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2021-10-07

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Apple Earnings Are Coming. Analysts Are Focused on iPhone, Parts Issues, Services.<blockquote>苹果财报即将发布。分析师关注iPhone、零件问题和服务。</blockquote>

With Apple’s September quarter earnings report now just three weeks out, the Street is working hard

Apple Earnings Are Coming. Analysts Are Focused on iPhone, Parts Issues, Services.<blockquote>苹果财报即将发布。分析师关注iPhone、零件问题和服务。</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":823939096,"tweetId":"823939096","gmtCreate":1633570164323,"gmtModify":1633570164463,"author":{"id":4091144744160280,"idStr":"4091144744160280","authorId":4091144744160280,"authorIdStr":"4091144744160280","name":"Marso12","avatar":"https://static.tigerbbs.com/de5cc567bde6b03e14adcc62d004f8d3","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>👍🏾</body></html>","htmlText":"<html><head></head><body>👍🏾</body></html>","text":"👍🏾","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/823939096","repostId":1155573486,"repostType":4,"repost":{"id":"1155573486","kind":"news","pubTimestamp":1633569833,"share":"https://www.laohu8.com/m/news/1155573486?lang=zh_CN&edition=full","pubTime":"2021-10-07 09:23","market":"us","language":"en","title":"Apple Earnings Are Coming. Analysts Are Focused on iPhone, Parts Issues, Services.<blockquote>苹果财报即将发布。分析师关注iPhone、零件问题和服务。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155573486","media":"Barrons","summary":"With Apple’s September quarter earnings report now just three weeks out, the Street is working hard ","content":"With Apple’s September quarter earnings report now just three weeks out, the Street is working hard to ferret out hints about the numbers. Among other topics, investors are on the hunt for info on how iPhone 13 sales are going so far, how the company is handling the ongoing component crunch and whether Apple can continue to produce robust growth in its services business.<blockquote>距离苹果9月份季度收益报告发布仅三周时间，华尔街正在努力寻找有关这些数字的线索。除其他话题外，投资者正在寻找有关iPhone 13迄今为止销售情况、该公司如何应对持续的零部件短缺以及苹果能否继续在其服务业务中实现强劲增长的信息。</blockquote> As it happens, Apple (ticker: AAPL) analysts have cranked out notes on all three topics.<blockquote>碰巧的是，苹果（股票代码：AAPL）分析师已经就所有三个主题撰写了报告。</blockquote> J.P. Morgan analyst Samik Chatterjee offered some thoughts on supply chain issues. He writes in a research note that the Street’s focus in recent weeks has been on iPhone 13 supply constraints, citing both disruptions related to a resurgence of Covid-19 cases and the impact on industrial production in China from a shortage of electric power.<blockquote>摩根大通分析师Samik Chatterjee就供应链问题提出了一些想法。他在一份研究报告中写道，最近几周华尔街的焦点一直是iPhone 13的供应限制，理由是与Covid-19病例死灰复燃有关的中断以及电力短缺对中国工业生产的影响。</blockquote> Chatterjee reports that initial iPhone 13 production was delayed by manufacturing related issues with the phone’s camera module, an issue he says implies Apple had more limited inventory heading into the launch compared with past years. And he says the camera module continues to be a primary bottleneck in producing the phones, due largely to headwinds from a Covid outbreak in Vietnam, where the parts are sourced.<blockquote>Chatterjee报告称，iPhone 13的最初生产因手机摄像头模块的制造相关问题而被推迟，他表示，这一问题意味着与过去几年相比，苹果在发布前的库存更加有限。他表示，摄像头模块仍然是生产手机的主要瓶颈，这主要是由于零部件产地越南爆发的新冠疫情带来的阻力。</blockquote> On the China power issue, he says most large assembly companies have seen limited impact from the problem, but that it could affect some smaller component companies. Both issues, he says, bear watching.<blockquote>关于中国电力问题，他表示，大多数大型组装公司受到的影响有限，但可能会影响一些较小的零部件公司。他说，这两个问题都值得关注。</blockquote> Meanwhile,Morgan Stanley‘s Katy Huberty provides an update on the App Store. She writes in a research note that data from the research firm Sensor Tower suggests that App Store revenue in September grew16.1% from a year ago, the best level in five months, and ahead of her forecast for 12% growth.<blockquote>与此同时，摩根士丹利的凯蒂·休伯蒂提供了App Store的更新。她在一份研究报告中写道，研究公司Sensor Tower的数据显示，9月份App Store收入同比增长16.1%，为五个月来的最佳水平，高于她12%增长的预测。</blockquote> Huberty writes that both App Store revenue specifically and services revenue overall now appear to be running ahead of her forecast model. And she notes that her services estimates for the quarter were already above Street consensus levels. Huberty points out that China gaming revenue accelerated in September despite recent curbs on game play by children under age 18.