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2021-10-28
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Apple Reports Earnings Thursday. Here’s What to Expect.<blockquote>苹果周四公布财报。这是可以期待的。</blockquote>
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Here’s What to Expect.<blockquote>苹果周四公布财报。这是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178636160","media":"Barrons","summary":"The Street is getting a little worried about Apple.\nNot that anything terrible is likely to happen w","content":"<p>The Street is getting a little worried about Apple.</p><p><blockquote>街上开始有点担心苹果了。</blockquote></p><p> Not that anything terrible is likely to happen when Apple (ticker: AAPL) reports fiscal fourth-quarter financial results after the close of trading on Thursday. Street estimates call for revenue of $84.9 billion and earnings of 73 cents a share in the September quarter, and there is every reason to think the company will continue its recent pattern and blow away what are likely conservative analyst expectations. June quarter results beat Street revenue estimates by nearly $10 billion and earnings topped consensus by about 30%.</p><p><blockquote>当苹果（股票代码：AAPL）在周四收盘后公布第四财季财务业绩时，并不是说可能会发生任何可怕的事情。华尔街预计看涨期权9月份季度的营收为849亿美元，每股收益为73美分，有充分理由认为该公司将延续近期的模式，并超出分析师可能保守的预期。6月份季度业绩超出华尔街收入预期近100亿美元，盈利比市场预期高出约30%。</blockquote></p><p> But the stock is suffering from an assortment of nagging woes that likely won’t be resolved with this week’s earnings report. While it would hardly be shocking to see another strong quarter of iPhone sales, keep in mind that Apple CFO Luca Maestri three months ago warned that component issues were intensifying, with a potential impact in the quarter on iPhone and iPad sales. There have also been repeated recent reports of iPhone 13 shortages, reportedly tied to tight supplies of the camera modules used in the high-end versions of the new phone lineup.</p><p><blockquote>但该股正遭受各种困扰，这些问题可能不会通过本周的收益报告得到解决。虽然看到iPhone销量又一个强劲季度并不令人震惊，但请记住，苹果首席财务官卢卡·马埃斯特里(Luca Maestri)三个月前警告称，零部件问题正在加剧，可能会对本季度iPhone和iPad的销售产生影响。最近也多次有报道称iPhone 13短缺，据报道与新手机系列高端版本中使用的相机模块供应紧张有关。</blockquote></p><p> Apple has unveiled a flurry of new products recently, including updated iPhones, Macs, iPads and AirPods, and that should help bolster results for the December quarter. For that period, the Street consensus calls for revenue to jump to $119.7 billion with earnings of $1.41 a share. But since Apple seems unlikely to move off its Covid-era practice of not providing quarterly guidance, nervousness about the holiday quarter will remain.</p><p><blockquote>苹果最近推出了一系列新产品，包括更新的iPhone、Mac、iPad和AirPods，这应该有助于提振12月份季度的业绩。在此期间，华尔街一致认为收入将跃升至1197亿美元，每股收益为1.41美元。但由于苹果似乎不太可能改变新冠疫情时期不提供季度指引的做法，因此对假期季度的紧张情绪仍将存在。</blockquote></p><p> It’s telling that Morgan Stanley analyst Katy Huberty, long one of the Street’s most influential bullish voices on the stock, is telling investors that this week’s earnings report isn’t likely to settle the current debate on Apple—and won’t likely serve as a catalyst for the stock.</p><p><blockquote>摩根士丹利分析师凯蒂·休伯蒂（Katy Huberty）长期以来一直是华尔街对该股最有影响力的看涨声音之一，她告诉投资者，本周的收益报告不太可能解决当前关于苹果的争论，也不太可能成为该股的催化剂。</blockquote></p><p> To be clear, Huberty expects results to again crush consensus estimates. She expects revenues of $88.2 billion, more than $3 billion above consensus, and she sees continued strength in iPhone, iPads, and Macs.</p><p><blockquote>需要明确的是，休伯蒂预计结果将再次超出普遍预期。她预计收入为882亿美元，比市场预期高出30多亿美元，并且她认为iPhone、iPad和Mac将持续走强。</blockquote></p><p> Street consensus calls for September quarter iPhone revenue of $41.2 billion; revenue of $8.8 billion for iPads; $9.1 billion for Macs; $9.4 billion for wearables, home and accessories; and $17.7 billion for services.