애플, 9월 분기에 iPhone 및 iPad 공급 부족 현상 예상
- 애플 CFO 루카 마에스트리는 오늘 컨퍼런스 콜에서 6월에 나타난 공급 부족이 9월 분기(회계연도 4분기)에 더 커질 것이라면서 특히 iPhone과 iPad에 영향을 줄 것이라고 덧붙여https://t.co/FLsfL78okx

— Wan Ki Choi (@wkchoi) July 27, 2021

Apple demolishes earnings expectations with iPhone sales surging nearly 50% https://t.co/nNkVmlzEYP

— CNBC (@CNBC) July 27, 2021

EARNINGS: Apple Q3 EPS $1.30 vs. $1.01 Est.; Q3 Revs. $81.43B vs. $73.30B Est. • $AAPL https://t.co/I26cjOCl6X pic.twitter.com/hiSJqRjYYh

— CNBC Now (@CNBCnow) July 27, 2021

• iPhone revenue: $39.57B vs. $34.01B est.
• Services revs.: $17.48B vs. $16.33B est.
• Other Products revs.: $8.76B vs. $7.80B est.
• Mac revs.: $8.24B vs. $8.07B est.
• iPad revs.: $7.37B vs. $7.15B est.https://t.co/BeoszALCv1

— CNBC Now (@CNBCnow) July 27, 2021

Apple
収益・EPSともに予想を上回り、すべての主要製品ラインが前年比12％以上の成長を見せた。
iPhoneは買い替えだけでなくAndroidからの乗り換えも多かったそう。また、半導体不足がなければMacとiPadの成績ももっと良かったはずとのこと。https://t.co/aG3TRECA2D

— 今村咲 (@saki_imamura) July 27, 2021

Apple warns supply constraints will impact iPhone and iPad, shares fall
https://t.co/Kf7cxT36fD

— CNBC (@CNBC) July 27, 2021

I don't understand why Apple $AAPL is down. All the numbers look strong. Perhaps investors were expecting even more strong. https://t.co/jxhRuS4wgq

— Matt Rosoff (@MattRosoff) July 27, 2021

Here's what's sending $AAPL down 2%. Supply constraints expected to impact iPhones and iPads this quarter.https://t.co/pKKTRWvI6t

— Steve Kovach (@stevekovach) July 27, 2021

Why are there Apple analysts? Largest company in the world and they destroy the consensus... Every. Single. Quarter. https://t.co/69uJXIVRGx

— barnejek (@barnejek) July 27, 2021

Apple's cash pile is now worth $190.64B, down $13.7B from last quarter. https://t.co/BeoszALCv1

— CNBC Now (@CNBCnow) July 27, 2021

Apple set to report earnings after the bell https://t.co/zooePyl5Ez

— CNBC (@CNBC) July 27, 2021

애플 Q3 실적: 매출 814억1천만 달러로 전년 대비 36% 증가. 모든 부문에서 시장 예상을 상회하는 견실한 두자릿수 성장세. 다만 Mac과 iPad는 칩셋 부족 영향을 받았다고 인정. 서비스 유료 구독자는 7억 명으로 작년 대비 1억5천만 명 증가. https://t.co/hgpDEDmMA2

— 나가토 유키 (@nagato708) July 27, 2021

EARNINGS: Apple Q3 EPS $1.30 vs. $1.01 Est.; Q3 Revs. $81.43B vs. $73.30B Est. • $AAPL https://t.co/lxPyg5D4xG @CNBCJosh pic.twitter.com/nN7OCVFD79

— CNBC (@CNBC) July 27, 2021

Tim Cook confirms "silicon" (aka chips) supply constraints are expected to impact iPhone/iPad this quarter.https://t.co/pKKTRWe6HT

— Steve Kovach (@stevekovach) July 27, 2021

Math time: Google, Apple and Microsoft collectively produced $56.73 billion in profit on sales of $189.5 billion in a quarter that is typically pretty sleepy for tech.

Jaw-dropping.$AAPL: https://t.co/kmDoAOITxi$GOOG: https://t.co/ciXi3BysHA$MSFT: https://t.co/OIbMIGXCr6

— Jeremy C. Owens (@jowens510) July 27, 2021