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Operator
Operator
Good day and welcome to this Apple Computer conference call to discuss third quarter financial results.
美好的一天,歡迎參加 Apple Computer 電話會議,討論第三季度的財務業績。
Today's call is being recorded.
今天的電話正在錄音。
At this time, for opening remarks and introductions, I would like to turn the call over to Nancy Paxton, Senior Director-Investor Relations and Corporate Finance.
在這個時候,關於開場白和介紹,我想把電話轉給投資者關係和公司財務高級總監 Nancy Paxton。
Please go ahead ma'am.
請繼續,女士。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Thank you, good afternoon and thanks to everyone for joining us.
謝謝大家,下午好,感謝大家加入我們。
Speaking today is Apple CFO, Peter Oppenheimer, and he'll be joined by EVP of Worldwide Sales and Operations, Tim Cook; and VP and Corporate Treasurer, Gary Whipfler, for the Q&A session with analysts.
今天發言的是蘋果公司首席財務官彼得奧本海默,他將與全球銷售和運營執行副總裁蒂姆庫克一起發言;副總裁兼企業財務主管 Gary Whipfler 與分析師進行問答環節。
Please note that some of the information you'll hear during this call consists of forward-looking statements regarding revenue, gross margin, operating expenses, restructuring, capitalized research & development expense, other income and expense, taxes, earnings per share, Apple's retail initiative, Apple's next generation iMac and manufacturing issues associated with the Power PC G5 microprocessor.
請注意,您將在本次電話會議中聽到的一些信息包括有關收入、毛利率、運營費用、重組、資本化研發費用、其他收入和費用、稅收、每股收益、Apple 零售倡議、Apple 的下一代 iMac 以及與 Power PC G5 微處理器相關的製造問題。
Actual results or trends could differ materially from our forecast.
實際結果或趨勢可能與我們的預測大相徑庭。
For more information, please refer to pages 36 through 45 of Apple's latest form 10-Q for the quarter ended March 27, 2004.
如需更多信息,請參閱 Apple 最新的 10-Q 表格(截至 2004 年 3 月 27 日的季度)的第 36 至 45 頁。
Please also note that any non-GAAP financial measures included in today's call should be viewed in addition to, and not in lieu of, Apple's GAAP results.
另請注意,今天電話會議中包含的任何非 GAAP 財務指標都應與 Apple 的 GAAP 結果一起查看,而不是代替 Apple 的 GAAP 結果。
A reconciliation of any GAAP and non-GAAP measures discussed will be posted on Apple's website at www.Apple.com/investor.
所討論的任何 GAAP 和非 GAAP 措施的對賬將發佈在 Apple 網站 www.Apple.com/investor 上。
In connection with SEC rules on corporate disclosure, Apple is making this analyst call open to the media and general public by broadcasting the call live over the Internet.
根據美國證券交易委員會關於公司披露的規定,蘋果公司正在通過互聯網直播此次電話會議,向媒體和公眾開放此次分析師電話會議。
And with that, I would like to turn the call over to Peter Oppenheimer for introductory remarks.
有了這個,我想把電話轉給彼得奧本海默做介紹性發言。
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Thank you, Nancy.
謝謝你,南希。
Thank you very much for joining us.
非常感謝您加入我們。
We are exceptionally pleased with the results of the June quarter, which exceeded our guidance.
我們對 6 月季度的業績感到非常滿意,該業績超出了我們的預期。
Revenue of 2.014 billion was up 30% year-over-year and represented the highest Q3 revenue for Apple in 8 years.
收入為 20.14 億美元,同比增長 30%,是蘋果 8 年來第三季度的最高收入。
Net income was 61 million or 16 cents per diluted share.
淨收入為 6100 萬或每股攤薄收益 16 美分。
These GAAP results include an after-tax restructuring charge of 6 million, or 1 cent per diluted share, primarily related to finalizing the closing of our Sacramento manufacturing operations.
這些 GAAP 結果包括 600 萬美元的稅後重組費用,或每股攤薄收益 1 美分,主要與完成我們薩克拉門托製造業務的關閉有關。
Operating margin increased to 3.6% from 0.6% in the year-ago quarter.
營業利潤率從去年同期的 0.6% 增至 3.6%。
Excluding the restructuring charge, operating margin was 4.0%, demonstrating the leverage in Apple's financial model that can be achieved as revenue grows.
不計重組費用,營業利潤率為 4.0%,表明蘋果財務模式的槓桿作用可以隨著收入的增長而實現。
First, let me talk about our Mac-based revenue, which consists of our Mac desktop and portable computers; the Mac OS X operating system software; our expanding line of consumer and professional application software, such as iLife and Final Cut Pro; and the support, accessory and peripheral products that surround these and other products.
首先,讓我談談我們基於 Mac 的收入,包括我們的 Mac 台式機和便攜式計算機; Mac OS X 操作系統軟件;我們不斷擴大的消費和專業應用軟件產品線,例如 iLife 和 Final Cut Pro;以及圍繞這些產品和其他產品的支持、附件和外圍產品。
I am pleased to report that our Mac-based revenue grew 19% during the quarter, accounting for 58% of the company's total revenue growth for the quarter.
我很高興地報告,我們基於 Mac 的收入在本季度增長了 19%,占公司本季度總收入增長的 58%。
We sold 876,000 Macs, which is the highest quarterly unit shipment in over 3 1/2 years and represents a 14% increase from the year-ago quarter; equivalent to IDC's unit growth forecast for the market as a whole.
我們售出了 876,000 台 Mac,這是 3.5 年來最高的季度出貨量,比去年同期增長 14%;相當於IDC對整個市場的單位增長預測。
Our portables accounted for 53% of total Macs sold during the quarter, a new record.
我們的便攜式電腦佔本季度 Mac 總銷量的 53%,創下新紀錄。
Both the iBook and the PowerBook set new quarterly records with sales of 240,000 and 220,000 units, respectively.
iBook 和 PowerBook 的銷量分別創下了 240,000 台和 220,000 台的新季度記錄。
Apple continues to be an industry leader in the move to notebooks.
Apple 繼續成為筆記本電腦行業的領導者。
We sold 416,000 desktops during the quarter, or 47% of total Macs shipped; consisting of 173,000 Power Macs; 60,000 flat panel iMacs; and 183,000 eMacs.
我們在本季度售出了 416,000 台台式機,佔 Mac 總出貨量的 47%;由 173,000 台 Power Mac 組成; 60,000 台平板 iMac;和 183,000 台 eMac。
Our Power Mac G5 unit shipments and associated revenue and profits were constrained in the June quarter by a manufacturing problem at IBM that caused significant delays in their delivery of G5 processors, thus the delay in the shipment of our high-end dual 2.5 gigahertz Power Macs into July.
我們的 Power Mac G5 單位出貨量以及相關的收入和利潤在 6 月季度受到 IBM 製造問題的限制,該問題導致 G5 處理器的交付嚴重延遲,因此我們的高端雙 2.5 GHz Power Mac 的出貨延遲進入七月。
Unfortunately, IBM's manufacturing problems will impact our September quarter as well.
不幸的是,IBM 的製造問題也將影響我們九月份的季度。
We expect to have shortages of our dual 1.8 gigahertz and dual 2.0 gigahertz models in July, though supply of these models should catch up in August.
我們預計 7 月份雙 1.8 GHz 和雙 2.0 GHz 型號將出現短缺,但這些型號的供應應該會在 8 月份趕上。
And we expect to have shortages of our high-end dual 2.5 gigahertz model throughout the quarter.
我們預計整個季度我們的高端雙 2.5 GHz 型號都會出現短缺。
IBM's manufacturing problems have also impacted our next generation iMac.
IBM 的製造問題也影響了我們的下一代 iMac。
We normally don't talk about unannounced products, but we feel you need to know about the current situation.
我們通常不會談論未發布的產品,但我們認為您需要了解當前情況。
The new iMac is based on a G5 processor.
新 iMac 基於 G5 處理器。
We could not secure the necessary supply of G5 processors to launch our new iMac on schedule, and as we indicated a few weeks ago, we now plan to announce and ship it in September.
我們無法確保必要的 G5 處理器供應來按時推出我們的新 iMac,正如我們在幾週前指出的那樣,我們現在計劃在 9 月宣布並發貨。
We are extremely unhappy with these events.
我們對這些事件極為不滿。
We believe that IBM has placed enormous resources on improving the situation and, based on what they have told us, we expect the supply problems to be behind us by the beginning of Apple's fiscal Q1 '05.
我們相信,IBM 已投入大量資源來改善這種情況,並且根據他們告訴我們的情況,我們預計到 Apple 的 05 財年第一季度開始時,供應問題將會過去。
Ending channel inventory of total iMac -- or total Mac units remained within our target range of 4 to 5 weeks.
總 iMac 的最終渠道庫存——或總 Mac 單位保持在我們 4 到 5 週的目標範圍內。
Although we anticipate flat panel iMac inventory will be depleted in the next several weeks.
儘管我們預計平板 iMac 庫存將在未來幾週內耗盡。
Now, let me discuss our music-based revenue, which consists of the iPod and the iPod mini portable digital music players and their accessories and the iTunes online music service.
現在,讓我談談我們基於音樂的收入,其中包括 iPod 和 iPod mini 便攜式數字音樂播放器及其配件以及 iTunes 在線音樂服務。
Our music based revenue grew 162%.
我們基於音樂的收入增長了 162%。
We had another phenomenal quarter for iPod sales, shipping a record 860,000 units; a 183% increase over last year.
iPod 銷售又迎來了一個驚人的季度,出貨量達到創紀錄的 860,000 台;比去年增長 183%。
Continued strong demand for the iPod, combined with improved supply of the iPod mini and 13,000 retail distribution points worldwide, drove this growth.
對 iPod 的持續強勁需求,加上 iPod mini 供應的改善和全球 13,000 個零售分銷點,推動了這一增長。
According to May, 2004 data, which is the latest available from NPD Tech World, the iPod has continued to gain market share and remains the number one selling MP3 player; counting all hard drive and flash-based memory players by a wide margin.
根據 NPD Tech World 提供的 2004 年 5 月的最新數據,iPod 繼續獲得市場份額,並且仍然是銷量第一的 MP3 播放器。大量計算所有硬盤驅動器和基於閃存的內存播放器。
The iTunes music store continues to be the leading online music service with more than a 70% share of legal downloads, based on the latest information from Neilsen Sound Scan.
