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Mohmoon
2021-07-10
Okay
抱歉,原内容已删除
Mohmoon
2021-07-09
Share
Mohmoon
2021-07-08
Nice
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Mohmoon
2021-06-15
Nice
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Mohmoon
2021-06-10
Wow
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Mohmoon
2021-06-09
Maybe
Mohmoon
2021-06-08
Probably
Mohmoon
2021-06-07
Great buy
Mohmoon
2021-06-07
Thats great
抱歉,原内容已删除
Mohmoon
2021-06-06
Agreed
How The AMC Squeeze Compares To The GameStop Run: Are Buyers Just Playing A Game?<blockquote>AMC 挤压与游戏驿站挤压相比如何:买家只是在玩游戏吗?</blockquote>
Mohmoon
2021-06-06
Good buy
Mohmoon
2021-06-06
$Kimberly-Clark(KMB)$
haha
Mohmoon
2021-06-05
$Pfizer(PFE)$
All in one day
Mohmoon
2021-06-04
$MasterCard(MA)$
lol
Mohmoon
2021-06-03
This is good
As Epic fight puts all eyes on App Store revenue, Apple offers numbers that aim much larger<blockquote>随着 Epic fight 将所有目光都集中在 App Store 收入上,苹果提供的数据目标更大</blockquote>
Mohmoon
2021-06-03
Great news
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Mohmoon
2021-06-02
Nice thanks
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Mohmoon
2021-05-01
//
@Mohmoon
: Good
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Mohmoon
2021-05-01
Good
抱歉,原内容已删除
Mohmoon
2021-04-27
Great
去老虎APP查看更多动态
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Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1622942100,"share":"https://www.laohunote.com/m/news/1173473450?lang=zh_CN&edition=full","pubTime":"2021-06-06 09:15","market":"us","language":"en","title":"How The AMC Squeeze Compares To The GameStop Run: Are Buyers Just Playing A Game?<blockquote>AMC 挤压与游戏驿站挤压相比如何:买家只是在玩游戏吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173473450","media":"Benzinga Earnings","summary":"AMC Entertainment Holdings Inc held on to its weekly gains in early afternoon trading on Friday afte","content":"<p><b>AMC Entertainment Holdings Inc</b> held on to its weekly gains in early afternoon trading on Friday after a sharp pullback in Thursday’s session.</p><p><blockquote><b>AMC院线控股公司</b>在周四的交易中大幅回调后,周五下午早些时候维持了每周的涨幅。</blockquote></p><p> Heading into next week, AMC traders will be asking themselves if this week’s run-up is a repeat of January trading action in <b>GameStop Corp.</b>, or if the rally in AMC had legs.</p><p><blockquote>进入下周,AMC 交易员将扪心自问,本周的上涨是否是 1 月份交易走势的重演。<b>游戏驿站公司</b>或者 AMC 的反弹是否有腿。</blockquote></p><p> <b>Deja Vu?</b>GameStop shares hit their all-time high of $483 on Jan. 28. In the month leading up to that peak, the stock rallied about 1,560%.</p><p><blockquote><b>似曾相识?</b>1 月 28 日,游戏驿站股价创下 483 美元的历史新高。在达到峰值前的一个月里,该股上涨了约 1,560%。</blockquote></p><p> This week, AMC hit its all-time high of $72.62. In the month leading up to that peak, AMC shares gained just 523%. However, AMC’s year-to-date gains are now 2,330%, while GameStop’s 2020 gains are just 1,260%.</p><p><blockquote>本周,AMC 创下历史新高 72.62 美元。在达到峰值的前一个月,AMC 股价仅上涨了 523%。然而,AMC 今年迄今为止的涨幅为 2330%,而游戏驿站 2020 年的涨幅仅为 126%。</blockquote></p><p> In the month following GameStop’s run to $483 back in January, the stock tumbled 78.3%. If AMC suffers a similar fate, the stock could be back down around $15.75 within a matter of weeks.</p><p><blockquote>在游戏驿站 1 月份涨至 483 美元后的一个月里,该股暴跌了 78.3%。如果 AMC 遭遇类似命运,该股可能会在几周内回落至 15.75 美元左右。</blockquote></p><p> <b>Voices From The Street:</b> Michael Batnick, Director of Research at Ritholtz Wealth Management,wrote in a blog post on Thursday about how the current AMC mania appears to be very similar to the mania that sent the stock soaring more than 800% in the first 17 days of 2021.</p><p><blockquote><b>街上的声音:</b>Ritholtz Wealth Management 研究总监迈克尔·巴特尼克 (Michael Batnick) 周四在一篇博客文章中写道,当前的 AMC 狂热似乎与导致该股在 2021 年前 17 天飙升超过 800% 的狂热非常相似。