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Apple、再び「ホリデー期を除く過去最高の四半期」を記録。iPhone売上も新記録達成

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Appleが2010年第2四半期の収支決算を発表し ― 誰もが予想した通り、またも驚異的な四半期となった。収益$13.5B(135億ドル)は同社自身およびウォール街双方の予想を上回った。純利益は$3.07B(30億7000万ドル)― 1株当たり$3.33だった。プレスリリースでCEO Steve Jobsが話した主要部分はこれだ。

「当社通常四半期における過去最高となる収益49%増、利益90%増を記録したことを報告できることを大変喜んでいます」とApple CEO、Steve Jobsが語った。「私たちは革命的新製品iPadを発売して大好評をいただいているほか、続けて今年まだいくつかの並外れた製品を送り出す予定です。」

アナリストらの予想は、1株当たり利益$2.45、収益$12.04B(120億4000万ドル)だった。Apple自身の目標値(常に控え目)は1株当たり利益が$2.06~$2.18、収益は$11~$11.4B(110~114億ドル)だった。Appleはこれを圧倒した。

他の主要な数値は、同四半期中のMacの販売台数が294万台(前年同期比33%増)、iPhone 875万台(同131%増)、iPod 1089万台(同1%減)など。iPadの正確な数字は明かされなかった。

ホリデーシーズンの前四半期にAppleは870万のiPhoneを販売しており、今回それをしのいだという事実は、きわめて注目に値する。もちろん今われわれはiPhone HD(どう呼ぶかはお好きなように)がやって来ることを知っているので、次の四半期は多少落ち込むかもしれない(もちろん、いずれにせよ毎年新しいハードウェアが出ることはみんな知っていたはずであるが)。

またAppleは次四半期の目標値を大幅に上方修正した。CFO Peter Oppenheimerが語ったところによると、収益は$13B~$13.4B(130~134億ドル)の範囲になるだろうという。繰り返すが、Appleは常に控え目な数字を出すので、実際の数字はずっと大きくなることが予想される。

以下は収支報告会見のメモ(英文)

On the call are CFO Peter Oppenheimer, COO Tim Cook, and Apple’s Treasurer.

Oppenheimer: Outstanding March quarter results exceeding our expectations. Best non-holiday quarter ever. Highest quarterly iPhone sales ever. Best Mac sales in a March quarter. Revenue up 49% over prior March quarter. iPhone sales more than doubled (over last year). Net income was up 91% over the year-ago quarter.

We just updated the MacBook Pro line. 3 and 4 weeks of Mac channel inventory. iPod sales were about equal (down 1%) — sales of iPod touch were up 61% year over year though. iPod revenue growth (12%) was the strongest growth in 2 years. Share is still over 70%.

3,500 new apps for the iPad so far. 185,000 apps overall.

All-time high for iPhone sales, beating our previous record last quarter. We have iPhone on 151 carriers in 88 countries. In Asia, Australia, Japan, and Europe, sales were strong.

Extremely pleased with iPad sales over the past few weeks. iPad with 3G will ship April 30 in the U.S.

$1.68 billion revenue from Apple Stores — way up from last year. 47 million visitors during the quarter – and increase of 20% over last year’s quarter. 40 to 50 new stores in 2010.

Gross margin was 41.7%.

Cash is $41.7 billion, up $1.9 billion from last quarter. The priority is preservation of capital.

Looking forward, iPad sales should be strong — and a new product transition should help sales (maybe the new iPhone?).

—————- Q&A Time ———————

Q: iPad is off to a fast start — any insights?

Cook: We don’t have enough experience to judge things yet. We’ll see how it goes. We’re thrilled with the sales so far.

Q: Were Mac sales slower in March due to the iPad?

Cook: If you look at the previous March we announced a new iMac and new Mac mini, this year we didn’t have that, so you can’t judge it on that, really.

Q: What about WiFi vs. 3G iPad?

Cook: Too early to tell what the mix will be.

Q: Why not put guidance higher for next quarter?

Oppenheimer: Some of it is lower iTunes sales (people use gift cards after the holidays). Mac sales should be up. iPod should decline year over year, as it has been doing. iPhone, we’re not sure. iPad is also a wait-and-see with the 3G version coming and it coming to other countries in May.

