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Apple<\/a> Inc navigated pandemic-related supply chain issues better than rivals at the end of 2021, likely helping the iPhone maker surpass Wall Street revenue growth targets of 6%, some analysts estimate.
Apple, which is set to post quarterly earnings on Thursday, was buoyed by strong iPhone 13 sales globally, sales in China and continued growth in Mac<\/a> shipments, several analysts told Reuters.
The market is closely watching earnings at Apple, Tesla<\/a> and other tech companies to see if they quell the sell-off that has wiped out nearly $3 trillion in value from the Nasdaq 100. Investors are dumping tech stocks on fears that the Fed will hike interest rates fairly aggressively and erode the value of their future earnings. Some are concerned that the surge of pandemic at-home tech buying will not last as conditions improve.
\"We expect Apple to reach its highest market share in China since Apple entered the market in 2008,\" said analyst Nicole Peng of Canalys.
Investment firm Wedbush Securities<\/a> forecasts record iPhone sales of more than 40 million units during the holiday period from Black Friday to Christmas. Morgan Stanley estimates total holiday quarter iPhone shipments at 83 million, representing a 4% increase from the previous year.
Wall Street analysts expect Apple to post about $118.7 billion in revenue, representing 6.48% year-over-year growth, and quarterly earnings per share of $1.89, according to Eikon data as of Tuesday.
Apple posted a rare revenue miss in the fiscal quarter ended Sept. 25, which Chief Executive Tim Cook<\/a> https:\/\/www.reuters.com\/technology\/apple-results-hit-by-supply-chain-woes-cook-says-holiday-quarter-impact-will-be-2021-10-28 attributed to pandemic-related supply constraints and manufacturing disruptions that together cost the company an estimated $6 billion in sales.
Cook at the time forecast an even bigger drag in the holiday quarter, but analysts expect strong growth compared to competitors in the just-ended quarter, which began days after Apple started shipping the iPhone 13.
\"Since Apple has many customized components going into the iPhones<\/a>, Macs, Apple Watch and others and the scale (volume and price) at which it procures, Apple has been able to lock-in suppliers' capacities to timely produce those parts with lesser delays,\" said Neil Shah of Counterpoint Research.
Shah added that Apple is seeing the highest demand for iPhones since the 2015 \"supercycle.\"
Smaller rivals are struggling to keep up with production, leading to Apple market share gains in regions such as China, said Angelo Zino of CFRA Research in a research note.
Apple has said it expects iPads<\/a> to be its only product with lower sales compared with a year ago due to supply constraints. Analysts say Apple likely prioritized iPhone units for components.
Preliminary holiday quarter data from IDC indicates almost 9% growth in Mac shipments, compared with a 1% rise in the PC market as a whole. Analysts played down concerns about the impacts of the Omicron<\/a> variant surge, saying closings of some retail stores did not likely have a big impact on Apple's online-heavy business. Analysts also are watching for signs that rising Omicron cases in China could impact Apple's production.
Apple, the first company worth $3 trillion https:\/\/www.reuters.com\/markets\/europe\/apple-gets-closer-3-trillion-market-value-2022-01-03, has been losing value along with the broader stock market. Apple stock has fallen 10% this month and the S&P 500 index has dropped 9%.
Analysts may also ask Apple management about App Store payment rules, after regulators in the Netherlands found that the U.S. company had abused its market dominance https:\/\/www.reuters.com\/technology\/dutch-watchdog-fines-apple-5-mln-euros-failure-comply-app-store-2022-01-24 by requiring dating app developers to exclusively use Apple's in-app payment system.
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苹果公司导航pandemic-related供应链问题比竞争对手在2021年底,可能帮助iPhone制造商超过华尔街收入增长目标为6%,一些分析师估计。
苹果将在周四发布季度收益,是受全球13 iPhone销售强劲,在中国的销量持续增长Mac发货,多位分析人士告诉路透。
在苹果市场密切关注收益,特斯拉和其他科技公司,看看他们平息的抛售消灭从纳斯达克100年近3万亿美元的价值。投资者抛售科技股担心美联储将升息相当积极,侵蚀他们的未来收益的价值。有些担心的大流行家庭科技购买不会持续情况有所改善。
"我们预计苹果将达到最高的市场份额在中国苹果公司在2008年进入市场以来,“Canalys的分析师Nicole彭说。
投资公司Wedbush证券预测记录iPhone的销量超过4000万台在假日期间从黑色星期五到圣诞节。摩根士丹利(Morgan Stanley)估计总假日购物季iPhone发货量为8300万,占比前一年增加了4%。
华尔街分析师预计苹果将发布约1187亿美元的收入,占6.48%的同比增长,和季度每股收益1.89美元,据数据截至周二圣像。
苹果发布了一个少见的财政季度收入错过截至9月25日,首席执行官蒂姆•库克https://www.reuters.com/technology/apple -结果-打- -供给链-危机-库克说假日季-影响-会- 2021 - 10 - 28归因于pandemic-related供应限制和生产中断,公司损失估计有60亿美元的销售额。
库克当时在假日季度预测一个更大的阻力,但分析师预计强劲增长与竞争对手过去一季相比,始于13天后苹果iPhone就开始运送。
“既然进入苹果有许多定制的组件iphone,苹果电脑,苹果看和其他人和规模(数量和价格),促成,苹果已经能够锁定供应商的能力与较小的延迟及时生产这些零件,”尼尔·沙阿说的对比研究。
沙阿说,苹果看到了2015年以来的最高对iphone的需求“超级周期”。
规模较小的竞争对手都在努力跟上生产,导致苹果的市场份额在中国等地区,安吉洛Zino CFRA研究在一份研究报告中表示。
苹果公司表示,预计ipad是它唯一的产品较低的销售与去年同期相比由于供应限制。分析师表示,苹果可能优先iPhone单位组件。
初步假日购物季来自IDC数据显示几乎Mac出货量增长了9%,而整个个人电脑市场将增长1%。分析师淡化的影响的担忧ο变体飙升,说关闭一些零售商店不可能对苹果的online-heavy业务有很大的影响。迹象表明,分析师也看上涨在中国买卖情况下可能会影响苹果的生产。
苹果,第一家价值3万亿美元的https://www.reuters.com/markets/europe/apple -得到近- 3万亿-市场-价值- 2022 - 01 - 03,已经失去价值和更广泛的股市。本月苹果股价已下跌10%,标准普尔500指数下降了9%。
分析师也可以问问苹果管理应用程序商店付款规则,监管机构在荷兰后发现美国公司滥用其市场主导地位https://www.reuters.com/technology/dutch -监督-罚款-苹果- 5 - mln欧元-失败-执行-应用程序-存储- 2022 - 01 - 24要求约会应用开发者只使用苹果的应用内支付系统。
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