根據 Neilsen Sound Scan 的最新信息,iTunes 音樂商店仍然是領先的在線音樂服務,合法下載份額超過 70%。
This week, the iTunes music store crossed the unprecedented milestone of 100 million legally downloaded songs in our iTunes music store in the U.K., France and Germany has become Europe's top online music store.
本週,iTunes 音樂商店突破了前所未有的里程碑,在我們英國、法國和德國的 iTunes 音樂商店中合法下載了 1 億首歌曲,成為歐洲頂級在線音樂商店。
Moving on to distribution, the Apple retail stores had another outstanding and profitable quarter.
繼續分銷,Apple 零售店又迎來了一個出色且盈利的季度。
We opened two stores during the quarter, bringing the quarter end total to 80.
我們在本季度開設了兩家門店,使本季度末的總數達到 80 家。
Apple retail store revenue was 270 million.
蘋果零售店收入為 2.7 億美元。
With an average of 79 stores opened during the quarter, average quarterly revenue per store was 3.4 million, up from 2.6 million in the year-ago quarter; a 31% increase.
本季度平均開設 79 家門店,每家門店的平均季度收入為 340 萬,高於去年同期的 260 萬;增加 31%。
The retail stores also contributed 7 million in segment profit during the quarter, and 48 million in additional manufacturing margin.
零售店在本季度還貢獻了 700 萬美元的分部利潤,以及 4800 萬美元的額外製造利潤。
Traffic was very strong during the quarter, with 5.8 million people visiting our retail stores translating into 5.6 thousand visitors per store per week.
本季度的客流量非常強勁,有 580 萬人訪問我們的零售店,這意味著每家商店每周有 5.6 萬名訪客。
This compares to 4.3 thousand visitors per store per week in the year-ago quarter.
相比之下,去年同期每家商店每周有 4300 名訪客。
We are looking forward to opening two more international stores before the end of the calendar year.
我們期待在日曆年年底之前再開設兩家國際商店。
One in Osaka, Japan and the other on Regent Street in London.
一個在日本大阪,另一個在倫敦攝政街。
We now expect to exit the calendar year with 100 stores.
我們現在預計將在日曆年退出 100 家商店。
Results from our U.S. education channel were positive.
我們美國教育頻道的結果是積極的。
Overall, CPU units were up 4% year-over-year, which compares favorably to IDC's forecast of a 14% unit decline for the market.
總體而言,CPU 單元同比增長 4%,這與 IDC 預測的市場單元下降 14% 相比是有利的。
Revenue growth was even stronger at 16% over the year-ago quarter and resulted in our highest U.S. education channel revenue in three years.
與去年同期相比,收入增長更為強勁,達到 16%,並導致我們三年來美國教育渠道收入最高。
Higher education sales grew an impressive 40% year-over-year, the third consecutive quarter of 40% or better growth.
高等教育銷售額同比增長驚人的 40%,連續第三個季度增長 40% 或更高。
Our K-12 business continues to be challenged by a weak funding environment; however, we managed to grow K-12 revenues by 3% year-over-year, and continued to have success with one-to-one initiatives.
我們的 K-12 業務繼續受到資金環境薄弱的挑戰;然而,我們設法將 K-12 收入同比增長 3%,並繼續通過一對一計劃取得成功。
In terms of geographic performance, revenue in Europe was up 37% year-over-year, while revenue in the Americas, excluding the retail segment, was up 23%.
在地域表現方面,歐洲的收入同比增長 37%,而美洲(不包括零售部門)的收入增長 23%。
Combining the Americas segment results with U.S. sales from the retail segment yields a year-over-year increase of 31%.
將美洲部門的業績與美國零售部門的銷售額相結合,同比增長 31%。
Revenue in the Japan segment was up 2% year-over-year.
日本分部的收入同比增長 2%。
Gross margin was 27.8%, flat with the prior quarter, and consistent with guidance.
毛利率為 27.8%,與上一季度持平,與指引一致。
Excluding the pre-tax restructuring charge of 8 million, operating expense was 479 million, 9 million higher than expected primarily due to variable selling expenses associated with the higher-than-expected revenue and the accelerated launch of the European iTunes music store.
扣除稅前重組費用 800 萬,營業費用為 4.79 億,比預期高 900 萬,主要是由於收入高於預期以及歐洲 iTunes 音樂商店的加速推出相關的可變銷售費用。
OI&E was $13 million, 1 million better than guidance, primarily due to slightly higher than expected yields on our cash investments.
OI&E 為 1300 萬美元,比指引高出 100 萬美元,主要是由於我們的現金投資收益率略高於預期。
The tax rate for the quarter was 28% as expected.
本季度的稅率為 28%,符合預期。
In terms of the balance sheet, cash was 4.966 billion, up 372 million sequentially.
資產負債表方面,現金49.66億元,環比增加3.72億元。
The cash growth reflects continued strong asset management and contributions from operating income, as well as proceeds from employee stock option exercises, which were approximately 190 million excluding related tax benefits during the quarter.
現金增長反映了持續強勁的資產管理和營業收入的貢獻,以及員工股票期權行使的收益,不包括本季度的相關稅收優惠,約為 1.9 億美元。
Total capital expenditures for the quarter were $38 million, including 20 million for our retail initiative.
本季度的總資本支出為 3800 萬美元,其中 2000 萬美元用於我們的零售計劃。
We were very busy with product introductions and refreshes.
我們非常忙於產品介紹和更新。
Recent product announcements include a new family of Power Mac G5's, featuring an all-dual processor lineup;
最近發布的產品包括全新的 Power Mac G5 系列,採用全雙處理器陣容;
Airport Express, the world's first 802.11 G mobile base station featuring AirTunes music networking software; and a new family of wide screen displays including the 30-inch Apple HD display.
機場快線,全球首個採用 AirTunes 音樂網絡軟件的 802.11 G 移動基站;以及包括 30 英寸 Apple HD 顯示器在內的全新寬屏顯示器系列。
Additionally, we've announced plans to introduce the next generation iMac in September.
此外,我們還宣布了在 9 月推出下一代 iMac 的計劃。
We're incredibly proud of the innovation and ground-breaking new solutions generated by our R&D product pipeline and there are more to come.
我們為我們的研發產品線所產生的創新和突破性的新解決方案感到無比自豪,而且未來還會有更多。
Looking ahead to the September quarter, I'd like to review the outlook which includes the types of forward-looking information that Nancy referred to at the beginning of the call.
展望 9 月季度,我想回顧一下前景,其中包括南希在電話會議開始時提到的前瞻性信息類型。
For the September quarter, we are targeting revenue of about 2.1 billion and GAAP diluted earnings per share of about 16 to 17 cents, which includes approximately 5 million, or 1 cent per diluted share, of expected restructuring related to vacating some European sales office space.
對於 9 月季度,我們的目標是收入約 21 億美元,按公認會計原則計算的每股攤薄收益約為 16 至 17 美分,其中包括與騰出一些歐洲銷售辦公室空間相關的預期重組約 500 萬美元或攤薄後每股收益 1 美分.
We expect gross margin to decline sequentially to about 27.0 to 27.25%, due to the constrained supply of microprocessors, air freight for the new iMac and a higher mix of iPods.
我們預計毛利率將連續下降至約 27.0% 至 27.25%,原因是微處理器供應受限、新 iMac 的空運以及更高的 iPod 組合。
I've discussed IBM's problems and how they're likely to impact the quarter and, based on their input, we believe we have appropriately taken into consideration the risk factors associated with the G5 processor in developing our guidance for Q4.
我已經討論了 IBM 的問題以及它們可能如何影響本季度,並且根據他們的意見,我們認為我們在製定第四季度的指導時適當地考慮了與 G5 處理器相關的風險因素。
However, we acknowledge that actual results could vary based on unforeseen problems.
但是,我們承認實際結果可能會因不可預見的問題而有所不同。
We expect OpEx to be about 490 million, including the 5 million restructuring charge.
我們預計運營支出約為 4.9 億,其中包括 500 萬的重組費用。
The projected OpEx does not include 5 million of capitalized costs related to the development of Mac OS X Tiger, which we publicly demonstrated at our developer's conference last month.
預計的運營支出不包括與 Mac OS X Tiger 開發相關的 500 萬資本化成本,我們在上個月的開發者大會上公開展示了這一點。
We expect OI&E to be about 15 million and we expect the tax rate to be 28%.
我們預計 OI&E 約為 1500 萬,我們預計稅率為 28%。
In conclusion, we are very pleased with our year-to-date results and based on Q4 guidance, we expect to complete fiscal 2004 with over 8 billion of revenue representing a 29% year-over-year growth.
總之,我們對年初至今的業績感到非常滿意,根據第四季度的指導,我們預計 2004 財年將實現超過 80 億的收入,同比增長 29%。
With that, I'd like to open the call to questions.
有了這個,我想打開問題電話。
Operator
Operator
Thank you, sir.
謝謝你,先生。
Today's question-and-answer session will be conducted electronically. [Caller Instructions] We'll take as many questions as time permits.
今天的問答環節將以電子方式進行。 [來電須知] 我們會在時間允許的情況下回答盡可能多的問題。
We'll take our first question from Richard Gardner with Smith Barney.
我們將回答 Richard Gardner 和 Smith Barney 的第一個問題。
Richard Gardner - Analyst
Richard Gardner - Analyst
Thank you.
謝謝你。
Peter, it was interesting that the CPU strength in the quarter was largely from the pro lines rather than the K-12 or consumer line.
彼得,有趣的是,本季度的 CPU 實力主要來自專業產品線,而不是 K-12 或消費產品線。
You had a really nice quarter with PowerBook.
您在 PowerBook 上度過了一個非常愉快的季度。
Could you comment on why you think that that might be the case, aside from the iMac channel inventory drawdown?
除了 iMac 渠道庫存縮減之外,您能否評論一下為什麼您認為會出現這種情況?
And maybe give a comment on demand in the consumer and K-12 segments given some of the controversy around those segments here recently?
鑑於最近圍繞這些細分市場的一些爭議,也許可以對消費者和 K-12 細分市場的需求發表評論?
Thanks.
謝謝。
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Sure.
當然。
Rich, I will make a couple comments on the portables and then let Tim discuss the education environment.
Rich,我將對便攜式設備發表一些評論,然後讓 Tim 討論教育環境。
We had a very strong portable quarter.
我們有一個非常強大的便攜式季度。
The PowerBooks were up 37% year-over-year, but the iBooks were also up 26% year-over-year.
PowerBooks 同比增長 37%,但 iBooks 也同比增長 26%。
And I would just point out that we set a record -- a company record in terms of shipments for both the PowerBook and the iBook.
