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I have positions with both companies, and the timing of the financial statements is very close, so I'm optimistic. $Apple (AAPL.US)$ $Tesla (TSLA.US)$
|Apple
In the fourth quarter of last year (the first quarter of fiscal year 2021), Apple launched many new products, the 5G iPhone 12, the Apple Watch 6, the Mac with the M1 chip, and a bunch of new iPads. Apple products are so fragrant, and the release of new products will of course drive performance growth. Moreover, the revenue growth rate of almost all business lines has reached historic highs.
The iPhone business revenue was US$65.597 billion, up 17% year on year, close to the high growth rate in 2018. The iPhone revenue for the first quarter of FY2021 was almost half of the iPhone revenue for the full year of FY2020. It seems that the iPhone revenue scale for the full year of FY2021 is likely to surpass that of FY2018, reaching a record high.
Mac's revenue was also good, with revenue of $8.675 billion in a single quarter, up 21% year over year. The notebook market has long been a stock market. The scale of Mac revenue grew very slowly in the previous fiscal years. Since fiscal year 2011, the revenue growth rate in the previous quarter has finally returned to 20% +.
Apple's M-series chips are really epoch-making. I remember right after the press conference, there were many UPs talking about MacBooks with M-series chips at Station B and the oil pipe, which started right after the press conference...
|Apple
In the fourth quarter of last year (the first quarter of fiscal year 2021), Apple launched many new products, the 5G iPhone 12, the Apple Watch 6, the Mac with the M1 chip, and a bunch of new iPads. Apple products are so fragrant, and the release of new products will of course drive performance growth. Moreover, the revenue growth rate of almost all business lines has reached historic highs.
The iPhone business revenue was US$65.597 billion, up 17% year on year, close to the high growth rate in 2018. The iPhone revenue for the first quarter of FY2021 was almost half of the iPhone revenue for the full year of FY2020. It seems that the iPhone revenue scale for the full year of FY2021 is likely to surpass that of FY2018, reaching a record high.
Mac's revenue was also good, with revenue of $8.675 billion in a single quarter, up 21% year over year. The notebook market has long been a stock market. The scale of Mac revenue grew very slowly in the previous fiscal years. Since fiscal year 2011, the revenue growth rate in the previous quarter has finally returned to 20% +.
Apple's M-series chips are really epoch-making. I remember right after the press conference, there were many UPs talking about MacBooks with M-series chips at Station B and the oil pipe, which started right after the press conference...
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