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苹果公司在官方网站上发布了2016财年第三财季财报。报告显示，苹果营收和利润仍是双双下滑，尤其在大中华区下滑最为严重，而iPhone更是出现了大跌。
苹果公司第三财季净营收为423.58亿美元，低于去年同期的496.05亿美元;净利润为77.96亿美元，比去年同期的106.77亿美元下滑27%。
占到苹果营收2/3的iPhone同比下滑较为严重。第三财季报告显示，iPhone共售出4039.9万部，比同比下滑了15%;营收为240.48亿美元，同比下滑了23%，是苹果下滑最为明显的产品线。在第二季财报中，iPhone在全球的销量同比下滑了16%，营收同比下滑了18%。
但苹果公司第三财季营收和每股收益均超出华尔街分析师此前预期，且对第四财季营收的展望也超出分析师预期。受此影响，苹果公司盘后股价大幅上涨逾7%。
苹果公司董事会宣布，将向公司的普通股股东派发每股0.57美元的现金股息，这笔股息将于2016年8月11日向截至2016年8月8日营业时间结束的在册股东发放。
详细情况如下：
业绩方面
在截至2016年6月27日的第三财季，苹果公司的净利润为77.96亿美元，比去年同期下滑27%;每股摊薄收益1.42美元，低于去年同期。2015财年第三财季，苹果公司的净利润为106.77亿美元，每股摊薄收益1.85美元。
苹果公司第三财季运营利润为101.05亿美元，低于去年同期的140.83亿美元。
苹果公司第三财季净营收为423.58亿美元，低于去年同期的496.05亿美元，其中国际销售额所占比例为63%。
苹果公司第三财季毛利率为38%，低于去年同期的39.7%。
苹果公司第三财季营收和每股收益均超出华尔街分析师此前预期。汤森路透调查显示，分析师此前预计苹果公司第三财季每股收益为1.38美元，营收为421亿美元。
各产品情况
苹果公司第三财季共售出425.2万台Mac，比去年同期的479.6万台下滑11%;共售出4039.9万部iPhone，比年同期的4573.4万部下滑15%;共售出995.0万台iPad，比去年同期的1093.1万台下滑9%。
苹果公司第三财季来自于Mac的营收为52.39亿美元，比去年同期的60.30亿美元下滑13%;
来自于iPhone的营收为240.48亿美元，比去年同期的313.68亿美元下滑23%;
来自于iPad的营收为48.76亿美元，比去年同期的45.38亿美元增长7%;
来自于服务的营收为59.76亿美元，比去年同期的50.28亿美元增长19%;
来自于其他产品的营收为22.19亿美元，比去年同期的26.41美元下滑16%。
地区情况
苹果公司第三财季美洲部门营收为179.63亿美元，比去年同期的202.09亿美元下滑11%;
欧洲部门营收为96.43亿美元，比去年同期的103.42亿美元下滑7%;
大中华区营收为88.48亿美元，比去年同期的132.30亿美元下滑33%;
日本部门营收为35.29亿美元，比去年同期的28.72亿美元增长23%;
亚太其他地区营收为23.75亿美元，比去年同期的29.52亿美元下滑20%。
业绩预期
苹果公司对2016财年第四季度业绩作出了如下预期：
营收为455亿美元到475亿美元;
毛利率为37.5%到38%;
运营支出为60.5亿美元到61.5亿美元;
其他收入(支出)为3.5亿美元;
税率为25.5%。
苹果公司第四季度营收预期区间的中值为465亿美元，超出分析师此前预期。汤森路透调查显示，分析师平均预期苹果公司第四季度营收为457亿美元。
附苹果官方网站原文：
Apple Reports Third Quarter Results
Services Revenue Grows 19% as App Store Hits All-Time Record
CUPERTINO, California — July 26, 2016 — Apple today announced financial results for its fiscal 2016 third quarter ended June 25, 2016. The Company posted quarterly revenue of $42.4 billion and quarterly net income of $7.8 billion, or $1.42 per diluted share. These results compare to revenue of $49.6 billion and net income of $10.7 billion, or $1.85 per diluted share, in the year-ago quarter. Gross margin was 38 percent compared to 39.7 percent in the year-ago quarter. International sales accounted for 63 percent of the quarter’s revenue.
