蘋果 (AAPL) 2012 Q1 法說會逐字稿

Good day and welcome to this Apple Incorporated first quarter fiscal year 2012 earnings release conference call.

美好的一天，歡迎參加 Apple 公司 2012 財年第一季度財報電話會議。

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 of Investor Relations.

目前，關於開場白和介紹，我想將電話轉給投資者關係高級總監 Nancy Paxton。

Thank you.

謝謝你。

Good afternoon, and thanks to everyone for joining us.

下午好，感謝大家加入我們。

Speaking today is Apple CFO Peter Oppenheimer, and he will be joined by Apple CEO Tim Cook, and Treasurer Gary Whipfler for the Q&A session with analysts.

今天發言的是蘋果首席財務官彼得奧本海默，蘋果首席執行官蒂姆庫克和財務主管加里惠普弗勒將與他一起參加與分析師的問答環節。

Please note that some of the information you will hear during our discussion today will consist of forward-looking statements, including without limitation those regarding revenue, gross margin, operating expenses, other income and expense, stock-based compensation expense, taxes, earnings per share, and future products.

請注意，您將在我們今天的討論中聽到的一些信息將包含前瞻性陳述，包括但不限於有關收入、毛利率、運營費用、其他收入和費用、基於股票的薪酬費用、稅收、每股收益的陳述。分享和未來的產品。

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 the risk factors discussed in Apple's form 10-K for 2011, and the form 8-K filed with the SEC today, along with the attached press release.

如需更多信息，請參閱 Apple 2011 年 10-K 表格中討論的風險因素，以及今天向美國證券交易委員會提交的 8-K 表格，以及隨附的新聞稿。

Apple assumes no obligation to update any forward-looking statements or information which speak as of their respective dates.

Apple 不承擔更新任何前瞻性陳述或截至其各自日期的信息的義務。

I would now like to turn the call over to Peter Oppenheimer for introductory remarks.

我現在想把電話轉給彼得奧本海默做介紹性發言。

Thank you, Nancy.

謝謝你，南希。

We are thrilled to report the results of a tremendous quarter.

我們很高興地報告一個巨大的季度的結果。

Generating the highest quarterly revenue and earnings in Apple's history.

創造蘋果歷史上最高的季度收入和收益。

We established numerous new records during the quarter, including all-time highs for quarterly iPhone, iPad, and Mac sales.

我們在本季度創造了許多新紀錄，包括 iPhone、iPad 和 Mac 季度銷量的歷史新高。

We are very proud of these results and are extremely pleased with the momentum of our business.

我們對這些結果感到非常自豪，並對我們業務的發展勢頭感到非常滿意。

Revenue for the quarter was $46.3 billion, representing year-over-year growth of 73%.

本季度收入為 463 億美元，同比增長 73%。

The increase was fueled primarily by strong growth in iPhone, iPad, and Mac sales and was also aided by the inclusion of a 14th week in the quarter, which we indicated previously.

這一增長主要得益於 iPhone、iPad 和 Mac 銷量的強勁增長，並且還得益於我們之前指出的本季度第 14 週。

Operating margin was $17.3 billion, representing 37.4% of revenue.

營業利潤率為 173 億美元，佔收入的 37.4%。

Net income was $13.1 billion, increasing 118% over the prior December quarter's results, and equaling half of the net income generated in all of fiscal 2011.

淨收入為 131 億美元，比去年 12 月季度的業績增長 118%，相當於 2011 財年全年淨收入的一半。

The quarter's net income translated to earnings per share of $13.87.

該季度的淨收入轉化為每股收益 13.87 美元。

Turning to the details of the quarter, I would like to begin with our Mac products and services.

談到本季度的細節，我想從我們的 Mac 產品和服務開始。

We established a new all time quarterly record with sales of 5.2 million Macs, setting new records for both desk tops and portables.

我們以 520 萬台 Mac 的銷量創造了新的季度記錄，創造了台式機和便攜式電腦的新記錄。

Mac sales grew 26% year-over-year compared to IDC's latest published forecast of zero growth for the market overall in the December quarter.

與 IDC 最新公佈的 12 月季度整體市場零增長預測相比，Mac 銷量同比增長 26%。

While total Mac sales benefited from the 14th week, average weekly Mac sales were up strongly year-over-year across the quarter.

儘管 Mac 總銷量從第 14 週受益，但整個季度的平均每週 Mac 銷量同比強勁增長。

Mac sales outgrew the market in each of our geographies, with particular strength in our Asia-Pacific segment, where sales were up 58% year-over-year.

Mac 在我們每個地區的銷售額都超過了市場，在我們的亞太地區尤其強勁，銷售額同比增長 58%。

The increase in Mac sales was fueled by very strong growth of MacBook Pro and MacBook Air, as well as the continued strong performance of iMac.

Mac 銷量的增長得益於 MacBook Pro 和 MacBook Air 的強勁增長，以及 iMac 的持續強勁表現。

We began and ended the quarter with between three and four weeks of Mac channel inventory on a look-forward basis.

在本季度的開始和結束時，我們在前瞻的基礎上擁有三到四個星期的 Mac 渠道庫存。

As we announced last month, the Mac APP store has been a great success with customers downloading over 100 million APPS in less than a year.

正如我們上個月宣布的那樣，Mac 應用商店取得了巨大的成功，客戶在不到一年的時間裡下載了超過 1 億個應用。

The Mac APP store offers thousands of APPS in education, games, graphics and design, lifestyle, productivity, utilities and other categories, and has rapidly become a favorite shopping destination for Mac software.

Mac 應用商店提供教育、遊戲、圖形和設計、生活方式、生產力、實用程序等類別的數千個 APP，並迅速成為 Mac 軟件最受歡迎的購物目的地。

Moving to our music products, we sold 15.4 million iPods compared to 19.4 million in the year-ago quarter.

轉向我們的音樂產品，我們售出了 1540 萬台 iPod，而去年同期為 1940 萬台。

Total iPod sales were ahead of our expectations and iPod Touch continued to account for over half of all iPods sold.

iPod 總銷量超出我們的預期，iPod Touch 繼續佔所有 iPod 銷量的一半以上。

iPod's share of the US market for MP3 players remains at over 70%, based on the latest monthly data published by NPD, and iPod continued to be the top selling MP3 player in most countries we track, based on the latest data published by GFK.

根據 NPD 發布的最新月度數據，iPod 在美國 MP3 播放器市場的份額保持在 70% 以上，根據 GFK 發布的最新數據，iPod 繼續成為我們追踪的大多數國家/地區最暢銷的 MP3 播放器。

We ended the quarter within our target range of (technical difficulty) six weeks of I-pod channel inventory on a look-forward basis.

我們以前瞻性的方式結束了本季度在（技術難度）六週 I-pod 渠道庫存的目標範圍內。

The I-tunes store generated record results, with revenue in the quarter of $1.7 billion.

I-tunes 商店創造了創紀錄的業績，該季度的收入為 17 億美元。

During the quarter, we launched I-tunes music stores in Brazil as well as 27 other countries in Latin America and Europe, now offering a catalog of over 20 million songs from major recording labels as well as thousands of independent artists.

在本季度，我們在巴西以及拉丁美洲和歐洲的其他 27 個國家開設了 I-tunes 音樂商店，現在提供來自主要唱片公司和數千名獨立藝術家的超過 2000 萬首歌曲的目錄。

And I-tunes customers were amazingly busy on December 25, generating over 140 million downloads of APPS and content that day.

12 月 25 日，I-tunes 的客戶異常忙碌，當天的 APP 和內容下載量超過 1.4 億次。

I would now like to turn to iPhone.

我現在想轉向 iPhone。

We were thrilled to sell a record 37 million iPhones, compared to 16.2 million in the previous December quarter.

我們很高興售出創紀錄的 3700 萬部 iPhone，而去年 12 月季度為 1620 萬部。

This represents 128% year-over-year growth compared to 40% growth for the smart phone market overall in the December quarter, based on the latest published estimate from IDC.

根據 IDC 最新公佈的估計，這代表著 128% 的同比增長，而 12 月季度智能手機市場整體的增長為 40%。

We experienced very strong iPhone sales growth in all of our segments thanks primarily to the tremendous popularity of iPhone 4S.

我們在所有細分市場都經歷了非常強勁的 iPhone 銷售增長，這主要歸功於 iPhone 4S 的巨大普及。

Customers have been captivated by Siri, which lets them use their voices to send messages, place phone calls, schedule appointments, and more.

客戶已被 Siri 所吸引，這讓他們可以使用語音發送消息、撥打電話、安排約會等。

Siri understands what users say, knows what they mean, and helps them with every day task and information requests.

Siri 了解用戶所說的話，知道他們的意思，並幫助他們處理日常任務和信息請求。

IPhone channel inventory increased sequentially by about 200,000 leaving us with a little under 6 million iPhones in the channel at the end of the quarter and below our target range of four to six weeks on a look-forward basis.

iPhone 渠道庫存環比增加了約 200,000 部，使我們在本季度末渠道中的 iPhone 略低於 600 萬部，低於我們預期的四到六週的目標範圍。

Recognized revenue from iPhone handset and accessory sales was $24.4 billion during the quarter, compared to $10.5 billion in the year-ago quarter, an increase of 133%.

本季度來自 iPhone 手機和配件銷售的確認收入為 244 億美元，比去年同期的 105 億美元增長 133%。

Nearly all of the top companies in the fortune 500 now approve and support iPhone on their networks.

現在，幾乎所有財富 500 強中的頂級公司都在其網絡上批准並支持 iPhone。

This includes companies in markets such as financial services, consumer products, transportation, health care, and insurance.

這包括金融服務、消費品、運輸、醫療保健和保險等市場的公司。

IPhone is changing the way companies across the globe use mobile devices for work.

iPhone 正在改變全球公司使用移動設備進行工作的方式。

In addition to accessing e-mail, calendar and contacts, many of these companies are developing and deploying mission critical iPhone APPS to help improve productivity and give employees secure and immediate access to information anywhere.

