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每日观察:关注苹果第二季度财报及App Store下载量(4.24)

发布时间:2013-04-24 10:58:16 Tags:,,

1)据Techcrunch报道,苹果最近发布的第二季度财报显示,该时期公司销售额为436亿美元,美国仍是最大的苹果市场,而以中国为代表的亚洲市场发展最为迅速。国际市场收益为243亿美元,在该季度总收益中占比56%。

苹果首席执行官Tim Cook引用IDC数据预测,2016年苹果智能手机出货量将达14亿部,其中平板电脑出货量为3.75亿台(Gartner数据)。

该季度苹果在在中华地区收益为82亿美元(加上零售销售额就是88亿美元,同比上年增长11%,与苹果公司的整体增长率相同),同比增长20%。欧洲仅次于美国的第二大苹果市场,该季度收益为98亿美元(仅比大中华地区多16亿美元),同比去年增长11%,但比上一季度下降21%。

itunes_app_store_icon(from 9to5mac.com)

itunes_app_store_icon(from 9to5mac.com)

2)据Techcrunch报道,苹果日前宣布其应用下载量突破450亿次(1月份时突破400亿次);平均每秒下载量为800次,iOS应用总数达85万款,其中iPad应用为35万款(游戏邦注:2011年1月份苹果iOS应用总数为35万款,当时iPad发布仅一年,苹果仅有6万款iPad应用)。

目前App Store已向155个国家/地区开放服务,覆盖了90%的iOS用户群体,向开发者支出收益超过90亿美元(比2月中旬时增长了10亿美元)。

苹果现在每季度向开发者支出收益为10亿美元,在过去4个季度中,苹果向开发者支出收益为45亿美元。

3)苹果2013年第二季度财报显示,截止今年3月份,iPhone在该季度销量达3740万部,同比上年增长7%,但比上季度下降22%;iPad销量为1950万台,同比上季度下降18%,但比去年同期增长65%(去年同期销量为1180万台)。

上一季度iPhone销量为4780万部,iPad销量则是2290万台,这两者均打破了以往纪录。

iphone-app-store(from reuters.com)

iphone-app-store(from reuters.com)

4)据venturebeat报道,Big Fish Games日前宣布旗下博彩游戏《Big Fish Casino》成为全球iOS平台博彩游戏营收榜单第一名,其收益比去年增长了三倍。

该公司还同Betable合作向英国市场推出了这款应用的真钱赌博版本,但并未透露该版本的具体收益情况。

casino_ios(from bigfishgames.com)

casino_ios(from bigfishgames.com)

Big Fish Games成立于2002年,已成为最大的休闲游戏开发商,拥有600多家外部游戏开发商合作者,推出了3000多款PC游戏以及250款手机游戏。

5)Ofcom最新报告显示,超过三分之一(35%)年龄介于55-66岁的英国网民在去年创建了社交网络资料,而2011年的这一数据则是24%。

与此同时,还有25%年龄在65岁以上的网民去年创建了社交网络资料。

而年轻用户群体的社交网络使用率似乎出现饱和,另外也有可能是因为这一群体已从社交网络转向其他通信应用(例如Snapchat)。

elder internet user(from cbc.ca)

elder internet user(from cbc.ca)

整体上看,2012年英国成人网民的社交网络使用率为64%(2011年为59%)。

这些年长网民对社交网络的使用情况与年轻群体相差无几,都是借助这一工具与亲友保持联系,64%年龄超过55岁的用户创建社交网络资料是为了与很久见面的亲友联系。

Ofcom调查还发现,年轻用户的社交网络帐号拥有更多朋友;平均每个英国成人用户的社交网络帐号有237个朋友,而16-24岁群体的这一数据则是352名好友,几乎是45岁以上群体的三倍(126名好友)。

半数英国社交网络成人用户每天登录一次网站,而2011年的这一数据则是35%。9%属于极端活跃用户,每天要登录10次左右。16-24岁群体中的活跃用户比例较高,有17%受访者每天至少10次查看更新状态。

6)Match.com最近针对5000名美国用户的调查发现,从去年情况来看,iPhone单身者拥有的约会对象最多。

*iPhone用户极渴望被爱;