我只想指出,我們創造了一項記錄——PowerBook 和 iBook 出貨量的公司記錄。
Tim, do you want to talk about the --
蒂姆,你想談談——
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
Sure, Rich, in the education space we've now had several quarters in a row of significant growth in higher education.
當然,Rich,在教育領域,我們現在已經連續幾個季度在高等教育方面取得了顯著增長。
And frankly, this is a result of our strong product portfolio, including the Power Mac and the PowerBook and the iBook, or the whole portable family.
坦率地說,這是我們強大的產品組合的結果,包括 Power Mac、PowerBook 和 iBook,或者整個便攜式產品系列。
And, as you probably know now, if you look through our fiscal first half, and that's the latest figures that we have from IDC; our market share in education has gone up over 2% from 12-4 to 14-8, and so we feel extremely good about those results.
而且,正如您現在可能知道的那樣,如果您查看我們的上半財年,那是我們從 IDC 獲得的最新數據;我們在教育領域的市場份額從 12-4 增長到 14-8,增長了 2% 以上,因此我們對這些結果感到非常滿意。
It's an indication to us that our coverage model is working, that our product portfolio is right, and that, you know, we have the team focused on the appropriate things.
這向我們表明我們的覆蓋模型正在發揮作用,我們的產品組合是正確的,而且,你知道,我們讓團隊專注於適當的事情。
From a tax revenue point of view, K-12 is still difficult.
從稅收收入的角度來看,K-12還是有難度的。
We did see some positive signs toward the end of the fiscal year, which largely occurred in June, for a number of the states that indicate some turn; and that produced the 3% revenue growth that Peter talked about in his opening remarks.
我們確實在本財年末看到了一些積極的跡象,這些跡象主要發生在 6 月,一些州表明出現了一些轉變;這產生了彼得在開場白中談到的 3% 的收入增長。
It's difficult to predict when tax revenues increase.
稅收收入何時增加很難預測。
You guys could predict that as good as we can.
你們可以盡可能地預測這一點。
However, frankly, we are focused on growing in this environment, regardless of whether the market is growing or shrinking.
然而,坦率地說,我們專注於在這種環境下發展,無論市場是在增長還是在萎縮。
We're very proud of our results there thus far.
到目前為止,我們為我們在那裡取得的成果感到非常自豪。
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
And Rich, I would add on the consumer side, just using our growth in retail as a proxy, Ron had a fantastic quarter at 270 million, which was up 86% year-over-year.
Rich,我想在消費者方面補充一下,僅以我們在零售方面的增長作為代理,Ron 的季度業績出色,達到 2.7 億,同比增長 86%。
Richard Gardner - Analyst
Richard Gardner - Analyst
Can I follow-up quickly?
我可以快速跟進嗎?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Sure.
當然。
Richard Gardner - Analyst
Richard Gardner - Analyst
Was there anything in the quarter that impacted revenued iPod shipments besides just the one-inch drive constraints that you've been experiencing here lately?
除了您最近在這裡遇到的一英寸驅動器限制之外,本季度還有什麼影響 iPod 出貨量的因素嗎?
For example, you know, any recall issues or anything like that?
例如,你知道,有任何召回問題或類似的事情嗎?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
There has been no recall issues, no quality issues, Rich, or anything like that.
沒有召回問題,沒有質量問題,Rich 或類似的問題。
Obviously, the mini demand far exceeds the supply.
顯然,迷你需求遠遠超過供給。
Frankly speaking, the demand is staggering in the U.S.
坦率地說,美國的需求是驚人的。
Most of the resellers and Apple retail locations were reporting selling out of the deliveries that we sent within hours or a few days of receipt.
大多數經銷商和 Apple 零售店都報告說,我們在收到貨物後數小時或數天內發出的貨物已售罄。
And, you know, the -- internationally, the order stream was opened up a week ago and the order stream that we've seen is unprecedented.
而且,您知道,在國際上,訂單流是一周前開放的,我們所看到的訂單流是前所未有的。
So the demand of the mini is extremely, extremely strong.
所以mini的需求非常非常強烈。
Richard Gardner - Analyst
Richard Gardner - Analyst
Okay.
好的。
Thank you, Tim.
謝謝你,蒂姆。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Thanks, Rich.
謝謝,里奇。
Can we have the next question, please?
請問下一個問題可以嗎?
Operator
Operator
We will take our next question from Ben Reitzes with UBS.
我們將向瑞銀的 Ben Reitzes 提出我們的下一個問題。
Ben Reitzes - Analyst
Ben Reitzes - Analyst
Good afternoon, thank you.
下午好,謝謝。
Could you just elaborate a little more on some of the issues going on with IBM and what -- I think you said that you think that in speaking with them, you have confidence that in the first fiscal quarter you'll see the products shipped and you feel capacity will be -- will be where it needs to be, or excuse me, supply.
您能否詳細說明 IBM 正在發生的一些問題以及什麼 - 我想您說過您認為在與他們交談時,您有信心在第一財季您將看到產品出貨和你覺得容量將是 - 將是它需要的地方,或者對不起,供應。
Could you just talk about what gave you confidence there?
你能談談是什麼讓你在那裡有信心嗎?
And what could go wrong?
會出什麼問題?
Or what -- just a little more color so that we know that that's going to be straightened out.
或者什麼 - 只是多一點顏色,以便我們知道這將被理順。
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
Hi, Ben.
嗨,本。
It's Tim.
是蒂姆。
Ben Reitzes - Analyst
Ben Reitzes - Analyst
Hi, thanks.
你好謝謝。
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
Let me give you a little bit of the background here.
讓我在這裡給你一點背景。
Much of the issue at IBM is very consistent with what's happening across the broader industry including some of the issues at Intel that have been well reported.
IBM 的大部分問題與整個行業正在發生的事情非常一致,包括英特爾的一些問題已得到充分報導。
And this is basically the move from 130 to 90 nanometer technology.
這基本上是從 130 納米技術到 90 納米技術的轉變。
It's been much more difficult than most people estimated.
這比大多數人估計的要困難得多。
And frankly, from us, what that resulted in was a mass loss of our wafer supply, and lower-than-anticipated yield.
坦率地說,在我們看來,這導致了我們晶圓供應的大量損失,以及低於預期的良率。
Now, from the discussions that we've had with them, which have been numerous, I very much believe that they’ve placed enormous resource, engineering-wise and executive-wise, on improving the situation; and given that, I believe that we can hit the numbers that Peter has talked about in the guidance.
現在,從我們與他們進行的多次討論來看,我非常相信他們已經在工程方面和執行方面投入了大量資源來改善這種情況。鑑於此,我相信我們可以達到彼得在指導中談到的數字。
Obviously, we also, independently, assessed their plans, and probed them, and believe the numbers that they have passed to us.
顯然,我們也獨立地評估了他們的計劃,對他們進行了調查,並相信他們傳遞給我們的數字。
Ben Reitzes - Analyst
Ben Reitzes - Analyst
Any plans to procure an alternative supplier into the future at some point?
是否有計劃在未來某個時候採購替代供應商?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
You know, it is not commercially feasible or reasonable to think about a --
你知道,考慮一個——在商業上是不可行或不合理的——
Ben Reitzes - Analyst
Ben Reitzes - Analyst
Not near term.
不是近期。
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
Another entire company building the G5 if that's what you mean.
如果這就是你的意思,那麼另一家正在建造 G5 的公司。
Ben Reitzes - Analyst
Ben Reitzes - Analyst
No, not in the near term.
不,短期內不會。
Okay.
好的。
And then with regard to margin hit, is there anything you can quantify with regard to some of the issues as to what kind of hits are -- Peter, what's going against margins in the quarter that could potentially get better into the next, with, you know, I understand if you don't want to give guidance going in --
然後關於利潤命中率,你有什麼可以量化的關於命中率的一些問題 - 彼得,本季度的利潤率可能會在下一個季度變得更好,你知道,如果你不想提供指導,我理解——
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Right, and I'm not going to get into, you know, providing guidance for Q1, but we've provided guidance for Q4 that we would see our gross margins at about 27.0 to 27.25.
是的,我不打算為第一季度提供指導,但我們已經為第四季度提供了指導,我們將看到我們的毛利率在 27.0 到 27.25 之間。
Had we not had the microprocessor constraints or the premium air freight on the flat panel, our gross margin would have been much closer to 27.5%.
如果我們沒有微處理器限製或平板上的優質空運,我們的毛利率將接近 27.5%。
Ben Reitzes - Analyst
Ben Reitzes - Analyst
Okay.
好的。
Thanks a lot.
非常感謝。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Yeah.
是的。
Thanks, Ben.
謝謝,本。
Could we have the next question, please?
請問下一個問題好嗎?
Operator
Operator
We'll go next to Steve Milunovich with Merrill Lynch.
我們將與美林證券一起去史蒂夫米盧諾維奇旁邊。
Steve Milunovich - Analyst
Steve Milunovich - Analyst
Thanks.
謝謝。
To continue on the Power PC issue, there's been some suggestion on the web that you have a heating issue with the iMac as well.
要繼續解決 Power PC 問題,網絡上有一些建議說您的 iMac 也存在發熱問題。
Are you saying that that's not at all the problem?
你說這根本不是問題?
It's purely availability of microprocessors?
純粹是微處理器的可用性?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
Steve, the processor is the most critical factor.
史蒂夫,處理器是最關鍵的因素。
Steve Milunovich - Analyst
Steve Milunovich - Analyst
Okay.
好的。
And are you basically using the same processor that IBM's now going to be using in its new UNIX line?
您基本上使用的是 IBM 現在將在其新的 UNIX 產品線中使用的相同處理器嗎?
So are you, in effect, going to be competing with IBM's internal needs and is that incorporated into your forecast?
那麼,實際上,您是否會與 IBM 的內部需求競爭,這是否已納入您的預測?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
We believe that, based on what IBM has told us, and our own independent assessment of their plans, that we can achieve our guidance.
我們相信,根據 IBM 告訴我們的內容以及我們自己對他們計劃的獨立評估,我們可以實現我們的指導。
Steve Milunovich - Analyst
Steve Milunovich - Analyst
Okay.
好的。
On the iPod side, you did have some mini availability, I don't know if you're willing to talk about what the mix of iPods is at this point?
在 iPod 方面,你確實有一些迷你可用性,我不知道你是否願意談論此時 iPod 的組合是什麼?
Also wondering if you could just reiterate the timing of catching up to demand with the mini, what the availability of HP's product is likely to be, and if you'd be willing to speculate that you'll break a million units in this quarter?