除了訪問電子郵件、日曆和聯繫人之外，這些公司中的許多公司還在開發和部署關鍵任務 iPhone 應用程序，以幫助提高生產力並讓員工能夠隨時隨地安全、即時地訪問信息。

Many companies around the world have thousands of employees using iPhone and business APPS.

世界各地的許多公司都有數千名員工使用 iPhone 和商業 APPS。

Some new examples include Royal Dutch Shell, Credit Suisse, Kimberly Clark, Saint Jude Medical, Providian, Tara Data, Nike, Danske Bank and Facebook.

一些新的例子包括 Royal Dutch Shell、Credit Suisse、Kimberly Clark、Saint Jude Medical、Providian、Tara Data、Nike、Danske Bank 和 Facebook。

We were very pleased to begin shipping iPhone 4S in China and 21 additional countries earlier this month.

我們很高興本月初開始在中國和其他 21 個國家/地區發售 iPhone 4S。

iPhone 4S is now available in over 90 countries, making this our fastest iPhone rollout ever.

iPhone 4S 現已在 90 多個國家/地區上市，這是我們有史以來最快的 iPhone 推出。

Turning to iPad, we were very pleased with record sales of 15.4 million iPads during the December quarter, compared to 7.3 million in the year-ago quarter, an increase of 111%.

談到 iPad，我們對 12 月當季 1540 萬台 iPad 的創紀錄銷量感到非常滿意，而去年同期為 730 萬台，增長了 111%。

iPad was extremely popular with holiday season buyers, and we remain very excited about the potential for this market.

iPad 深受假日購物者的歡迎，我們仍然對這個市場的潛力感到非常興奮。

Recognized revenue from sales of iPad and iPad accessories during the quarter increased by 99% year-over-year to over $9.1 billion compared to $4.6 billion in the year-ago quarter.

本季度 iPad 和 iPad 配件銷售的確認收入同比增長 99% 至超過 91 億美元，而去年同期為 46 億美元。

iPod sales surpassed our expectations with sell-through exceeding sell-in, by about 200,000 units.

iPod 的銷量超過了我們的預期，銷量超過了銷售量，大約 200,000 台。

We exited the quarter within our target range of four to six weeks of iPad channel inventory on a look-forward basis.

我們在預期的基礎上退出了四到六週的 iPad 渠道庫存目標範圍內的季度。

iPad continues its unprecedented adoption in business.

iPad 繼續以前所未有的方式在商業中得到應用。

Nearly all the top companies within major Fortune 500 markets including pharma, manufacturing, hospitality, consumer products, financial service, health care and retail are actively using iPads to improve work flows, business processes and customer engagements.

包括製藥、製造、酒店、消費品、金融服務、醫療保健和零售在內的財富 500 強主要市場中的幾乎所有頂級公司都在積極使用 iPad 來改善工作流程、業務流程和客戶參與度。

We are delighted to learn how iPad enables businesses to change the way they work.

我們很高興了解 iPad 如何讓企業改變他們的工作方式。

Real estate agents at Coldwell Banker and Sotheby's access sales presentations and use custom iPad APPS in the field.

Coldwell Banker 和 Sotheby's 的房地產經紀人訪問銷售演示文稿並在現場使用定制的 iPad 應用程序。

Retail chains such as Bed, Bath and Beyond use iPads to deliver key business metrics on the sales floor.

Bed、Bath 和 Beyond 等零售連鎖店使用 iPad 在銷售現場提供關鍵業務指標。

Wineries are using iPads in their vineyards to call up weather data and soil profiles, record quality assessments and make decisions on the spot about whether to harvest their grapes.

釀酒廠在他們的葡萄園中使用 iPad 來調用天氣數據和土壤剖面，記錄質量評估並當場決定是否收穫葡萄。

And in this past quarter, Chinese airline, EDA, has also deployed iPads to pilots and crew for flight manuals, documentation, and training.

在上個季度，中國航空公司 EDA 還為飛行員和機組人員部署了 iPad，用於飛行手冊、文件和培訓。

iPad is extremely popular with students, teachers and administrators as a wonderfully engaging and powerful tool for teaching and learning.

iPad 非常受學生、教師和管理人員的歡迎，它是一種極具吸引力且功能強大的教學工具。

Today, 1.5 million iPads are already in use in education institutions, including over 1,000 one-to-one deployments.

如今，教育機構已經在使用 150 萬台 iPad，其中包括 1,000 多個一對一部署。

We were very pleased to announce iBooks 2 last week, featuring iBook textbooks to deliver educational content that is more interactive, current and portable than ever from leading publishers including Houghton Mifflin, McGraw-Hill and Pierson, as well as thousands of independent publishers.

我們很高興上周宣布推出 iBooks 2，其中包含 iBook 教科書，提供比以往任何時候都更具互動性、最新性和便攜性的教育內容，這些內容來自包括 Houghton Mifflin、McGraw-Hill 和 Pierson 在內的領先出版商以及數千家獨立出版商。

And with iBook's author, anyone with a Mac can create iBook textbooks, cookbooks, picture books, and more, and publish them to Apple's iBook store.

通過 iBook 的作者，任何擁有 Mac 的人都可以創建 iBook 教科書、食譜、圖畫書等，並將它們發佈到 Apple 的 iBook 商店。

And over 600,000 copies of iBook's author have already been downloaded since last Thursday's announcement.

自上週四宣布以來，iBook 的作者已經下載了超過 600,000 份。

We were also happy to announce the all new iTunes U APP last week, allowing students using iPads to have access to the world's largest catalog of free educational content, along with over 20,000 education APPS and hundreds of thousands of books in the iBook store that can be used in their school curriculum.

上週我們還很高興地宣布了全新的 iTunes U APP，讓使用 iPad 的學生可以訪問世界上最大的免費教育內容目錄，以及 iBook 商店中的 20,000 多個教育 APP 和數十萬本書籍在他們的學校課程中使用。

And as of today, over 3 million copies of iTunes U APP have already been downloaded.

而截至今天，iTunes U APP的下載量已經超過300萬份。

Combining iPhone, iPad and iPod Touch, we surpassed 315 million cumulative IOS device sales selling more than 62 million in the December quarter.

結合 iPhone、iPad 和 iPod Touch，我們在 12 月季度的累計 IOS 設備銷量超過 3.15 億台，銷量超過 6200 萬台。

We were very pleased to launch iOS5 and iCloud during the quarter.

我們很高興在本季度推出 iOS5 和 iCloud。

Customers are loving the new features of iOS5 including notification center, iMessage and reminders.

客戶喜歡 iOS5 的新功能，包括通知中心、iMessage 和提醒。

And iCloud is off to a great start with more than 85 million customers signed up as of today.

iCloud 開局良好，截至今天已有超過 8500 萬客戶註冊。

With iCloud, customers can store their music and photos, and documents, and keep their personal information and content in sync across all their devices, automatically, and seamlessly.

借助 iCloud，客戶可以存儲他們的音樂、照片和文檔，並讓他們的個人信息和內容在所有設備上自動、無縫地保持同步。

The APP store continues to be incredibly successful with over 550,000 APPS available including 170,000 APPS specifically for iPad.

APP 商店繼續取得令人難以置信的成功，提供超過 550,000 個應用程序，其中包括 170,000 個專門用於 iPad 的應用程序。

We are thrilled that by the end of this month, our developers will have earned over $4 billion cumulatively from APP store sales.

我們很高興，到本月底，我們的開發者將從 APP 商店銷售中累計獲得超過 40 億美元的收入。

Including over $700 million in the December quarter alone.

包括僅在 12 月季度就超過 7 億美元。

I would now like to turn to the Apple retail stores which also generated record results.

我現在想談談也產生了創紀錄結果的蘋果零售店。

Revenue was $6.1 billion, an increase of 59% over the prior year.

收入為 61 億美元，比上年增長 59%。

The stores experienced very strong year-over-year growth in iPhone, iPad, and Mac sales, establishing new records for all three.

這些商店的 iPhone、iPad 和 Mac 銷量同比增長非常強勁，為這三者創造了新的記錄。

IPhone sales were extremely robust, more than doubling year-over-year, thanks primarily to the very successful launch of the iPhone 4S.

iPhone 的銷量非常強勁，同比翻了一番還多，這主要歸功於 iPhone 4S 的成功推出。

Sales of iPad were also up significantly year-over-year, thanks to continued strength of iPad 2 and strong holiday season buying.

由於 iPad 2 的持續強勁和假日旺季的強勁購買，iPad 的銷量也同比顯著增長。

The stores also sold 1.1 million Macs compared to 851,000 in the year-ago quarter.

這些商店還售出了 110 萬台 Mac，而去年同期為 851,000 台。

And about half the Macs sold in our stores during the December quarter, were to customers who had never owned a Mac before.

在 12 月季度，我們商店中出售的 Mac 中約有一半是面向從未擁有過 Mac 的客戶。

We opened four new stores in the quarter, including our spectacular new store at Grand Central, as well as three stores in Europe, bringing us to a total of 361 stores.

我們在本季度開設了四家新店，包括我們在 Grand Central 的壯觀新店，以及在歐洲的三家店，使我們的門店總數達到 361 家。

With an average of 358 stores opened, average revenue per store was $17.1 million, compared to $12 million in the year-ago quarter, an increase of 43%.

平均開設 358 家門店，每家門店的平均收入為 1710 萬美元，與去年同期的 1200 萬美元相比，增長了 43%。

Segment margin reached a new record of over $1.8 billion, and 30.3% of retail revenue, compared to $1 billion and 26.2% in the year-ago quarter.

分部利潤率創下超過 18 億美元的新紀錄，佔零售收入的 30.3%，而去年同期為 10 億美元和 26.2%。

Store traffic reached new record levels with 110 million visitors, compared to 76 million visitors in the year-ago quarter, an increase of 45%.

商店客流量達到了新的記錄水平，達到了 1.1 億人次，而去年同期為 7600 萬次，增長了 45%。

That translates to an average of almost 22,000 visitors per store per week, reflecting incredible interest in our stores and our products.