<blockquote>休伯蒂写道，应用商店的收入和整体服务收入现在似乎都超出了她的预测模型。她指出，她对本季度的服务预期已经高于华尔街共识水平。休伯蒂指出，尽管最近对18岁以下儿童玩游戏进行了限制，但9月份中国游戏收入仍加速增长。</blockquote> Evercore ISI analyst Amit Daryanani observes that lead times for the iPhone 13 remain elevated in most countries, with lead times stretching out for most models. He says lead times in the U.S. for the Pro and Pro Max are running 31 days in the U.S. and 35 days in China, up from a previou estimate of 29 days here and 28 days in China. (As an aside, I would also note that I recently ordered a Pro Max via <a href=\"https://www.marketwatch.com/investing/stock/T?mod=MW_story_quote\" target=\"_blank\">AT&amp;T</a> and received it in well under a week.) In other countries, he says, delivery times are averaging 28 days.<blockquote>Evercore ISI分析师Amit Daryanani观察到，iPhone 13在大多数国家的交付周期仍然很高，大多数型号的交付周期都很长。他表示，Pro和Pro Max在美国的交货时间为31天，在中国为35天，高于之前估计的29天和28天。（顺便说一句，我还想指出，我最近通过<a href=\"https://www.marketwatch.com/investing/stock/T?mod=MW_story_quote\" target=\"_blank\">AT&amp;T</a>并且在不到一周的时间内就收到了。）他说，在其他国家，送货时间平均为28天。</blockquote> Daryanani notes that lead times are shorter for the base iPhone 13 and for the iPhone 13 Mini, which he thinks could mean a strong product mix skewed to the higher end models, driving higher margins for the company overall.<blockquote>Daryanani指出，基本款iPhone 13和iPhone 13 Mini的交货时间更短，他认为这可能意味着强大的产品组合偏向高端机型，从而推动公司整体利润率更高。</blockquote> Baird analyst William Power says his checks find that iPhone 13 demand remains strong, supported by a combination of growing consumer interest in 5G and record carrier subsidies – up to $1,000 in trade-in value from&nbsp;AT&amp;T&nbsp;(T),Verizon&nbsp;(VZ), and&nbsp;T-Mobile&nbsp;(TMUS). He sees multiple reasons for the carriers’ aggressive promotions on the new phones.<blockquote>Baird分析师William Power表示，他的检查发现，iPhone 13的需求依然强劲，这得益于消费者对5G日益增长的兴趣和创纪录的运营商补贴（AT&amp;T(T)、Verizon(VZ)的以旧换新价值高达1,000美元）和T-Mobile(TMUS)。他认为运营商在新手机上大力促销有多种原因。</blockquote> He says competition for customers is part of the equation, but also notes that a shift to 5G “should improve customer experience,” while opening up new revenue opportunities. He also says a switch to 5G provides the carriers with “significant network efficiency benefits.” Adds Power: ” We believe this could be part of the multi-year iPhone upgrade tailwind for Apple.”<blockquote>他表示，对客户的竞争是等式的一部分，但也指出，向5G的转变“应该会改善客户体验”，同时开辟新的收入机会。他还表示，转向5G为运营商提供了“显着的网络效率优势”。Power补充道：“我们相信这可能是苹果多年iPhone升级顺风的一部分。”</blockquote> Apple shares rose 0.6% to $142&nbsp;on&nbsp;Wednesday.<blockquote>苹果股价周三上涨0.6%，至142美元。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Earnings Are Coming. Analysts Are Focused on iPhone, Parts Issues, Services.<blockquote>苹果财报即将发布。分析师关注iPhone、零件问题和服务。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Earnings Are Coming. Analysts Are Focused on iPhone, Parts Issues, Services.<blockquote>苹果财报即将发布。分析师关注iPhone、零件问题和服务。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-10-07 09:23\n\n</h4>\n</header>\n<article>\nWith Apple’s September quarter earnings report now just three weeks out, the Street is working hard to ferret out hints about the numbers. Among other topics, investors are on the hunt for info on how iPhone 13 sales are going so far, how the company is handling the ongoing component crunch and whether Apple can continue to produce robust growth in its services business.<blockquote>距离苹果9月份季度收益报告发布仅三周时间，华尔街正在努力寻找有关这些数字的线索。除其他话题外，投资者正在寻找有关iPhone 13迄今为止销售情况、该公司如何应对持续的零部件短缺以及苹果能否继续在其服务业务中实现强劲增长的信息。</blockquote> As it happens, Apple (ticker: AAPL) analysts have cranked out notes on all three topics.<blockquote>碰巧的是，苹果（股票代码：AAPL）分析师已经就所有三个主题撰写了报告。</blockquote> J.P. Morgan analyst Samik Chatterjee offered some thoughts on supply chain issues. He writes in a research note that the Street’s focus in recent weeks has been on iPhone 13 supply constraints, citing both disruptions related to a resurgence of Covid-19 cases and the impact on industrial production in China from a shortage of electric power.<blockquote>摩根大通分析师Samik Chatterjee就供应链问题提出了一些想法。