</blockquote></p><p> “Buyers are just playing a game with tickers on a screen. The madness can continue as long as people think they can get out before the collapse,” Batnick wrote.</p><p><blockquote>“买家只是在用屏幕上的股票代码玩游戏。只要人们认为自己可以在崩盘前出局,这种疯狂就会继续下去,”巴特尼克写道。</blockquote></p><p> David Trainer, CEO of New Constructs, didn’t pull any punches in discussing the true value of AMC shares this week.</p><p><blockquote>New Constructs 首席执行官大卫-特雷纳(David Trainer)本周在讨论 AMC 股票的真正价值时毫不留情。</blockquote></p><p> “The surge in shares of AMC Entertainment is yet another sign of the reckless meme stock-driven investing landscape that we find ourselves in today,” Trainer said. “We think AMC Entertainment's stock is worth $0 per share, given its weak earnings, dilution from recent stock offerings and mountain of debt.”</p><p><blockquote>“特雷纳说:”AMC院线股价的飙升是我们今天所处的鲁莽备忘录股票驱动的投资环境的又一个迹象。“鉴于 AMC Entertainment 的盈利疲软、近期股票发行的稀释以及堆积如山的债务,我们认为该公司的股票每股价值为 0 美元。”</blockquote></p><p> Themis Trading's Joe Saluzzi told Benzinga the trading action in both AMC and GameStop in 2021 is a sign regulators need to step in.</p><p><blockquote>Themis Trading 的 Joe Saluzzi 告诉 Benzinga,2021 年 AMC 和游戏驿站的交易行动表明监管机构需要介入。</blockquote></p><p> “During the ‘Gamestopped’ Congressional hearings, SEC Chairman Gensler indicated that the Commission would be publishing a report this summer on the volatile trading events that occurred in late January. Market participants are anxious to see this report, but it looks like the SEC may already need to update it to include the events of this week,” Saluzzi said.</p><p><blockquote>“在'游戏停止'的国会听证会上,美国证券交易委员会主席根斯勒表示,委员会将在今年夏天发布一份关于 1 月下旬发生的波动交易事件的报告。市场参与者急于看到这份报告,但看起来美国证券交易委员会可能已经需要更新报告,以纳入本周发生的事件,”萨卢齐说。</blockquote></p><p> <b>Benzinga’s Take:</b>The social media narrative surrounding GameStop and AMC is that retail traders on Reddit and Robinhood are sticking it to big hedge funds by squeezing them out of their short positions. In reality, retail trading accounted for an estimated 11% of trading volume in AMC this week, whereas the majority of AMC’s trading volume came from dark pools, and large institutional block and sweep trades in both the stock and option markets.</p><p><blockquote><b>Benzinga 的观点:</b>围绕游戏驿站和 AMC 的社交媒体叙述是,Reddit 和 Robinhood 上的散户交易员正在通过挤出大型对冲基金的空头头寸来粘住它们。事实上,散户交易估计占 AMC 本周交易量的 11%,而 AMC 的大部分交易量来自暗池、股票和期权市场的大型机构大宗交易。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How The AMC Squeeze Compares To The GameStop Run: Are Buyers Just Playing A Game?<blockquote>AMC 挤压与游戏驿站挤压相比如何:买家只是在玩游戏吗?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow The AMC Squeeze Compares To The GameStop Run: Are Buyers Just Playing A Game?<blockquote>AMC 挤压与游戏驿站挤压相比如何:买家只是在玩游戏吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-06-06 09:15</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>AMC Entertainment Holdings Inc</b> held on to its weekly gains in early afternoon trading on Friday after a sharp pullback in Thursday’s session.</p><p><blockquote><b>AMC院线控股公司</b>在周四的交易中大幅回调后,周五下午早些时候维持了每周的涨幅。</blockquote></p><p> Heading into next week, AMC traders will be asking themselves if this week’s run-up is a repeat of January trading action in <b>GameStop Corp.</b>, or if the rally in AMC had legs.</p><p><blockquote>进入下周,AMC 交易员将扪心自问,本周的上涨是否是 1 月份交易走势的重演。<b>游戏驿站公司</b>或者 AMC 的反弹是否有腿。</blockquote></p><p> <b>Deja Vu?</b>GameStop shares hit their all-time high of $483 on Jan. 28. In the month leading up to that peak, the stock rallied about 1,560%.</p><p><blockquote><b>似曾相识?</b>1 月 28 日,游戏驿站股价创下 483 美元的历史新高。在达到峰值前的一个月里,该股上涨了约 1,560%。</blockquote></p><p> This week, AMC hit its all-time high of $72.62. In the month leading up to that peak, AMC shares gained just 523%. However, AMC’s year-to-date gains are now 2,330%, while GameStop’s 2020 gains are just 1,260%.