這意味著每家商店每周平均有近 22,000 名訪客，反映了對我們商店和產品的極大興趣。

Our Easy Pay checkout process has significantly enhanced our ability to handle such high customer traffic levels.

我們的 Easy Pay 結賬流程顯著增強了我們處理如此高的客戶流量水平的能力。

And now with personal pickup, customers can order Macs, iPods or iPads from the Apple online store and pick up most in stock products within an hour at the Apple retail store of their choice, making shopping for Apple products that much easier and faster.

現在通過個人取貨，客戶可以從 Apple 在線商店訂購 Mac、iPod 或 iPad，並在一小時內到他們選擇的 Apple 零售店取貨大部分庫存產品，從而更輕鬆、更快捷地購買 Apple 產品。

Total company gross margin was 44.7%, which was 470 basis points higher than our guidance.

公司總毛利率為 44.7%，比我們的預期高 470 個基點。

About half this difference was driven by lower commodity and other product costs.

這種差異大約有一半是由於商品和其他產品成本降低所致。

Another quarter was due to leverage on the higher revenue and some one-time items benefiting the quarter.

另一個季度是由於較高的收入和一些使該季度受益的一次性項目的槓桿作用。

And the remainder was due to better-than-expected mix, largely from the record iPhone sales.

其餘部分是由於好於預期的組合，主要來自創紀錄的 iPhone 銷量。

Operating expenses were $3.36 billion, and included $357 million in stock-based compensation expense.

運營費用為 33.6 億美元，其中包括 3.57 億美元的股票薪酬費用。

OI&E was $137 million, and our tax rate for the quarter was 25.25%.

OI&E 為 1.37 億美元，我們本季度的稅率為 25.25%。

Turning to our cash, our cash plus short term and long term marketable securities totaled $97.6 billion at the end of the December quarter compared to $81.6 billion at the end of the September quarter, a sequential increase of $16 billion.

談到我們的現金，截至 12 月季度末，我們的現金加上短期和長期有價證券總計 976 億美元，而 9 月季度末為 816 億美元，環比增加 160 億美元。

About $64 billion of the cash was offshore at the end of the December quarter.

截至 12 月季度末，約有 640 億美元的現金在境外。

Cash flow from operations was over $17.5 billion.

運營現金流超過 175 億美元。

We are actively discussing uses of our cash balance and don't have anything specific to announce today.

我們正在積極討論我們現金餘額的用途，今天沒有任何具體要宣布的事情。

In the meantime, we continue to be very disciplined with the cash and are not letting it burn a hole in our pockets.

與此同時，我們繼續對現金非常自律，不會讓它在我們的口袋裡燒個洞。

As we move ahead into the March quarter, which will be a 13-week quarter, I would like to review our outlook, which includes the types of forward-looking information that Nancy referred to at the beginning of the call.

隨著我們進入 3 月季度，這將是一個為期 13 週的季度，我想回顧一下我們的前景，其中包括南希在電話會議開始時提到的前瞻性信息類型。

We expect revenues to be about $32.5 billion, compared to $24.7 billion in the March quarter last year.

我們預計收入約為 325 億美元，而去年第三季度為 247 億美元。

We expect gross margin to be about 42%, reflecting approximately $60 million related to stock-based compensation expense.

我們預計毛利率約為 42%，反映出與股票薪酬費用相關的約 6000 萬美元。

We expect OpEx to be about $3.05 billion, including about $350 million related to stock-based compensation.

我們預計運營支出約為 30.5 億美元，其中包括與股票薪酬相關的約 3.5 億美元。

We expect OI&E to be about $125 million, and we expect the tax rate to be about 25.25%.

我們預計 OI&E 約為 1.25 億美元，我們預計稅率約為 25.25%。

We are targeting EPS of about $8.50.

我們的目標是每股收益約為 8.50 美元。

In closing, we are extremely pleased with customer response to our products and the record-breaking results in the December quarter.

最後，我們對客戶對我們產品的反應以及 12 月季度創紀錄的業績感到非常滿意。

We launched iPhone 4S to rave reviews, delivered iOS and iCloud to millions of customers and surpassed all previous records for quarterly iPhone, iPad and Mac sales.

我們推出了 iPhone 4S 來獲得好評，向數百萬客戶提供 iOS 和 iCloud，並超越了以往所有 iPhone、iPad 和 Mac 季度銷售記錄。

We are very proud to be delivering the strongest product lineup in Apple's history and we are extremely enthusiastic about our new product pipeline.

我們為能夠提供 Apple 歷史上最強大的產品陣容而感到非常自豪，我們對我們的新產品管線充滿熱情。

With that, I would like to open the call to questions.

有了這個，我想打開問題的電話。

Thank you, Peter.

謝謝你，彼得。

We would like to ask that you limit yourself to one question and one follow-up.

我們想請您將自己限制在一個問題和一個後續行動上。

Operator, may we have the first question, please?

接線員，請問第一個問題好嗎？

(Operator Instructions.).

（操作員說明。）。

Ben Reitzes with Barclays.

Ben Reitzes 與巴克萊銀行。

Thanks a lot.

非常感謝。

Tim and Peter, can you describe the iPhone momentum as you ended the quarter and what is included for the iPhone in your guidance, and your enthusiasm for the product as we head into the first half of the calendar year?

蒂姆和彼得，您能否描述一下您在本季度結束時的 iPhone 勢頭以及您的指導中包含的 iPhone 內容，以及您在我們進入日曆年上半年時對該產品的熱情？

Any more detail and metrics would be helpful.

任何更多細節和指標都會有所幫助。

Thank you so much.

太感謝了。

Sure, Ben.

當然，本。

This is Tim.

這是蒂姆。

We were thrilled with the 37 million iPhones that we sold.

我們對售出的 3700 萬部 iPhone 感到非常興奮。

It is up 128% against a market rate of growth of about 40%, according to IDC's latest projection.

根據 IDC 的最新預測，其市場增長率約為 40%，增長了 128%。

And this is substantially above the 20 million unit previous record.

這大大高於之前的 2000 萬台記錄。

We would attribute it to a -- just a breathtaking customer reception of the iPhone 4S with iOS5 and key features such as Siri and this incredible camera with advanced optics.

我們將其歸因於——僅僅是帶有 iOS5 的 iPhone 4S 和 Siri 等關鍵功能以及這款具有先進光學技術的令人難以置信的相機的驚人客戶接待。

Customers are absolutely loving this product.

客戶絕對喜歡這個產品。

We also attribute it to -- we made a very bold bet entering the quarter as to what the demand would be.

我們還將其歸因於 - 我們在進入本季度時對需求量做出了非常大膽的賭注。

And as it turns out, despite it being a very bold bet, we were short of supply throughout the quarter, and did end with a significant backlog, as Peter has said.

事實證明，儘管這是一個非常大膽的賭注，但正如彼得所說，我們在整個季度都出現了供應短缺，並且確實以大量積壓告終。

That situation has improved some since the end of the quarter.

自本季度末以來，這種情況有所改善。

But we still are short in some key geographies currently.

但我們目前在一些關鍵地區仍然短缺。

I would also attribute the performance to the delayed purchases from the prior quarter, as we discussed in the October call, as people were anticipating a new iPhone being announced.

正如我們在 10 月電話會議中討論的那樣，我還將業績歸因於上一季度的延遲購買，因為人們期待著新 iPhone 的發布。

I think we made the correct decision to go with a broad range of iPhones.

我認為我們做出了使用各種 iPhone 的正確決定。

This turned out to be of benefit, as we thought it would.

正如我們認為的那樣，這被證明是有益的。

And of course the 14th week as Peter said is a part of this.

當然，正如彼得所說的第 14 周是其中的一部分。

Although everyone knew that, as we did, as well, and had factored that into our guidance.

儘管每個人都知道這一點，就像我們一樣，並且已將其納入我們的指導。

Geographically, we saw strength in literally, in every key region.

從地理上看，我們從字面上看到了每個關鍵地區的實力。

But in particular, I would call out the US and Japan, which got going early in the quarter, and had most sales -- many more sales days than most countries.

但特別是，我會特別提到美國和日本，它們在本季度初開始銷售，銷售量最大——比大多數國家的銷售天數多得多。

I would also say that I was particularly [--fused] with the iPhone sales in greater China, particularly considering that we did not launch the iPhone 4S in China until in January, and therefore had no sales into mainland China during last quarter.

我還要說，我特別 [--fused] iPhone 在大中華區的銷售，特別是考慮到我們直到 1 月份才在中國推出 iPhone 4S，因此在上個季度沒有進入中國大陸的銷售。

And so we could not be happier.

所以我們再高興不過了。

We thought we were betting bold, as I think many of you would have thought if you would have known what we were doing, but as it turns out we didn't bet high enough.

我們認為我們下注很大膽，正如我想你們中的許多人會認為如果您知道我們在做什麼，但事實證明我們下注不夠高。

Our customers are loving iPhone, and we're very happy with that.

我們的客戶喜歡 iPhone，對此我們感到非常高興。

My follow-up is, as we're doing the math here, it seems like the ASP is up sequentially for the iPhone, so it seems like there was a very good mix of the 4S and the higher capacity 4S.

我的後續行動是，當我們在這裡進行數學計算時，似乎 iPhone 的 ASP 是按順序上升的，所以看起來 4S 和更高容量的 4S 的組合非常好。

Could you just comment a little bit on that versus the iPhone 4 which you cut the price of?

你能否就這與你降價的 iPhone 4 做一點評論？

The iPhone 4S was the most popular iPhone during the quarter.

iPhone 4S 是本季度最受歡迎的 iPhone。

And consistent with most launches, we typically see a higher mix at the front end of a launch.

與大多數發布一樣，我們通常會在發布的前端看到更高的組合。

Thanks a lot.

非常感謝。

Appreciate it.

欣賞它。

Congratulations.

恭喜。

Katy Huberty with Morgan Stanley.

凱蒂休伯蒂與摩根士丹利。

Thank you, just to follow up on the iPhone discussion, Tim, can you talk about whether the pent-up demand at the end of December and today is those countries like US and Japan that had the phone all quarter, or is it just countries that recently received and are able to sell the phone?