他在一份研究报告中写道，最近几周华尔街的焦点一直是iPhone 13的供应限制，理由是与Covid-19病例死灰复燃有关的中断以及电力短缺对中国工业生产的影响。</blockquote> Chatterjee reports that initial iPhone 13 production was delayed by manufacturing related issues with the phone’s camera module, an issue he says implies Apple had more limited inventory heading into the launch compared with past years. And he says the camera module continues to be a primary bottleneck in producing the phones, due largely to headwinds from a Covid outbreak in Vietnam, where the parts are sourced.<blockquote>Chatterjee报告称，iPhone 13的最初生产因手机摄像头模块的制造相关问题而被推迟，他表示，这一问题意味着与过去几年相比，苹果在发布前的库存更加有限。他表示，摄像头模块仍然是生产手机的主要瓶颈，这主要是由于零部件产地越南爆发的新冠疫情带来的阻力。</blockquote> On the China power issue, he says most large assembly companies have seen limited impact from the problem, but that it could affect some smaller component companies. Both issues, he says, bear watching.<blockquote>关于中国电力问题，他表示，大多数大型组装公司受到的影响有限，但可能会影响一些较小的零部件公司。他说，这两个问题都值得关注。</blockquote> Meanwhile,Morgan Stanley‘s Katy Huberty provides an update on the App Store. She writes in a research note that data from the research firm Sensor Tower suggests that App Store revenue in September grew16.1% from a year ago, the best level in five months, and ahead of her forecast for 12% growth.<blockquote>与此同时，摩根士丹利的凯蒂·休伯蒂提供了App Store的更新。她在一份研究报告中写道，研究公司Sensor Tower的数据显示，9月份App Store收入同比增长16.1%，为五个月来的最佳水平，高于她12%增长的预测。</blockquote> Huberty writes that both App Store revenue specifically and services revenue overall now appear to be running ahead of her forecast model. And she notes that her services estimates for the quarter were already above Street consensus levels. Huberty points out that China gaming revenue accelerated in September despite recent curbs on game play by children under age 18.<blockquote>休伯蒂写道，应用商店的收入和整体服务收入现在似乎都超出了她的预测模型。她指出，她对本季度的服务预期已经高于华尔街共识水平。休伯蒂指出，尽管最近对18岁以下儿童玩游戏进行了限制，但9月份中国游戏收入仍加速增长。</blockquote> Evercore ISI analyst Amit Daryanani observes that lead times for the iPhone 13 remain elevated in most countries, with lead times stretching out for most models. He says lead times in the U.S. for the Pro and Pro Max are running 31 days in the U.S. and 35 days in China, up from a previou estimate of 29 days here and 28 days in China. (As an aside, I would also note that I recently ordered a Pro Max via <a href=\"https://www.marketwatch.com/investing/stock/T?mod=MW_story_quote\" target=\"_blank\">AT&amp;T</a> and received it in well under a week.) In other countries, he says, delivery times are averaging 28 days.<blockquote>Evercore ISI分析师Amit Daryanani观察到，iPhone 13在大多数国家的交付周期仍然很高，大多数型号的交付周期都很长。他表示，Pro和Pro Max在美国的交货时间为31天，在中国为35天，高于之前估计的29天和28天。（顺便说一句，我还想指出，我最近通过<a href=\"https://www.marketwatch.com/investing/stock/T?mod=MW_story_quote\" target=\"_blank\">AT&amp;T</a>并且在不到一周的时间内就收到了。）他说，在其他国家，送货时间平均为28天。</blockquote> Daryanani notes that lead times are shorter for the base iPhone 13 and for the iPhone 13 Mini, which he thinks could mean a strong product mix skewed to the higher end models, driving higher margins for the company overall.<blockquote>Daryanani指出，基本款iPhone 13和iPhone 13 Mini的交货时间更短，他认为这可能意味着强大的产品组合偏向高端机型，从而推动公司整体利润率更高。</blockquote> Baird analyst William Power says his checks find that iPhone 13 demand remains strong, supported by a combination of growing consumer interest in 5G and record carrier subsidies – up to $1,000 in trade-in value from&nbsp;AT&amp;T&nbsp;(T),Verizon&nbsp;(VZ), and&nbsp;T-Mobile&nbsp;(TMUS). He sees multiple reasons for the carriers’ aggressive promotions on the new phones.<blockquote>Baird分析师William Power表示，他的检查发现，iPhone 13的需求依然强劲，这得益于消费者对5G日益增长的兴趣和创纪录的运营商补贴（AT&amp;T(T)、Verizon(VZ)的以旧换新价值高达1,000美元）和T-Mobile(TMUS)。他认为运营商在新手机上大力促销有多种原因。</blockquote> He says competition for customers is part of the equation, but also notes that a shift to 5G “should improve customer experience,” while opening up new revenue opportunities. He also says a switch to 5G provides the carriers with “significant network efficiency benefits.” Adds Power: ” We believe this could be part of the multi-year iPhone upgrade tailwind for Apple.”<blockquote>他表示，对客户的竞争是等式的一部分，但也指出，向5G的转变“应该会改善客户体验”，同时开辟新的收入机会。他还表示，转向5G为运营商提供了“显着的网络效率优势”。Power补充道：“我们相信这可能是苹果多年iPhone升级顺风的一部分。”</blockquote> Apple shares rose 0.6% to $142&nbsp;on&nbsp;Wednesday.