Apple's third quarter (second of the calendar year), whose fiscal calendar is shifted, was driven by sales of its flagship product, the iPhone, up 49.7% compared to the same period in 2020. The Cupertino group in California achieved over this period a turnover of 81.4 billion dollars in revenues, against 73.3 anticipated by investors.
Geographically, all the major areas where the group operates are showing increasing results, with the prize going to China (+ 58%), whose economic recovery after the health crisis was early.
For analysts, the iPhone remains Apple's growth engine more than ever.
"5G phones are clearly selling well and seem to take market share from Android", the mobile operating system of competitor Google, said analyst Yoram Wurmser of the firm eMarketer.
Supply concerns
If the dynamics of Apple are there, the company explained, however, that the group expected that the “supply constraints are more important” in the current quarter than for the previous three months.
During the same conference, CEO Tim Cook explained that these constraints were common to companies in the sector and not specific to Apple.
He added that part of the problem was that demand was significantly higher than the company had expected.
So far, this shortage has mainly impacted iPads and Mac computers.
But he declined to give any indication of the persistence of tensions in the supply chain beyond September.
“We're going to take things quarter after quarter,” he said.
In another register, during the conference call, Tim Cook indicated that Apple now has 700 million paying subscribers to at least one of its services, which include the app store Apple Store, Apple Music or storage. photos thanks to the cloud (remote computing). Over one year, the apple giant has gained 150 million net subscribers.