謝謝你，只是跟進關於 iPhone 的討論，蒂姆，你能談談 12 月底和今天被壓抑的需求是像美國和日本這樣的國家整個季度都有手機，還是只是國家最近收到並且能夠出售的手機？

So if you can talk about that, and then the second part would be, does the component environment and your production capacity or your suppliers capacity allow you to address that catch-up demand, address China, which is new this quarter, you know, and also help you start to rebuild inventory in March, or are there any constraints that you see in the near term?

因此，如果您可以談論這一點，那麼第二部分是，組件環境和您的生產能力或您的供應商能力是否允許您解決追趕需求，解決本季度新出現的中國問題，您知道，並且還幫助您在 3 月份開始重建庫存，或者您在短期內看到任何限制？

You know, I don't want to comment on current sales trends other than -- because we've included, obviously, that in our guidance.

你知道，我不想評論當前的銷售趨勢，除了 - 因為我們顯然已經將其包含在我們的指導中。

But I would, given that we just launched in China, I would say the demand there has been staggering.

但我會，鑑於我們剛剛在中國推出，我會說那裡的需求是驚人的。

We are selling through our reseller stores and our online store.

我們通過我們的經銷商商店和在線商店進行銷售。

We're not currently selling through a retail store.

我們目前不通過零售店銷售。

And the demand is off the charts.

需求超出預期。

And so we're very happy with the demand response there.

因此，我們對那裡的需求響應非常滿意。

The other countries that we launched in earlier this quarter were smaller countries, in a demand sense.

從需求的角度來看，我們在本季度早些時候推出的其他國家都是較小的國家。

So, we will see how the quarter goes, from a supply/demand point of view.

因此，我們將從供需的角度來看本季度的情況。

We did make progress as we moved from the end of the quarter, until now, as I alluded to earlier, and have caught up in some countries, but there is still some that we are not caught up.

從本季度末到現在，我們確實取得了進展，正如我之前提到的，並且在一些國家已經趕上了，但仍有一些我們沒有趕上。

So, we will see how we do going forward.

所以，我們將看看我們如何前進。

In terms of the component environment, generally speaking, the component environment is favorable.

在組件環境方面，總體來說，組件環境是有利的。

That was one of the things that allowed us to over achieve on gross margin.

這是讓我們在毛利率上超額實現的原因之一。

And we would predict that component environment stays favorable on most key commodities, with the exception of hard drives, which as you know was very much affected by the tragic situation in Thailand.

我們預計，除了硬盤驅動器外，大多數關鍵商品的組件環境都將保持有利，正如您所知，硬盤驅動器受到泰國悲慘局勢的影響很大。

And I don't predict Apple having a material supply issue during the quarter, but we will pay more for drives during the quarter, and that is reflected in our guidance that Peter gave earlier.

而且我預計蘋果在本季度不會出現材料供應問題，但我們將在本季度為驅動器支付更多費用，這反映在彼得早些時候給出的指導中。

Thank you very much.

非常感謝。

Great quarter.

很棒的季度。

Richard Gardner with Citigroup.

花旗集團的理查德·加德納。

Okay, thanks.

好的謝謝。

I was actually going to ask about the hard drive situation.

我實際上是要詢問硬盤驅動器的情況。

I would love to just get a little bit more detail there, in terms of whether it did have any meaningful impact on Mac sales during the December quarter, Tim.

我很想在那裡獲得更多細節，關於它是否對 12 月季度的 Mac 銷售產生任何有意義的影響，蒂姆。

And you mentioned that you expect to pay more for drives.

您提到您希望為驅動器支付更多費用。

I guess you don't expect it to have it to expect it to have any sort of revenue for the March quarter?

我猜你不認為它會期望它在 3 月季度有任何收入？

Yes.

是的。

For the December quarter, Rich, there was not a material supply or cost impact to any of our product lines as a result of the [launch].

對於 12 月季度，Rich 沒有因為 [發布] 而對我們的任何產品線造成材料供應或成本影響。

For the March quarter, we're not expecting any material supply impact.

對於 3 月季度，我們預計不會對材料供應產生任何影響。

However, in the hard drive area, prices have increased, and we have included those cost increases in our guidance that Peter provided earlier.

但是，在硬盤驅動器領域，價格上漲了，我們將這些成本上漲納入了 Peter 之前提供的指導。

Okay.

好的。

And then for the December quarter, you obviously, you saw some pretty dramatic declines in key components like NAN, down about 10% and DRAM down almost 40%.

然後在 12 月季度，很明顯，您看到 NAN 等關鍵組件出現了相當大的下降，下降了約 10%，DRAM 下降了近 40%。

Can you talk about, within that context, how favorable you expect pricing to be for some of those key commodities here in the March quarter?

您能否談談，在這種情況下，您預計 3 月季度某些關鍵商品的定價會有多有利？

And whether these -- the overall industry shortage of HDDs is having a material impact on pricing and other categories?

這些——HDD 的整體行業短缺是否對定價和其他類別產生了重大影響？

Last quarter, not confirming the percentages that you gave out, but we did receive better costs than we had rolled in our guidance on -- particularly on displays, and NAN flash and DRAM and we would expect that NAN, DRAM and most LCDs would continue to be in a position that supply exceeds demand for the industry.

上個季度，沒有確認你給出的百分比，但我們確實收到了比我們在指導中更好的成本——特別是在顯示器、NAN 閃存和 DRAM 方面，我們預計 NAN、DRAM 和大多數 LCD 將繼續處於供應超過行業需求的位置。

And therefore, those price trends should continue to be favorable in this quarter, and we reflected that in our guidance.

因此，這些價格趨勢在本季度應該會繼續有利，我們在我們的指導中反映了這一點。

The big exception is the hard drive, which I pointed out earlier, which is constrained on an industry-wide basis.

最大的例外是我之前指出的硬盤驅動器，它在整個行業範圍內受到限制。

And where I believe we can navigate the supply issue, that we are paying more for them, and that's rolled in our guidance.

我相信我們可以解決供應問題，我們為他們支付更多費用，這在我們的指導中有所體現。

Rich, it is Peter.

里奇，是彼得。

I would like to just talk a little bit about the gross margin guidance to put the component environment in context.

我想談談毛利率指導，以將組件環境置於上下文中。

We do see that helping us sequentially in the March quarter, but overall, we would anticipate our gross margin to be down by about 270 basis points.

我們確實看到這在 3 月季度對我們有所幫助，但總體而言，我們預計我們的毛利率將下降約 270 個基點。

And we see that largely coming from the loss of leverage on the sequentially lower revenue, on the December to March quarter.

我們認為，這主要是由於 12 月至 3 月季度收入連續下降導致的槓桿損失。

The non-recurrence of one-time items which benefited us in the December quarter and the stronger US dollar that we've seen.

使我們在 12 月季度受益的一次性項目的非重複性以及我們所看到的美元走強。

Since you touched on it Peter, can you talk about how big the nonrecurring items were as a gross margin benefit in December?

既然你談到了它，彼得，你能談談非經常性項目在 12 月作為毛利率收益有多大嗎？

Yes, they, along with the leverage, the two of those together represented about a quarter of the upside that we saw to our guidance.

是的，它們連同槓桿一起，代表了我們看到的指導上漲的四分之一左右。

About half of it came from better commodity and other product costs, and the remaining quarter came from better mix, largely the iPhone sales.

其中大約一半來自更好的商品和其他產品成本，其餘季度來自更好的組合，主要是 iPhone 銷售。

Great.

偉大的。

Thank you.

謝謝你。

Congrats.

恭喜。

Bill Shope with Goldman Sachs.

高盛的比爾·肖普。

Okay, great, thanks.

好的，太好了，謝謝。

I have a question on the iPad.

我有一個關於 iPad 的問題。

Obviously a very strong shipment number for the December quarter.

顯然，12 月季度的出貨量非常強勁。

But with that said, did you see any impact at all from some of the new lower-priced tablets on the market?

但是話雖如此，您是否看到市場上一些新的低價平板電腦有任何影響？

And I guess looking forward into 2012, how do you think about competition from these lower-priced content subsidized tablets, like that of Amazon's models in 2012?

我想展望 2012 年，你如何看待來自這些低價內容補貼平板電腦的競爭，比如 2012 年亞馬遜的機型？

We are really happy with the 15.4 million iPads that we were able to sell and as Peter said, we did take down the channel inventory slightly there, so the underlying sell-through was slightly higher than that.

我們對我們能夠銷售的 1540 萬台 iPad 感到非常滿意，正如彼得所說，我們確實稍微減少了那裡的渠道庫存，因此潛在的銷售量略高於此。

This is consistent with our long-term belief that we've had since before we introduced the product, that this is a huge opportunity for Apple over time.

這與我們在推出產品之前的長期信念是一致的，隨著時間的推移，這對蘋果來說是一個巨大的機會。

And as I've said before, I thoroughly believe and many others in the company believe that there will come a day that the tablet market in units is up larger than the PC market.

正如我之前所說，我完全相信，公司的許多其他人也相信，平板電腦市場的增長量將超過個人電腦市場。

In fact, it is interesting to note that in the US, it's clear from the IDC's recent data on desk top PCs in the US that tablets exceeded desk top PC sales last quarter in the US.

事實上，有趣的是，在美國，從 IDC 最近的美國台式 PC 數據中可以清楚地看出，平板電腦上個季度在美國的銷量超過了台式 PC。

And so I think you can already see different indicators that there is significant momentum in this space.

所以我認為你已經可以看到不同的指標表明這個領域有很大的發展勢頭。

In terms of our competitiveness, the ecosystem for iPad is in a class by itself.

就我們的競爭力而言，iPad 的生態系統獨樹一幟。

We strongly believed in optimizing applications from day one to take advantage of the larger canvas, and we now have APPS totaling over 170,000 available for customers.

我們堅信從一開始就優化應用程序以利用更大的畫布，我們現在有超過 170,000 個應用程序可供客戶使用。

And that compares to what appears to us to only be a few hundred for the competition.