*iPhone用户极为挑剔;

*iPhone用户容易出卖感情;

*iPhone用户的第一印象很糟糕;

*iPhone用户极易吸引多名爱慕者。

与此同时,20%受访者是通过网站勾搭到第一名约会对象,22%通过好友介绍,7%通过酒吧或俱乐部遇到第一位意中人。第一次约会之后,有61%更希望通过电话进行沟通,仅有15%希望再次亲眼见到对方。

除此之外,几乎有半数女性受访者在第一次约会前会上网调查对方的情况。

First_Dates_Across_America(from Match.com)

First_Dates_Across_America(from Match.com)

本文为游戏邦/gamerboom.com编译,拒绝任何不保留版权的转载,如需转载请联系:游戏邦

1)Apple Q2 ’13 Intl Sales Were 56% Of Total Revenues; China Had “Best Quarter Ever” At $8.8B

Ingrid Lunden

Apple today posted Q2 earnings that beat estimates at $43.6 billion in sales, which illustrates that, while the Americas — led by the U.S. — remains the company’s single biggest market,

Asia, led by sales in China, continues to show the strongest growth amidst weakened demand at home and in Europe. Overall, international revenues outside of the Americas were $24.3 billion, or 56 percent of the total for the quarter.

International has been and will continue to be a focus for Apple. Cook cited worldwide smartphone figures from IDC that predict shipments of 1.4 billion units annually by 2016; and tablet figures of 375 million units by the same year, according to Gartner. While the U.S. continues to be a strong market for sales today, much of the future growth in mobile devices will be happening in less mature markets outside of the U.S.

On the earnings call earlier, the biggest focus for what is happening internationally was Greater China, a hotly contested market that has been largely dominated by Android device makers.

In Greater China this quarter, Apple has had a mixed picture. On the one hand, its revenues of $8.2 billion, sequentially, made Greater China its biggest market in terms of growth, increasing by 20 percent, while all other regions declined in the holiday aftermath. Compared to the same quarter a year ago, however, China was less impressive. It grew by 8 percent, putting it just one percentage higher than the U.S., its slowest-growing market at 7 percent.

Is Apple hitting a wall there? asked one analyst. No, answered CEO Tim Cook, “We had our best quarter ever in China.” In total, he pointed out that including retail store sales, Apple had $8.8 billion in China ($8.2 billion on the PDF posted by Apple, which does not include retail sales). That is up 11 percent year-on-year, Cook said, “the same rate Apple is growing.” He also noted that iPad sales grew by 138 percent with new records getting set for iPhone and iPad sell-through. He also noted that while a year ago, Apple launched the iPhone 4S with two different operators, at two different periods, in the quarter, with the iPhone 5 this time around, the launch fell outside of the 12-week period covered by today’s earnings.

“We still see a very significant opportunity in China,” he said, noting that there are now 11 stores open in the country with plans to double that. Although Apple still does not have a local iTunes store in the country, Cook promises that it is innovating online there and “adding different functionality.”

He also dug in a little on how Apple is tackling the cheap smartphone trend in China. Although the company has long been rumored to be working on a low-cost iPhone for now the company continues to use its older models as its “low cost” devices. He noted that it is selling the iPhone 4 as its low-cost device for first-time buyers. “We are hoping that will help iPhone sales in the future.”

This quarter, Apple faced a tough PR push in China over its warranty policy. The negative comments, which extended into nightly criticisms on national evening television news programs, even prompted an apology from CEO Tim Cook on the company’s Chinese site. That did nothing to help Apple, which is already facing strong price pressure from smartphone makers building locally focused handsets on versions of Google’s Android. At the end of December, it was estimated by analysts at Informa that Android devices were approaching two-thirds of all mobile phones (not just smartphones) sold in the country, compared to just 5 percent for Apple.

In other international regions, Europe continues to be Apple’s second-largest market after the Americas at $9.8 billion in revenues (without retail calculated in). That’s growth of 11 percent over last year but down 21 percent on last quarter, giving it just a $1.6 billion lead ahead of Greater China.

