As we already reported, Apple had a beautiful fiscal fourth quarter in 2015, with revenues of $ 51.5 billion and net profit of $ 11.1 billion. She closed the fiscal year (the most successful in its history) with revenue of almost $ 234 billion (28% growth) to get an idea, only Ma's growth was better than the revenue of 90% of companies that are part of the ranking Fortune 500!
As always, after the announcement of the numbers Tim Cook (CEO) and Luca Maestri (CFO) participated in an audio conference to speak and discuss all these financial results; in it, some interesting information always ends up appearing.
Here are the highlights of what happened:
iPhones, iPads and Macs
- Altogether, 300 million devices were sold in 2015.
- The quarter marked a new sales record for iPhones; 30% of buyers in the quarter came from the Android system (the highest migration rate recorded to date); there are still many opportunities, such as emerging markets (sales are good in countries like Brazil and India, but the iPhone still has a very small market share), the fact that “only” one third of the iPhone user base have migrated to iPhone 6 (s) / 6 (s) Plus and China (where the middle class grows at an absurdly fast pace).
- Speaking specifically of China, iPhone sales grew 87% in the quarter in parallel, the smartphone market grew 4%; j revenues almost doubled (99%), reaching US $ 12.5 billion! For example, 50% of people who buy an iPhone 6/6 Plus were purchasing their first iPhone.
- Revenues in China almost doubled from 2014 to 2015 (fiscal year).
- 61% of devices compatible with iOS 9 already have the new operating system installed.
- Despite the bad sales figures for iPads, Apple is happy with the 97% satisfaction rate for the iPad Air 2, 95% in the corporate market (for iPads in general) and with the information that 70% of tablet buyers intend to purchase an iPad; in addition, in the tablet segment that Apple competes for, it has a 73% market share (over $ 200).
- The fourth fiscal quarter of 2015 also saw record sales of Macs; Meanwhile, the PC market continues to fall.
- There are now 55 apps coming from the partnership with IBM (MobileFirst). Within the partner company there are more than 30,000 Macs being used (a number that increases weekly). Each of these Macs saves $ 270 in technical support for IBM compared to traditional PCs.
- The corporate market accounted for $ 25 billion in revenue over the past 12 months, 40% more than a year ago.
Apple Watch and Apple TV
- Apple Watch sales rose sequentially and closed the quarter above company expectations.
- We currently have 13,000 apps available for Apple Watch, including 1,300 natives.
- The watch is on sale in more than 5,000 stores in 32 countries.
- According to Cook, Apple TV had a great first day of sales.
- Apple finally expanded Apple Pay to more countries than the United Kingdom. Later this year, Australia and Canada will receive the service; in 2016, Spain, Singapore and Hong Kong will also enter the select list at least at the beginning, only for American Express card customers.
- Cumulatively, the App Store has already exceeded 100 billion downloads.
- The App Store has set a new record for both customer numbers and revenue, helping to fuel the $ 5.1 billion in service revenue (also a record).
- The News app, for the time being only available in the USA, Canada and Australia, is already being used by 40 million users.
- Apple Music is being used by about 15 million people, including 6.5 million paying users, the rest are in the free trial period.
- Apple plans to make renovations to up to 50 stores during fiscal 2016.
- Apple “returned” $ 17 billion to investors, with $ 3 billion in dividends and $ 14 billion to repurchase 122 million of its shares.
- During fiscal 2015, Apple made 15 acquisitions of companies.
- The company ended fiscal year 2015 with $ 205 billion in cash.
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Some interesting graphics:
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For the next fiscal quarter, Apple expects revenue between $ 75.5 and $ 77.5 billion. This estimate, which is normally easily achieved by the company, would already be a record. In other words: the first fiscal quarter of 2016 has everything to be Apple's largest and the largest among all companies in the world.
(via MacRumors, AppleInsider, MacStories)