相比之下，在我們看來只有幾百人參加比賽。

And so I think people really want to do multiple things with their tablets, and therefore, we don't really see these limited function tablets and E-readers being in the same category.

所以我認為人們真的想用他們的平板電腦做多種事情，因此，我們並沒有真正看到這些功能有限的平板電腦和電子閱讀器屬於同一類別。

There's clearly customers that will buy those.

顯然有客戶會購買這些。

I think they will sell a fair number of units.

我認為他們會出售相當數量的單位。

But I don't think that people that want an iPad will settle for a limited function.

但我不認為想要 iPad 的人會滿足於有限的功能。

And in terms of other tablets, you know, last year was supposed to be the year of the tablet.

就其他平板電腦而言，你知道，去年應該是平板電腦之年。

And I think most people would agree, it was the year of the iPad for the second year in a row.

我想大多數人都會同意，這是連續第二年 iPad 之年。

And so, we're just going to continue to innovate like crazy in this area.

因此，我們將繼續在該領域瘋狂創新。

And we think we can continue to compete with anyone that is currently shipping tablets or that might enter in the future.

我們認為我們可以繼續與目前正在運送平板電腦或將來可能進入的任何人競爭。

Okay.

好的。

Great.

偉大的。

And then, I guess, digging into the iPhone number a bit more, you gave us a lot of great color on that performance, but could you dig in a bit more to what you're learning in terms of iPhone elasticity with the new price points for the 3GS, in both the post and pre-paid markets.

然後，我想，再深入研究一下 iPhone 的編號，你給我們提供了很多關於該性能的精彩色彩，但是你能否更深入地了解一下你在 iPhone 彈性方面所學到的新價格3GS 的積分，在郵購和預付市場上都有。

I know in the past you've talked about the iPhone and the prepaid markets as sort of an evolving strategy that you all were approaching with sort of an open mind.

我知道你過去曾將 iPhone 和預付費市場視為一種不斷發展的戰略，你們都以一種開放的心態接近。

How are you thinking about that now that you've had a full quarter with these lower price points, and obviously some success there?

既然您已經用這些較低的價格點了一個完整的季度，並且顯然在那裡取得了一些成功，那麼您如何看待這一點？

Each of the models, the 3GS, the iPhone 4, and the iPhone 4S were important in achieving the 37 million total units.

3GS、iPhone 4 和 iPhone 4S 中的每一個對實現 3700 萬部的總銷量都很重要。

And so, we're glad to cover the broad range with great products.

因此，我們很高興能以出色的產品涵蓋廣泛的範圍。

But, the iPhone 4S was clearly the most popular among those.

但是，iPhone 4S 顯然是其中最受歡迎的。

In the post pay markets, as you know there is a much smaller difference between what the customer pays in each of these.

如您所知，在後付費市場中，客戶支付的費用之間的差異要小得多。

It's larger in the prepaid markets.

它在預付費市場中更大。

And so, it is too early to tell, given we just started this in October, as to how this will play out over time.

因此，鑑於我們在 10 月份才剛剛開始，現在說這將如何發展還為時過早。

But we're thrilled with the total result.

但我們對整體結果感到興奮。

And you can bet that we are into details in every single country in the world trying to learn what we can learn to adjust, maybe to do better into the future.

你可以打賭，我們對世界上每一個國家的細節都很了解，試圖了解我們可以學習調整什麼，也許在未來做得更好。

Okay.

好的。

Great.

偉大的。

Thank you.

謝謝你。

Sanford Bernstein we will hear from Toni Sacconaghi.

Sanford Bernstein 我們將聽到 Toni Sacconaghi 的消息。

Yes, thank you.

是的，謝謝。

Peter or Tim, I would like to follow-up on your comment that you're actively discussing uses of cash.

彼得或蒂姆，我想跟進您的評論，即您正在積極討論現金的使用。

Is that any different, quite frankly, than what you've been doing historically?

坦率地說，這與你在歷史上一直在做的事情有什麼不同嗎？

Or is that statement meant to suggest that you're thinking more constructively about cash than have you historically?

或者該聲明是否意味著您對現金的思考比以往更具建設性？

Toni, it is Peter.

托尼，是彼得。

We have always discussed, internally as a management team and with our board, our cash.

我們一直在內部作為管理團隊並與我們的董事會討論我們的現金。

We recognize that the cash is growing for all of the right reasons.

我們認識到，出於所有正確的原因，現金正在增長。

And I would characterize our discussions today as active, about what makes the most sense to do with the cash balance.

我認為我們今天的討論是積極的，關於如何處理現金餘額最有意義。

But, we don't have anything to announce specifically today.

但是，我們今天沒有特別要宣布的內容。

Is there a time frame, or will you actually tell us that you have finished those discussions, or you know, is there a process for which there is an ending and you will inform us about that?

是否有時間框架，或者您是否會真正告訴我們您已經完成了這些討論，或者您知道是否有一個結束的過程，您會通知我們嗎？

When we have something to announce, Toni, we will announce it.

當我們有什麼要宣布的時候，托尼，我們會宣布的。

But I want to say, again, that we are actively discussing the best uses of our cash balance.

但我想說，我們正在積極討論現金餘額的最佳用途。

And then on my follow-up, I was wondering, I want to revisit the gross margin question.

然後在我的後續行動中，我想知道，我想重新審視毛利率問題。

I think in each of the last 10 years, your gross margin has actually gone up from Q1 to Q2.

我認為在過去 10 年的每一年中，您的毛利率實際上都從第一季度上升到第二季度。

I think the last three years, which is more representative of your mix, it's kind of been going up by 200 basis points.

我認為過去三年，更能代表你的組合，它上升了 200 個基點。

So, by saying it's going to go down 270 basis points, that's kind of bucking normal seasonality by 400 to 500 basis points.

因此，說它會下降 270 個基點，這有點與正常的季節性變化 400 到 500 個基點相反。

It sounds like the one-time item is about 50 basis points.

聽起來一次性項目大約是 50 個基點。

Is the loss of leverage that significant?

槓桿損失有那麼大嗎？

Or what am I missing?

或者我錯過了什麼？

The factors that, Toni, that are going to affect our sequential decline are primarily three.

Toni，將影響我們連續下降的因素主要是三個。

They are the loss of leverage from the revenue, so we reported $46.3 billion this quarter, which included a 14th week.

它們是收入的槓桿損失，因此我們本季度報告了 463 億美元，其中包括第 14 週。

We see our revenues being $32.5 billion next quarter.

我們預計下個季度的收入為 325 億美元。

So, against our fixed costs, that would have a significant impact.

因此，相對於我們的固定成本，這將產生重大影響。

We did have some one-time items in the December quarter which won't re-occur.

我們在 12 月季度確實有一些一次性項目不會再次發生。

And the dollar is much stronger.

而且美元要強得多。

So, those are the principle three reasons.

所以，這就是原則上的三個原因。

I would also say that $44.7 billion is a high high, higher than we have seen since I've been with Apple in 15 years.

我還要說 447 億美元是一個很高的數字，比我在蘋果工作 15 年以來看到的還要高。

And it's hard to compare this year versus last because we're in different commodity cycles and different currency levels, and where we are with our product cycles as well.

並且很難將今年與去年進行比較，因為我們處於不同的商品週期和不同的貨幣水平，以及我們在產品週期中所處的位置。

Last year, we did have a sequential increase in iPhones and that was a big contributor to our going up sequentially.

去年，我們確實有 iPhone 的連續增長，這是我們連續增長的一個重要因素。

We don't see that reccurring this year.

我們認為今年不會再發生這種情況。

Especially from the high of $44.7 billion.

特別是從 447 億美元的高位開始。

Thank you.

謝謝你。

Gene Munster with Piper Jaffray.

吉恩·芒斯特與派珀·杰弗瑞。

Good afternoon.

下午好。

And I will add my congratulations.

我會祝賀你。

So, we just got back from CES and everyone has a connected TV trying to solve problems that only Apple can solve and yet when we look at your Apple TV offering it seems a little dated compared to what is on the market.

所以，我們剛剛從 CES 回來，每個人都有一台聯網電視，試圖解決只有 Apple 才能解決的問題，但是當我們查看您的 Apple TV 產品時，與市場上的產品相比，它似乎有點過時了。

Just from a high level how should we be thinking of your strategy in the living room?

只是從高層次來看，我們應該如何考慮您在客廳的策略？

Gene, it is Tim.

吉恩，是蒂姆。

The Apple TV product is doing actually very well.

Apple TV 產品實際上做得很好。

In last fiscal year that ended in September, we sold a bit above 2.8 million units.

在截至 9 月的上一個財政年度，我們的銷量略高於 280 萬台。

And just in this past quarter, the December quarter, we set a new quarterly record for Apple TV at over 1.4 million.

就在上個季度，即 12 月季度，我們為 Apple TV 創造了超過 140 萬台的新季度記錄。

But in the scheme of things, if you dollarize this in revenues, we still classify this as a hobby.

但在事情的計劃中，如果你把它作為收入美元化，我們仍然把它歸類為一種愛好。

However, we continue to add things to it.

但是，我們繼續向其中添加內容。

And if you're using the latest one, I don't know about you, but I couldn't live without it.

如果你使用的是最新的，我不了解你，但沒有它我就活不下去。

And so I think it is a fantastic product.

所以我認為這是一個很棒的產品。

And we continue to pull the string to see where it takes us.

我們繼續拉繩子，看看它會把我們帶到哪裡。

But other than that, I don't have any comments.

但除此之外，我沒有任何意見。

Okay.

好的。

And then Tim, you've been CEO for four months now, and I wonder what your early read on the new job has been.

然後蒂姆，你已經擔任首席執行官四個月了，我想知道你對新工作的早期閱讀是什麼。

Has anything surprised you?

有什麼讓你感到驚訝的嗎？

Have you come across anything that you didn't expect?

你有沒有遇到任何你沒想到的事情？

You know I love Apple and it's just a reminder every day of how much of a privilege it is to work with a team of people that are so incredible.

