Last week, Apple's most profitable company, analysts could hardly contain their excitement, "crazy". "Shocking", "outstanding", "Monster" is that these analysts on the company earned 18 billion dollars in three months to describe: from October to December, the average per hour selling 34000 iPhone. Apple now has $ 178 billion in cash in the Bank. But after all this great good news, Apple needs to face the following six problems facing businesses in the world.
1. the last quarter's sales growth was the top yet?
Apple's emphasis on quarterly earnings announcements, fade in terms of financial announcements, so as to attract investors and analysts. But the size of those quarterly earnings announcement is a little different. From October to December, sales of $ 74.6 billion in 30%, and profits of $ 18 billion in 37%. Since March 2012, this is one of the fastest growing quarter. As Chief Financial Officer Luca Maestri said: "for a company of our size, the sales growth is not a small achievement. "
Morgan Stanley (Morgan Stanley) analyst Katy Huberty said Apple's growth, you should write in the record book. In her view, Apple stock can rise to $ 126~ 133. Vice President of market research firm CCS Insight said Geoff Blaber, Apple's biggest challenge is to find the next point.
"Western European and North American markets saturated, if you need to market, Apple needs to depend on the growth of Android devices. Apple's focus on the Chinese market, and then to India. "
Analysts polled by Thomson Reuters expect in September of this year, Apple's revenue will grow 22%, but growth will slow, with only 4%.
2. how many people need iPhone?
Apple sold 74.468 million units in the previous quarter, an increase of 46%. Apple CEO Tim Cook says, "people's demand for Apple's surprise, breaking our highest expectations. This is confusing. "
Phone two-thirds company's revenue income, but also more than Microsoft and Google revenue over the same period. Switzerland United Banking Group analyst Steven Milunovich wrote in a research note to investors: "people all over the world seem to need an iPhone. "He pointed out, every consumer will need to phone, but Apple production can't keep up with the consumer demand.
However, Bernstein Research (Bernstein Research) analyst Toni Sacconaghi told Apple's growth was too dependent on iPhone. iPad mini Marc Jacobs
"Bet Apple is betting on growing iPhone growth. The good news is, iPhone is good, and the bad news is that so far, iPhone pushing Apple 100% revenue growth. "
3. how important is it for Apple?
China is very important for Apple! In China, the iPhone sales explosion, to 16.1 billion dollars, an increase of 70%, and across Europe to 17.2 billion dollars. In the last quarter, Apple beyond the local handset maker millet, iPhone become the best selling mobile phones in China. Cook said: "at the press conference later, in October, I went to China. People's enthusiasm for iPhone iPhone 6 and 6 Plus unusually amazing. You can say that our ash powder in China. "Apple plans to increase the number of Apple stores day pilgrimage.
"China is an invaluable market, where people like Apple's products. We will try our best to service the China market. "
According to the market research firm Canalys report, on October 13, when Apple ranks sixth in the Chinese market, the top five are: millet, Huawei, Lenovo, Samsung and Hyundai. Canalys says Apple become the first place in the mobile phone market is a great thing, because the average selling price of the iPhone is its rival twice. When the rise of the smart phone makers in the world, China, Apple is entrenched in China proper.
4. Apple Watch will fail?
Apple launched the iPad for five years. Title innovation and be far away from reliance on iPhone, Apple needs Apple Watch one can not lose the war. Cook announced Apple Watch will be available in April, boosted third-quarter financial, rather than rely on Christmas or consumption during the Spring Festival holiday. He said: "Apple Watch made a lot of progress in the process. "
Apple defines the smart watches for private device, because it can detect the wearer's health data, as well as connect to iPhone using other features. Cook said that application development on smart watch who left him a deep impression, because there are some incredible innovations.
Market researcher Kantar Worldpanel Comtech said Carolina Milanesi, a research firm, Apple Watch will broaden the market for Apple products. She said:
"Apple is very clever because it promotes the jewelry and designs instead of the current intelligent technology. Concentrating on design and fashion, not technology. In my opinion, buy an iPad is more rational, because with an iPad and want to buy a is a fashion statement. "
https://www.youtube.com/watch?v=pSXO61ZdhvI
13, Apple announced it hired former luxury goods brand Burberry CEO Angela Ahrendts is responsible for Apple's retail stores as well as online business "strategy, development and operations." Milanesi said that fashion and operation of Apple Watch would benefit from Ahrendts. In addition, Apple has also hired a team of fashion brands of executives and designers joined Apple Watch team. Such as Tag Heuer's Executive Patrick Pruniaux and Paul Patrick Pruniaux Deneve.
5. Tim Cook in breaking away from the influence of Steve jobs?
Closely related to jobs and Apple, and Cook, will face a hard fight: needs to win over investors of the genus of the speech and its vision is far from sure. Investor David Einhorn and Carl Icahn tries to interfere with Cook's management, however, he continued to stand firm. As the firm fired former iOS supervisor Scott Forstall.
Milanesi said that more than ten years working in Apple, jobs ' personality is so different and Cook, Cook impressed on his management of the operation and the product chain. Moreover, Cook has done a lot of things to make Apple more accessible. "Relative to his ambitions and reach, seem to Cook more open and approachable. This is because Apple wants to expand the range of consumers. For Cook, and biggest test should be Apple Watch, because this is the first real product he heads. "
6. Apple will become a burden of the large sum of cash?
Apple makes more money than spend more, to some extent, it already have $ 178 billion in cash reserves. Added $ 23 billion to the Treasury in the last quarter, and almost all of the money in overseas banks. If money exchange to vault United States shareholders will have a huge tax bill.
In fact, in order to appease investors, Apple has been buying back those shares, however, through book loans instead of using the funds. Last year, bought back $ 45 billion in equity, without excessive reduction of cash, more than $ 35 billion of debt. Blaber, an analyst, said Apple needs to keep a certain amount of surplus funds in flexibility to invest in new projects. A recent acquisition is Apple Beats the $ 3 billion acquisition of Headset manufacturer. Apple's holdings of cash brought to the attention of politicians. Cook told the Congress that, Apple will be holding cash transferred back to the United States.
via:theguardian
3198 votes
Apple Watch
But Apple Watch after a few days I feel, watch the benefits outweigh the disadvantages. Interaction on the watch is not only faster and less bother than phone to social, Apple Watch has another hidden benefit: it than phones are less likely to indulge in. In such a small screen, you can't do anything, so I don't have that feeling of being sucked and they get lost in electronic equipment. To me, that's the biggest difference between Apple Watch and mobile phone. Until now, Apple Watch is pure business, aim is purely to improve productivity. For some users, this point may be worth hundreds of dollars in price. iPad mini Marc Jacobs case
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