the exchange with investors summary (end of 2021)

investisseur

Third trimester

  • the number of migrations from Android continues to increase with double-digit growth
  • iPhone users continue to upgrade to subsequent models, again with double-digit growth (exact percentage was not specified)
  • no details communicated on the distribution of the best-selling versions of the iPhone 13 & iPhone 13 Pro range
  • Apple TV + a “proven“, For Tim Cook, who took the opportunity to congratulate“actors, writers […] and producers
  • still no statistics on the number of subscribers for TV +, however
  • suppliers caused more than six billion losses due to heavy delivery times
  • good feedback for the Apple Watch Series 7’s larger screen and faster charging
  • serious “progress”Were made in the face of the coronavirus crisis although it is“hard to predict”The sequel (Tim Cook)
  • testimonials particularly “positive”Of customers following the implementation of the ATT (anti tracking transparency) to block cross-application tracking
  • record for App Store revenue in September, according to Luca Maestri (CFO) with 745 million paying subscribers across all services

Financial forecast

  • demand for iPhone 13 remains “robust“, According to Tim Cook, who even judges it“very very good”Compared to that of the previous collection
  • no figures for the last quarter, but the record should be set for iPhones, Macs and accessories
  • ditto for services (TV +, Fitness +, Music, Arcade, iCloud +, AppleCare +, Apple One, etc.)
  • iPad sales set to drop for the holidays
  • the demand for components will exceed the stock that can be supplied by subcontractors
  • revenue growth may be held back by supply delays in Asia
  • gross margin: 41.5 to 42.5% despite the increase in spare parts costs
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