</p><p><blockquote>本周,AMC 创下历史新高 72.62 美元。在达到峰值的前一个月,AMC 股价仅上涨了 523%。然而,AMC 今年迄今为止的涨幅为 2330%,而游戏驿站 2020 年的涨幅仅为 126%。</blockquote></p><p> In the month following GameStop’s run to $483 back in January, the stock tumbled 78.3%. If AMC suffers a similar fate, the stock could be back down around $15.75 within a matter of weeks.</p><p><blockquote>在游戏驿站 1 月份涨至 483 美元后的一个月里,该股暴跌了 78.3%。如果 AMC 遭遇类似命运,该股可能会在几周内回落至 15.75 美元左右。</blockquote></p><p> <b>Voices From The Street:</b> Michael Batnick, Director of Research at Ritholtz Wealth Management,wrote in a blog post on Thursday about how the current AMC mania appears to be very similar to the mania that sent the stock soaring more than 800% in the first 17 days of 2021.</p><p><blockquote><b>街上的声音:</b>Ritholtz Wealth Management 研究总监迈克尔·巴特尼克 (Michael Batnick) 周四在一篇博客文章中写道,当前的 AMC 狂热似乎与导致该股在 2021 年前 17 天飙升超过 800% 的狂热非常相似。</blockquote></p><p> “Buyers are just playing a game with tickers on a screen. The madness can continue as long as people think they can get out before the collapse,” Batnick wrote.</p><p><blockquote>“买家只是在用屏幕上的股票代码玩游戏。只要人们认为自己可以在崩盘前出局,这种疯狂就会继续下去,”巴特尼克写道。</blockquote></p><p> David Trainer, CEO of New Constructs, didn’t pull any punches in discussing the true value of AMC shares this week.</p><p><blockquote>New Constructs 首席执行官大卫-特雷纳(David Trainer)本周在讨论 AMC 股票的真正价值时毫不留情。</blockquote></p><p> “The surge in shares of AMC Entertainment is yet another sign of the reckless meme stock-driven investing landscape that we find ourselves in today,” Trainer said. “We think AMC Entertainment's stock is worth $0 per share, given its weak earnings, dilution from recent stock offerings and mountain of debt.”</p><p><blockquote>“特雷纳说:”AMC院线股价的飙升是我们今天所处的鲁莽备忘录股票驱动的投资环境的又一个迹象。“鉴于 AMC Entertainment 的盈利疲软、近期股票发行的稀释以及堆积如山的债务,我们认为该公司的股票每股价值为 0 美元。”</blockquote></p><p> Themis Trading's Joe Saluzzi told Benzinga the trading action in both AMC and GameStop in 2021 is a sign regulators need to step in.</p><p><blockquote>Themis Trading 的 Joe Saluzzi 告诉 Benzinga,2021 年 AMC 和游戏驿站的交易行动表明监管机构需要介入。</blockquote></p><p> “During the ‘Gamestopped’ Congressional hearings, SEC Chairman Gensler indicated that the Commission would be publishing a report this summer on the volatile trading events that occurred in late January. Market participants are anxious to see this report, but it looks like the SEC may already need to update it to include the events of this week,” Saluzzi said.</p><p><blockquote>“在'游戏停止'的国会听证会上,美国证券交易委员会主席根斯勒表示,委员会将在今年夏天发布一份关于 1 月下旬发生的波动交易事件的报告。市场参与者急于看到这份报告,但看起来美国证券交易委员会可能已经需要更新报告,以纳入本周发生的事件,”萨卢齐说。</blockquote></p><p> <b>Benzinga’s Take:</b>The social media narrative surrounding GameStop and AMC is that retail traders on Reddit and Robinhood are sticking it to big hedge funds by squeezing them out of their short positions. In reality, retail trading accounted for an estimated 11% of trading volume in AMC this week, whereas the majority of AMC’s trading volume came from dark pools, and large institutional block and sweep trades in both the stock and option markets.</p><p><blockquote><b>Benzinga 的观点:</b>围绕游戏驿站和 AMC 的社交媒体叙述是,Reddit 和 Robinhood 上的散户交易员正在通过挤出大型对冲基金的空头头寸来粘住它们。事实上,散户交易估计占 AMC 本周交易量的 11%,而 AMC 的大部分交易量来自暗池、股票和期权市场的大型机构大宗交易。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173473450","content_text":"AMC Entertainment Holdings Inc held on to its weekly gains in early afternoon trading on Friday after a sharp pullback in Thursday’s session.\nHeading into next week, AMC traders will be asking themselves if this week’s run-up is a repeat of January trading action in GameStop Corp., or if the rally in AMC had legs.\nDeja Vu?GameStop shares hit their all-time high of $483 on Jan. 28. In the month leading up to that peak, the stock rallied about 1,560%.