你知道我愛蘋果，它每天都在提醒我，與一群令人難以置信的人一起工作是多麼榮幸。

And how lucky I am.

我是多麼幸運。

But from like a strategic standpoint, or anything that you can add as far as your first four months?

但是從戰略的角度來看，或者你可以在前四個月添加的任何內容？

No, you can see our results, and I think the team is doing a fantastic job.

不，你可以看到我們的結果，我認為團隊做得非常出色。

We feel very good about where we are.

我們對自己所處的位置感覺非常好。

Great.

偉大的。

Thanks.

謝謝。

And congratulations.

並祝賀。

Keith Bachman with Bank of Montreal.

蒙特利爾銀行的基思·巴赫曼。

Hi, thank you.

嗨，謝謝你。

Peter, to start with you, when you talked about the cash balances that you'll announce something when you'll announce it, but could you give us a little perspective on how at least you're framing the differences, opportunities, in terms of dividends, and buybacks?

彼得，首先，當您談到現金餘額時，您將在宣布某事時宣布，但您能否給我們一些看法，至少您是如何界定差異、機會的分紅和回購？

Keith, we're examining all uses of our cash balance.

基思，我們正在檢查我們現金餘額的所有用途。

What we might do, in the supply chain, what we can do from an acquisition perspective, and otherwise.

我們可以在供應鏈中做什麼，從採購的角度來看我們可以做什麼，以及其他方面。

And so I don't have any perspective to share you with today specifically on dividends or buybacks, other than, again, we are actively discussing the cash balance, and in the meantime, we're not letting it burn a hole in our pockets.

因此，我今天沒有任何觀點與您分享股息或回購，除了，再次，我們正在積極討論現金餘額，同時，我們不會讓它在我們的口袋裡燒個洞.

Okay.

好的。

Tim, then try one for you.

蒂姆，那就給你試一試。

One thing you didn't mention much in your prepared remarks, and subsequent questions was discussions around iCloud.

您在準備好的評論中沒有提及太多的一件事，隨後的問題是圍繞 iCloud 的討論。

And I just wanted to try to get some perspective.

我只是想嘗試獲得一些觀點。

A, what's your perception on how it is adding value to Apple's products, and then B, as importantly, what are the metrics that you guys are using to determine if it indeed is driving success surrounding the various products?

A，您如何看待它如何為 Apple 的產品增加價值，然後 B，同樣重要的是，你們使用哪些指標來確定它是否確實推動了圍繞各種產品的成功？

I think Peter shared earlier the number of customers that had signed up for iCloud, and it's already over 85 million.

我認為彼得早些時候分享了註冊 iCloud 的客戶數量，已經超過 8500 萬。

So, it's incredible that this has happened in just in, you know, just a few month period of time.

因此，令人難以置信的是，這發生在短短幾個月的時間裡。

We're thrilled with it, and the response from customers has been incredible.

我們對此感到非常興奮，客戶的反應令人難以置信。

Now, it solved a lot of problems that customers were having and made their lives incredible -- you know, much, much easier.

現在，它解決了客戶遇到的很多問題，讓他們的生活變得不可思議——你知道，輕鬆多了。

And so I see it as a -- it was a fundamental shift, recognizing that people had numerous devices, and they wanted the bulk of their content in the cloud, and easily accessible from all of the devices, and you know, I think we're seeing the response from that, and with 85 million customers in just three months, it is a very, very important part.

所以我認為這是一個根本性的轉變，認識到人們擁有眾多設備，他們希望將大部分內容放在雲中，並且可以從所有設備輕鬆訪問，你知道，我認為我們'看到了反應，在短短三個月內就有 8500 萬客戶，這是一個非常非常重要的部分。

It's just not a product.

它只是不是一個產品。

It's a strategy for the next decade.

這是未來十年的戰略。

Okay.

好的。

Thanks, guys.

多謝你們。

Chris Whitmore with Deutsche Bank.

德意志銀行的克里斯·惠特莫爾。

Thanks very much.

非常感謝。

I wanted to ask about iPhone distribution in the quarter and outlook for distribution as we move forward over the next several quarters.

我想問一下本季度的 iPhone 分銷情況以及我們在接下來幾個季度前進時的分銷前景。

Can you give us an update in terms of where you are in distribution for the phone, and in terms of China, what are the prospects for expanding your reach from a carrier standpoint in China over the next couple quarters?

您能否向我們介紹一下您在哪裡銷售手機，以及就中國而言，從運營商的角度來看，未來幾個季度您在中國擴大覆蓋範圍的前景如何？

We are now over 130,000 points of sale throughout the world.

我們現在在全球擁有超過 130,000 個銷售點。

That's up about 35% on a year-over-year basis.

同比增長約 35%。

And so we have consistently added points of distribution.

所以我們一直在增加分銷點。

That's both adding carriers that had captured distribution, or owned distribution, as well as key retailers, which are particularly important in some markets.

這既增加了已經獲得分銷或擁有分銷的運營商，也增加了主要零售商，這在某些市場中尤為重要。

We added carriers last quarter with KDDI in Japan, and Sprint in the United States, and both of those carriers, they can speak for their own results, but we are extremely pleased with both companies, and while the incumbents that were in the market also did incredibly well.

我們在上個季度增加了日本的 KDDI 和美國的 Sprint 運營商，這兩家運營商都可以為自己的業績說話，但我們對兩家公司都非常滿意，而市場上的老牌公司也做得非常好。

And in terms of China, China UNICOM continues to be a very key partner.

就中國而言，中國聯通仍然是非常重要的合作夥伴。

I've got nothing to announce today on an expansion there, but as I've consistently said, China is an extremely important market for us and we continue to look at how to grow it further.

我今天沒有什麼要宣布的關於在那裡擴張的消息，但正如我一直所說的，中國對我們來說是一個極其重要的市場，我們將繼續研究如何進一步發展它。

Okay, thanks.

好的謝謝。

And for my follow-up, I wanted to ask about your revenue guidance for the March quarter.

對於我的後續行動，我想詢問您對 3 月季度的收入指導。

If you assume kind of weekly sales or adjust for the 14th week, it looks like you're guiding revenue down about 25% quarter-on-quarter.

如果您假設每週銷售量或在第 14 週進行調整，那麼您的指導收入似乎環比下降了約 25%。

However, you started the quarter with a pretty significant backlog of iPhones, et cetera, pretty strong momentum.

但是，您在本季度開始時積壓了大量 iPhone 等，勢頭非常強勁。

Why would revenue be down more than normal seasonal or historical seasonal into March?

為什麼到 3 月份收入會比正常的季節性或歷史季節性下降更多？

Chris, this is Peter.

克里斯，這是彼得。

I will take that.

我會接受的。

Let me first start with units and then I will talk about some points on revenue.

讓我先從單位開始，然後我會談談收入方面的一些要點。

IPhones, we would expect to have a significant year-over-year increase, and also be down sequentially, as reported from the 14-week December quarter.

根據 12 月季度的 14 週報告，我們預計 iPhone 將出現顯著的同比增長，但也會出現環比下降。

For iPad, we would expect to have a significant year-over-year increase and also be down sequentially, as reported from the 14-week December quarter, and the end of the gift-giving season.

從 12 月當季的 14 周季度和送禮季末開始，我們預計 iPad 將出現顯著的同比增長和環比下降。

And for Mac and iPod, we would expect to be down sequentially consistent with our typical seasonality.

而對於 Mac 和 iPod，我們預計會按照我們的典型季節性依次下降。

From a revenue perspective, I completely understand the question that you're asking.

從收入的角度來看，我完全理解您提出的問題。

I want to talk to you about five reasons why I expect us to be down a greater percent sequentially this year than we were last.

我想和你談談我預計今年我們的環比下降比去年更大的五個原因。

The first, the December quarter this year included a 14th week, which was the week between Christmas and New Year's.

首先，今年 12 月季度包括第 14 週，即聖誕節和新年之間的一周。

That week accounted for approximately 1/14th of the December quarter's revenue.

那一周約佔 12 月季度收入的 1/14。

Second, that week, between Christmas and New Year's fell within the March quarter last year and it will not be included this year, and sales in that week are typically greater than the average for the weekly sales in the March quarter.

其次，聖誕節和新年之間的那一周在去年的三月季度內，今年不包括在內，並且該週的銷售額通常高於三月季度的每周平均銷售額。

So, when we think about our March quarter on a sequential basis, we would have loved to have had that week in the quarter that we're now heading into.

因此，當我們按順序考慮 3 月季度時，我們很想在我們現在進入的季度中度過那一周。

Last year, we increased the iPhone channel inventory by about 1.7 million units in the December quarter -- or the March quarter, so that benefited the quarter, and reduced the comparable.

去年，我們在 12 月季度（或 3 月季度）將 iPhone 渠道庫存增加了約 170 萬部，從而使該季度受益，並減少了可比性。

The fourth, our December quarter results this fiscal year, benefited from the launch of the iPhone 4S.

第四，我們本財年 12 月的季度業績，得益於 iPhone 4S 的推出。

We believe there was significant pent-up demand for the iPhone 4S heading into the December quarter, and it has been our fastest iPhone rollout ever.

我們認為，進入 12 月季度，對 iPhone 4S 的巨大需求被壓抑，這是我們有史以來最快的 iPhone 推出。

The previous iPhone launch took place at the end of June, 2010.

上一次 iPhone 的發布是在 2010 年 6 月末。

So in the year-ago December quarter marked the second full quarter of new iPhone availability.

因此，去年 12 月季度標誌著新 iPhone 上市的第二個完整季度。

So we had some differences in launch timing.

所以我們在發佈時間上有一些差異。

And finally, the US dollar has strengthened in recent weeks, particularly against the Euro, and we expect this to have an impact on our sequential compare.

最後，最近幾周美元走強，尤其是兌歐元，我們預計這將對我們的連續比較產生影響。

Last year, the dollar was relatively flat, within the comparable time period.

去年，在可比時間段內，美元相對持平。

All that being said, we just reported an amazing quarter, and we feel very good about the momentum of our business.

