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Apple, Amazon, Google and Facebook Earnings Calls: What Stood Out in Each

Apple, Amazon, Google and Facebook Earnings Calls: What Stood Out in Each

蘋果,亞馬遜,谷歌和 Facebook 的盈利電話會議:什麼在每個站出來
TheStreet ·  2020/07/31 19:30

As usual, Apple( AAPL ) - Get Report, Amazon.com( AMZN ) - Get Report, Alphabet( GOOG ) - Get Reportand Facebook( FB ) - Get Reportmade some significant disclosures on their quarterly earnings calls.

和往常一樣,蘋果(AAPL.O:行情)AAPL)-獲取報告,Amazon.com(AMZN)-獲取報告,Alphabet(GOOG)-獲取報告和Facebook(Fb)-Get Report在季度收益電話會議上做出了一些重要披露。

Here’s one big thing that stood out in each of the tech giants’ calendar Q2 calls, which were held on Thursday afternoon. 1. Apple Reeled in a Large Number of First-Time Hardware Buyers

在週四下午舉行的每一次科技巨頭日曆第二季度電話會議上,有一件大事脱穎而出。 1. 蘋果吸引了大量首次購買硬件的人

On Apple’s call, CFO Luca Maestri disclosed that more than 75% of June quarter Apple Watch purchases, and roughly half of the quarter’s iPad and Mac purchases, were first-time buyers.

應蘋果的要求,首席財務官盧卡·馬埃斯特里透露,在6月當季的Apple Watch購買量中,超過75%是首次購買,在iPad和Mac當季購買量中,約有一半是首次購買。

While Maestri made similar disclosures about March quarter sales activity three months ago, his comments mean that the absolute number of first-time iPad and Mac buyers rose sharply on a sequential basis, since iPad and Mac sales saw 51% and 32% sequential growth, respectively, in the June quarter.

雖然Maestri在三個月前曾披露過類似的3月份季度銷售活動,但他的言論意味着首次購買iPad和Mac的絕對數量環比大幅上升,因為iPad和Mac的銷量在6月份的季度分別實現了51%和32%的環比增長。

Separately, Tim Cook indicated that the iPhone SE, which was refreshed in April, both provided a major boost to June quarter iPhone sales and is generating a larger portion of its sales from Android users than it was a year ago.

另外,蒂姆·庫克表示,4月份更新的iPhone SE對6月當季的iPhone銷量都起到了重大提振作用,而且與一年前相比,Android用户在iPhone銷售中所佔的比例更大。

Aside from giving Apple a larger hardware installed base to sell on upgrades down the line, hardware sales to first-time buyers benefit the company by giving it more opportunities over the long run to cross-sell other hardware and services. 2. Amazon Is Investing a Ton in Warehouse Expansion This Year

除了給蘋果提供更大的硬件安裝基礎,以便在未來的升級中銷售之外,向首次買家銷售硬件讓公司受益,因為從長遠來看,它有更多機會交叉銷售其他硬件和服務。 2. 亞馬遜今年在倉庫擴建上投入了大量資金

On Amazon’s call, CFO Brian Olsavsky said that his company, which just saw annual revenue growth accelerate to 40% in Q2 from 26% in Q1, plans to grow its fulfillment network square footage by about 50% this year, with much of the capacity coming online in late Q3 and in Q4. By comparison, fulfillment network square footage rose only 15% in 2019.

亞馬遜首席財務官布萊恩·奧爾薩夫斯基在電話會議上表示,亞馬遜第二季度的年收入增速剛剛從第一季度的26%加速至40%,該公司計劃今年將其配送網絡面積擴大約50%,其中大部分產能將在第三季度末和第四季度上線。相比之下,履行網絡面積在2019年僅增長了15%。

Separately, in its Q2 report, Amazon disclosed that (after backing out proceeds from property and equipment sales) its direct spending on property and equipment rose 151% annually in Q2 to $6.62 billion.

另外,亞馬遜在第二季度報告中披露,在扣除房地產和設備銷售收益後,第二季度在房地產和設備上的直接支出同比增長151%,達到66.2億美元。

Over the long run, all this spending should -- by doing things such as increasing economies of scale, reducing shipping distances and lowering delivery times -- serve to strengthen the competitive moat provided by Amazon’s massive fulfillment and logistics infrastructure. This comes as Amazon deals with competition from both retailers such as Walmart( WMT ) - Get Reportand Target( TGT ) - Get Reportand e-commerce platform and marketplace providers such as Shopify( SHOP ) - Get Report, Facebook and Google. 3. Google Saw Ad Spending Trends Gradually Improve in Q2

從長遠來看,所有這些支出--通過增加規模經濟、縮短運輸距離和縮短送貨時間--應該有助於加強亞馬遜龐大的物流和物流基礎設施提供的競爭護城河。與此同時,亞馬遜正在應對來自這兩家零售商的競爭,如沃爾瑪(WMT)-Get Report和Target(TGT)-獲取報告以及電子商務平臺和市場提供商,如Shopify(商店)-獲取報告、Facebook和谷歌.3.谷歌第二季度廣告支出趨勢逐步改善

On Google’s call, CFO Ruth Porat said that Google’s search ad revenue gradually went from seeing a mid-teens percentage annual decline at the end of March to being “basically flat” at the end of June. She added that the growth rate saw “modest improvement” in July.