還想知道您是否可以重申用 mini 趕上需求的時間,惠普產品的可用性可能是什麼,以及您是否願意推測您將在本季度突破 100 萬台?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Let me start with that, and then Tim can add to that.
讓我從那個開始,然後蒂姆可以補充一下。
And I will take your last question and let Tim discuss mini supply and HP.
我會回答你的最後一個問題,讓蒂姆討論小型供應和惠普。
We're not going to provide specific guidance on our iPod shipments, but we do anticipate them being up sequentially.
我們不會就我們的 iPod 出貨量提供具體指導,但我們確實預計它們會按順序增長。
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
Steve, on supply on the mini, as I had talked about in the last call last quarter, we still expect the supply this quarter to be significantly higher than it was in our last Q3, or last quarter.
史蒂夫,關於 mini 的供應,正如我在上個季度的最後一次電話會議中談到的那樣,我們仍然預計本季度的供應量將顯著高於我們上一季度或上一季度的供應量。
And in fact, our view today is even better than it was then, in terms of the amount that we can increase it.
事實上,就我們可以增加的數量而言,我們今天的觀點甚至比當時更好。
And so I'm feeling good about the supply.
所以我對供應感覺很好。
However, the demand, as I had talked about with Ben earlier, the demand in the U.S. is staggering.
然而,正如我之前與本所說的那樣,美國的需求是驚人的。
And on top of that, the orders internationally as we've opened this thing up for our launch later this month, those orders are unprecedented.
最重要的是,當我們為本月晚些時候的發布開放這個東西時,國際訂單是前所未有的。
And so given that, it's very difficult to predict when supply and demand will balance.
鑑於此,很難預測供需何時會平衡。
Steve Milunovich - Analyst
Steve Milunovich - Analyst
So it sounds like the good news is you got more supply, but demand keeps moving ahead of your previous plan, so you're not willing to suggest that you will necessarily catch up in the September quarter?
所以聽起來好消息是你有更多的供應,但需求一直在你之前的計劃之前,所以你不願意暗示你一定會在 9 月季度趕上?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
That's correct.
這是正確的。
Steve Milunovich - Analyst
Steve Milunovich - Analyst
Okay.
好的。
And finally, as least relative to my expectation, software revenues were above what I was looking for, peripherals were below.
最後,至少相對於我的預期,軟件收入高於我的預期,外圍設備低於我的預期。
Any particular strength or weakness in those areas you can allude to?
您可以提及的這些領域有什麼特別的優勢或劣勢嗎?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Yes, Steve, the decline that you're seeing in the peripherals was largely related to our transition of our display line that we did right at the end of our quarter.
是的,史蒂夫,您在外圍設備中看到的下降很大程度上與我們在本季度末所做的顯示線過渡有關。
Steve Milunovich - Analyst
Steve Milunovich - Analyst
Okay.
好的。
Thank you.
謝謝你。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Thanks, Steve.
謝謝,史蒂夫。
Can we have the next question, please.
請問下一個問題可以嗎?
Operator
Operator
We'll go next to Michelle Gutierrez with Schwab Soundview.
我們將與 Schwab Soundview 一起前往 Michelle Gutierrez。
Michelle Gutierrez - Analyst
Michelle Gutierrez - Analyst
Hi, congratulations on the quarter.
嗨,祝賀本季度。
I want to ask about iTunes and an update given you've announced the 100 millionth song here and the profitability in that business model, and along with the new pricing that's available in the European markets, if there's an update there, and a change in terms of profitability in that business?
我想問一下 iTunes 和更新,因為你已經在這裡宣布了第 1 億首歌曲和該商業模式的盈利能力,以及歐洲市場上可用的新定價,如果那裡有更新,以及改變該業務的盈利能力?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Thanks for the good wishes on the quarter, Michelle.
感謝您對本季度的良好祝愿,米歇爾。
The iTunes music store in our June quarter made a small profit.
我們六月季度的 iTunes 音樂商店小幅盈利。
And that includes both our sales in the U.S. and Europe.
這包括我們在美國和歐洲的銷售額。
Going forward, our profitability will vary on pricing, and volume, and what we might do to grow the business.
展望未來,我們的盈利能力將因定價、數量以及我們為發展業務而可能採取的措施而有所不同。
And we were just thrilled with the sales this quarter crossing not only 100 million songs here in the U.S.; but our great start in Europe, where we are the, by far, leading music store in the U.K., France, and Germany.
我們對本季度在美國的銷量超過 1 億首歌曲感到非常興奮。但我們在歐洲的良好開端,到目前為止,我們是英國、法國和德國領先的音樂商店。
Michelle Gutierrez - Analyst
Michelle Gutierrez - Analyst
Okay.
好的。
Great.
偉大的。
And then just transitioning that into the iPod international launch, later this month, in July.
然後將其過渡到本月晚些時候,7 月的 iPod 國際發布。
Given the unprecedented demand in the U.S., are you going to be able to manage that launch?
鑑於美國前所未有的需求,您是否能夠管理此次發布?
Or will that, you know, you won't be able to preannounce a pushout, but how do you feel about supplying that launch?
或者,您知道,您將無法預先宣布推出,但您對提供該發射有何看法?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
We will conduct the launch on July 24, and we have set aside some amount of the July supply in order to ship internationally, but given the order that I've seen, it's clear that it will not come close to satisfying the number of people that want them.
我們將在 7 月 24 日進行發布,我們已經預留了一些 7 月的供應量以便在國際上發貨,但鑑於我所看到的訂單,很明顯它無法滿足人數想要他們。
Michelle Gutierrez - Analyst
Michelle Gutierrez - Analyst
Okay.
好的。
And then just shifting gears a little bit, the huge strength that you saw in the PowerBook, 40% growth quarter-to-quarter, that's typically not typical seasonality, you know.
然後稍微換檔,你在 PowerBook 中看到的巨大力量,季度環比增長 40%,這通常不是典型的季節性,你知道的。
I didn't hear why exactly you saw that particular strength in PowerBook, and in iBook and whether you continue to see that going forward.
我不知道為什麼您在 PowerBook 和 iBook 中看到了這種特殊的優勢,以及您是否會繼續看到這種優勢。
Thank you very much.
非常感謝。
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Sure.
當然。
The -- you know, the world is going more mobile and Apple is a leader in that.
- 你知道,世界正在變得更加移動化,而蘋果是這方面的領導者。
We have a very competitive and feature-rich line of iBooks and PowerBooks which we have recently refreshed; and both PowerBooks and iBooks are doing very well in education and our consumer and business markets as well.
我們最近更新了一個極具競爭力且功能豐富的 iBooks 和 PowerBooks 產品線; PowerBooks 和 iBooks 在教育以及我們的消費者和商業市場上都表現出色。
Michelle Gutierrez - Analyst
Michelle Gutierrez - Analyst
Do you see that going forward as well?
你是否也看到了這一點?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
We're not going to provide specific unit guidance but, yes, we are very pleased with our portable line; how it's doing, and its prospects for the future.
我們不會提供具體的單位指導,但是,是的,我們對我們的便攜式生產線非常滿意;它是如何做的,以及它對未來的前景。
Michelle Gutierrez - Analyst
Michelle Gutierrez - Analyst
Okay.
好的。
Thank you.
謝謝你。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Thanks, Michelle.
謝謝,米歇爾。
Can we have the next question, please?
請問下一個問題可以嗎?
Operator
Operator
We'll go next to Charles Wolf with Needham & Company.
我們將與 Needham & Company 一起前往 Charles Wolf。
Charles Wolf - Analyst
Charles Wolf - Analyst
Yes, I think Steve asked the question, but it wasn't answered.
是的,我認為史蒂夫提出了這個問題,但沒有得到回答。
Is the HP launch of the HP pod still on target?
HP pod 的 HP 發射是否仍在目標中?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
Yes, Charlie, sorry, I didn't answer that, and it wasn't because I was doing that intentionally.
是的,查理,對不起,我沒有回答這個問題,也不是因為我故意那樣做。
HP will ship this summer, as we had indicated in last quarter's call.
正如我們在上個季度的電話會議中指出的那樣,惠普將在今年夏天發貨。
Charles Wolf - Analyst
Charles Wolf - Analyst
Okay.
好的。
Thank you.
謝謝你。
I have a second question.
我有第二個問題。
I don't know if you can answer it.
不知道你能不能回答。
But I was wondering if you could share with us, possibly, some of the shopping habits of the people who come to the iTunes music store.
但我想知道您是否可以與我們分享一些來 iTunes 音樂商店的人的購物習慣。
Possibly the total number that have come, stuff like that, if you have that information and can share it?
如果你有這些信息並且可以分享的話,可能是來的總數,類似的東西?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Charlie, we -- of course we have it but for competitive reasons, we don't want to do that.
查理,我們——當然有,但出於競爭原因,我們不想這樣做。
I would just say that we couldn't be happier with the success that we're having in all of our markets with the music store.
我只想說,我們對音樂商店在所有市場上取得的成功感到非常高興。
Our traffic is up.
我們的流量增加了。
We're pleased with the sales.
我們對銷售感到滿意。
And we're just going to keep making our store and our iPods better and better.
我們將繼續讓我們的商店和我們的 iPod 變得越來越好。
Charles Wolf - Analyst
Charles Wolf - Analyst
Okay.
好的。
Thanks a lot.
非常感謝。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Thanks, Charlie.
謝謝,查理。
Can we have the next question, please?
請問下一個問題可以嗎?
Operator
Operator
We'll go next with Joel Wagonfeld with First Albany Capital.
接下來,我們將與 First Albany Capital 的 Joel Wagonfeld 合作。
Joel Wagonfeld - Analyst
Joel Wagonfeld - Analyst
Thank you, nice quarter.
謝謝你,漂亮的季度。
I had a question on products.
我有一個關於產品的問題。
I was wondering if you had any granularity in terms of when during September you expect to ship the iMac, whether Apple products will be in the Office Depot stores or just online on their site, and also if you expect any cannibalization of the white iPods once the minis do become fully available or is there sufficient demand for the bigger capacity devices?
我想知道您是否對 9 月份預計何時發貨 iMac 有任何詳細信息,Apple 產品是在 Office Depot 商店中還是僅在其網站上在線,以及您是否預計白色 iPod 會被蠶食一次minis 確實完全可用,還是對更大容量的設備有足夠的需求?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
On Office Depot, we have authorized Office Depot to sell on their online store, and we've done that because of their emphasis in the small and medium business market.
在 Office Depot 上,我們已經授權 Office Depot 在他們的在線商店上銷售,我們這樣做是因為他們重視中小型企業市場。
We do not have any plan to extend that to their retail stores, or to put product into their retail stores.