話雖如此，我們剛剛報告了一個驚人的季度，我們對我們的業務發展勢頭感到非常滿意。

Very clear.

非常清楚。

Thank you very much.

非常感謝。

Shannon Cross with Cross Research.

香農十字交叉研究。

Thank you very much.

非常感謝。

Tim, I had a question, and actually, Peter, I realize you're not going to talk specifically about cash, but with regard to acquisitions, perhaps you can talk a little bit about your strategy behind some of the acquisitions, including the most recent one which was Anabit.

蒂姆，我有一個問題，實際上，彼得，我知道你不會專門談論現金，但關於收購，也許你可以談談你在一些收購背後的戰略，包括最最近的一個是 Anabit。

Shannon, we have done acquisitions where -- that tended to be smaller or medium-sized companies that have just great engineering and other talent, a great start on a product or a technology that we'd like to bring into Apple, and sometimes including IP.

香農，我們已經完成了收購——那些往往是擁有優秀工程和其他人才的中小型公司，是我們希望引入蘋果的產品或技術的良好開端，有時還包括知識產權。

And that's really the acquisitions that we've done.

這就是我們已經完成的收購。

We tend to do several a year.

我們傾向於一年做幾次。

We're very, very disciplined in how we think about this, and how we do it.

我們在思考這個問題以及我們如何做這件事上非常、非常自律。

And I think our track record here has been very strong.

我認為我們在這裡的記錄非常好。

And you can talk a little bit about how they're integrated in?

您可以談談它們是如何集成的嗎？

I'm just kind of curious, too, since there have been several sort of semi-related acquisitions that you've made, I mean do they become encompassed within Apple or do you run them as stand alone divisions?

我也有點好奇，因為你已經進行了幾種半相關的收購，我的意思是它們是被蘋果公司所包含還是你作為獨立的部門經營它們？

Shannon, we don't believe in lots of divisions, like a lot of companies do, and so we run the company as one, instead of a lot of mini companies.

香農，我們不相信很多部門，就像很多公司一樣，所以我們把公司作為一個整體來經營，而不是很多小型公司。

The semiconductor team works for Bob Mansfield, as does all of the hardware engineering for the whole company.

半導體團隊為 Bob Mansfield 工作，整個公司的所有硬件工程也是如此。

And so, Bob and his team are integrating Anabit into that team.

因此，Bob 和他的團隊正在將 Anabit 整合到該團隊中。

Anabit has some fantastic technical talent and we're really fortunate to have them join us.

Anabit 擁有一些出色的技術人才，我們真的很幸運能夠讓他們加入我們。

Great.

偉大的。

Thank you.

謝謝你。

From Credit Suisse, we will hear from Kulbinder Garcha.

來自瑞士信貸，我們將聽到 Kulbinder Garcha 的消息。

Thanks.

謝謝。

Both of my questions are kind of linked to geographic expansion.

我的兩個問題都與地域擴張有關。

Maybe for Tim, I take it you're focused on China but it is also like, given what you said, you may be at 230, or 235 carriers now.

也許對蒂姆來說，我認為你專注於中國，但根據你所說的，你現在可能是 230 或 235 家運營商。

There are about 500 carriers in the world, and I'm just wondering what your ambitions are, and what you think the reality is over the next 12 to 18 months of adding at least a sizable share of them?

世界上大約有 500 家運營商，我只是想知道您的野心是什麼，以及您認為在未來 12 到 18 個月內至少增加相當一部分的運營商的現實是什麼？

And I had a similar question on geographic expansion, Tim.

我對地理擴張也有類似的問題，蒂姆。

Just in terms of on a country rollout, it seems that you have at least addressed part of China on the retail side.

就國家推廣而言，您似乎至少在零售方面解決了中國部分地區的問題。

And it sounds that Brazil is next.

聽起來巴西是下一個。

But when can we look toward to you maybe addressing markets like India or Russia more aggressively with your retail presence?

但是，我們什麼時候可以期待您通過您的零售業務更積極地應對印度或俄羅斯等市場？

Thanks.

謝謝。

We are today selling in Brazil through an online store and reseller partners, including some very key carrier partners.

今天，我們通過在線商店和經銷商合作夥伴（包括一些非常重要的運營商合作夥伴）在巴西進行銷售。

We're selling in Russia through carrier partners and reseller partners.

我們通過運營商合作夥伴和經銷商合作夥伴在俄羅斯銷售。

And we're selling in India through some carrier partners and reseller partners.

我們通過一些運營商合作夥伴和經銷商合作夥伴在印度銷售。

And so we're in all of those countries today.

所以我們今天在所有這些國家。

But I have tried to be very clear in the past, and I will do so again, that we have a ton more energy in the China market today.

但我過去曾試圖非常清楚，我將再次這樣做，我們今天在中國市場擁有更多的能量。

That doesn't mean that there is a lack of effort or focus on the others.

這並不意味著缺乏努力或專注於其他人。

It just means that it's less than what we're investing in China today.

這只是意味著它比我們今天在中國投資的要少。

On the second country on the list of those four, for us, would be Brazil.

對我們來說，這四個國家名單上的第二個國家是巴西。

I think there is a huge opportunity for us there.

我認為那裡對我們來說是一個巨大的機會。

And we've more than begun to go deeper into Brazil.

我們已經開始深入巴西。

But I don't want to signal that means Apple retail would be there, because I don't envision that occurring in the near term.

但我不想表明這意味著蘋果零售店會在那裡，因為我不認為這會在短期內發生。

And we're -- India, where it is small, the revenue went up over three times last quarter.

我們是——印度，它很小，上個季度的收入增長了三倍多。

But that's on a small base.

但這是在一個很小的基礎上。

And so we're beginning to see traction in most of these, but we recognize we have to focus to deeply understand the point that we can really get to a large revenue figure like greater China currently is.

因此，我們開始看到其中大部分的吸引力，但我們認識到，我們必須集中精力深入理解我們真正可以獲得像大中華區目前這樣的大收入數字的點。

In terms of more carriers, we had been adding carriers.

在更多運營商方面，我們一直在增加運營商。

I anticipate that we will continue to add carriers.

我預計我們將繼續增加運營商。

We have nothing specific to announce today.

我們今天沒有具體要宣布的內容。

But you can bet that we're looking at the same list that you are.

但是您可以打賭，我們正在查看與您相同的列表。

In terms of major carriers there, the number is much smaller than the number you quoted.

就那裡的主要運營商而言，這個數字比你引用的數字要小得多。

As you know, there is a lot of smaller carriers on there.

如您所知，那裡有很多較小的運營商。

And the same thing with countries.

國家也是一樣。

There' re many smaller countries.

有許多較小的國家。

But all of those have important.

但所有這些都很重要。

And I'd like to get into all of them over time.

我想隨著時間的推移深入了解所有這些。

Great.

偉大的。

Thank you.

謝謝你。

From J.P.

來自 J.P.

Morgan we will go to Mark Moskowitz.

摩根，我們要去馬克莫斯科維茨。

Yes, thank you.

是的，謝謝。

Good afternoon.

下午好。

Tim, I want to come back to the tablet market here.

蒂姆，我想回到這裡的平板電腦市場。

Obviously the iPhone was scintillating in terms of the growth, but I think the iPad growth also really out paced a lot of our expectations, and the question really is, it's kind of a loaded question.

顯然，iPhone 在增長方面表現出色，但我認為 iPad 的增長速度也確實超出了我們的很多預期，而且問題確實是，這是一個很複雜的問題。

The question is really around do you think that Apple actually benefited from some of these lower cost, reduced feature set tablets coming into the market, where folks came in to check them out and realized, not really that good, so they trade up to the iPad, and do you see that maybe happening as well with the MacBook Air this year?

問題真的在於，你認為蘋果是否真的從這些低成本、功能減少的平板電腦中受益，人們進來檢查並意識到，並不是那麼好，所以他們換成了iPad，您是否認為今年的 MacBook Air 也會出現這種情況？

Because this year seems like to be the Ultrabook's version of let's try to be like Apple as well.

因為今年似乎是超極本的版本，讓我們也嘗試像蘋果一樣。

When I looked at the data, particularly in the US, on a weekly basis after Amazon launched the Kindle Fire, and I wouldn't, in my view, there wasn't an obvious effect on the numbers plus or minus.

當我在亞馬遜推出 Kindle Fire 後每週查看數據時，尤其是在美國，我認為這對數字的正負沒有明顯影響。

The theory that you've got, I have heard clearly from some customers, that that occurred, that they went in thinking they would buy that.

你的理論，我從一些客戶那裡清楚地聽到，發生了，他們認為他們會買那個。

They looked at it, decided to buy an iPad.

他們看了看，決定買一台iPad。

Whether that's happening on a very, very large basis, I don't know.

我不知道這是否在非常非常大的基礎上發生。

Again, my own view is looking at our data in the US, there was no obvious change in the data.

同樣，我自己的觀點是查看我們在美國的數據，數據沒有明顯變化。

For what it's worth.

物有所值。

That's how I see it.

我就是這麼看的。

There is cannibalization clearly of the Mac by the iPad.

iPad明顯蠶食了Mac。

But we continue to believe there is much more cannibalization of windows PCs by the iPad, and there's many more of them cannibalized.

但我們仍然認為，iPad 對 Windows PC 的蠶食要多得多，而且還有更多的人被蠶食。

And so we love that trend.

所以我們喜歡這種趨勢。

We think it is great for us.

我們認為這對我們來說很棒。

The thing that is very different about the iPad is, you can see it beginning to appear virtually everywhere.

iPad 的不同之處在於，您幾乎可以看到它開始出現在任何地方。

The enterprise has adopted it in a very large percent of the Fortune 500, as Peter talked about earlier.

正如彼得之前所說，該企業已經在財富 500 強中的很大一部分中採用了它。

That number is also quite large when you look at the Global 500.

當您查看全球 500 強時，這個數字也相當大。

In education, in K-12, we sold twice the number of iPads as we did Macs.

