Name: 蘋果2018年第三季度財報電話會議(AAPL) (Apple Earnings Call Q3 2018 (AAPL))
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Good day, and welcome to the Apple Incorporated Third Quarter Fiscal Year 2018 Earnings Conference

At this time for opening remarks and introductions, I would like to turn the call over to Nancy

Good afternoon, and thanks to everyone for joining us.

Speaking first today is Apple's CEO, Tim Cook, and he'll be followed by CFO, Luca Maestri.

After that we'll open the call to questions from analysts.

(Forward-Looking Cautionary Statements) I'd now like to turn the call over to Tim

Today we're proud to report our best June quarter revenue and earnings ever thanks to

the strong performance of iPhone, services and wearables.

We generated $53.3 billion in revenue, a new Q3 record.

That's an increase of 17% over last year's result, making it our seventh consecutive

quarter of accelerating growth, our fourth consecutive quarter of double-digit growth

and our strongest rate of growth in the past 11 quarters.

Our team generated record Q3 earnings per share of $2.34, an increase of 40% over last

We're extremely proud of these results and I'd like to share some highlights with you.

Revenue was up 20% year-over-year and our active installed base grew by double-digits,

driven by switchers, first time smartphone buyers and our existing customers whose loyalty

iPhone X was the most popular iPhone in the quarter once again, with a customer satisfaction

Based on the latest data from IDC, iPhone grew faster than the global smartphone market,

gaining share in many markets including the US, Greater China, Canada, Germany, Australia,

Russia, Mexico and the Middle East and Africa.

Second, we had a stellar quarter in services which generated all-time record revenue of

$9.5 billion fueled in part by double-digit growth in our overall active installed base.

We feel great about the momentum of our services business and we're on target to reach our

goal of doubling our fiscal 2016 services revenue by 2020.

Our record services results were driven by strong performance in a number of areas and

I'd like to briefly mention just some of these.

Paid subscriptions from Apple and third parties have now surpassed $300 million, an increase

Revenue from subscriptions accounts for a significant and increasing percentage of our

What's more, the number of apps offering subscriptions also continue to grow.

There are almost 30,000 available in the App Store today.

The App Store turned 10 years old this month and we set a new June quarter revenue record.

The App Store has exceeded our wildest expectations, igniting a cultural and economic phenomenon

that has changed how people work, learn and play.

Customers around the world are visiting the App Store more often and downloading more

And based on third party research estimates, the App Store generated nearly twice the revenue

The app economy is thriving and thanks to the App Store, it's generating jobs for tens

Our developers have earned over $100 billion from the App Store since its launch and we

couldn't be more proud of them and what they've accomplished.

We're hearing lots of developer excitement around our upcoming OS releases, which I'll

talk about more in a moment, and can't wait to see what they can come up with next.

We've experienced rapid growth in our App Store search ad service and as we announced

earlier this month, we are expanding our geographic coverage to Japan, South Korea, France, Germany,

We're also seeing strong growth in many of the other services as well.

Just a few examples, Apple Music grew by over 50% on a year-over-year basis.

AppleCare revenue grew at its highest rate in 18 quarters, partly due to our expanded

Cloud services revenue was also up over 50% year-over-year.

Our communications services are experiencing record usage.

We've hit all-time highs for both the number of monthly active users of Messages and the

number of FaceTime calls made with growth accelerating from the March to June quarters.

Siri requests have already exceeded 100 billion so far this fiscal year, and the number of

articles read on Apple News more than doubled year-over-year.

Apple Pay continues to expand with well over 1 billion transactions last quarter, triple

the amount from just a year ago, with growth accelerating from the March quarter.

To put that tremendous growth into perspective, this past quarter, we completed more total

transactions than great companies like Square and more mobile transactions than PayPal.

Apple Pay is now live in 24 markets worldwide with over 4,900 bank partners and we look

forward to adding Germany later this year.

We're excited to share that in the US, eBay is beginning to enable its sellers to accept

Apple Pay and CVS Pharmacy and 7-Eleven will roll out Apple Pay acceptance in locations

Transit is another important area of growth and Apple Pay can be used with iPhone and

Apple Watch to quickly and conveniently ride public transit in 12 metropolitan areas.

Apple Pay Cash, our peer-to-peer payment service, is already serving millions of customers across

the US less than eight months following its launch.

Our third highlight of the quarter is the outstanding results in wearables which comprises

Apple Watch, AirPods and Beats and was up over 60% year-over-year with growth accelerating

Our wearables revenue exceeded $10 billion over the last four quarters, a truly remarkable

accomplishment for a set of products that has only been in the market for a few years.

Apple Watch delivered record June quarter performance with growth in the mid 40% range,

and we're thrilled to see so many customers enjoying AirPods.

It reminds me of the early days of iPod when I started noticing white earbuds everywhere

A number of other notable events in the quarter, we expanded distribution of HomePod to three

additional markets and we added new immersive listening features with support for HomePod

stereo pairs and a new multi-room audio system.

In June, we hosted an extremely successful developers' conference that previewed many

major advances coming this fall to our four operating systems, iOS, macOS, watchOS and

Developer and customer reaction has been very positive and we have over 4 million users

participating in our new OS beta programs.

Starting with iOS 12, Siri will take a major step forward with Siri Shortcuts, which deliver

a new, much faster way to get things done and allow any app to work with Siri.

We believe this will make Siri even more useful and significantly expand its adoption.

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