\nThis week, AMC hit its all-time high of $72.62. In the month leading up to that peak, AMC shares gained just 523%. However, AMC’s year-to-date gains are now 2,330%, while GameStop’s 2020 gains are just 1,260%.\nIn the month following GameStop’s run to $483 back in January, the stock tumbled 78.3%. If AMC suffers a similar fate, the stock could be back down around $15.75 within a matter of weeks.\nVoices From The Street: Michael Batnick, Director of Research at Ritholtz Wealth Management,wrote in a blog post on Thursday about how the current AMC mania appears to be very similar to the mania that sent the stock soaring more than 800% in the first 17 days of 2021.\n“Buyers are just playing a game with tickers on a screen. The madness can continue as long as people think they can get out before the collapse,” Batnick wrote.\nDavid Trainer, CEO of New Constructs, didn’t pull any punches in discussing the true value of AMC shares this week.\n“The surge in shares of AMC Entertainment is yet another sign of the reckless meme stock-driven investing landscape that we find ourselves in today,” Trainer said. “We think AMC Entertainment's stock is worth $0 per share, given its weak earnings, dilution from recent stock offerings and mountain of debt.”\nThemis Trading's Joe Saluzzi told Benzinga the trading action in both AMC and GameStop in 2021 is a sign regulators need to step in.\n“During the ‘Gamestopped’ Congressional hearings, SEC Chairman Gensler indicated that the Commission would be publishing a report this summer on the volatile trading events that occurred in late January. Market participants are anxious to see this report, but it looks like the SEC may already need to update it to include the events of this week,” Saluzzi said.\nBenzinga’s Take:The social media narrative surrounding GameStop and AMC is that retail traders on Reddit and Robinhood are sticking it to big hedge funds by squeezing them out of their short positions. In reality, retail trading accounted for an estimated 11% of trading volume in AMC this week, whereas the majority of AMC’s trading volume came from dark pools, and large institutional block and sweep trades in both the stock and option markets.","news_type":1,"symbols_score_info":{"AMC":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":1656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115991265,"gmtCreate":1622945054857,"gmtModify":1631892316280,"author":{"id":"3574811378402919","authorId":"3574811378402919","name":"Mohmoon","avatar":"https://static.tigerbbs.com/a120771ee3df52cce9049212c037765a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574811378402919","authorIdStr":"3574811378402919"},"themes":[],"title":"","htmlText":"Good buy","listText":"Good buy","text":"Good buy","images":[{"img":"https://static.tigerbbs.com/4a2a389e840619b47ed2c5bf1bd567f4","width":"1080","height":"2037"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115991265","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":115993264,"gmtCreate":1622945039358,"gmtModify":1631892316283,"author":{"id":"3574811378402919","authorId":"3574811378402919","name":"Mohmoon","avatar":"https://static.tigerbbs.com/a120771ee3df52cce9049212c037765a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574811378402919","authorIdStr":"3574811378402919"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/KMB\">$Kimberly-Clark(KMB)$</a>haha","listText":"<a