A crise definitivamente não pegou a Apple tão forte. Enquanto o grande anúncio, amanhã, não vem, a companhia de Steve Jobs anunciou o lucro no último trimestre, ou o primeiro quarto fiscal de 2010 para os americanos: US$ 3,38 bilhões, com US$ 15,68 bi de faturamento. Os números mostram quais áreas estão fortes e quais estão, bem, muito fortes.

* As vendas de iPhone cresceram 100% em relação ao mesmo período de 2009, chegando a 8,7 milhões de unidades enviadas aos revendedores.
* As vendas de iPods diminuíram 8% (21 milhões de unidades no trimestre), basicamente porque os velhos iPod classic parecem cada vez mais velhos. Ipod Touchs continuam vendendo bem (55% de aumento), e como são mais caros, garantem uma boa margem.
* Metade dos Macs vendidos (3,36 milhões) são para pessoas que nunca usaram um antes – base instalada está aumentando.
* A escassez de memória RAM no mercado pode elevar preços de alguns produtos.
* 58% das vendas foram para fora dos EUA. Mercados emergentes são bola da vez, com crescimento de mais de 100% na China. A Apple está "aprendendo sobre o Brasil".

 

Press-release:

    Apple Reports First Quarter Results
    All-Time Highest Revenue and Profit
    New Accounting Standards Adopted

    CUPERTINO, California-January 25, 2010-Apple® today announced financial results for its fiscal 2010 first quarter ended December 26, 2009. The Company posted revenue of $15.68 billion and a net quarterly profit of $3.38 billion, or $3.67 per diluted share. These results compare to revenue of $11.88 billion and net quarterly profit of $2.26 billion, or $2.50 per diluted share, in the year-ago quarter. Gross margin was 40.9 percent, up from 37.9 percent in the year-ago quarter. International sales accounted for 58 percent of the quarter’s revenue.

    Apple sold 3.36 million Macintosh® computers during the quarter, representing a 33 percent unit increase over the year-ago quarter. The Company sold 8.7 million iPhones in the quarter, representing 100 percent unit growth over the year-ago quarter. Apple sold 21 million iPods during the quarter, representing an eight percent unit decline from the year-ago quarter.

    During the quarter Apple elected retrospective adoption of the Financial Accounting Standards Board’s amended accounting standards* related to certain revenue recognition. Adoption of the new accounting standards significantly changes how the Company accounts for certain items, particularly sales of iPhone® and Apple TV®.

    "If you annualize our quarterly revenue, it’s surprising that Apple is now a $50+ billion company," said Steve Jobs, Apple’s CEO. "The new products we are planning to release this year are very strong, starting this week with a major new product that we’re really excited about."

    "We are very pleased to have generated $5.8 billion in cash during the quarter," said Peter Oppenheimer, Apple’s CFO. "Looking ahead to the second fiscal quarter of 2010, we expect revenue in the range of about $11.0 billion to $11.4 billion and we expect diluted earnings per share in the range of about $2.06 to $2.18."

    Apple will provide live streaming of its Q1 2010 financial results conference call utilizing QuickTime®, Apple’s standards-based technology for live and on-demand audio and video streaming. The live webcast will begin at 2:00 p.m. PST on January 25, 2010 at www.apple.com/quicktime/qtv/earningsq110/ and will also be available for replay for approximately two weeks thereafter.
 

 [Gizmodo, Techcrunch, IDGNow]