-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。AAPLは3月期決算で売上高が17%増の1,112億ドルとなり、市場予想の15%を上回りました。1株当たり利益(EPS)は2.01ドル(22%増)で、市場予想の1.94ドルを上回りました。iPhone 17の需要サイクルは目覚ましい勢いを見せ、売上高は3月期で過去最高の570億ドル(22%増)に達しました。これは、特に中国(28%増)をはじめとする全地域での驚異的な需要に牽引されたものです。当社は、iPhone 17の買い替えサイクルの好調さは、平均販売価格と販売台数の増加、そして全地域における堅調な業績によって支えられていると考えています。経営陣は、iPhone 17シリーズに対する並外れた需要が主要な要因であると強調しました。売上総利益率は49.3%で、市場予想の48.4%を上回りました。サービス事業は引き続き好調な推移を見せ、売上高は310億ドル(16%増)となりました。 AAPLは、1株当たり配当金を4%増額して0.27ドルとし、1,000億ドルの自社株買い枠を承認したと発表した。全体的な業績には感銘を受けたものの、6月のWWDCでのAI Siriの統合や、9月のハードウェアイベントで初の折りたたみ式スマートフォンが発表されることで、より大きな起爆剤となるだろうと考えている。
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