Szef Apple’a: „Nie wierzę, że wrócimy tam, gdzie byliśmy”
Apple osiągnęło rekord sprzedaży wszechczasów na komputerach Mac. Z iPhone'ami nie było jednak tak dobrze.

Trend przejścia na pracę zdalną nie odwróci się – uważa CEO.
Komputery i tablety osiągnęły „fenomenalny wzrost” – twierdzi CEO Apple’a Tim Cook. W całym IV kw. finansowym (zakończonym 26 września br.) koncern osiągnął 64,7 mld dol. przychodów, o 1 proc. więcej niż przed rokiem. Zysk netto jednak spadł o 7,5 proc., do 12,67 mld dol.
Sprzedaż w Europie poprawiła się o 13 proc. (blisko 2 mld dol.), 16,9 mld dol.
W przypadku Mac’ów globalnie odnotowano historyczny rekord przychodów ze sprzedaży (wzrost 1,6 mld dol., tj. o 29 proc., do ponad 9 mld dol.), co w sumie nie zaskakuje, biorąc pod uwagę silne ssanie z rynku związane z pracą zdalną.
Z tego samego powodu także iPady miały duże wzięcie (+46 proc. r/r, 6,8 mld dol.), a pomogły w tym jeszcze premiery nowych urządzeń we wrześniu.
„Normalność staje się czymś innym”
CEO Tim Cook uważa, że solidny popyt na komputery to trwałe zjawisko, tak jak home office przypuszczalnie stanie się na stałe częścią modelu pracy.
„Uważam, że trend w kierunku zdalnej pracy i nauki nie odwróci się, z powrotem do normalności. Normalność staje się czymś innym, ponieważ ludzie przekonali się, że są aspekty, które się dobrze sprawdzają. Nie wierzę, że wrócimy tam, gdzie byliśmy” – twierdzi szef korporacji.
7 mld dol. mniej ze sprzedaży iPhone’ów
Rekordowe zakupy Mac’ów, tabletów i innych urządzeń, zrekompensowały spadek na iPhone’ach (-21 proc.), które generują największą sprzedaż producenta (26,4 mld dol. w IV kw.). To aż 7 mld dol. mniej wpływu niż przed rokiem.
Mimo że wynik notowano przed doroczną premierą nowych smartonów, już z 5G (w tym roku ją przesunięto na październik), dołek na iPhone’ach i zaburzenie cyklu premier mógł nie spodobać się inwestorom, mimo rekordów na komputerach. Kurs akcji koncernu spadł.
Warto też zwrócić uwagę, że przychody z usług, na które od jakiegoś czasu Apple zwraca szczególną uwagę, przekroczyły już połowę obrotów ze sprzedaży iPhone’ów (14,6 mld dol., po wzroście o 16 proc., sięgając rekordowego poziomu).
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Europejski rynek smartfonów zanurkował o 16 proc.
„Ogólny klimat w Europie jest nadal ponury" - komentuje analityk.
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