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苹果产品研发链空期近一年, 外部压力倍增

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Here's what Apple told investors about its business Tuesday: Margins, revenues, and profits in the next quarter all will be worse than investors had expected. Here's what Apple didn't address Wednesday: Specific plans for any new product categories or personnel moves, either among its long-serving management team or to fill at least one long-vacant hole. The stock rallied in after-hours trading.

本周二,苹果(Apple)这样告诉投资者:下个季度的利润率、收入和净利润都会低于投资者此前的预期。苹果没有谈到的是:没有任何关于新的产品品类或人事变动的具体计划,既没有对长期服务的管理团队进行调整,也没有填补什么长期空缺职位。随后,苹果股价在盘后交易中反弹。

Oh yeah, one more thing: Apple (AAPL) said it will dramatically increase its dividend, its share buybacks, and, for the first time, that it will borrow significant amounts of money to fuel this return of capital to shareholders. Apple actually bragged on its earnings call with investors that it will be one of the biggest payers of dividends in the world. Think: Insanely greatdividends·

哦,对了,还有一件事:苹果宣布将大幅增加派息和股票回购,还将首次借入相当的资金来提高股东的资本回报率。事实上,苹果在这次面向投资者的业绩电话会议上甚至夸口,苹果将成为全球派息最高的公司之一。想想:超高……派息?

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