href=\"https://laohu8.com/S/KMB\">$Kimberly-Clark(KMB)$</a>haha","text":"$Kimberly-Clark(KMB)$haha","images":[{"img":"https://static.tigerbbs.com/a03eb370e4250682c529605bb759069e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115993264","isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":112661257,"gmtCreate":1622866482179,"gmtModify":1631892316290,"author":{"id":"3574811378402919","authorId":"3574811378402919","name":"Mohmoon","avatar":"https://static.tigerbbs.com/a120771ee3df52cce9049212c037765a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574811378402919","authorIdStr":"3574811378402919"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>All in one day","listText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>All in one day","text":"$Pfizer(PFE)$All in one day","images":[{"img":"https://static.tigerbbs.com/6661bcc20415d566f49ddb95257d9fe0","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/112661257","isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":116335368,"gmtCreate":1622773584754,"gmtModify":1631885316151,"author":{"id":"3574811378402919","authorId":"3574811378402919","name":"Mohmoon","avatar":"https://static.tigerbbs.com/a120771ee3df52cce9049212c037765a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574811378402919","authorIdStr":"3574811378402919"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MA\">$MasterCard(MA)$</a>lol","listText":"<a href=\"https://laohu8.com/S/MA\">$MasterCard(MA)$</a>lol","text":"$MasterCard(MA)$lol","images":[{"img":"https://static.tigerbbs.com/378a25b77db55e097ec214625ddb3e72","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/116335368","isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":118316330,"gmtCreate":1622718987320,"gmtModify":1631892316287,"author":{"id":"3574811378402919","authorId":"3574811378402919","name":"Mohmoon","avatar":"https://static.tigerbbs.com/a120771ee3df52cce9049212c037765a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574811378402919","authorIdStr":"3574811378402919"},"themes":[],"title":"","htmlText":"This is good","listText":"This is good","text":"This is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/118316330","repostId":"2140444382","repostType":4,"repost":{"id":"2140444382","kind":"highlight","pubTimestamp":1622712684,"share":"https://www.laohunote.com/m/news/2140444382?lang=zh_CN&edition=full","pubTime":"2021-06-03 17:31","market":"us","language":"en","title":"As Epic fight puts all eyes on App Store revenue, Apple offers numbers that aim much larger<blockquote>随着 Epic fight 将所有目光都集中在 App Store 收入上,苹果提供的数据目标更大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2140444382","media":"MarketWatch","summary":"After keeping actual App Store figures from public view during antitrust trial, researchers paid by ","content":"<p>After keeping actual App Store figures from public view during antitrust trial, researchers paid by Apple report that App Store 'facilitated' sales of more than $600 billion in 2020 and avoid any mention of the word 'profit'</p><p><blockquote>在反垄断审判期间将实际的 App Store 数据不公开后,苹果付费的研究人员报告称,App Store 在 2020 年“促进”了超过 6000 亿美元的销售额,并避免提及任何“利润”一词</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d6522c2d190b55acf8a142a29827d6e\" tg-width=\"1260\" tg-height=\"877\"><span>Apple Inc. revealed Wednesday a study it commissioned from researchers detailing the scope of the App Store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果公司周三公布了其委托研究人员进行的一项研究,详细介绍了应用商店的范围。</span></p></blockquote></p><p> Amid scrutiny from regulators and developers, Apple Inc. gave numbers on Wednesday that illustrate the immense size and scope of the App Store, but again avoided providing hard figures for revenue and profit from the online marketplace.</p><p><blockquote>在监管机构和开发者的审查下,苹果公司周三给出了数字,说明了应用商店的巨大规模和范围,但再次避免提供在线市场的收入和利润的确切数字。</blockquote></p><p> The App Store ecosystem \"facilitated\" $643 billion in global billings and sales last year, up 24% from $519 billion in 2019, according to Analysis Group, a third-party research organization hired by Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> to conduct the 30-page report. The word \"profit\" does not appear in the report.