Q: Why was iPhone so good? It was staggering.

Cook: We had some staggering growth rates. 474% in Asia Pacific region. 183% growth in Japan. 133% growth in Europe. A lot of this was adding new carrier partners.

Q: What about China?

Cook: China has been interesting. Up 9 times year over year. Through the first half of this fiscal year, our revenue from China is almost $1.3 billion — that’s up over 200% year over year. (That includes Hong Kong.)

Q: How quickly can you ramp up iPad production?

Cook: We’ve done well versus our planned capacity. There isn’t a production problem — demand in the U.S. was just too high. It’s a good problem to have.

Q: Component pricing?

Cook: The DRAM market is constrained.

Q: What about the iAd business? Is this a profit center?

Oppenheimer: We’re putting our toes in the water. Don’t expect much from us this calendar year. We’ll learn going forward.

Q: What about AT&T?

Cook: They continue to work hard, and are making improvements. I think this will continue. Surveys back this up.

Q: What about carriers?

Cook: There are only three main countries with exclusive deals: United States, Germany, and Spain. We’ve expanded in the others beyond one carrier and we’ve seen sales grow. But that doesn’t mean that will always happen. We look at it on a case-by-case basis.

Q: Are you open minded about iPad pricing?

Cook: We have nothing to say on that, but we’re priced very aggressively right now.

Q: Accounting for the iPad — do you defer a portion of the revenue? Charge for iPad OS updates?

Oppenheimer: We’ll discuss that on the July conference call after the iPad is out there.

Q: China updates?

Oppenheimer: Tim talked a bit about the revenue, in terms of retail stores, we’ll open 2 in Shanghai. We should have 25 open by end of 2011.

Q: Apple has been aggressive about the patents. How should we think of legal expenses?

Oppenheimer: We’ve definitely factored in legal expenses into our forward-looking numbers.

Q: Can you talk about the different ways to move the iPhone?

Cook: The smartphone market is a great market to be in. And the iPhone is outgrowing the market by 3x. The numbers are even better outside the U.S. (in terms of growth). We’ve learned a lot.

Q: About the Apple TV — what’s going on there?

Cook: Units were up 34% year over year. But it’s still very small — it’s still a hobby for the company. If you look at the other markets Apple is in — computers are 300 million units a year, call phones are 1.2 billion per year, MP3 players are 100 million per year. These are enormous markets. The market for Apple TV is not, in our view, nearly that large yet. That’s why we classify it as a hobby. Don’t want to trick people. But a number of us love the product, and use the product. We continue to think there’s something interesting there.

Q: More about iAds?

Oppenheimer: As I commented earlier, we’re just putting our toes in the water now.

Q: iPad cannibalization of the Mac?

Cook: So far there’s nothing pointing to that yet. But we don’t know yet, it’s too early. Remember, we just announced new MacBook Pros too. With the iPad in terms of netbooks — to me it’s a no brainer. “It’s sort of 100 to 0. I can’t think of a single thing a netbook does well.

Q: But there’s no category for the iPad market yet, right?

Cook: I think Steve set this up well in January. The iPad is between the mobile phone and a notebook. There is so much you can do on an iPad. We already have the ecosystem with the App Store. Now we have a bigger canvas.

Q: What about the iPhone price? Should there be lower service plans?

Cook: We do everything that we can to try and get the best deal possible for the consumer. I feel like each of our carrier partners agree. When we dropped the iPhone 3G to $99, we were sort of surprised that so many people were still spending $199 for the iPhone 3GS. People want extremely innovative products.

Q: Margins for iPads — what about accessories?

Oppenheimer: The accessory portfolio is good for us. Many of iPhone and iPod accessories work with the iPad too. Let’s give it a little time, great things will happen.

Q: Any insight into iPad apps?

Oppenheimer: We’re not focused on making a lot of money on the App Store — with the iPad or iPhone. We’re just above break-even.

Q: Are there completely new Apple customers just from the iPad?

Cook: I think so, but it’s too early to tell.

Q: Other products in the pipeline? Are those enhancements?

Oppenheimer: We’re not going to help our competitors, so I won’t answer that. But we’re very excited about upcoming products.

That’s a wrap.

[原文へ]

(翻訳:Nob Takahashi)