我們沒有任何計劃將其擴展到他們的零售店,或將產品放入他們的零售店。
On the mini cannibalization, frankly, we don't know.
坦率地說,我們不知道迷你同類相食。
We've never been in a position where we have had significant amount of mini and white iPods in any location for any length of time so we don't know the answer to that.
我們從來沒有在任何地方長時間擁有大量迷你和白色 iPod,所以我們不知道答案。
Joel Wagonfeld - Analyst
Joel Wagonfeld - Analyst
And in terms of when in September?
就九月份的時間而言?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
We plan to announce and ship in September and we're not being more specific on the timing in September.
我們計劃在 9 月宣布並發貨,我們不會更具體地說明 9 月的時間安排。
Joel Wagonfeld - Analyst
Joel Wagonfeld - Analyst
Okay.
好的。
Could I follow-up?
我可以跟進嗎?
Just in terms of the granularity on the margins this quarter, which the gross margin was pretty strong, was that all due to better mix?
就本季度的利潤率粒度而言,毛利率相當強勁,這都是因為更好的組合嗎?
You made a couple of comments I think on air freight that I didn't quite catch, if you could just repeat those for me?
您對空運提出了一些我認為我沒有完全理解的評論,如果您可以為我重複一遍嗎?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Sure, Joel, the comments that I made regarding air freight related to Q4.
當然,喬爾,我就與第四季度有關的空運發表的評論。
Joel Wagonfeld - Analyst
Joel Wagonfeld - Analyst
That's what I thought.
我也那麼認為。
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Right.
正確的。
Our Q3 gross margin came in at 27.8%, as we guided to in the third quarter.
正如我們在第三季度所指導的那樣,我們第三季度的毛利率為 27.8%。
Joel Wagonfeld - Analyst
Joel Wagonfeld - Analyst
And so despite the -- so that was all basically mix, the Power Mac offsetting the iPod?
所以儘管——所以基本上都是混合的,Power Mac 會抵消 iPod 嗎?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
We saw a little bit more favorable commodity environment than we had thought, which helped us offset the delay of the 2.5 gigahertz Power Mac in the third quarter.
我們看到的商品環境比我們想像的要好一些,這幫助我們抵消了第三季度 2.5 GHz Power Mac 的延遲。
Joel Wagonfeld - Analyst
Joel Wagonfeld - Analyst
Got it.
知道了。
Okay.
好的。
Thank you.
謝謝你。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Thanks, Joel.
謝謝,喬爾。
Could we have the next question, please?
請問下一個問題好嗎?
Operator
Operator
We'll go next to Bill Fearnley with FTN Midwest Research.
我們將在 FTN 中西部研究部的 Bill Fearnley 旁邊。
Bill Fearnley - Analyst
Bill Fearnley - Analyst
Yes, good afternoon.
是的,下午好。
A couple of questions on the iMac.
關於 iMac 的幾個問題。
Is the only issue the chips, are there any other gating issues on other component or plastics for that product?
唯一的問題是芯片,該產品的其他組件或塑料是否還有其他門控問題?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
Bill, the processor is the most critical factor.
比爾,處理器是最關鍵的因素。
Bill Fearnley - Analyst
Bill Fearnley - Analyst
Okay.
好的。
And on Japan, performance versus expectations given the economic environment and your new stores there, could you give additional color on what's happening in Japan specifically?
在日本,考慮到經濟環境和您在那裡的新店,業績與預期之間的關係,您能否就日本正在發生的事情具體說明一下?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
Yes, I will.
是的,我會。
When you include the retail story that we have in Japan, in the Japan geographic results, you'll see -- you'd see that our revenue year-over-year increased 8% in the quarter.
當您將我們在日本的零售故事包括在日本地理結果中時,您會看到 - 您會看到我們的收入在本季度同比增長 8%。
Now, compared to the previous quarter, we declined 17%, looking at the same comparable; and so we did better on a sequential basis but, frankly, Japan is our weakest performing geo.
現在,與上一季度相比,我們下降了 17%,看同樣的可比性;所以我們在連續的基礎上表現更好,但坦率地說,日本是我們表現最差的地區。
We're not happy.
我們不高興。
We've made a number of changes.
我們進行了許多更改。
We have a number of initiatives underway.
我們正在進行多項舉措。
And you know, it's a very key market for us, and we must improve there.
你知道,這對我們來說是一個非常關鍵的市場,我們必須在那裡改進。
Bill Fearnley - Analyst
Bill Fearnley - Analyst
Is Quark still holding you back there?
夸克還在拖你後腿嗎?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
Quark, we thought would ship last quarter, but did not and, now, my understanding is they will ship in the early part of this one.
Quark,我們原以為會在上個季度發貨,但沒有,現在,我的理解是他們將在這個季度的早期發貨。
Bill Fearnley - Analyst
Bill Fearnley - Analyst
Okay.
好的。
And one last follow-up if I could.
如果可以的話,最後一次跟進。
On air freight expenses coming up, what exactly are you air freighting in the upcoming quarter?
關於即將到來的空運費用,您在下一季度的空運到底是什麼?
What products?
什麼產品?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Bill, it's primarily the new iMac.
比爾,主要是新的 iMac。
Bill Fearnley - Analyst
Bill Fearnley - Analyst
Okay thank you.
好的謝謝你。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Thanks, Bill.
謝謝,比爾。
Can we have the next question, please?
請問下一個問題可以嗎?
Operator
Operator
We'll go next to Kevin Hunt with Thomas Weisel Partners.
我們將與 Thomas Weisel Partners 一起討論 Kevin Hunt。
Kevin Hunt - Analyst
Kevin Hunt - Analyst
Thank you.
謝謝你。
A couple of questions on your ASP trends.
關於您的 ASP 趨勢的幾個問題。
On the iMac you had a pretty substantial drop in ASP.
在 iMac 上,您的 ASP 大幅下降。
Is that just because of the -- a mix shift towards eMac?
這僅僅是因為 - 向 eMac 的混合轉變嗎?
And then the same kind of question on the iPod.
然後在 iPod 上提出了同樣的問題。
It looks like you had a 290 ASP which, would that suggest you're selling mainly the low end of the white and the minis?
看起來您的平均售價為 290,這是否表明您主要銷售低端的白色和迷你型?
And I actually had one other question on education.
我實際上還有另一個關於教育的問題。
You said 3% for the K-12.
你說 K-12 的 3%。
What was the total education if you put in the higher ed as well?
如果你也參加高等教育,總教育是多少?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Okay, I will -- let me start with your ASP questions.
好的,我會——讓我從你的 ASP 問題開始。
So the iMac ASP declined to $967 in our third quarter from $1049 in the year-ago quarter.
因此,我們第三季度的 iMac ASP 從去年同期的 1049 美元降至 967 美元。
That ASP decline related to our shipping far fewer flat panel iMacs in the quarter.
平均售價下降與我們在本季度出貨的平板 iMac 數量少得多有關。
The iPod ASP decline you referred to is really primarily is the mix issue between minis and the white iPods.
您所說的 iPod ASP 下降實際上主要是 minis 和白色 iPod 之間的混合問題。
And your education question, was that unit -- a unit question or revenue?
你的教育問題,是那個單位——一個單位問題還是收入?
Kevin Hunt - Analyst
Kevin Hunt - Analyst
I think you said revenue, you said was 3% for K-12, if I wasn't mistaken, and I just wondered if you had the total education number?
我想你說的是收入,你說的是 K-12 的 3%,如果我沒記錯的話,我只是想知道你是否有教育總數?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
Yes, Kevin, the K-12 is 3% year-over-year, the higher ed is 40% year-over-year and the total education for the U.S. is 16% up year-over-year.
是的,凱文,K-12 同比增長 3%,高等教育同比增長 40%,美國的總教育同比增長 16%。
Kevin Hunt - Analyst
Kevin Hunt - Analyst
Okay, thanks.
好的謝謝。
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
And I would just remind you that IDC's last forecasted the total ed market is shrinking in the double digits.
我只想提醒你,IDC 上次預測整個教育市場正在以兩位數的速度萎縮。
Kevin Hunt - Analyst
Kevin Hunt - Analyst
Okay.
好的。
Thank you.
謝謝你。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Thanks, Kevin.
謝謝,凱文。
Can we have the next question, please?
請問下一個問題可以嗎?
Operator
Operator
We'll go next to Keith Bachman with Banc of America Securities.
我們將與美國銀行證券公司一起去基思巴赫曼旁邊。
Keith Bachman - Analyst
Keith Bachman - Analyst
Hi, thanks very much.
你好,非常感謝。
I had a couple.
我有一對。
First, the share count was higher, at least, than I had forecasted.
首先,股票數量至少比我預期的要高。
Was that just because of the stock price or was there something else going on there?
這僅僅是因為股票價格還是那裡發生了其他事情?
Was there some issuance there?
那裡有發行嗎?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Gary, would you like to take that?
加里,你願意接受嗎?
Gary Whipfler - VP and Corporate Treasurer
Gary Whipfler - VP and Corporate Treasurer
Yes, actually, most of that is the average share price going up.
是的,實際上,其中大部分是平均股價上漲。
Keith Bachman - Analyst
Keith Bachman - Analyst
Okay.
好的。
And then on the AirPort Express, I know it's just recently out, but have you had any expectations or any kind of indications on how that will track?
然後在 AirPort Express 上,我知道它是最近才發布的,但是你對它的追踪方式有任何期望或任何跡象嗎?
And then is that in the other category, the new line item that you had, other music products?
然後是在另一個類別中,您擁有的新產品線,其他音樂產品?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
No, the AirPort Express is in the peripheral and other hardware category.
不,AirPort Express 屬於外圍設備和其他硬件類別。
Keith Bachman - Analyst
Keith Bachman - Analyst
Okay.
好的。
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
But just to clarify the AirPort Express did not ship in Q3 and therefore, it is not in the Q3 results.
但只是為了澄清 AirPort Express 沒有在第三季度發貨,因此它不在第三季度的結果中。
Keith Bachman - Analyst
Keith Bachman - Analyst
Yeah, no, I was just referring -- I think it just started shipping, right?
是的,不,我只是指-我認為它剛剛開始發貨,對嗎?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
Yes.
是的。
We've now taken over 80,000 orders.
我們現在已經接受了超過 80,000 個訂單。
We just began to ship -- we're thrilled with the market reception of it.
我們剛剛開始發貨——我們對它的市場接受度感到興奮。
And, you know, the -- it's gotten great, great reviews and we're very happy that it is shipping.
