CUPERTINO (The Thursday Times) — Apple ne Peer ko ab tak ka apna sab se bara September quarter report kiya, jis mein revenue 114 arab 50 crore dollar rahi, lekin khabardar kiya ke memory chip ki qeematein barhti rahengi aur Apple yeh nahin bata sakta ke us ke naye foldable iPhone ke khareedar intezar kab khatam karenge.
Revenue aik saal pehle ke muqable mein 12% barhi, aur net income 30 arab 70 crore dollar tak pahunch gayi. iPhone ki farokht 57 arab 60 crore dollar rahi, jo pehle 49 arab dollar thi. Mac ki farokht barh kar 10 arab 80 crore dollar aur services ki 31 arab 60 crore dollar ho gayi, jabke Greater China mein farokht 14 arab 50 crore dollar se barh kar 17 arab 50 crore dollar ho gayi. Poore saal mein Apple ki revenue 479 arab dollar rahi, jo aik record hai.
Yeh John Ternus ki pehli earnings call thi, jab se unhon ne 1 September ko Tim Cook ki jagah chief executive ka mansab sambhala.
iPhone Duo ka intezar
Apple ka pehla foldable iPhone Duo 23 October ko, quarter khatam hone ke baad, farokht ke liye pesh hua, is liye is ki farokht in figures mein shamil nahin. Yeh Apple ki website par chand ghanton mein sold out ho gaya, aur jin khareedaron ne preorder nahin kiya ya qatar mein nahin lage, unhein ab delivery ki tareekhein agle saal ki dikhai de rahi hain.
"Yeh andaza lagana waqai mushkil hai ke supply aur demand mein tawazun kab aayega," Apple ke chief operating officer Sabih Khan ne analysts se kaha. Apple ne kaha ke woh demand poori karne mein madad ke liye apne titanium supplier ke saath shirakat ko gehra kar raha hai.
Devices mehnge kyun ho sakte hain
Call mein sab se bari fikr memory ke bare mein thi, yaani woh chips jo phones aur computers mein data mehfooz rakhte hain. AI industry ki demand ne har hardware maker ke liye qeematein barha di hain. "Hum memory ki qeematon mein abhi jo kuch dekh rahe hain, woh pehle kabhi nahin dekha gaya," Ternus ne kaha, aur izafa kiya ke Apple ko December quarter mein "is se bhi zyada" costs aur is ke baad mazeed izafe ki tawaqqo thi.
Apple pehle hi June ke aakhir mein Macs aur iPads ki qeematein aur September mein iPhones ki qeematein barha chuka hai, aur Khan ne kaha ke yeh faisle "na chahte hue" kiye gaye. Unhon ne mazeed izafe ko radd nahin kiya. Apple ne December quarter ke liye gross margin 45 se 46% rehne ka andaza lagaya hai, jo September quarter mein 47.9% tha, aur is figure mein tariff refunds se hone wala taqreeban aik percentage point shamil tha.
Kampani zakhira jama kar rahi hai. Is ki inventory 14 arab 54 crore dollar rahi, jo aik saal pehle ke 5 arab 72 crore dollar se 154% zyada hai, aur June aur September ke darmiyan parts khareedne ke commitments mein 33 arab dollar ka izafa hua.
Apple ne kaha ke supply ki hudood se iPad ko bhi nuqsan hua. Is ki sales 10% kam ho kar 6 arab 20 crore dollar rah gayin, jo analysts ke 6 arab 70 crore dollar ke andaze se kam hai. Wearables, home products aur accessories ki sales bhi 9 arab dollar se gir kar 8 arab 30 crore dollar rah gayin.
