Czego spodziewa się Apple
Koronawirus okazał się dla Apple'a łagodniejszy, niż przypuszczano. Jednak niepewność na rynku utrzyma się.

Sprzedaż komputerów i tabletów Apple'a nadal bedzie rosła w II kw. w związku z pracą i nauką online – przypuszcza CEO Tim Cook. Liczy zwłaszcza na nowe modele MacBook'ów i iPadów, które niedawno weszły na rynek. Szef firmy zapewnia, że w końcu marca br. produkcja sprzętu w Chinach znów ruszyła pełną parą i że jest zadowolony ze sprzedaży nowych urządzeń.
Z iPhone'ami w II kw. br. raczej nie będzie także dobrze. Koncern spodziewa się spadku sprzedaży.
Zamknięci w domach ludzie nie skąpią natomiast na usługi Apple'a, jak AppStore, streaming muzyki, tv. Miniony kwartał był rekordowy w tym segmencie, a zapotrzebowanie według przypuszczeń powinno nadal być duże w II kw. br.
Apple zrezygnował jednak z podawania prognozy wyników na II kw. br. Tłumaczy to niepewnością związaną z koronawirusem.
W I kw. br. Apple zaskoczył na plus
Po wybuchu pandemii w Chinach Apple wskazywano jako producenta, który może mieć problemy, choćby z powodu kłopotów z produkcją sprzętu, jednak jak się okazało zaraza nie zaszkodziła firmie tak bardzo, jak przypuszczano.
W I kw. br. Apple osiągnął przychody nieco wyższe niż przed rokiem (58,3 mld dol.). Zysk na akcję wyniósł 2,55 dol. wobec 2,46 dol. w ub.r. Oba wyniki na plus zaskoczyły analityków.
Prognoza sprzed koronawirusa zakładała jednak 63 – 67 mld dol. sprzedaży. Według CEO w pierwszych tygodniach br. zanosiło się na wynik z górnej części tego przedziału, zanim epidemia w Chinach rozszalała się na dobre.
Spadek iPhone'ów i Mac'ów, rekord w usługach
W I kw. br. poszły w dół obroty na głównych grupach produktowych Apple'a. Mimo to większe niż oczekiwano były przychody ze sprzedaży iPhone'ów – 29 mld dol. (-6,7 proc. r/r). Apple nie podaje wolumenów. W przypadku Mac'ów dołek był blisko 3-procentowy, co oznacza 5,35 mld dol. obrotów. Lepiej sprzedawały się natomiast wearables, jak smartwarche (+22 proc.).
Popularność usług w warunkach światowego lockdownu biła rekordy (+16,5 proc., 13,35 mld dol.). W porównaniu z marcem ub.r. liczba subskrybentów wzrosła o 125 mln do 515 mln.
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Europejski rynek smartfonów zanurkował o 16 proc.
„Ogólny klimat w Europie jest nadal ponury" - komentuje analityk.
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