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書單: 安迪葛洛夫:Only paranoid survives.

Jan 19, 2011

Apple , IBM financial report in the early 2011

Apple first fiscal QTR
(~ 2010/12/25)

net profit: 60 E USD
(2010 first fiscal QTR 33.8 E USD)
revenue: 267 E USD

sold:
7.3 million iPad
(= sum of Q3, Q4)
(overcome the predict of analyst)
16.2 million iPhone (amazing!)
4.1 million Mac PC
19.5 million iPod
(iPhone occupies 39% revenue)

gross profit margin = 38.5%
(previous QTR = 36.9%)

Apple predicts second fiscal QTR:
revenue = 22 billions
profit = 4.90 per stock
(analyst : revenue 20.9 billion, profit 4.47 per stock)
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IBM:

4th fiscal QTR
profit: 5.3 billion
4.38 per stock
revenue 29 billion

current stock price: 150.65 usd

succeed Intel, IBM also proved the IT investment increased.

IBM current CEO: 帕米沙諾
(he said the performance of 2010 has overcome their goal.)

long-term targets: emerging market, cloud, enterprise trend analysis.
2015 earn 20 usd per stock.

2010, IBM has profit 14.8 billion, 11.52 usd per stock, revenue 99.9 billion
revenue division:
America: 12.2 billion
Aisa-Pacific: 6.6 billion
European, Mid-East, Africa: 9.5 billion

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