</p><p><blockquote>华尔街共识评级9月份季度iPhone营收为412亿美元；iPad营收88亿美元；苹果电脑91亿美元；94亿美元用于可穿戴设备、家居和配件；177亿美元用于服务。</blockquote></p><p> Huberty predicts that estimates will move higher on Thursday’s report, but she doesn’t think that will provide any lift to the stock.</p><p><blockquote>休伯蒂预测，周四的报告中的预期将会走高，但她认为这不会对该股带来任何提振。</blockquote></p><p> “Investors will be more focused on the December quarter outlook given September results only include a small portion of iPhone 13 shipments,” Huberty writes in a research note. “And while we are constructive on the December quarter outlook despite recent negative supply chain headlines, we don’t expect Apple to provide a formal revenue guidance range.”</p><p><blockquote>Huberty在一份研究报告中写道：“鉴于9月份的业绩仅包括iPhone 13出货量的一小部分，投资者将更加关注12月份季度的前景。”“尽管最近出现了负面的供应链头条新闻，但我们对12月份季度的前景持建设性态度，但我们预计苹果不会提供正式的收入指导范围。”</blockquote></p><p> Huberty also notes that “a number of important questions” remain regarding both potential changes in the company’s App Store business model and the sustainability of iPhone growth given more difficult comparisons ahead.</p><p><blockquote>Huberty还指出，鉴于未来的比较更加困难，关于公司App Store商业模式的潜在变化和iPhone增长的可持续性，“许多重要问题”仍然存在。</blockquote></p><p> “With shares trading just 5% below Apple’s trailing 52-week high, we believe investors are more likely to wait for clarity on these topics before potentially re-engaging,” she writes. “So, while we remain bullish on Apple’s FY22 outlook and expect estimates to move higher post earnings, we just don’t see earnings alone as a material stock catalyst.”</p><p><blockquote>她写道：“由于股价仅比苹果过去52周高点低5%，我们认为投资者更有可能等待这些话题的澄清，然后再重新参与。”“因此，虽然我们仍然看好苹果2022财年的前景，并预计盈利后的预期将会走高，但我们并不认为盈利本身就是重要的股票催化剂。”</blockquote></p><p> Apple shares on Wednesday fell 0.3% to $148.85.</p><p><blockquote>苹果股价周三下跌0.3%，至148.85美元。</blockquote></p><p></p>","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 Reports Earnings Thursday. Here’s What to Expect.<blockquote>苹果周四公布财报。这是可以期待的。</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 Reports Earnings Thursday. Here’s What to Expect.<blockquote>苹果周四公布财报。这是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-28 09:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Street is getting a little worried about Apple.</p><p><blockquote>街上开始有点担心苹果了。</blockquote></p><p> Not that anything terrible is likely to happen when Apple (ticker: AAPL) reports fiscal fourth-quarter financial results after the close of trading on Thursday. Street estimates call for revenue of $84.9 billion and earnings of 73 cents a share in the September quarter, and there is every reason to think the company will continue its recent pattern and blow away what are likely conservative analyst expectations. June quarter results beat Street revenue estimates by nearly $10 billion and earnings topped consensus by about 30%.</p><p><blockquote>当苹果（股票代码：AAPL）在周四收盘后公布第四财季财务业绩时，并不是说可能会发生任何可怕的事情。华尔街预计看涨期权9月份季度的营收为849亿美元，每股收益为73美分，有充分理由认为该公司将延续近期的模式，并超出分析师可能保守的预期。6月份季度业绩超出华尔街收入预期近100亿美元，盈利比市场预期高出约30%。</blockquote></p><p> But the stock is suffering from an assortment of nagging woes that likely won’t be resolved with this week’s earnings report. While it would hardly be shocking to see another strong quarter of iPhone sales, keep in mind that Apple CFO Luca Maestri three months ago warned that component issues were intensifying, with a potential impact in the quarter on iPhone and iPad sales. There have also been repeated recent reports of iPhone 13 shortages, reportedly tied to tight supplies of the camera modules used in the high-end versions of the new phone lineup.</p><p><blockquote>但该股正遭受各种困扰，这些问题可能不会通过本周的收益报告得到解决。虽然看到iPhone销量又一个强劲季度并不令人震惊，但请记住，苹果首席财务官卢卡·马埃斯特里(Luca Maestri)三个月前警告称，零部件问题正在加剧，可能会对本季度iPhone和iPad的销售产生影响。