Meanwhile, Japan and the rest of Asia-Pacific saw the very strongest growth, but the proportion of sales in those two regions continues to be relatively small. They were up respectively at
19 percent and 26 percent over the same quarter last year, working out to around $3.1 billion in each of those markets. Adding that together with Greater China, it has yet to outweigh the
combination of Europe and the Americas, but is definitely bigger than either one taken on its own.(source:techcrunch

2)Apple Passes 45B Total Unique App Downloads At A Rate Of 800 Per Second With Over $9B Paid To Devs

Darrell Etherington

Apple took time to update investors on the status of its ecosystem on today’s call, revealing that it has crossed the 45 billion total app download mark, just over four months after it crossed the 40 billion download mark back in January. Apps are being downloaded at a rate of 800 per second, from a total pool of 850,000 iOS apps in total, with 350,000 apps designed for
iPad alone.

That 350,000 is the same as the number of total iOS apps reported by Apple as of January 2011, just a year after the launch of the iPad. At the time, Apple had only 60,000 iPad apps, which means iPad-specific titles have seen a 483 percent increase in the intervening years.

Apple also revealed that it has App Stores in 155 countries, covering 90 percent of the total iOS user population, and that it has so far paid out more than $9 billion to developers. That’s a $1 billion increase from the total it reported it had paid out to developers as of mid-February.

Apple now pays out $1 billion per quarter to devs, Oppenheimer said at the close of the call, and $4.5 billion or half of the grand total has been paid out during the past four quarters alone.(source:techcrunch

3)Apple Sells 37.4M iPhones And 19.5M iPads In Q2, Tablet Business Shows 65% YOY Growth

Jordan Crook

Apple has just released its Q2 2013 earnings report, announcing sales of 37.4 million iPhones in the quarter ending March. Apple also reported 19.5 million iPad units sold, which shows incredibly strong growth for Apple’s tablet business.

This is a slight decrease from last quarter, which included a holiday sales spike and being the first full quarter in which the iPhone 5 was available.

In terms of iPhones, this quarter’s 37.4 million represents 7 percent YOY growth; however it’s down 22 percent from last quarter. Where iPads are concerned, we’re seeing an 18 percent decline from last quarter, yet the segment remains strong. It’s grown 65 percent from last year’s 11.8 million from the same quarter.

Moreover, this is the iPad’s second-best quarter ever, losing out only to last quarter. It’s also the best non-holiday quarter the iPad has ever seen.

The iPhone numbers here aren’t all that surprising. Tim Cook has said before (and Steve Jobs before him) that expectations for the next-gen iPhone always tend to slow sales of the current model ahead of launch. Since we expect to see the next iPhone in June, it would make sense for sales to slow a bit.

Last quarter, Apple sold a whopping 47.8 million iPhones and 22.9 million iPads, both of which broke previous records. In other words, this latest report shows continued growth for the iDevice segment.

Apple doesn’t break out specific device numbers, so it’s hard to tell which models perform best. However, it seems that the introduction of the iPad mini has most certainly boosted sales for Apple’s tablet division, as many have been holding out for a smaller tablet from Apple since the iPad first launched.(source:techcrunch

4)Big Fish Casino game hits the top-grossing list on iOS

Dean Takahashi

Big Fish Games is announcing today that its casino game, Big Fish Casino, has become the top-grossing app in the casino game genre on Apple’s iOS platform worldwide.

AppAnnie, a market researcher, said that Big Fish Games has taken the No. 1 spot. Big Fish itself said that its casino game’s revenue has tripled over the past year.

The Seattle-based company also launched a real-money gambling version of the app in the United Kingdom as part of a partnership with Betable. Betable does all of the regulatory compliance and security checks to verify whether players can legally play a gambling game in the place where they are located. In effect, Betable is able to reskin a social casino game, where players pay real money for virtual goods but cannot cash out, and turn it into a real-money gambling casino game.

Big Fish did not break out the financial performance of the gambling version, but it did say that the overall property has a loyal and engaged player base with more than 10 million friendships established in its social network. Many players have been active for more than three years.

Last month, Big Fish introduced Big Fish Bingo, which leverages the same casino mobile-social game platform. Next month, the company plans to add a real-money multiplayer roulette game to Big Fish Casino in the U.K. Carey DiJulio, the vice president and general manager of Big Fish Casino Products, said that the goal is to be the closest thing to the buzz and excitement of playing casino games in real world.

