蘋果再次超越了自我，昨天公布的 09Q4 營運狀況，也維持上一季的氣勢
收入方面，達到了 98.7 億美元，獲利則為 16.7 億，相較
於一年前的 11.4 億，成長真的還蠻驚人的（毛利成長了
36.6 爬線，而當中非北美的部分的貢獻佔了 46 %）；
Mac 電腦的部分，比起去年同期成長了 17 個百分比
（共賣出 305 萬台 Mac），iPod（包括 iPod touch）
則是衰退了 8%，iPhone 部分則是多撈了 7%，共計
740 萬台出貨。
另外官方新聞稿的末端，則跳出了老賈的一段話：
『（這一季）Mac 跟 iPhone 的驚人銷售表現，超過了
過去任何一季；而在即將到來的假日購物潮，我們也準備
了一票很強的產品，關於 2010 年的部分，也會有更強大
的新產品推出。』
關於財報的細節部分，有興趣的朋友可以參考引用來源，
財報會議詳細內容如下:
Apple reports fiscal Q4 earnings: $1.67b
profit, Mac sales way up, iPod sales down,
'great new products' for 2010
Apple's fiscal Q4 2009 conference call is just about to begin,
but the press release is already out and about. Wondering
how Jobs and Company did? Precisely like you thought they
would: they're making out like gangbusters over there.
While the rest of the world slowly sees profits inching back
up, Apple's relishing in $1.67 billion worth of net profit it
pulled in from $9.87 billion in revenue. A year ago, the outfit
managed to post a quarterly profit of "just" $1.14 billion,
and we're also told that gross margin was up 36.6 percent.
It should be noted that international sales accounted for a
whopping 46 percent of this quarter's revenue, and Mac
computer sales managed to shoot up some 17 percent
compared to the year-ago quarter. In keeping with Apple's
own acknowledgment that the standalone iPod is dying,
sales of the iconic media player dipped 8 percent
year-over-year (10.2 million units were sold), while 7.4
million iPhones were moved representing a 7 percent uptick
from this period a year ago.
Stevie J himself is quoted as saying that Apple is "thrilled to
have sold more Macs and iPhones than in any previous
quarter," and in case you haven't noticed, the holiday
quarter hasn't even been completed yet. Oh, and if you
were looking for bread crumbs as for what's on deck, chew
on this: "We've got a very strong lineup for the holiday season
and some really great new products in the pipeline for 2010."
Great new products, you say? Would one of them happen to
include some sort of, say, tablet PC?
Catch our updates after the break...
and he's obviously thrilled with the "record-breaking"
quarter, and judging by after-hours stock movement, we'd
say Wall Street concurs. Speaking on Mac sales, this
quarter's sales broke the prior quarterly record by over
400,000 machines, with portable sales growing some 35
percent and representing 74 percent of all Macs moved. He
also informed us of a 42 percent uptick (year-over-year) in
Asia-Pacific, not to mention a 12 percent increase in US
education Mac sales (which marked the highest ever in this
category).
Speaking on the iPod topic, he noted that 50 percent of all
buyers are snagging their first iPod, and iPod touch sales
are up an astounding 100 percent as it rides the wave of
popularity that is the App Store. Peter also commented that
Apple's share of the MP3 player remains at around 70
percent, and the 7.4 million iPhones sold represented a
company record for the quarter. iPhone sell-through was
pegged at 38 percent, and he noted that iPhone sales
would begin in China "later this month." Confirming news
we already knew, he said that carrier relationships would
expand in "the UK and Canada," and he said hopes were
high to get the handset to South Korea in the near future.
Moving on, he stated that Apple's retail stores also had a
record quarter (noticing a trend?), with about half of all Mac
buyers in stores being first-time Mac owners. For the entire
year, Apple recorded 12 percent growth in revenue and 18
percent growth in net income, all during what most would
say was the worst recession since bread was sold in
unsliced fashion.
Mr. Oppenheimer just opened the floor to questions... and
most everything is pretty low-key (read: uninteresting).
He's explaining that demand for the iPhone has led to low
stock in quite a few markets, and he's calling this quarter a
"blowout" one for Mac portables. We're told that Snow
Leopard upgrades have basically "doubled" compared to
the amount of folks that upgraded to Leopard during the
same five-week-after-launch period, though box shipments
are expected to slow as the amount of loyalists living
without 10.6 dwindles. When questioned about the benefits
(for Apple) of having exclusive iPhone relationships, Tim Cook
(COO) noted that you can "generally have a level of innovation
" that you can't have with a multi-carrier arrangement. Also,
he mentioned that an "exclusive carrier may be willing to invest
more," though Apple has "found no lack of companies wanting
to sell iPhones."
And that's it! Sadly, none of those with a spot to ask a question
bothered to really press Apple about the "new products" quote,
though we have to say all that talk about channel inventory and
corporate adoption rates was downright thrilling. Still, when
Steve comes out and makes a mention like that, you know he
means business. Or, at least we hope so.
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