Apple va raporta veniturile din primul trimestru pe măsură ce creșterea vânzărilor globale de smartphone-uri încetinește

Apple (AAPL) is set to release its Q1 earnings after the closing bell on Feb. 2, and investors and analysts are looking to see just how much COVID lockdowns in China impacted iPhone sales during the holiday season.

Here’s what analysts are expecting from the company, as compiled by Bloomberg, compared to how Apple performed in the same quarter last year.

Venituri: Se așteaptă 121.1 miliarde USD față de 123.9 miliarde USD în T1 2022
Adj. Earnings per share: Așteptați 1.94 USD față de 2.10 USD în T1 2022
Venituri iPhone: Se așteaptă 68.3 miliarde USD față de 71.6 miliarde USD în T1 2022
Venituri Mac: Se așteaptă 9.72 miliarde USD față de 10.8 miliarde USD în T1 2022
Venituri iPad: Se așteaptă 7.7 miliarde USD față de 7.2 miliarde USD în T1 2022
Articole de purtat: Se așteaptă 15.3 miliarde USD față de 14.7 miliarde USD în T1 2022
Servicii: Se așteaptă 20.4 miliarde USD față de 19.5 miliarde USD în T1 2022

Apple has outperformed much of its Big Tech cohort over the last 12 months, with shares off just 16% as of Wednesday afternoon, compared to Microsoft (MSFT), which is off 18%, and Google parent Alphabet (GOOG, GOOGL), which is off 25%. But it hasn’t been without its own issues.

Throughout November and December, Apple faced significant headwinds from COVID lockdowns and worker protests at manufacturer Foxconn’s facility in Zhengzhou, China. The plant, which employs 200,000 workers, produces the bulk of Apple’s iPhone 14 Pro and iPhone 14 Pro Max handsets.

The iPhone 14 Pro and iPhone 14 Pro Max, which start at $999 and $1,099, respectively, are two of Apple’s most important devices. Their steeper prices help boost the average iPhone selling price, driving higher revenues for the tech giant.

În conformitate cu Trackerul trimestrial pentru telefoane mobile de la IDC, livrările de iPhone de la Apple au scăzut cu 14.9% față de an, de la 85 de milioane de unități în T4 2021 la 72.3 milioane de unități în T4 2022.

Apple CEO Tim Cook speaks during an product launch event in San Francisco, Wednesday, March 7, 2012. Apple is expected to reveal a new iPad model at Wednesday’s event in San Francisco. (AP Photo/Jeff Chiu) — Apple CEO Tim Cook. (AP Photo/Jeff Chiu)

But it’s not just the iPhone that’s faced trouble, though. During Apple’s Q4 earnings call, Apple CFO Luca Maestri said that Apple expects nearly 10 percentage points of negative year-over-year impact from foreign exchange headwinds.

What’s more, he said he expects Mac revenue to “decline substantially year over year. Services revenue, meanwhile, is expected to grow, but face foreign exchange headwinds, as well.

According to UBS analyst David Vogt, Apple’s second quarter could also face difficulties.

“Although we believe the market is sufficiently cautious on December quarter results, we believe there is modest downside risk heading into the March outlook,” he wrote in a recent investor note. “While we don’t expect the resumption of detailed guidance typical of Apple earnings prior to Covid, we expect the commentary to be cautious regarding product demand across the board.”

Despite the potential for slowing sales, Apple has still managed to avoid large scale layoffs, unlike its peers including Microsoft, Google, and Amazon (AMZN).

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