2025-01-31 07:29:00 :
Apple executives predict that sales growth is relatively strong, and the company will recover in iPhone sales because it launches artificial intelligence functions.
The prediction is that the iPhone revenue of Apple is a slightly reduced and backward Wall Street estimate after the holiday shopping quarterly. This is hindered because some artificial intelligence functions lack the market, which aims to become the main selling point of its latest devices.
Tim Cook, CEO of Apple
Tim Cook, CEO of Apple, said these features will attract more users in this spring, while market transactions have risen by 3.14 % after the stock.
Apple has more cautiously connecting with AI than many peers, avoiding the huge data center expenditure of competitors such as Microsoft. Instead, AI is imagined to help sell its latest hardware.
Earlier this week, this method launched a free AI technology in Deepseek, China, which caused people’s concerns about the price war. This is the stock of some competitors of Apple and reduced the iPhone Maker’s stock slightly.
Although AI launched a decline, Apple’s overall sales and profits were strongly increased by its iPad and Mac sales. Here, the new chip helped persuade customers to upgrade.
Apple’s fiscal prospects
Chief Financial Officer Kevan Parekh showed a more interesting prospect for the second quarter of the second quarter. The company expects that after the negative effect of 2.5 percentage points, Sales will increase within the number of digits low as low as.
Gil Luria, managing director of Da Davidson, said: “With the growth of the iPhone and Apple’s difficult quarter in China, the guidance and management of the call exceeded expectations.”
According to LSEG data, in the right quarter, iPhone’s sales fell slightly to US $ 69.14 billion, while analysts expected $ 7.13 billion. China’s sales fell to US $ 18.51 billion, while the same period last year was US $ 20.82 billion, which was lower than the US $ 21.33 billion in ALPHA survey expected to the five analysts.
According to LSEG data, the total sales of the first quarter of the first quarter of the first quarter as of the first quarter of the inch on December 28 were US $ 124.3 billion, and the target of Wall Street was US $ 124.12 billion. Consensus.
Apple Location AI as a new feature set
The iPhone Maker positions AI as a set of new features and functions, such as drafting emails and copy calls, but the company is launching the function over time, and has not yet obtained local partners in China to release them.
Tim Cook, CEO of Apple, said in an interview that AI function (called Apple Intelligence) is promoting the sales of new equipment.
Cook said: “We see that in the market where we launch Apple Intelligence, the year -on -year performance of the iPhone 16 family is stronger than the market without Apple Smart.”
Cook said that Apple intelligence is appearing in new languages ​​(such as France and German in April), but he said that there is no timetable when it can be used in China.
Cook said: “We will continue to cooperate with regulatory agencies and release it as soon as possible.”
Tim Cook (Tim Cook) sells at Apple Inc.
Cook told Reuters that about half of Apple’s decline in China’s revenue was about half due to changes in the amount of inventory held by the company dealers.
Last quarter’s Mac sales benefited from new products of the new Mac minis, IMAC and MacBook Pros, and with new M4 chips. Apple Intelligence features are more widely available on Apple’s Mac and iPad, because their size means that they have more powerful chips.
Cook said: “Silicon is very suitable for running AI workloads, so I think this is a very convincing reason for people to upgrade.”
Overview: Apple Mac, iPad and iCloud
According to LSEG data, Apple’s Mac and iPad sales reached US $ 8.99 billion and US $ 8.09 billion, respectively, higher than US $ 7.96 billion and US $ 7.32 billion.
Apple said its service business includes ICloud storage and its streaming media music and video services, with sales reaching US $ 26.34 billion, an estimated $ 26.09 billion over the previous year and above, an increase of 13.9 %.
EMARKETER analyst Jacob Bourne said: “Although the company’s cautious method of AI promotion has caused criticism, strong service growth and ecosystem expansion are providing key momentum to help relieve its alleviation in China in China Continuous iPhone continues. “
According to LSEG data, the company’s wearable device segmentation market (including the Apple Watch and AirPods series) sales are US $ 11.75 billion, while analysts expectations are US $ 12.01 billion.
Disclaimer: This story is published from the supply of the wire proxy, and the text is not modified. Only changed the title and added a sub -title.
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