最近也多次有报道称iPhone 13短缺，据报道与新手机系列高端版本中使用的相机模块供应紧张有关。</blockquote></p><p> Apple has unveiled a flurry of new products recently, including updated iPhones, Macs, iPads and AirPods, and that should help bolster results for the December quarter. For that period, the Street consensus calls for revenue to jump to $119.7 billion with earnings of $1.41 a share. But since Apple seems unlikely to move off its Covid-era practice of not providing quarterly guidance, nervousness about the holiday quarter will remain.</p><p><blockquote>苹果最近推出了一系列新产品，包括更新的iPhone、Mac、iPad和AirPods，这应该有助于提振12月份季度的业绩。在此期间，华尔街一致认为收入将跃升至1197亿美元，每股收益为1.41美元。但由于苹果似乎不太可能改变新冠疫情时期不提供季度指引的做法，因此对假期季度的紧张情绪仍将存在。</blockquote></p><p> It’s telling that Morgan Stanley analyst Katy Huberty, long one of the Street’s most influential bullish voices on the stock, is telling investors that this week’s earnings report isn’t likely to settle the current debate on Apple—and won’t likely serve as a catalyst for the stock.</p><p><blockquote>摩根士丹利分析师凯蒂·休伯蒂（Katy Huberty）长期以来一直是华尔街对该股最有影响力的看涨声音之一，她告诉投资者，本周的收益报告不太可能解决当前关于苹果的争论，也不太可能成为该股的催化剂。</blockquote></p><p> To be clear, Huberty expects results to again crush consensus estimates. She expects revenues of $88.2 billion, more than $3 billion above consensus, and she sees continued strength in iPhone, iPads, and Macs.</p><p><blockquote>需要明确的是，休伯蒂预计结果将再次超出普遍预期。她预计收入为882亿美元，比市场预期高出30多亿美元，并且她认为iPhone、iPad和Mac将持续走强。</blockquote></p><p> Street consensus calls for September quarter iPhone revenue of $41.2 billion; revenue of $8.8 billion for iPads; $9.1 billion for Macs; $9.4 billion for wearables, home and accessories; and $17.7 billion for services.</p><p><blockquote>华尔街共识评级9月份季度iPhone营收为412亿美元；iPad营收88亿美元；苹果电脑91亿美元；94亿美元用于可穿戴设备、家居和配件；177亿美元用于服务。</blockquote></p><p> Huberty predicts that estimates will move higher on Thursday’s report, but she doesn’t think that will provide any lift to the stock.</p><p><blockquote>休伯蒂预测，周四的报告中的预期将会走高，但她认为这不会对该股带来任何提振。</blockquote></p><p> “Investors will be more focused on the December quarter outlook given September results only include a small portion of iPhone 13 shipments,” Huberty writes in a research note. “And while we are constructive on the December quarter outlook despite recent negative supply chain headlines, we don’t expect Apple to provide a formal revenue guidance range.”</p><p><blockquote>Huberty在一份研究报告中写道：“鉴于9月份的业绩仅包括iPhone 13出货量的一小部分，投资者将更加关注12月份季度的前景。”“尽管最近出现了负面的供应链头条新闻，但我们对12月份季度的前景持建设性态度，但我们预计苹果不会提供正式的收入指导范围。”</blockquote></p><p> Huberty also notes that “a number of important questions” remain regarding both potential changes in the company’s App Store business model and the sustainability of iPhone growth given more difficult comparisons ahead.</p><p><blockquote>Huberty还指出，鉴于未来的比较更加困难，关于公司App Store商业模式的潜在变化和iPhone增长的可持续性，“许多重要问题”仍然存在。</blockquote></p><p> “With shares trading just 5% below Apple’s trailing 52-week high, we believe investors are more likely to wait for clarity on these topics before potentially re-engaging,” she writes. “So, while we remain bullish on Apple’s FY22 outlook and expect estimates to move higher post earnings, we just don’t see earnings alone as a material stock catalyst.”</p><p><blockquote>她写道：“由于股价仅比苹果过去52周高点低5%，我们认为投资者更有可能等待这些话题的澄清，然后再重新参与。”“因此，虽然我们仍然看好苹果2022财年的前景，并预计盈利后的预期将会走高，但我们并不认为盈利本身就是重要的股票催化剂。”</blockquote></p><p> Apple shares on Wednesday fell 0.3% to $148.85.</p><p><blockquote>苹果股价周三下跌0.3%，至148.85美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-stock-earnings-preview-51635350213?mod=hp_LEAD_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\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-stock-earnings-preview-51635350213?