✔️ 2022-04-26 16:52:13 - Paris/France.
apple (AAPL -2,27%) ibambe ngokuqinileyo ngaphandle kokuthengisa ngamandla kwizitokhwe zetekhnoloji kulo nyaka, izabelo zomenzi we-iPhone zehle nge-10% kuphela ngo-2022 xa kuthelekiswa nokuhla kwe-25% ICandelo lobuChwephesha leNasdaq-100 isalathisi.
Abatyali-zimali, nangona kunjalo, banokulindela ukuba isitokhwe sika-Apple sifumane ukonyuka okukhulu xa inika ingxelo yekota yesibini yeziphumo zezimali zika-2022 kwiinyanga ezintathu eziphele nge-26 kaMatshi, nge-28 ka-Epreli. Makhe sijonge oko kulindelekileyo kwi-Apple kwikota yesibini kwaye kutheni iqonga libonakala limiselwe omnye umjikelo wamanani anamandla avela kwi-tech giant.
Imfuno eyomeleleyo ye-iPhone inokunceda i-Apple iphumelele ulindelo
Xa i-Apple ikhupha iziphumo zayo zekota yokuqala ngoJanuwari kulo nyaka, inkampani yagqiba ekubeni ingasishiyi isikhokelo esisemthethweni, ichaza "ukungaqiniseki okuqhubekayo kwihlabathi elikufutshane". Nangona kunjalo, iGosa eliPhezulu lezeMali uLuca Maestri ugxininise kumnxeba wenkomfa yengeniso kaJanuwari yokuba i-Apple "inokufikelela ekukhuleni okuqinileyo konyaka-mali kwaye isete irekhodi yengeniso yekota." Ngo-Matshi ngaphandle kwemiqobo ebalulekileyo yokubonelela ".
UMaestri wongeze ukuba uxinzelelo lokubonelela ngekota kaMatshi lunokuba sezantsi kunelo lafunyanwa yinkampani kwikota yokuqala yemali, ephele ngoDisemba. Oku kuchaza ukuba kutheni iWall Street ilindele ukuba i-Apple ivelise i-94 yeebhiliyoni zeedola kwingeniso kwikota yesibini, ukunyuka kwe-5% kwingeniso yerekhodi ye-89,6 yeebhiliyoni zeedola kunyaka ophelileyo.
Ukunyuka konyaka-enyakeni kunokubonakala ngathi kucotha xa uqala ukukubona. Nangona kunjalo, abatyali-zimali kufuneka bakhumbule ukuba ukuphehlelelwa kade kwe-iPhone 12 kwikota yokuqala yemali ka-2021 (ixesha eliphele ngo-Disemba 2020) lithetha ukuba imfuno yesi sixhobo iqhubele phambili kwikota yesibini ka-2021 (ngoMatshi ka-2021). Ukuthelekisa, iimodeli ze-iPhone 13 bezithengiswa ukusukela kwikota yesine yemali ka-2021, ke iApple ijongana nobunzima bokuthelekisa unyaka nonyaka.
Okwangoku, uluvo lukaMaestri lubonisa ukuba imfuno yeemveliso ze-Apple yahlala yomelele kwikota yokugqibela. Nabahlalutyi balindele into efanayo, njengoko isiphelo esiphezulu soqikelelo lwengeniso yekota yesibini ye-Apple luhleli kwi-100,4 yeebhiliyoni zeedola, nto leyo enokuguqulela ukukhula okuphindwe kabini kunyaka-enyakeni.
Ayizukumangalisa ukubona i-Apple ibetha isiphelo esiphezulu sengqikelelo yeWall Street. UMorgan Stanley Umhlalutyi uKaty Huberty uqikelele ukunyuka kwe-10% kunyaka-unyaka wokuthunyelwa kwe-iPhone kwikota yesibini, eqhutywa yimfuno eqinile ye-iPhone 13. Inkampani yayithumele malunga ne-60 yezigidi ze-iPhones kwikota yonyaka ongaphambili, ebonisa ukuba inokuba nayo. Kuthunyelwe malunga ne-66 yezigidi ze-iPhones ngeli xesha.