Big Fish Games was founded in 2002, and it has become the largest producer of casual games, with more than 600 external game developers and a catalog of 3,000 PC games and 250 mobile games.

The company has distributed more than 2 billion games in its history.(source:venturebeat

5)Don’t Tell The Kids: U.K. Social Networking Growth Strongest Among Middle-Age & Senior Internet Users, Says Ofcom

Natasha Lomas

New research released by the U.K.’s telecoms regulator, Ofcom, has flagged up significant growth in social networking among older Internet users — which is helping to offset lower rates of growth across younger age groups.  Ofcom’s latest Adult media uses and attitudes report, which examines 2012 U.K. data, indicates that more than a third (35%) of 55 to 64 year-old Internet users created a social networking profile last year — up by half in just one year (24% in 2011).

Ofcom notes that it’s the only age-group with a “significant increase” in social networking growth but the research also found that a quarter (25%) of Internet users aged 65+ also set up a social network profile last year.

As you might expect, younger  age-groups saw much more marginal growth (see chart below) — doubtless because the majority of those users would be likely to have a social networking profile already. There have also been some suggestions that younger age groups may be becoming less interested in social networking, also fuelled by the rise in usage of alternative messaging and communications apps, such as Snapchat. Lots more older users flocking to mainstream social network sites could further encourage younger users to take more of their chatter elsewhere.

Overall Ofcom said that about two-thirds (64%) of all the U.K.’s adult Internet users had a social networking presence in 2012, up from 59% in 2011.

According to Ofcom’s findings, older social networkers are following in the footsteps of their younger counterparts, with much the same types of usage — predominantly using social networking as a way of keeping in touch with friends and family, with six in 10 (64%) of those aged over 55 who have a social network profile using it to contact friends and family they rarely see.

The research also found that younger social networkers are generally likely to have more friends on their main social network profile than older users. Ofcom found the average U.K. adult with a social networking account has 237 friends on their main profile, such as Facebook, but younger adults have more online connections — with the average 16-24 year-old social networker claiming 352 friends, which it said was almost three times as many as those aged over 45 (126 friends).

Far from Brits getting tired of social networking, Ofcom found that half of U.K. adults with a social network profile visit it more than once a day, up from a third (35%) who said they did so in 2011. Almost one in ten (9%) is an especially avid user, checking their profile more than ten times a day. Those aged 16-24 are the most likely to fall into the ‘avid’ category — suggesting those younger users who still think Facebook is cool remain heavily engaged with it —  while almost a fifth (17%) said they check for updates more than ten times daily.

It seems likely, though is not specifically noted by Ofcom, that the rise in smartphone usage and mobile social networking is likely to be helping to power frequent daily visits to social networking sites such as Facebook. Research by Flurry earlier this month showed Facebook in particular taking up a big chunk of mobile users’ day. Ofcom’s data found that 16-24s remain the most likely to use a smartphone (86%).

Looking at specific social networking site users, Ofcom’s data shows a clear skew towards messaging & communication — which underlines why Facebook is increasing its focus on messaging, adding new comms features to its Messenger app and launching Facebook Home: a smartphone skin which includes a dedicated messaging layer called Chat Heads.(source:techcrunch)

6)INFOGRAPHIC: iPhone users are desperate to be loved

by Zen Terrelonge

Match.com previously suggested that Android users are filthy slags, while results from a new survey conducted with 5,000 American singletons finds that, in terms of device, singles with iPhones had the most first dates last year.

This revelation suggests a number of things:

* iPhone users are desperate to be loved

* iPhone users are incredibly fussy

* iPhone users are love rats

* iPhone users make a bad first impression

* iPhone users are really attractive and can’t help pulling in so many admirers

Meanwhile, 20 per cent of respondents bag a first date from websites, compared to 22 per cent through a friend and seven per cent from meeting at a bar or club. Following a first date, 61 per cent prefer to communicate over phone, compared to just 15 per cent that want to meet again in person.

Additionally, almost half of female respondents conduct online research before the first date.(source:mobile-ent


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