而且,您知道,它獲得了很棒的好評,我們很高興它正在發貨。
Keith Bachman - Analyst
Keith Bachman - Analyst
Is that a global ship?
是環球船嗎?
Or is it U.S. ship?
還是美國的船?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
The 80,000 units that I'm quoting is global.
我引用的 80,000 個單位是全球性的。
The first units we're shipping to the U.S., but internationally we're shipping in the next few days as well.
我們將運送到美國的第一批產品,但在國際上,我們也將在接下來的幾天內運送。
Keith Bachman - Analyst
Keith Bachman - Analyst
That was more of my question, is it a U.S.-based product?
那更多是我的問題,它是美國的產品嗎?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
No, it's a worldwide product.
不,它是全球產品。
Keith Bachman - Analyst
Keith Bachman - Analyst
Great.
偉大的。
And then on the iPod for Hewlett Packard, is there any -- do you have any channel restrictions on that to try to manage the channel conflict either by geo or by any other supply source?
然後在惠普的 iPod 上,是否有任何渠道限制,以嘗試通過地理或任何其他供應源來管理渠道沖突?
Is there any kind of channel restrictions associated with HP?
是否有任何與 HP 相關的渠道限制?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
No, HP and Apple independently conclude who to sell to.
不,惠普和蘋果獨立得出賣給誰的結論。
Keith Bachman - Analyst
Keith Bachman - Analyst
Okay.
好的。
So no restrictions at all, even by geo?
所以完全沒有限制,即使是地理?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
None.
沒有任何。
Keith Bachman - Analyst
Keith Bachman - Analyst
Okay.
好的。
Okay.
好的。
Thanks very much.
非常感謝。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Thanks, Keith.
謝謝,基思。
Can we have the next question, please?
請問下一個問題可以嗎?
Operator
Operator
We'll go next to Rob Cihra with Fulcrum Global Partners.
我們將與 Fulcrum Global Partners 一起前往 Rob Cihra。
Rob Cihra - Analyst
Rob Cihra - Analyst
Hi, thanks very much.
你好,非常感謝。
Actually a couple of questions.
實際上有幾個問題。
I am not sure if you want to answer, but I'll try anyway.
我不確定你是否想回答,但無論如何我都會嘗試。
One, I think, was already asked which was if you felt like giving the mix of minis within the iPod in the June quarter.
一個,我想,已經有人問過你是否願意在 6 月季度在 iPod 中提供迷你組合。
Secondly, if you are willing to quantify at all the amount of fiscal fourth quarter hit by the new iMac delay beyond the guidance you've already given?
其次,您是否願意量化新 iMac 延遲對第四財季的影響,超出您已經給出的指導?
And then thinking that maybe you won't answer either of those, I have one more which was just to do with the Power Mac.
然後想也許你不會回答其中任何一個,我還有一個與 Power Mac 有關的問題。
The softness that we've seen, I know you went through the details in terms of the processor problems hurting that availability, that sort of thing.
我們所看到的柔軟度,我知道您在處理器問題方面詳細介紹了影響可用性的問題,諸如此類。
But it seems to a certain extent that every quarter, maybe there is a little bit of a reason why those aren't as strong as they might otherwise have been expected to be, whether it's processors, channel, mix shift, or channel inventory shift, that sort of thing.
但似乎在一定程度上,每個季度,無論是處理器、渠道、混合轉移還是渠道庫存轉移,這些都沒有預期的那麼強大,這可能是有一點原因的, 之類的東西。
Is that sort of 200,000 or so per quarter bogey that you had once talked about, do you think maybe that's history and maybe we should never think of a number that high for the Power Mac?
您曾經談到的每季度 200,000 左右的柏忌是否是您曾經說過的,您認為這可能是歷史嗎,也許我們永遠不應該為 Power Mac 考慮這麼高的數字?
Or is it just the fact that with the processor delays you really still can't be sure?
或者僅僅是處理器延遲的事實,你真的仍然不能確定嗎?
Thanks very much.
非常感謝。
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Rob, as you suspected I am not going to answer your first two questions.
Rob,正如你所懷疑的那樣,我不會回答你的前兩個問題。
As relates to your Power Mac question, you know, the world is really going more mobile.
關於您的 Power Mac 問題,您知道,世界確實變得更加移動化。
Our portable sales are growing very, very quickly.
我們的便攜式銷售增長非常非常快。
And I would say that we are focused on maximizing our total pro sales.
我想說的是,我們專注於最大化我們的專業銷售總額。
Would like to see them in the range of 400,000.
希望看到它們在 400,000 的範圍內。
This past quarter we did 393,000.
上個季度我們做了 393,000 次。
I would say, though, that when we begin to ship the new iMac, which will be based on a G5, in future quarters some customers may opt to buy that.
不過,我想說的是,當我們開始發售基於 G5 的新 iMac 時,在未來幾個季度,一些客戶可能會選擇購買它。
Rob Cihra - Analyst
Rob Cihra - Analyst
Okay.
好的。
And so you're just looking at more as an overall pro number rather than maybe the desktops.
因此,您更多地只是將其視為整體專業數字,而不是台式機。
Do you think you may be losing some to the notebook side?
你認為你可能會在筆記本方面失去一些嗎?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
No our ASPs and margins are strong on the PowerBook and, quite honestly, we're indifferent whether somebody wants to buy a G5 desktop or a PowerBook.
沒有,我們在 PowerBook 上的 ASP 和利潤率很高,而且老實說,我們無所謂是否有人想購買 G5 台式機或 PowerBook。
Rob Cihra - Analyst
Rob Cihra - Analyst
Okay.
好的。
Great, thanks very much.
太好了,非常感謝。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Thank you, Rob.
謝謝你,羅布。
Could we have the next question, please?
請問下一個問題好嗎?
Operator
Operator
We will go next to Howard Glycier with Metropolitan West.
我們將與 Metropolitan West 一起前往 Howard Glycier。
Howard Glycier - Analyst
Howard Glycier - Analyst
Hi, thanks very much.
你好,非常感謝。
I just have a follow-up on an earlier question regarding the share count.
我只是對先前有關份額計數的問題進行了跟進。
I believe, even adjusting for the increased stock price, there was issuance of stock.
我相信,即使調整了上漲的股價,也有股票發行。
You mentioned that $190 million was received due to stock option exercise.
您提到由於行使股票期權而收到了 1.9 億美元。
You have $12.65 in net cash; no debt; you're generating, in my estimation, well in excess, I don't know exactly how much, about $1 dollar a share in cash a year.
您有 12.65 美元的淨現金;沒有債務;據我估計,你正在產生遠遠超過,我不知道具體多少,每年每股約 1 美元的現金。
Why do you allow the share creep?
為什麼你允許份額蠕變?
Why don't you, at the very least, repurchase option -- option exercise shares, and even better, repurchase significantly more shares as you have the cash available?
你為什麼不至少回購期權——期權行使股票,甚至更好的是,在你有可用現金的情況下回購更多的股票?
Thanks.
謝謝。
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Howard, it -- at this point, we have opted to maintain our cash for flexibility to invest in our business and for possible acquisitions.
霍華德,它 - 在這一點上,我們選擇保留我們的現金,以便靈活地投資我們的業務和可能的收購。
And from time to time, the board can consider a buyback program.
董事會可以不時考慮回購計劃。
Gary Whipfler - VP and Corporate Treasurer
Gary Whipfler - VP and Corporate Treasurer
And Howard, this is Gary.
霍華德,這是加里。
Just as a follow-up to your comment, yes there was actually -- there was stock option exercises.
正如您的評論的後續行動,是的,實際上 - 有股票期權練習。
When we look at the treasury stock method, which factors in average share price and employee stock option exercises, we got to 392 million shares.
當我們查看將平均股價和員工股票期權行使因素考慮在內的庫存股方法時,我們得到了 3.92 億股。
Looking at internal assumptions and going forward, we would think that that number might be closer to 400 million next quarter.
看看內部假設並展望未來,我們認為下個季度這個數字可能接近 4 億。
Howard Glycier - Analyst
Howard Glycier - Analyst
And you couldn't entertain the notion of at least keeping the share count flat?
你不能接受至少保持股票數量不變的想法嗎?
I understand the flexibility that you're trying to maintain, but you're diluting existing shareholders by not at least keeping that share count flat.
我理解你試圖保持的靈活性,但你正在稀釋現有股東,至少保持股份數量不變。
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Yeah, Howard, you know, this is a board level decision that gets discussed from time to time.
是的,霍華德,你知道,這是不時討論的董事會層面的決定。
And while we do have an authorized buyback program, which has about $300 million remaining, we have not been active in a couple of years.
雖然我們確實有一個授權的回購計劃,剩餘約 3 億美元,但我們已經有幾年不活躍了。
Howard Glycier - Analyst
Howard Glycier - Analyst
Okay.
好的。
Thank you.
謝謝你。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Thank you, Howard.
謝謝你,霍華德。
Could we have the next question, please?
請問下一個問題好嗎?
Operator
Operator
We'll go next to Andy Neff with Bear Stearns.
我們將和貝爾斯登一起去安迪·內夫旁邊。
Bill Hand - Analyst
Bill Hand - Analyst
Yes, thanks.
對了謝謝。
This is Bill Hand for Andy Neff.
這是安迪·內夫的比爾·漢德。
Can you comment at all on component pricing trends?
您能對組件定價趨勢發表評論嗎?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
Sure, this is Tim.
當然,這是蒂姆。
We saw declines in memory, LCDs and storage during the quarter, particularly the last part of the quarter that we just finished, and we expect that those will continue in the near term.
我們在本季度看到內存、LCD 和存儲的下降,尤其是我們剛剛完成的季度的最後一部分,我們預計這種情況將在短期內繼續下去。
The other commodities, we believe, will continue to follow historical take-down rates.
我們認為,其他大宗商品將繼續遵循歷史下降率。
Bill Hand - Analyst
Bill Hand - Analyst
Great.
偉大的。
Thanks.
謝謝。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Thanks, Bill.
謝謝,比爾。
Can we have the next question, please?
請問下一個問題可以嗎?
Operator
Operator
We will go next to Shannon Cross with Cross Research.
我們將與 Cross Research 一起前往 Shannon Cross。
Shannon Cross - Analyst
Shannon Cross - Analyst
Good afternoon.
下午好。
A couple of questions here.
這裡有幾個問題。
Can you give us an idea of how many weeks of iMac shipments are in your expectations that you've given us today?
您能否告訴我們您今天給我們的預期 iMac 出貨量是多少週?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Are you referring to the --
你指的是——
Shannon Cross - Analyst
Shannon Cross - Analyst
To the new iMac?