<blockquote>苹果股价周三上涨0.6%，至142美元。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/apple-earnings-are-coming-51633536321?mod=hp_LEADSUPP_2\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-earnings-are-coming-51633536321?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155573486","content_text":"With Apple’s September quarter earnings report now just three weeks out, the Street is working hard to ferret out hints about the numbers. Among other topics, investors are on the hunt for info on how iPhone 13 sales are going so far, how the company is handling the ongoing component crunch and whether Apple can continue to produce robust growth in its services business.\nAs it happens, Apple (ticker: AAPL) analysts have cranked out notes on all three topics.\nJ.P. Morgan analyst Samik Chatterjee offered some thoughts on supply chain issues. He writes in a research note that the Street’s focus in recent weeks has been on iPhone 13 supply constraints, citing both disruptions related to a resurgence of Covid-19 cases and the impact on industrial production in China from a shortage of electric power.\nChatterjee reports that initial iPhone 13 production was delayed by manufacturing related issues with the phone’s camera module, an issue he says implies Apple had more limited inventory heading into the launch compared with past years. And he says the camera module continues to be a primary bottleneck in producing the phones, due largely to headwinds from a Covid outbreak in Vietnam, where the parts are sourced.\nOn the China power issue, he says most large assembly companies have seen limited impact from the problem, but that it could affect some smaller component companies. Both issues, he says, bear watching.\nMeanwhile,Morgan Stanley‘s Katy Huberty provides an update on the App Store. She writes in a research note that data from the research firm Sensor Tower suggests that App Store revenue in September grew16.1% from a year ago, the best level in five months, and ahead of her forecast for 12% growth.\nHuberty writes that both App Store revenue specifically and services revenue overall now appear to be running ahead of her forecast model. And she notes that her services estimates for the quarter were already above Street consensus levels. Huberty points out that China gaming revenue accelerated in September despite recent curbs on game play by children under age 18.\nEvercore ISI analyst Amit Daryanani observes that lead times for the iPhone 13 remain elevated in most countries, with lead times stretching out for most models. He says lead times in the U.S. for the Pro and Pro Max are running 31 days in the U.S. and 35 days in China, up from a previou estimate of 29 days here and 28 days in China. (As an aside, I would also note that I recently ordered a Pro Max via AT&T and received it in well under a week.) In other countries, he says, delivery times are averaging 28 days.\nDaryanani notes that lead times are shorter for the base iPhone 13 and for the iPhone 13 Mini, which he thinks could mean a strong product mix skewed to the higher end models, driving higher margins for the company overall.\nBaird analyst William Power says his checks find that iPhone 13 demand remains strong, supported by a combination of growing consumer interest in 5G and record carrier subsidies – up to $1,000 in trade-in value from AT&T (T),Verizon (VZ), and T-Mobile (TMUS). He sees multiple reasons for the carriers’ aggressive promotions on the new phones.\nHe says competition for customers is part of the equation, but also notes that a shift to 5G “should improve customer experience,” while opening up new revenue opportunities. He also says a switch to 5G provides the carriers with “significant network efficiency benefits.” Adds Power: ” We believe this could be part of the multi-year iPhone upgrade tailwind for Apple.”\nApple shares rose 0.6% to $142 on Wednesday.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2011,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

Apple Earnings Are Coming. Analysts Are Focused on iPhone, Parts Issues, Services.<blockquote>苹果财报即将发布。分析师关注iPhone、零件问题和服务。</blockquote>

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