</p><p><blockquote>根据苹果聘请的第三方研究机构 Analysis Group 的数据,去年 App Store 生态系统“促进”了 6,430 亿美元的全球账单和销售额,比 2019 年的 5,190 亿美元增长了 24%<a href=\"https://laohu8.com/S/AAPL\">$(苹果)$</a>进行30页的报告。报告中没有出现“利润”一词。</blockquote></p><p> The independent study, done with the cooperation of Apple in conjunction with the company's World Wide Developers Conference, or WWDC, next week, offered another snapshot of the economic behemoth whose revenue and profitability was a fiercely guarded secret during Apple's contentious antitrust case v. Epic Games Inc. The maker of Fortnite contends the 12-year-old App Store is a money-gouging monopoly that has enriched Apple with billions of dollars in profits at the expense of developers.</p><p><blockquote>这项独立研究是与苹果合作完成的,并配合该公司下周的全球开发者大会(WWDC),提供了这家经济巨头的另一个快照,在苹果诉Epic Games Inc.的有争议的反垄断案中,该公司的收入和盈利能力是一个严格保守的秘密。《堡垒之夜》的创作者认为,这家已有 12 年历史的应用商店是一个骗钱的垄断企业,它以牺牲开发者的利益为代价,为苹果带来了数十亿美元的利润。</blockquote></p><p> Apple has never revealed revenue nor profit from the App Store, and figures it did provide an Epic expert witness were kept hidden from public view. The witness, Ned Barnes of the Berkeley Research Group, suggested that the App Store has profit margin approaching 80%, though Apple executives disputed that figure in testimony.</p><p><blockquote>苹果从未透露过 App Store 的收入或利润,而且它确实提供了史诗般的专家证人的数据也被隐藏起来,不让公众看到。伯克利研究小组的证人Ned Barnes表示,App Store的利润率接近80%,尽管苹果高管在证词中对这一数字提出了质疑。</blockquote></p><p> Throughout the 3-week trial, Apple executives up to Chief Executive Tim Cook insisted they did not know if the App Store is profitable. Calculating P&L, they said, was difficult because of the billions of dollars they spend on research and development, and the intricacies of the App Store's structure and payment systems.</p><p><blockquote>在为期 3 周的试验中,苹果高管,包括首席执行官蒂姆·库克 (Tim Cook),都坚称他们不知道 App Store 是否盈利。他们说,计算损益表很困难,因为他们在研发上花费了数十亿美元,而且 App Store 的结构和支付系统错综复杂。</blockquote></p><p> The Analysis Group study pointedly concluded that about 90% of the $643 billion in billings and sales world-wide occurred outside of the App Store, and Apple collected no commission on those sales. China led the way with $300 billion, most of that through sales of physical goods and services using mobile payments, followed by the U.S. ($175 billion), Europe ($74 billion), and the rest of the world ($94 billion).</p><p><blockquote>分析小组的研究尖锐地得出结论,全球6430亿美元的账单和销售额中,约90%发生在App Store之外,苹果没有从这些销售中收取任何佣金。中国以3000亿美元领先,其中大部分是通过使用移动支付销售实物商品和服务,其次是美国(1750亿美元)、欧洲(740亿美元)和世界其他地区(940亿美元)。</blockquote></p><p> Specifically, billings and sales facilitated by the App Store ecosystem increased by 24% to $124 billion in 2020, the study found. While the digital goods and services category grew 41% to $86 billion during the pandemic, physical goods and services improved 24% to $511 billion. Travel and ride-hailing categories -- subsets of physical goods and services -- slumped a collective 30%. (Travel totaled $38 billion in 2020; ride-hailing was $26 billion.)</p><p><blockquote>研究发现,具体来说,2020 年 App Store 生态系统促进的账单和销售额增长了 24%,达到 1240 亿美元。在疫情期间,数字商品和服务类别增长了41%,达到860亿美元,而实体商品和服务增长了24%,达到5110亿美元。旅游和叫车类别(实物商品和服务的子集)集体下跌了 30%。(2020 年旅游业总额为 380 亿美元;网约车为 260 亿美元。)</blockquote></p><p> <b>Epic vs. Apple: The (predicted) verdict is in</b></p><p><blockquote><b>史诗 vs. 苹果:(预测的)判决出炉</b></blockquote></p><p> The researchers specifically stated that the closest figure they provided to App Store revenue -- the total amount of digital goods and services sold through apps -- was not actually analogous to that figure for Apple. The researchers included app revenue for services that were not purchased through the App Store but were used on Apple devices, and did not include enterprise-software revenue even if those apps were used on the devices.