I-Huberty iphinde yanyusa ixabiso layo eliqhelekileyo lokuthengisa (ASP) kwi-iPhone yayo ukuya kwi-878 yeedola ukusuka kuqikelelo lwangaphambili lwe-848 yeedola. Ukonyuka kwe-Apple iPhone ASP kunokubalelwa kumxube wokuthengisa oncomekayo. Ngokutsho kwe-Huberty, i-iPhone 13 ibalwa kwi-69% ye-Apple ye-smartphone yokuthengisa kwikota yokugqibela, kunye ne-16% eyongezelelweyo evela kwi-iPhone 12. Ngoko ke kuqikelelwa ukuba izixhobo ze-5G zibalelwa kwi-85% ye-iPhone yokuthengiswa kwe-iPhone kwi-trimester yokugqibela. Oku kufanele ukuba kube nefuthe elihle kwingeniso yenkampani kunye nomgca osezantsi, njengoko isonwabela amandla amaxabiso ancomekayo ngexesha lee-smartphones ze-5G.
Ukuthatha ukuthunyelwa kweeyunithi ze-66 yezigidi, i-ASP eqikelelwayo kaHuberty ikhomba kwi-58 yeebhiliyoni zeedola kwingeniso ye-iPhone kwikota yesibini, iphantse i-21% kwingeniso ye-iPhone ye-47,9, i-58 yeebhiliyoni zeedola ngonyaka odlulileyo. Njengoko i-iPhone ingowona mthombo mkhulu wengeniso ye-Apple, ivelisa i-2022% yengeniso yayo kwikota yokuqala yemali ka-XNUMX, ukusebenza okuqinileyo kolu mgca wemveliso kunokunceda i-Apple iphume phambili ekujoliswe kuyo.
Abahlalutyi balindele ukuba inkampani inike ingxelo ngengeniso ye-1,43 yeedola ngesabelo ngasinye, okuya kuba kukutsiba okuncinci ukusuka kwi-1,40 yexabiso lesabelo kwithuba lonyaka ophelileyo. Nangona kunjalo, indibaniselwano yemithamo ephezulu kunye namaxabiso aphuculweyo kufuneka abe nempembelelo entle kwiziphumo ze-Apple kwaye ayincede ichaze amanani awomeleleyo.
Izizathu ezingakumbi zokuba nethemba
Ngaphandle kwe-iPhone, iMac ye-Apple kunye namashishini eenkonzo kulindeleke ukuba afake isandla ekukhuleni kwenkampani. Ukuthunyelwa kwe-Mac kuqikelelwa ukuba kufikelele kwi-7,2 yezigidi kwikota yokugqibela, phambi koqikelelo lwabahlalutyi lwe-6 yezigidi zeeyunithi. Ngenxa yoko, ingeniso yemali ye-Apple kwikota yesibini ingaba yi-9,5 yeebhiliyoni zeedola, ngokutsho kukaHuberty, ukusuka kwi-9,1 yeebhiliyoni zeedola ngonyaka ngaphambili.
Ngeli xesha, icandelo leenkonzo kuqikelelwa ukuba lirekhode phantse i-20 yeebhiliyoni zeerandi kwingeniso yekota yokugqibela, nto leyo eya kuthi iguqulele ekunyukeni kwe-18% ukusuka kwikota yonyaka ophelileyo. Ukonyuka kwesiseko esifakiweyo se-Apple ngasemva ekuthengisweni kwesixhobo esonyukayo kunye nokuzibandakanya kwabasebenzisi okomeleleyo kube ngumsindo weshishini leenkonzo, kwaye imeko ibonakala iqhubekile kwixesha elizayo.
Kufuneka kwakhona kuqatshelwe ukuba ishishini lenkonzo livelisa i-margin ephezulu kakhulu kuneemveliso ezithengiswa yi-Apple. Ngoko ke, ukukhula okuchukumisayo kwinkonzo engaphambili kufuneka kube nefuthe elihle kwimivuzo yenkampani.
Kukho izizathu ezininzi zokukholelwa ukuba i-Apple iya kwenye ikota yesibhengezo. Amanani anamandla kunokuba bekulindelwe anokuthumela isitokhwe setekhnoloji esibhakabhakeni, ke abatyali-mali abasesecaleni banokufuna ukuthenga i-Apple ngaphambi kokuba iduru.
Eli nqaku limele uluvo lombhali, onokungavumelani nesikhundla "sokusemthethweni" sokuqinisekiswa kwenkonzo yeengcebiso eziphezulu kwi-Motley Fool. Asifani! Ukucela umngeni kwithisisi yotyalo-mali - nokuba enye eyethu - isinceda sonke ukuba sicinge nzulu malunga notyalo-mali kwaye senze izigqibo ezisinceda sibe krelekrele, sonwabe ngakumbi, kwaye sibe zizityebi.
SOURCE: Uphonononga Iindaba
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