到新的 iMac?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
No, Shannon, we're not going to provide specific guidance on -- or the components of any of our specific products within our guidance.
不,Shannon,我們不會在我們的指導範圍內就我們的任何特定產品的組件或組件提供具體指導。
Shannon Cross - Analyst
Shannon Cross - Analyst
Okay.
好的。
And but I -- can we -- can you tell us if you would assume sort of full channel fill will be able to be accomplished by the end of September or if that will stretch over into your fiscal first quarter?
但是我 - 我們可以 - 你能告訴我們你是否會假設在 9 月底之前能夠完成某種完整的渠道填充,或者這是否會延續到你的第一財季?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Again, Shannon, I don't want to get into what we may or may not ship with individual products in the quarter.
再說一次,香農,我不想討論我們在本季度可能會或可能不會隨單個產品發貨的內容。
Shannon Cross - Analyst
Shannon Cross - Analyst
Okay.
好的。
I think you can answer these ones.
我想你可以回答這些。
How many Xserves were in your Power Mac number?
您的 Power Mac 號碼中有多少個 Xserve?
Because I know last quarter it was constrained.
因為我知道上個季度它受到了限制。
I would assume it was still somewhat constrained by IBM shortages during this quarter.
我認為它在本季度仍然受到 IBM 短缺的限制。
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
We did about 13,000, which was a record for us, and we left the quarter with some backlog, due to late deliveries of processors.
我們做了大約 13,000 個,這對我們來說是一個記錄,由於處理器交付延遲,我們在本季度留下了一些積壓。
We've sent, subsequently to that -- this quarter, we have cleared most of that backlog and are now in normal kind of shipping lead times on the Xserve.
我們已經發送,隨後 - 本季度,我們已經清除了大部分積壓,現在在 Xserve 上處於正常的運輸提前期。
Shannon Cross - Analyst
Shannon Cross - Analyst
Okay.
好的。
So we can expect a little bit extra this quarter but not much, from normalized levels?
因此,我們可以從標準化水平預期本季度會有所增加,但不會太多?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
We don't make product line estimates.
我們不做產品線估算。
Shannon Cross - Analyst
Shannon Cross - Analyst
Okay.
好的。
And can you talk a little bit about the supply of micro drives for the iPod minis?
你能談談 iPod mini 的微型驅動器的供應嗎?
You know, thoughts about additional providers, and obviously, you know, it looks like you're going to be constrained through the end of the year.
您知道,關於其他提供商的想法,顯然,您知道,看起來您將在今年年底受到限制。
So what other options are out there?
那麼還有哪些其他選擇呢?
Or is it, you know, -- is there any other option out there at this point?
或者,你知道,——此時還有其他選擇嗎?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
I'll just say that we will do what is necessary to increase the supply to try to get closer to the demand.
我只想說,我們將採取必要措施增加供應,以接近需求。
Shannon Cross - Analyst
Shannon Cross - Analyst
Okay.
好的。
And just one final question, in terms of the air freight costs, they'll be in this quarter, I think -- I think -- and maybe Ben asked, and just -- you said you are not going to comment on fiscal first quarter.
最後一個問題,就空運成本而言,他們將在本季度出現,我認為 - 我認為 - 也許 Ben 問過,而且只是 - 你說你不會先評論財政四分之一。
But just -- just curious if, you know, assuming the delays are there, we could figure that air freight is basically for channel fill, and things will be fine going forward?
但只是——只是好奇,如果你知道,假設存在延誤,我們可以認為空運基本上是為了填補渠道,事情會不會好轉?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Shannon, I'm just not at this point going to get into our views on Q1.
香農,我只是在這一點上不打算進入我們對第一季度的看法。
Shannon Cross - Analyst
Shannon Cross - Analyst
Okay.
好的。
Thanks, guys.
多謝你們。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Thank you, Shannon.
謝謝你,香農。
Can we have the next question, please?
請問下一個問題可以嗎?
Operator
Operator
We will go next to John McPeek with Seminole Capital Partners.
我們將與塞米諾爾資本合作夥伴一起去約翰麥克皮克旁邊。
John McPeek - Analyst
John McPeek - Analyst
Thank you.
謝謝你。
I just have a follow-up on the share count.
我只是對份額計數進行了跟進。
The annualized rate in the just-reported quarter, is sort of 15%, and the guidance you gave for September does drop down to 8%.
剛剛報告的季度的年化率為 15%,而你給出的 9 月份指導確實下降到了 8%。
I mean should we think about shares going up about 8% a year, sort of going forward?
我的意思是我們是否應該考慮股價每年上漲約 8%,有點向前發展?
And then I just have a follow-up.
然後我有一個跟進。
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
I'm sorry, I did not understand the question.
對不起,我沒看懂這個問題。
Could you ask that again?
你能再問一遍嗎?
John McPeek - Analyst
John McPeek - Analyst
Should we think about the share count, the fully diluted share count going up at about 8% per year at Apple?
我們是否應該考慮股票數量,完全稀釋後的股票數量在 Apple 以每年約 8% 的速度增長?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
I don't want to try and provide a forecast for next fiscal year, but as Gary indicated, for our fourth quarter, -- for the fourth quarter share count, we would expect that to be about 400 million.
我不想嘗試提供下一財年的預測,但正如加里所說,對於我們的第四季度,我們預計第四季度的股票數量約為 4 億股。
John McPeek - Analyst
John McPeek - Analyst
Okay.
好的。
All right.
好的。
And then I just have a question on iPod to CPU conversion.
然後我有一個關於 iPod 到 CPU 轉換的問題。
You guys are, you know, characterizing the demand for the iPods as staggering.
你們知道,對 iPod 的需求是驚人的。
It sounds like, just anecdotally, from talking to people I know that some people that buy iPods are buying CPUs and that's part of your strategy.
聽起來,只是傳聞,從與我認識的人交談中得知,一些購買 iPod 的人正在購買 CPU,這是您策略的一部分。
I was hoping you could talk a little bit about what you're seeing there.
我希望你能談談你在那裡看到的東西。
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Sure.
當然。
We -- I'll make a few comments and then Tim can add on if he likes.
我們——我會發表一些評論,然後蒂姆可以根據他的喜好進行補充。
We were really happy with our CPU shipments this quarter, again up 14% year-over-year.
我們對本季度的 CPU 出貨量非常滿意,再次同比增長 14%。
It was the best CPU quarter that we had had in 3 1/2 years.
這是我們 3 1/2 年來最好的 CPU 季度。
We are seeing, still in Ron's stores, that about 50% of the computers he is selling are to people that have either never owned a Mac or are coming back to the platform; and he would tell you that he thinks one of the biggest drivers of people coming into the stores and buying are people that have had a great experience using an iPod on the windows platform.
我們仍然在 Ron 的商店中看到,他銷售的計算機中約有 50% 是面向從未擁有過 Mac 或重新使用該平台的人;他會告訴你,他認為人們進入商店和購買的最大驅動力之一是那些在 windows 平台上使用 iPod 有過很好體驗的人。
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
Based on some outside surveys, our share of the freshman incoming class in a lot of higher ed institutions is increasing.
根據一些外部調查,我們在許多高等教育機構中新生入學班的份額正在增加。
And you know, one of the things that we would attribute that to is the iPod.
你知道,我們將其歸因於 iPod 的原因之一。
And so I would agree that, anecdotally, there's a lot of good stories out there and, frankly, we are really pleased with the 19% revenue growth in the Mac-related business.
所以我同意,有趣的是,那裡有很多好故事,坦率地說,我們對 Mac 相關業務 19% 的收入增長感到非常滿意。
John McPeek - Analyst
John McPeek - Analyst
All right.
好的。
Great.
偉大的。
Thanks.
謝謝。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Thanks, John.
謝謝,約翰。
Could we have the next question, please?
請問下一個問題好嗎?
Operator
Operator
We'll go next to Bill Shope with J.P. Morgan.
我們將和摩根大通一起去比爾肖普旁邊。
Bill Shope - Analyst
Bill Shope - Analyst
Thanks.
謝謝。
Could you comment on whether or not you're -- you'll any potential loss in shelf place from the iMac delay and are you going to have to offer any special incentives to your channel partners given the late quarter launch?
您能否評論一下您是否會因為 iMac 延遲而在貨架上失去任何潛在的損失,並且鑑於季度末的發布,您是否必須向您的渠道合作夥伴提供任何特殊獎勵?
And then a semi-related question, given the persistent delays in the G5 do you think -- are you going to be able to get any price concessions from IBM because of these delays or is it still the normal pricing pattern that you had planned previously?
然後是一個半相關的問題,考慮到 G5 的持續延遲,您認為 - 由於這些延遲,您是否能夠從 IBM 獲得任何價格讓步,還是您之前計劃的正常定價模式? ?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
On the shelf space question with the iMac, we typically have not had an issue getting our channel partners to carry new products, because they're very excited about the sales opportunity in those, and I do not anticipate having that issue this time.
關於 iMac 的貨架空間問題,我們通常不會遇到讓我們的渠道合作夥伴攜帶新產品的問題,因為他們對這些產品的銷售機會感到非常興奮,而且我預計這次不會有這個問題。
On the G5 concessions from IBM, I'd rather not comment on that.
關於 IBM 對 G5 的讓步,我不想對此發表評論。
Bill Shope - Analyst
Bill Shope - Analyst
Okay.
好的。
Thank you.
謝謝你。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Thanks, Bill.
謝謝,比爾。
Could we have the next question, please?
請問下一個問題好嗎?
Operator
Operator
We will take a follow-up from Bill Fearnley with FTN Midwest Research.
我們將在 FTN 中西部研究部接受 Bill Fearnley 的跟進。
Bill Fearnley - Analyst
Bill Fearnley - Analyst
Yes.
是的。
I had a quick question on the Apple stores and preliminary metrics you might be seeing on traction in the SMB market given your recent seminar activities?
鑑於您最近的研討會活動,我有一個關於 Apple 商店和您可能會看到的 SMB 市場牽引力初步指標的快速問題?
Peter Oppenheimer - CFO
Peter Oppenheimer - CFO
Ron, I believe that his SMB sales in the June quarter were about 13% and continues to run many seminars and programs in the store to reach out into the community to SMB, but also to education as well.
羅恩,我相信他在 6 月季度的 SMB 銷售額約為 13%,並繼續在商店中舉辦許多研討會和計劃,以向 SMB 和教育社區伸出援手。
Bill Fearnley - Analyst
Bill Fearnley - Analyst
Okay.