</p><p><blockquote>研究人员特别指出,他们提供的最接近应用商店收入的数字——通过应用销售的数字商品和服务总量——实际上与苹果的数字并不相似。研究人员包括了不是通过App Store购买但在苹果设备上使用的服务的应用收入,即使这些应用在设备上使用,也不包括企业软件收入。</blockquote></p><p> Throughout the report, Apple played up the importance of small businesses on the App Store, which constitute more than 90% of all developers on the App Store. It says the number of small developers swelled 40% between 2015 and 2020.</p><p><blockquote>在整个报告中,苹果强调了小企业在App Store上的重要性,小企业占App Store所有开发者的90%以上。报告称,2015 年至 2020 年间,小型开发商的数量增长了 40%。</blockquote></p><p> Analysis Group highlighted the work of developers <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>., media company Stitcher, and <a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a> (BMBL), a dating app that is a rival of vocal Apple critic Match Group Inc. </p><p><blockquote>分析小组强调了开发人员的工作<a href=\"https://laohu8.com/S/SNAP\">Snap公司</a>媒体公司Stitcher和<a href=\"https://laohu8.com/S/BMBL\">邦布尔公司。</a>(BMBL),一款约会应用,是苹果评论家Match Group Inc.的竞争对手。</blockquote></p><p> The success of small developers, most of whom pay from nothing to a 15% commission fee to distribute apps over the vast App Store platform, offer a contrast to larger developers such as Epic, Match, Microsoft Corp., Spotify Technology, and Nvidia Corp. who have complained about the store's 30% commission fees as well as restrictive technology requirements.</p><p><blockquote>小型开发商的成功与Epic、Match、微软、Spotify Technology和Nvidia Corp.等大型开发商形成了鲜明对比,他们抱怨商店30%的佣金以及限制性的技术要求。</blockquote></p><p> The Analysis Group report adds another opaque layer to the mystery of just how much revenue, and profit, is generated by the App Store.</p><p><blockquote>分析小组的报告为 App Store 究竟产生了多少收入和利润的谜团又增加了一层不透明的层。</blockquote></p><p> Last year, Apple reported the earnings it paid to developers was about $39 billion world-wide in 2019, though it did not provide a similar figure for 2020. All told, the figure is well north of $100 billion since the App Store's launch in 2008.</p><p><blockquote>去年,苹果报告称,2019 年全球向开发商支付的收入约为 390 亿美元,但没有提供 2020 年的类似数字。总而言之,自 2008 年 App Store 推出以来,这一数字已远远超过 1000 亿美元。</blockquote></p><p></p><p> The company has often referred to the App Store as an \"economic miracle\" and openly boasted about its success in a series of news releases that highlighted its contribution to the U.S. economy ($350 billion) ,jobs creation (300,000 new U.S. jobs), and theApp Store ecosystem ($519 billion in billings and sales world-wide in 2019).</p><p><blockquote>该公司经常将 App Store 称为“经济奇迹”,并在一系列新闻稿中公开吹嘘其成功,强调其对美国经济(3500 亿美元)、创造就业机会(美国新增 30 万个就业岗位)和 App Store 生态系统(2019 年全球账单和销售额为 5190 亿美元)。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As Epic fight puts all eyes on App Store revenue, Apple offers numbers that aim much larger<blockquote>随着 Epic fight 将所有目光都集中在 App Store 收入上,苹果提供的数据目标更大</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAs Epic fight puts all eyes on App Store revenue, Apple offers numbers that aim much larger<blockquote>随着 Epic fight 将所有目光都集中在 App Store 收入上,苹果提供的数据目标更大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-06-03 17:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After keeping actual App Store figures from public view during antitrust trial, researchers paid by Apple report that App Store 'facilitated' sales of more than $600 billion in 2020 and avoid any mention of the word 'profit'</p><p><blockquote>在反垄断审判期间将实际的 App Store 数据不公开后,苹果付费的研究人员报告称,App Store 在 2020 年“促进”了超过 6000 亿美元的销售额,并避免提及任何“利润”一词</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d6522c2d190b55acf8a142a29827d6e\" tg-width=\"1260\" tg-height=\"877\"><span>Apple Inc. revealed Wednesday a study it commissioned from researchers detailing the scope of the App Store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果公司周三公布了其委托研究人员进行的一项研究,详细介绍了应用商店的范围。