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178636160","content_text":"The Street is getting a little worried about Apple.\nNot that anything terrible is likely to happen when Apple (ticker: AAPL) reports fiscal fourth-quarter financial results after the close of trading on Thursday. Street estimates call for revenue of $84.9 billion and earnings of 73 cents a share in the September quarter, and there is every reason to think the company will continue its recent pattern and blow away what are likely conservative analyst expectations. June quarter results beat Street revenue estimates by nearly $10 billion and earnings topped consensus by about 30%.\nBut the stock is suffering from an assortment of nagging woes that likely won’t be resolved with this week’s earnings report. While it would hardly be shocking to see another strong quarter of iPhone sales, keep in mind that Apple CFO Luca Maestri three months ago warned that component issues were intensifying, with a potential impact in the quarter on iPhone and iPad sales. There have also been repeated recent reports of iPhone 13 shortages, reportedly tied to tight supplies of the camera modules used in the high-end versions of the new phone lineup.\nApple has unveiled a flurry of new products recently, including updated iPhones, Macs, iPads and AirPods, and that should help bolster results for the December quarter. For that period, the Street consensus calls for revenue to jump to $119.7 billion with earnings of $1.41 a share. But since Apple seems unlikely to move off its Covid-era practice of not providing quarterly guidance, nervousness about the holiday quarter will remain.\nIt’s telling that Morgan Stanley analyst Katy Huberty, long one of the Street’s most influential bullish voices on the stock, is telling investors that this week’s earnings report isn’t likely to settle the current debate on Apple—and won’t likely serve as a catalyst for the stock.\nTo be clear, Huberty expects results to again crush consensus estimates. She expects revenues of $88.2 billion, more than $3 billion above consensus, and she sees continued strength in iPhone, iPads, and Macs.\nStreet consensus calls for September quarter iPhone revenue of $41.2 billion; revenue of $8.8 billion for iPads; $9.1 billion for Macs; $9.4 billion for wearables, home and accessories; and $17.7 billion for services.\nHuberty predicts that estimates will move higher on Thursday’s report, but she doesn’t think that will provide any lift to the stock.\n“Investors will be more focused on the December quarter outlook given September results only include a small portion of iPhone 13 shipments,” Huberty writes in a research note. “And while we are constructive on the December quarter outlook despite recent negative supply chain headlines, we don’t expect Apple to provide a formal revenue guidance range.”\nHuberty also notes that “a number of important questions” remain regarding both potential changes in the company’s App Store business model and the sustainability of iPhone growth given more difficult comparisons ahead.\n“With shares trading just 5% below Apple’s trailing 52-week high, we believe investors are more likely to wait for clarity on these topics before potentially re-engaging,” she writes. “So, while we remain bullish on Apple’s FY22 outlook and expect estimates to move higher post earnings, we just don’t see earnings alone as a material stock catalyst.”\nApple shares on Wednesday fell 0.3% to $148.85.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1858,"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":7,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/855445846"}
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