“We are pleased to report third quarter results that reflect stronger customer demand and business performance than we anticipated at the start of the quarter,” said Tim Cook, Apple’s CEO. “We had a very successful launch of iPhone SE and we’re thrilled by customers’ and developers’ response to software and services we previewed at WWDC in June.”
“Our Services business grew 19 percent year-over-year and App Store revenue was the highest ever, as our installed base continued to grow and transacting customers hit an all-time record,” said Luca Maestri, Apple’s CFO. “We returned over $13 billion to investors through share repurchases and dividends, and we have now completed almost $177 billion of our $250 billion capital return program.”
Apple is providing the following guidance for its fiscal 2016 fourth quarter:
revenue between $45.5 billion and $47.5 billion
gross margin between 37.5 percent and 38 percent
operating expenses between $6.05 billion and $6.15 billion
other income/(expense) of $350 million
tax rate of 25.5 percent
Apple’s board of directors has declared a cash dividend of $.57 per share of the Company’s common stock. The dividend is payable on August 11, 2016 to shareholders of record as of the close of business on August 8, 2016.
Apple will provide live streaming of its Q3 2016 financial results conference call beginning at 2:00 p.m. PDT on July 26, 2016 atwww.apple.com/investor/earnings-call/. This webcast will also be available for replay for approximately two weeks thereafter.
This press release contains forward-looking statements including without limitation those about the Company’s estimated revenue, gross margin, operating expenses, other income/(expense), and tax rate. These statements involve risks and uncertainties, and actual results may differ. Risks and uncertainties include without limitation the effect of competitive and economic factors, and the Company’s reaction to those factors, on consumer and business buying decisions with respect to the Company’s products; continued competitive pressures in the marketplace; the ability of the Company to deliver to the marketplace and stimulate customer demand for new programs, products, and technological innovations on a timely basis; the effect that product introductions and transitions, changes in product pricing or mix, and/or increases in component costs could have on the Company’s gross margin; the inventory risk associated with the Company’s need to order or commit to order product components in advance of customer orders; the continued availability on acceptable terms, or at all, of certain components and services essential to the Company’s business currently obtained by the Company from sole or limited sources; the effect that the Company’s dependency on manufacturing and logistics services provided by third parties may have on the quality, quantity or cost of products manufactured or services rendered; risks associated with the Company’s international operations; the Company’s reliance on third-party intellectual property and digital content; the potential impact of a finding that the Company has infringed on the intellectual property rights of others; the Company’s dependency on the performance of distributors, carriers and other resellers of the Company’s products; the effect that product and service quality problems could have on the Company’s sales and operating profits; the continued service and availability of key executives and employees; war, terrorism, public health issues, natural disasters, and other circumstances that could disrupt supply, delivery, or demand of products; and unfavorable results of legal proceedings. More information on potential factors that could affect the Company’s financial results is included from time to time in the “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” sections of the Company’s public reports filed with the SEC, including the Company’s Form 10-K for the fiscal year ended September 26, 2015, its Form 10-Q for the fiscal quarter ended December 26, 2015, its Form 10-Q for the fiscal quarter ended March 26, 2016, and its Form 10-Q for the fiscal quarter ended June 25, 2016 to be filed with the SEC. The Company assumes no obligation to update any forward-looking statements or information, which speak as of their respective dates.
Apple revolutionized personal technology with the introduction of the Macintosh in 1984. Today, Apple leads the world in innovation with iPhone, iPad, Mac, Apple Watch and Apple TV. Apple’s four software platforms — iOS, macOS, watchOS and tvOS — provide seamless experiences across all Apple devices and empower people with breakthrough services including the App Store, Apple Music, Apple Pay and iCloud. Apple’s 100,000 employees are dedicated to making the best products on earth, and to leaving the world better than we found it.
