Apple's Multi-Year iPhone Cycle And App Store Dynamics Are Growth Catalysts: Analyst
Apple's Multi-Year iPhone Cycle And App Store Dynamics Are Growth Catalysts: Analyst
In November, global App Store revenue increased by 15.8% year-over-year, with China showing a 9.0% year-over-year growth, adds the analyst.BofA Securities analyst Wamsi Mohan maintained a Buy rating on Apple Inc. (NASDAQ:AAPL) with a price target of $256.
美國銀行證券分析師Wamsi Mohan維持對蘋果公司（NASDAQ:AAPL）的買入評級，目標價爲256美元。
The analyst cited the multi-year iPhone upgrade cycle, tailwinds to gross margin, and strong cash flows as factors for rating reiteration.
分析師指出多年iPhone升級週期、毛利率順勢增長以及強勁現金流是重申評級的因素。
The analyst writes that, as per SensorTower data, App Store revenues in first-quarter FY25 (after 64 days) rose to $5.6 billion, a 15.2% year-over-year increase. Total downloads (iPhone and iPad) grew by 7.4% year-over-year, reaching 6.1 billion.
分析師稱，根據SensorTower的數據，FY25財年第一季度（64天后）App Store的營業收入達到了56億美元，同比增長15.2%。總下載量（iPhone和iPad）同比增長7.4%，達到61億。
In November, global App Store revenue increased by 15.8% year-over-year, with China showing a 9.0% year-over-year growth, adds the analyst.
分析師表示，11月份，全球App Store的營業收入同比增長了15.8%，中國同比增長9.0%。
Mohan writes that App store dollars per download also rose by 7.3% year-over-year.
Mohan表示，每次下載的App Store收入也同比增長了7.3%。
Entertainment app revenue grew 35% year-over-year after 64 days and Gaming revenue increased 5% to $2.7 billion. Games remain the largest segment, followed by Entertainment (16%) and other categories, adds the analyst.
娛樂應用的營業收入在64天后同比增長了35%，遊戲收入增長了5%至27億美元。遊戲仍然是最大的部門，其次是娛樂（16%）和其他分類，分析師補充道。
Mohan says this highlights a shift toward more diverse revenue streams as non-gaming apps monetize more. The impact of the new Apple Intelligence on download and revenue trends will be closely monitored.
Mohan表示，這突顯了向更多樣化的營收流向轉變，非遊戲類應用實現了更多的貨幣化。新的Apple Intelligence對下載和營收趨勢的影響將被密切監測。
The analyst projects total services revenue growth of 13% year-over-year for both first-quarter and second-quarter of FY25 and sees the resilience in services as a long-term positive indicator.
分析師預測財年FY25第一季度和第二季度的總服務營收同比增長13%，並將服務業的韌性視爲長期積極指標。
Mohan writes that 270 days after Apple's compliance deadline, there has been minimal impact on web browser downloads in the EU.
莫漢表示，在蘋果的合規期限之後270天，在歐盟的網絡瀏覽器下載中影響微乎其微。
The iPhone company reported fiscal fourth-quarter revenue of $94.9 billion, topping analyst estimates of $94.56 billion. Adjusted EPS of $1.64 surpassed forecasts of $1.60.
這家iPhone公司報告了第四財季營業收入爲949億美元，超過了分析師對945.6億美元的估計。調整後的每股收益爲1.64美元，超過了1.60美元的預測。
Price Action: AAPl shares are up 0.76% at $241.41 at the last check Tuesday.
股價走勢：AAPl股價在上週二最後一次檢查時上漲0.76％，報241.41美元。
Image via Shutterstock
圖片來源：shutterstock
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譯文內容由第三人軟體翻譯。