在谷歌的電話會議上,首席財務官露絲·波拉特表示,谷歌的搜索廣告收入從3月底的十幾歲左右的年降幅逐漸下降到6月底的“基本持平”。她補充説,7月份的增長率出現了“小幅改善”。

Likewise, Porat said that the “substantial headwind” seen for YouTube’s ad sales from lower brand ad sales at the end of Q1 “moderated modestly” in Q2 and saw “further improvement” in July. She added that YouTube’s direct response ad sales, which cover ads meant to drive actions such as e-commerce transactions and mobile app installs, have been “consistently strong.”

同樣,波拉特表示,YouTube的廣告銷售在第一季度末因品牌廣告銷售下降而受到的“巨大逆風”在第二季度“略有緩和”,並在7月份出現了“進一步改善”。她補充説,YouTube的直接回應廣告銷售,包括美國存托股份,旨在推動電子商務交易和移動應用程序安裝等行動,一直“一直很強勁”。

Alphabet’s “Google Search & Other” ad revenue, most of which involves search ads, fell 10% annually in Q2 to $21.3 billion, thanks in large part to weak demand from verticals such as travel and hospitality. YouTube ad revenue rose 6% to $3.81 billion.

Alphabet的“谷歌搜索及其他”廣告收入第二季度同比下降10%,至213億美元,其中大部分來自美國存托股份搜索,這在很大程度上要歸功於旅遊和酒店等垂直行業需求疲軟。YouTube廣告收入增長6%,至38.1億美元。

For its part, online ad agency Merkle reported that Google search ad spend among its travel clients fell 47.4% annually in Q2, while spending among its retail and consumer goods clients rose 11%. 4. Facebook Is Even Less Dependent on Its Biggest Advertisers Than Before

在線廣告公司Merkle報告稱,第二季度谷歌旅遊客户的搜索廣告支出同比下降47.4%,而零售和消費品客户的支出增長11%。4.Facebook對其最大廣告商的依賴程度甚至比以前更低

On Facebook’s call, CFO Dave Wehner disclosed -- at a time when Facebook continues seeing ad boycotts from some major brands that want it to more aggressively police perceived hate speech -- that his company’s 100 biggest advertisers accounted for just 16% of its Q2 revenue. Previously, Facebook had only disclosed that its top-100 advertisers made up less than 20% of its revenue.

在Facebook的電話會議上,首席財務官戴夫·韋納透露,Facebook第二季度營收的16%來自100家最大的廣告商,而與此同時,Facebook仍面臨一些大品牌的廣告抵制,這些大品牌希望Facebook更積極地監管人們眼中的仇恨言論。此前,Facebook只披露其排名前100位的廣告商在其收入中所佔比例不到20%。

Separately, Mark Zuckerberg said that Facebook had more than nine million active advertisers during the quarter. In January, Facebook reported having eight million active advertisers.

另外,馬克·扎克伯格表示,Facebook在本季度擁有900多萬活躍廣告商。今年1月,Facebook報告稱,它擁有800萬活躍廣告商。

Facebook reported its ad sales rose 10% annually in Q2 to $18.32 billion, and were also up about 10% during the first three weeks of July. The company, which has often guided conservatively, also said it expects its Q3 ad sales growth rate to be “roughly similar” to its performance over the first three weeks of July.

Facebook報告稱,第二季度廣告銷售額同比增長10%,至183.2億美元,7月份前三週也增長了約10%。該公司還表示,預計其第三季度的廣告銷售增長率將與7月份前三週的表現“大致相似”。

Apple, Amazon, Facebook, and Alphabet are holdings in Jim Cramer’sAction Alerts PLUS Charitable Trust Portfolio. Want to be alerted before Cramer buys or sells these stocks?Learn more now.

蘋果、亞馬遜、臉書和Alphabet是吉姆·克雷默的行動警報加上慈善信託投資組合中的股份。想在克雷默買賣這些股票之前得到提醒嗎?現在就瞭解更多。

譯文內容由第三人軟體翻譯。


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