Apple veröffentlicht Quartalszahlen: 9 Millionen iPhones weniger als in II/2012

By CarstenD
24 Jul, 2012 11:41 pm

9 Comments

Und schon wieder ist ein Geschäftsquartal abgeschlossen und schon wieder vermeldet Apple neue Zahlen – und obwohl sie etwas schwächer ausfallen als im zweiten Quartal, konnte sich Apple im Vergleich zum entsprechenden Vorjahresquartal wieder steigern: $35 Milliarden Umsatz und satte $8,8 Milliarden Gewinn. Im letzten Quartal waren es noch $11,6 Milliarden Gewinn bei $39,2 Milliarden Einnahmen, jedoch im Vergleich zum Vorjahr konnte Apple sowohl beim Umsatz als auch beim Gewinn zulegen: $28,6 Milliarden Umsatz im dritten Quartal 2011 bei $7,3 Milliarden Gewinn. Größter Gewinnbringer ist weiterhin das iPhone und die dazu gehörenden Produkte und Services, das iPad holt weiter auf, während das Wachstum bei den Macs deutlich zurück geht und der frühere Verkaufshit iPod immer weiter verliert.

26 Millionen iPhones verkaufte Apple im abgelaufenen Quartal (+28% zum Vorjahresquartal) und 17 Millionen iPads (+84%). Im Vergleich zum zweiten Quartal diesen Jahres gingen die iPhone-Verkäufe aber sehr deutlich um 9 Millionen Stück zurück, das dürfte nicht alleine auf den „Wir warten auf das iPhone 5“-Effekt zurückzuführen sein, eine ganze Reihe Kunden dürfte Apple auch an Samsung und das S3 verloren haben. Bei den Macs konnte Apple nur um 2% auf 4 Millionen Stück zulegen, wobei der Verkauf der Desktops sogar um 13% zurückging – das dürfte vor allem auf den Mac Pro zurückzuführen sein, für den ein Upgrade längst überfällig ist. Apropos Macs: Tim Cook bestätigt bei der Gelegenheit auch den Release-Termin für Mac OS X Mountain Lion morgen. Abwärts geht es weiter bei den iPods: 10% weniger als im Vorjahresquartal gingen über den Ladentisch, nur noch 6,8 Millionen Stück konnte Apple verkaufen.

Über die Ursachen des Rückgangs der iPhone-Verkäufe im Vergleich zum zweiten Quartal 2012 können ausführlich diskutiert werden, wahrscheinlich gibt es nicht nur eine Ursache: angefangen bei der sog. „Euro-Krise“ (immerhin 62% seines Umsatzes macht Apple außerhalb der USA) oder dem Warten auf das iPhone 5, dürften auch Samsung und das Galaxy S3 einen Anteil daran haben. Trotz dieses sehr deutlichen Rückgangs an dieser Stelle: Ein enttäuschendes Ergebnis sieht anders aus. Die Aktionäre dürfen sich auf jeden Fall wieder über eine Dividende in Höhe von $2,65 pro Aktie freuen.

Und hier noch die komplette Pressemitteilung von Apple:

Apple Reports Third Quarter Results
17 Million iPads Sold

CUPERTINO, Calif., Jul 24, 2012 (BUSINESS WIRE) — –Board Declares Quarterly Dividend of $2.65 per Common Share

Apple(R) today announced financial results for its fiscal 2012 third quarter ended June 30, 2012. The Company posted quarterly revenue of $35.0 billion and quarterly net profit of $8.8 billion, or $9.32 per diluted share. These results compare to revenue of $28.6 billion and net profit of $7.3 billion, or $7.79 per diluted share, in the year-ago quarter. Gross margin was 42.8 percent compared to 41.7 percent in the year-ago quarter. International sales accounted for 62 percent of the quarter’s revenue.

The Company sold 26.0 million iPhones in the quarter, representing 28 percent unit growth over the year-ago quarter. Apple sold 17.0 million iPads during the quarter, an 84 percent unit increase over the year-ago quarter. The Company sold 4.0 million Macs during the quarter, a two percent unit increase over the year-ago quarter. Apple sold 6.8 million iPods, a 10 percent unit decline from the year-ago quarter.

Apple’s Board of Directors has declared a cash dividend of $2.65 per share of the Company’s common stock. The dividend is payable on August 16, 2012, to stockholders of record as of the close of business on August 13, 2012.

“We’re thrilled with record sales of 17 million iPads in the June quarter,” said Tim Cook, Apple’s CEO. “We’ve also just updated the entire MacBook line, will release Mountain Lion tomorrow and will be launching iOS 6 this Fall. We are also really looking forward to the amazing new products we’ve got in the pipeline.”

“We’re continuing to invest in the growth of our business and are pleased to be declaring a dividend of $2.65 per share today,” said Peter Oppenheimer, Apple’s CFO. “Looking ahead to the fourth fiscal quarter, we expect revenue of about $34 billion and diluted earnings per share of about $7.65.”

Apple will provide live streaming of its Q3 2012 financial results conference call beginning at 2:00 p.m. PDT on July 24, 2012 at www.apple.com/quicktime/qtv/earningsq312 . This webcast will also be available for replay for approximately two weeks thereafter.

This press release contains forward-looking statements including without limitation those about the Company’s estimated revenue and diluted earnings per share. These statements involve risks and uncertainties, and actual results may differ. Risks and uncertainties include without limitation the effect of competitive and economic factors, and the Company’s reaction to those factors, on consumer and business buying decisions with respect to the Company’s products; continued competitive pressures in the marketplace; the ability of the Company to deliver to the marketplace and stimulate customer demand for new programs, products, and technological innovations on a timely basis; the effect that product introductions and transitions, changes in product pricing or mix, and/or increases in component costs could have on the Company’s gross margin; the inventory risk associated with the Company’s need to order or commit to order product components in advance of customer orders; the continued availability on acceptable terms, or at all, of certain components and services essential to the Company’s business currently obtained by the Company from sole or limited sources; the effect that the Company’s dependency on manufacturing and logistics services provided by third parties may have on the quality, quantity or cost of products manufactured or services rendered; risks associated with the Company’s international operations; the Company’s reliance on third-party intellectual property and digital content; the potential impact of a finding that the Company has infringed on the intellectual property rights of others; the Company’s dependency on the performance of distributors, carriers and other resellers of the Company’s products; the effect that product and service quality problems could have on the Company’s sales and operating profits; the continued service and availability of key executives and employees; war, terrorism, public health issues, natural disasters, and other circumstances that could disrupt supply, delivery, or demand of products; and unfavorable results of other legal proceedings. More information on potential factors that could affect the Company’s financial results is included from time to time in the “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” sections of the Company’s public reports filed with the SEC, including the Company’s Form 10-K for the fiscal year ended September 24, 2011, its Forms 10-Q for the fiscal quarters ended December 31, 2011 and March 31, 2012, and its Form 10-Q for the quarter ended June 30, 2012 to be filed with the SEC. The Company assumes no obligation to update any forward-looking statements or information, which speak as of their respective dates.

Apple designs Macs, the best personal computers in the world, along with OS X, iLife, iWork and professional software. Apple leads the digital music revolution with its iPods and iTunes online store. Apple has reinvented the mobile phone with its revolutionary iPhone and App Store, and is defining the future of mobile media and computing devices with iPad.