好的。
And one last follow-up on channels.
最後是對頻道的跟進。
Do you folks provide any update on the Best Buy pilot, formally?
你們正式提供有關百思買試點的任何更新嗎?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
We continue to do very great business with Best Buy in the iPod space, but the companies have jointly concluded not to pursue the CPU space at this time.
我們繼續與百思買在 iPod 領域開展非常好的業務,但兩家公司共同得出結論,此時不追求 CPU 領域。
Bill Fearnley - Analyst
Bill Fearnley - Analyst
Thank you.
謝謝你。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Thanks, Bill.
謝謝,比爾。
Could we have the next question, please?
請問下一個問題好嗎?
Operator
Operator
We'll go next to Ben Reitzes with UBS.
我們將與瑞銀一起前往 Ben Reitzes。
Ben Reitzes - Analyst
Ben Reitzes - Analyst
Yeah, a couple of follow-ups just, you've had -- I've seen this $200 promo for -- or $200 off for a PowerBook and iPod together.
是的,您已經進行了幾次後續行動——我已經看到了這個 200 美元的促銷活動——或者 PowerBook 和 iPod 一起享受 200 美元的折扣。
I was wondering, I don't think that had any impact in the quarter, did it?
我想知道,我認為這對本季度沒有任何影響,是嗎?
And then how are the expectations for that for back to school?
然後對返校的期望如何?
Is that any indication that that would take off with the iPod promotion?
這是否有跡象表明 iPod 促銷會起飛?
And then the other is with regard to Europe, how do you think sales there play out sequentially into what could be a seasonally slow period; but you got the iTunes up and running there in some big countries and how does your momentum look there?
然後另一個是關於歐洲,你認為那裡的銷售如何依次進入可能是季節性緩慢的時期?但是您在一些大國那裡啟動並運行了 iTunes,您的勢頭如何?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
On the $200 promo, we started that in Q4, not in Q3.
在 200 美元的促銷活動中,我們是在第四季度開始的,而不是在第三季度。
So we just put that underway, and so that will be in this quarter's results.
因此,我們只是將其付諸實施,這將出現在本季度的結果中。
We did run the same promotion last year at back to school time, as well.
我們去年在返校時也進行了同樣的促銷活動。
This promotion is exclusively geared toward education individuals, so incoming students, primarily at higher ed.
此促銷活動專門針對教育個人,因此主要是高等教育的新生。
And it was -- it was a significant success last year, and so we wanted to repeat that this year, in a period of time where iPod clearly has even more momentum than it did last year.
它是——去年取得了巨大的成功,所以我們想在今年重複這一點,在這段時間 iPod 顯然比去年更有動力。
On Europe, we had a great, great quarter in Europe, both in unit and revenue terms that we just finished.
在歐洲,我們剛剛完成了一個非常棒的歐洲季度,無論是在單位還是收入方面。
We don't provide forecasts at the geo level in terms of going forward, but I would just say that our business in Germany and the U.K. from a revenue growth perspective was very, very good last quarter.
我們沒有就未來的地理層面提供預測,但我只想說,從收入增長的角度來看,我們在德國和英國的業務上個季度非常非常好。
Ben Reitzes - Analyst
Ben Reitzes - Analyst
How would you characterize their take-up of iPod versus the U.S.'s and maybe in different stages -- of development?
你如何描述他們對 iPod 的使用與美國的對比,也許在不同的發展階段?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
You can clearly see that as the music store launched the iPod sales begin to move with it.
您可以清楚地看到,隨著音樂商店的推出,iPod 的銷售開始隨之移動。
And so there is a definite correlation in there -- from an awareness point of view, and people then getting the total solution.
所以那裡有一個明確的相關性——從意識的角度來看,然後人們得到了完整的解決方案。
Ben Reitzes - Analyst
Ben Reitzes - Analyst
Okay.
好的。
Thanks.
謝謝。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Thanks, Ben.
謝謝,本。
Can we have the next question, please?
請問下一個問題可以嗎?
Operator
Operator
We will go next to Keith Bachman with Banc of America Securities.
我們將與美國銀行證券公司一起前往基思·巴赫曼 (Keith Bachman)。
Mr. Bachman, your phone line is open.
巴赫曼先生,您的電話線已開通。
Please go ahead.
請繼續。
Keith Bachman - Analyst
Keith Bachman - Analyst
Yeah, thanks.
是的,謝謝。
Hi.
你好。
A couple of follow-ups.
幾個後續。
On the Circuit City, just so I'm clear, does that mean you're pulling your CPU business from their website as well?
在電路城,我很清楚,這是否意味著你也要把你的 CPU 業務從他們的網站上撤下來?
I'm sorry, Best Buy.
對不起,百思買。
Best Buy.
百思買。
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
We do not plan to have a CPU relationship with Best Buy at this time.
我們目前不打算與百思買建立 CPU 關係。
Keith Bachman - Analyst
Keith Bachman - Analyst
Okay, so it's on the website and at the store-related activities.
好的,它在網站上和與商店相關的活動中。
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
Correct.
正確的。
Keith Bachman - Analyst
Keith Bachman - Analyst
And then if I separated out your business in terms of the various pockets going from -- really trying to focus on the medium and large business, how much would you say medium and large enterprises represent of your total revenue pie?
然後,如果我將您的業務從各個口袋中分離出來——真的試圖專注於大中型業務,您認為大中型企業佔您總收入的份額有多少?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
Medium and large business in the last numbers that we had was a single-digit kind of number, 9% or so.
在我們掌握的最後一個數字中,大中型企業是個位數的數字,9% 左右。
Keith Bachman - Analyst
Keith Bachman - Analyst
Okay.
好的。
In terms of your total revenue, large business represents, medium to large business represents largely 10% of your revenues?
就您的總收入而言,大型業務代表,中型到大型業務佔您收入的 10%?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
Yes, and that's an internal estimate.
是的,這是內部估計。
Keith Bachman - Analyst
Keith Bachman - Analyst
Okay.
好的。
Thanks very much.
非常感謝。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Thank you, Keith.
謝謝你,基思。
Could we have the next question, please?
請問下一個問題好嗎?
Operator
Operator
Yes, we will go to Shannon Cross with Cross Research.
是的,我們將與 Cross Research 一起前往 Shannon Cross。
Shannon Cross - Analyst
Shannon Cross - Analyst
Hi, I just wanted to follow-up on the channel strategy and Best Buy question.
嗨,我只是想跟進渠道策略和百思買問題。
Can you give us an idea of what the issues may have been between yourself and Best Buy?
你能告訴我們你和百思買之間可能存在的問題嗎?
And if there are any implications for your ability to expand your channel strategy on the retail side going forward?
是否對您在零售方面擴展渠道戰略的能力有任何影響?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
Shannon we try a lot of different things and pilot a lot of different things, so I wouldn't say that there were any issues.
香農,我們嘗試了很多不同的東西並試飛了很多不同的東西,所以我不會說有任何問題。
I would say both of us ran a pilot and at this time we concluded to continue this great relationship that we have on iPod, and we concluded to not expand it on the CPU side.
我想說我們倆都進行了試點,此時我們決定繼續我們在 iPod 上的這種良好關係,並且我們決定不在 CPU 方面擴展它。
Shannon Cross - Analyst
Shannon Cross - Analyst
Okay.
好的。
And with regard to iPods, have you had any frustrations or issues with your channel partners given the supply constraints and the fact that you're running, I would assume, a significant amount of the iPods direct as opposed to going to other channels?
關於 iPod,考慮到供應限制以及我認為您正在運營大量 iPod 而不是轉到其他渠道的事實,您是否對您的渠道合作夥伴有任何挫敗感或問題?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
We have actually expanded the number of store locations around the world that are selling iPod over the last quarter, and it is now over 13,000.
實際上,我們在上個季度擴大了全球銷售 iPod 的門店數量,現在已經超過 13,000 家。
And so, frankly, we have more people that want to sell it than we have supply for it just now.
因此,坦率地說,我們想要出售它的人比我們現在的供應量還要多。
Shannon Cross - Analyst
Shannon Cross - Analyst
Okay.
好的。
And the 13,000, are those, I would assume, a significant portion of those have just started to sell the iPod -- or will actually start to sell the iPod meaning at the end of this year, or this month, given the launch in Europe?
而這 13,000 台,我認為,其中很大一部分剛剛開始銷售 iPod——或者實際上將在今年年底或本月開始銷售 iPod,因為它在歐洲推出?
Tim Cook - EVP-Worldwide Operations
Tim Cook - EVP-Worldwide Operations
Going into last quarter, we had right at 12, and so we added about 1,300, 1,400 or so store locations across the last 90 days.
進入上個季度,我們正好是 12 家,因此我們在過去 90 天內增加了大約 1,300、1,400 家左右的商店位置。
And have a, you know, another list of people who would like to sell it that we're currently looking at.
你知道,還有一份我們目前正在尋找的想要出售它的人的名單。
Shannon Cross - Analyst
Shannon Cross - Analyst
Great, thanks.
太謝謝了。
Nancy Paxton - Senior Director-IR and Corporate Finance
Nancy Paxton - Senior Director-IR and Corporate Finance
Thank you, Shannon.
謝謝你,香農。
A recording of today's call will be available for replay via telephone for seven days beginning at 5:00 p.m.
從下午 5:00 開始,今天的通話錄音將在 7 天內通過電話重播。
Pacific time today.
今天太平洋時間。
The number for the replay is 719-457-0820 and the confirmation code is 439123.
重播號碼為 719-457-0820,確認碼為 439123。
A replay of the audio webcast of this call will also be available beginning at approximately 5:00 p.m.
下午 5:00 左右開始還可以重播本次電話會議的音頻網絡廣播。
Pacific time today at www.Apple.com/Investor and will remain available for approximately 12 months.
太平洋時間今天在 www.Apple.com/Investor 上將保留大約 12 個月。
Members of the press with additional questions can contact Steve Dowling at 408-974-1896.
有其他問題的媒體成員可以撥打 408-974-1896 聯繫史蒂夫·道林。
And financial analysts can contact Joan Hoover or me with additional questions.
如果有其他問題,金融分析師可以聯繫 Joan Hoover 或我。
Joan is at 408-974-4570, and I'm at 408-974-5420.
瓊的電話是 408-974-4570,我的電話是 408-974-5420。
Thanks again for joining us.
再次感謝您加入我們。
Operator
Operator
That does conclude today's conference.
今天的會議到此結束。
Thank you for your participation.
感謝您的參與。
You may disconnect at this time.
此時您可以斷開連接。