在教育領域，在 K-12，我們售出的 iPad 數量是 Mac 的兩倍。

And generally speaking, education adopts new technologies fairly slowly, so that's somewhat surprising.

總的來說，教育採用新技術的速度相當緩慢，所以這有點令人驚訝。

And of course, the consumer is -- has moved in a huge way to iPad.

當然，消費者已經在很大程度上轉向了 iPad。

And so it's winning market by market by market.

因此，它正在逐個市場地贏得市場。

I think that consumers that go in and look at it and think about the ecosystem, and the huge advantages, and the overall customer experience, I think we will win a fair number of those, and I think you can see that in the results.

我認為進入並查看它並考慮生態系統的消費者，以及巨大的優勢和整體客戶體驗，我認為我們將贏得相當多的這些，我認為你可以在結果中看到這一點。

And so we couldn't be happier with doing over 15 million, and I think it's remarkable that we sold over 55 million iPads, and we've only been in the business since April of 2011, I think, when we shipped the first one.

因此，我們對銷售超過 1500 萬台 iPad 感到非常高興，我認為我們銷售了超過 5500 萬台 iPad，這很了不起，我認為，我們從 2011 年 4 月才開始從事這項業務，我認為，當我們出貨第一台 iPad 時.

Or 2010, excuse me.

或者2010，對不起。

And then the other question I have is given your customer data, are you seeing any sort of phenomenon now where because of the accelerated refresh cycles, the widened gap in terms of what Apple is giving to the customer base, versus the competition's meager efforts, if you will, are you seeing accelerated refresh rates within your customer base, in terms of someone who buys an iPhone, maybe they're buying it quicker or maybe they're also buying now a MacBook Air or an iPad.

然後我的另一個問題是你的客戶數據，你現在有沒有看到任何現象，因為更新周期加快，蘋果給客戶群的差距擴大了，與競爭對手的微薄努力相比，如果您願意，您是否在客戶群中看到加速的刷新率，就購買 iPhone 的人而言，也許他們正在更快地購買它，或者他們現在也在購買 MacBook Air 或 iPad。

So, you're seeing an accelerated refresh rate or a halo effect?

那麼，您看到的是加速刷新率還是光環效應？

In the enterprise space we've seen, as an example, we've seen iPhones sort of be a catalyst, and the iPad moves after the iPhone, and in several accounts, we've seen the Mac follow that.

例如，在我們看到的企業領域，我們看到 iPhone 有點像催化劑，iPad 在 iPhone 之後移動，在幾個方面，我們看到 Mac 也效仿。

And so there are clear examples where one product has pulled the other, pull the other.

因此有明顯的例子，其中一種產品拉動了另一種產品，拉動了另一種產品。

And you know, at a macro level, how much it is happening is very difficult to put our fingers on.

而且你知道，在宏觀層面上，它正在發生多少我們很難把握。

But many customers, consumers, enterprise, education, they're all pointing that out.

但許多客戶、消費者、企業、教育機構都指出了這一點。

And as you know, we've seen that phenomenon before, with the halo that the iPod created for the Mac, back at the early 2002, 2003, 2004 range.

如您所知，我們之前已經看到過這種現象，在 2002 年、2003 年、2004 年早期，iPod 為 Mac 創造了光環。

And so, it is not a phenomenon that is new to us.

因此，這對我們來說並不是一個新現象。

Michael Abramsky with RBC Capital Markets.

加拿大皇家銀行資本市場的邁克爾·阿布拉姆斯基。

Thanks very much.

非常感謝。

Tim, Android versus iPhone, is this in your view, becoming a two-horse race similar to Mac versus Windows?

Tim，Android 與 iPhone，在您看來，這是否會成為類似於 Mac 與 Windows 的兩匹馬？

And how do you see the sustainability of your integrated model versus what happened in terms of the growth of the OEM model in the PC market?

與 PC 市場 OEM 模式的增長相比，您如何看待集成模式的可持續性？

I wouldn't classify it like Mac and Windows at all.

我根本不會將它歸類為 Mac 和 Windows。

You know, the Mac has outgrown the market for over 20 quarters in a row.

你知道，Mac 已經連續 20 多個季度超越市場。

But still has a single digit percentage of the worldwide market.

但仍佔全球市場的個位數百分比。

Where IOS, if you look at phones and tablets, and the iPod touch, we've sold over 315 million IOS devices.

IOS，如果你看看手機和平板電腦，還有 iPod touch，我們已經售出了超過 3.15 億台 IOS 設備。

And so I think this compares very favorable to any comparison.

所以我認為這與任何比較都非常有利。

In 60 -- over 62 million of those were done in the last quarter alone.

在 60 中——僅在上個季度就完成了超過 6200 萬次。

I don't have comparable numbers, Mike, on Android.

邁克，我在 Android 上沒有可比的數字。

I haven't found a way to get very crisp quarterly reporting, like we do, that it is straight forward and transparent.

我還沒有找到一種方法來獲得非常清晰的季度報告，就像我們所做的那樣，它是直截了當和透明的。

However, you can see from a momentum point of view, if you look at the NPD data that just came out a few days ago, it shows in the US, and this is just looking at October, November, and so this had part of our launch in October and all of it in November, it shows the -- just the iPhone -- looking at phones not total IOS, it shows iPhone at 43% and Android at 47.

但是，從動量的角度來看，如果你看幾天前剛剛出來的 NPD 數據，它顯示在美國，而這只是看 10 月、11 月，所以這有一部分我們在 10 月和 11 月推出了所有產品，它顯示了 - 只是 iPhone - 查看手機而不是全部 IOS，它顯示 iPhone 為 43%，Android 為 47。

The Nielsen data that just came out a few days ago shows iPhone in the October, November, December time frame at 45%, versus Android at 47%.

幾天前剛出爐的尼爾森數據顯示，iPhone 在 10 月、11 月、12 月的時間範圍內為 45%，而 Android 為 47%。

And the comp scores data that also came out on October November shows iPhone at 42% versus Android at 41%.

同樣在 10 月 11 月發布的比較分數數據顯示，iPhone 為 42%，而 Android 為 41%。

And so it seems like all of the data that I've seen in the US would say that it's a very close race in iPhone.

因此，我在美國看到的所有數據似乎都表明這是 iPhone 的一場非常接近的比賽。

I think on the iPad side, although I don't have specific numbers to share from third parties, I think that all of us inherently believe that iPad is way ahead there.

我認為在 iPad 方面，雖然我沒有從第三方那里分享具體數字，但我認為我們所有人都天生相信 iPad 在這方面遙遙領先。

And there is really no comparable products to the iPod Touch out there.

並且真的沒有與 iPod Touch 相媲美的產品。

And so IOS is doing extremely well.

所以IOS做得非常好。

I wouldn't say it's a two-horse race.

我不會說這是一場兩馬賽跑。

There is a horse in Redmond that always suits up and always runs, and will keep running, and there's other players that we can never count out.

雷德蒙德有一匹馬總是穿上衣服，總是跑，而且會一直跑，還有其他我們永遠無法計數的球員。

And so what we focus on is innovating.

所以我們關注的是創新。

And making the world's best products.

並製造世界上最好的產品。

And we will just keep on doing that.

我們將繼續這樣做。

And somewhat ignore how many horses there are.

並且有點忽略了有多少匹馬。

And we just want to stay ahead and be the lead one.

我們只想保持領先並成為領先者。

Okay.

好的。

Just as a quick follow-up, there's two developments in the market in smart phones that you sort of haven't broached yet, but Android has at least approached which would be 4G and larger screens.

作為快速跟進，智能手機市場有兩個你還沒有提到的發展，但 Android 至少已經接近 4G 和更大的屏幕。

In the past, you've articulated a fairly firm view both on the iPad and the iPhone of display dimensions for example.

過去，您在 iPad 和 iPhone 上都對顯示尺寸有過相當堅定的看法。

You mentioned that earlier in this call in iPad.

您之前在 iPad 的通話中提到了這一點。

Has the popularity for example of larger screens on Android phones changed or impacted, for example, your view?

例如，Android 手機上大屏幕的流行是否改變或影響了您的觀點？

And the same thing on 4G.

在 4G 上也是如此。

Obviously some of these phones have challenges to battery life.

顯然，其中一些手機對電池壽命有挑戰。

But what are your thoughts there?

但是你的想法是什麼？

You know, I wouldn't comment on the future road map.

你知道，我不會評論未來的路線圖。

As I'm sure that's a shock to you.

我敢肯定這會讓你感到震驚。

But I would point out that we just sold a record 37 million iPhones.

但我要指出的是，我們剛剛售出了創紀錄的 3700 萬部 iPhone。

And so I think there's an incredible number of people, and we could have sold more if we would have had more supply.

所以我認為有很多人，如果我們有更多的供應，我們可以賣得更多。

But there's a lot of people out there that really love what we're doing.

但是有很多人真的很喜歡我們正在做的事情。

Okay Tim.

好的蒂姆。

Thank you.

謝謝你。

A replay of today's call will be available for two weeks as a pod cast on the I-tunes store.

今天電話會議的重播將作為播客在 I-tunes 商店播放兩週。

As a web cast on Apple.com/investor, and via telephone.

作為 Apple.com/investor 上的網絡廣播和電話。

And the numbers for the telephone replay are 888-203-1112.

電話重播的號碼是 888-203-1112。

Or 719-457-0820.

或 719-457-0820。

Please enter confirmation code 1789848.

請輸入確認碼1789848。

And these replays will be available beginning at approximately 5.00 pm.

這些回放將在大約下午 5 點開始提供。

Pacific time today.

今天太平洋時間。

Members of the press with additional questions can contact Steve Doweling at 408-974-1896.

有其他問題的媒體成員可以撥打 408-974-1896 聯繫 Steve Doweling。

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.

瓊的電話是 408-974-4570。

And I am at 408-974-5420.

我的電話是 408-974-5420。

And thanks again for joining us.

再次感謝您加入我們。

Ladies and gentlemen, that does conclude today's presentation.

女士們，先生們，今天的演講到此結束。

We do thank everyone for your participation.

我們非常感謝大家的參與。