Adam Kos U-Apple umemezele imiphumela esemthethweni yezezimali yekota yesibili yezimali yalo nyaka, okusho ukuthi yizinyanga zikaJanuwari, uFebhuwari noMashi. Futhi cishe akumangazi ukuthi baqoshwe futhi. Nakuba izothathwa kanjani, ngoba i-Apple isivele ilinganisele okulindelwe okwedlulele kwabahlaziyi ngokubheka ukuvinjelwa okuqhubekayo kwe-supply chain.
Ukuthengisa okukhulayo
Ku-Q2 2022, i-Apple ibike ukuthengiswa kwezigidigidi ezingama- $ 97,3, okusho ukuthi ukukhula konyaka nonyaka okungu-9%. Ngakho le nkampani yabika inzuzo yamaRandi ayizigidi eziyizinkulungwane ezingu-25 kuyilapho inzuzo isabelo ngasinye ingamaRandi angu-1,52. Ngasikhathi sinye, okulindelwe ngabahlaziyi bekusendaweni ethile ezungeze ama-dollar ayizigidi eziyizinkulungwane ezingama-90, ngakho i-Apple yawadlula kakhulu.
Kungaba njalo okuthakaselayo
U-Vratislav Holub Rekhoda inombolo yabasebenzisi abasuka ku-Android
Engxoxweni ne-CNBC, uTim Cook uthe inkampani ibone inombolo erekhodiwe yabasebenzisi besuka ku-Android baye kuma-iPhones ngesikhathi sangemva kukaKhisimusi. Ukwenyuka kuthiwa "kunamadijithi aphindwe kabili". Ngakho-ke kusho ukuthi isibalo salaba "abashintshi" sikhule okungenani ngo-10%, kodwa akazange asho inombolo eqondile. Kodwa-ke, ama-iPhones abike ukuthengiswa kwezigidigidi ezingama-50,57 zamaRandi, akhuphuka ngo-5,5% unyaka nonyaka.
Igalari yezithombe
Ama-iPads awenzi kahle kakhulu
Ingxenye ye-iPad ikhule, kodwa okungenani ngo-2,2%. Inzuzo yamathebulethi e-Apple yafinyelela ku-$7,65 billion, yaze yadlula i-Apple Watch enama-AirPods engxenyeni yezinto ezigqokwayo ($8,82 billion, ukukhuphuka konyaka ngo-12,2%). NgokukaCook, ama-iPads akhokha kakhulu ngezinkinga ezisabalulekile zokuhlinzeka, lapho amaphilisi akhe ayefinyelela kumakhasimende awo ngisho nezinyanga ezimbili e-odiwe. Kodwa kuthiwa isimo siyasimama.
Igalari yezithombe
Ababhalisile banyuke ngo-25%
I-Apple Music, i-Apple TV+, i-Apple Arcade kanye ne-Fitness+ yizinsizakalo zokubhalisa zenkampani, okuthi uma ubhalisa, usakaze umculo ongenamkhawulo, amamuvi, udlale imidlalo futhi uthole nokujima okuhle. ULuca Maestri, isikhulu sezezimali sakwa-Apple, uthe isibalo sababhalisele izinsiza zenkampani sikhuphuke ngabasebenzisi abakhokhayo abayizigidi eziyi-165 uma kuqhathaniswa nonyaka odlule, safinyelela ku-825 million isiyonke.
Apple Arcade
Isigaba sezinsizakalo sisodwa senza imali eyizigidi eziyizinkulungwane ezingama- $ 2 ku-Q2022 19,82, sidlula imikhiqizo efana nama-Macs (ama-dollar ayizigidi eziyizinkulungwane ezingama-10,43, akhuphuke ngo-14,3% unyaka nonyaka), ama-iPads, kanye nengxenye yokugqokwa. Ngakho-ke i-Apple isiqala ukukhokha ngempela ukuthi ingakanani imali eseyithelile enkonzweni, ngaphandle kwempumelelo enkulu ye-Apple TV+ kuma-Oscars. Kodwa-ke, i-Apple ayishongo ukuthi isevisi ngayinye inaziphi izinombolo.
Kungaba njalo okuthakaselayo
Ukuthengwa kwezinkampani
U-Tim Cook uphinde wakhuluma nombuzo mayelana nokuthengwa kwezinkampani ezihlukahlukene, ikakhulukazi ukuthengwa kwezinye ezinkulu. Kodwa-ke, kuthiwa inhloso ye-Apple akukhona ukuthenga izinkampani ezinkulu nezizinzile, kodwa kunalokho ukubheka lezo ziqalo ezincane nezinye ezizoyiletha ikakhulukazi izinsiza zabantu kanye namakhono. Kuphambene nalokho osekukhulunywe ngakho kamuva nje, okungukuthi i-Apple kufanele ithenge inkampani ye-Peloton futhi ngaleyo ndlela izisize ikakhulukazi ekuthuthukiseni isevisi ye-Fitness +. Ungafunda ukukhululwa kwabezindaba okuphelele lapha.
