktu suwene. sales Cina, kang padha apes kanggo Apple nganti dirilis ing telpon layar ageng paling anyar, teka ing $ 16.1bn, munggah 70% ing pungkasan taun - yen uga ora duwe hasil menehi akses menyang China Mobile kang kira-kira 760 yuta pelanggan.
Revenues in China are quickly catching up with the amount it collects in the whole of Europe, where sales were $17.2bn, munggah 20%.
“I was there [in China] right after the launch in October, and the excitement around the iPhone 6 lan 6 Liyane [ana] absolutely phenomenal,” Cook said during his call with analysts. “You can tell that we’re a big believer in China.”
Apple plans to double the number of its stores in greater China to 40 by mid-2016. “It’s an incredible market,"Ngandika. “People love Apple products. And we are going to do our best to serve the market.”
Only a year earlier, ing Oktober 2013, Apple was the No 6 smartphone maker in China, trailing Xiaomi, Huawei, Lenovo, Samsung and Yulong, according to research firm Canalys.
“This is an amazing result, given that the average selling price of Apple’s handsets is nearly double those of its nearest competitors,” Canalys says. “While Chinese smartphone vendors are quickly gaining ground internationally, Apple has turned the tables on them in their home market.”
Can it afford for the Apple Watch to fail?
It has been five years since Apple launched its latest truly new product – the iPad – in 2010. To live up to its name for innovation, and diversify revenues away from reliance on the iPhone, Apple needs the Apple Watch to be an unqualified success.
Cook announced that the watch would go on sale in April, giving the company a boost in its third quarter when it will not benefit from Christmas or the Chinese new year, which will have helped the previous two quarters. “We’re making great progress in the development of it,"Ngandika.
Apple describes the new product – often referred to as the iWatch, although it has not been officially named – as the “most personal device ever” and it is thought it will be able to monitor its wearer’s health as well as connect to an iPhone to provide several other functions. Cook said app developers had already impressed him with “some incredible innovation”.
Carolina Milanesi at Kantar Worldpanel ComTech says the watch will help Apple extend its sales into a much wider market. “They have been very smart in pushing it as jewellery and design rather than how technologically smart it is,"Dheweke ngandika. “They are concentrating more on impressing the design and fashion world than the tech bloggers.
“I think this will be a much more irrational buy than with an iPad. With an iPad you wanted an iPad: this is going to be more of a fashion statement.”
She said the launch would benefit from the fashion and marketing skills of Angela Ahrendts, the former Burberry boss Apple hired last year on a $73m pay package as its head of retail.
Apple poached a string of big names from fashion and design to join its watch team, including Patrick Pruniaux, former vice-president of sales at Tag Heuer and former Yves Saint Laurent boss Paul Deneve, who is now Apple’s “vice president of special projects”.
Has Tim Cook emerged from the shadow of Steve Jobs?
Few chief executives were as intimately connected to their companies as Jobs was with Apple, and Cook faced a tough battle to win over investors who feared he lacked the co-founder’s vision and showmanship.
Activist investors David Einhorn and Carl Icahn have tried to interfere with Cook’s management, but he has stood his ground. He’s also shown his steely side by axing Scott Forstall, the former head of its iOS mobile operating system, over the failed launch of the Apple Maps app, as well as replacing the head of the company’s stores, John Browett – the former Dixons boss – after less than a year in the job.
Jobs and Cook are “such different personalities”, says Milanesi, who has followed Apple for more than a decade. “The reception under Cook has been very positive: he is very impressive in operations and managing the product chain.”
Milanesi says Cook has also done a lot to make Apple feel like a more approachable brand. “With Jobs it was aspirational but somewhat untouchable and distant,"Dheweke ngandika. “It seems much more open and accessible under Tim, and that’s important as they want to extend the product range to a wide section of consumers.
“His big test will be the Apple Watch, as it’s the first product to be launched under his leadership.”
Will Apple’s huge cash pile become a liability?
Apple is making much more money than it can spend, to the extent that it has built up a $178bn cash pile. It added $23bn to the coffers in the last quarter and nearly all of it is banked overseas. Taking it back to the US to return it to shareholders would incur a big tax bill.
To appease investors Apple has been buying back shares, but by borrowing against the cash rather than using the capital. It bought back $45bn of shares last year but hasn’t made much of a dent in the cash. It has $35bn of debt.
Blaber says Apple needs to maintain a large surplus to give it “the muscle and flexibility to invest in new categories”. But its latest and biggest acquisition – Dr Dre’s headphones and streaming business Beats Electronics – cost it $3bn.
The size of Apple’s cash holding has attracted the attention of politicians. Cook has told Congress the company will eventually bring it back onshore, but only when there is a “dramatic simplification of the corporate tax code” including a “reasonable tax on foreign earnings that allows the free flow of capital back to the US”.
guardian.co.uk © Guardian News & Media Limited 2010