</span></p></blockquote></p><p> Amid scrutiny from regulators and developers, Apple Inc. gave numbers on Wednesday that illustrate the immense size and scope of the App Store, but again avoided providing hard figures for revenue and profit from the online marketplace.</p><p><blockquote>在监管机构和开发者的审查下,苹果公司周三给出了数字,说明了应用商店的巨大规模和范围,但再次避免提供在线市场的收入和利润的确切数字。</blockquote></p><p> The App Store ecosystem \"facilitated\" $643 billion in global billings and sales last year, up 24% from $519 billion in 2019, according to Analysis Group, a third-party research organization hired by Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> to conduct the 30-page report. The word \"profit\" does not appear in the report.</p><p><blockquote>根据苹果聘请的第三方研究机构 Analysis Group 的数据,去年 App Store 生态系统“促进”了 6,430 亿美元的全球账单和销售额,比 2019 年的 5,190 亿美元增长了 24%<a href=\"https://laohu8.com/S/AAPL\">$(苹果)$</a>进行30页的报告。报告中没有出现“利润”一词。</blockquote></p><p> The independent study, done with the cooperation of Apple in conjunction with the company's World Wide Developers Conference, or WWDC, next week, offered another snapshot of the economic behemoth whose revenue and profitability was a fiercely guarded secret during Apple's contentious antitrust case v. Epic Games Inc. The maker of Fortnite contends the 12-year-old App Store is a money-gouging monopoly that has enriched Apple with billions of dollars in profits at the expense of developers.</p><p><blockquote>这项独立研究是与苹果合作完成的,并配合该公司下周的全球开发者大会(WWDC),提供了这家经济巨头的另一个快照,在苹果诉Epic Games Inc.的有争议的反垄断案中,该公司的收入和盈利能力是一个严格保守的秘密。《堡垒之夜》的创作者认为,这家已有 12 年历史的应用商店是一个骗钱的垄断企业,它以牺牲开发者的利益为代价,为苹果带来了数十亿美元的利润。</blockquote></p><p> Apple has never revealed revenue nor profit from the App Store, and figures it did provide an Epic expert witness were kept hidden from public view. The witness, Ned Barnes of the Berkeley Research Group, suggested that the App Store has profit margin approaching 80%, though Apple executives disputed that figure in testimony.</p><p><blockquote>苹果从未透露过 App Store 的收入或利润,而且它确实提供了史诗般的专家证人的数据也被隐藏起来,不让公众看到。伯克利研究小组的证人Ned Barnes表示,App Store的利润率接近80%,尽管苹果高管在证词中对这一数字提出了质疑。</blockquote></p><p> Throughout the 3-week trial, Apple executives up to Chief Executive Tim Cook insisted they did not know if the App Store is profitable. Calculating P&L, they said, was difficult because of the billions of dollars they spend on research and development, and the intricacies of the App Store's structure and payment systems.</p><p><blockquote>在为期 3 周的试验中,苹果高管,包括首席执行官蒂姆·库克 (Tim Cook),都坚称他们不知道 App Store 是否盈利。他们说,计算损益表很困难,因为他们在研发上花费了数十亿美元,而且 App Store 的结构和支付系统错综复杂。</blockquote></p><p> The Analysis Group study pointedly concluded that about 90% of the $643 billion in billings and sales world-wide occurred outside of the App Store, and Apple collected no commission on those sales. China led the way with $300 billion, most of that through sales of physical goods and services using mobile payments, followed by the U.S. ($175 billion), Europe ($74 billion), and the rest of the world ($94 billion).</p><p><blockquote>分析小组的研究尖锐地得出结论,全球6430亿美元的账单和销售额中,约90%发生在App Store之外,苹果没有从这些销售中收取任何佣金。中国以3000亿美元领先,其中大部分是通过使用移动支付销售实物商品和服务,其次是美国(1750亿美元)、欧洲(740亿美元)和世界其他地区(940亿美元)。</blockquote></p><p> Specifically, billings and sales facilitated by the App Store ecosystem increased by 24% to $124 billion in 2020, the study found. While the digital goods and services category grew 41% to $86 billion during the pandemic, physical goods and services improved 24% to $511 billion. Travel and ride-hailing categories -- subsets of physical goods and services -- slumped a collective 30%. (Travel totaled $38 billion in 2020; ride-hailing was $26 billion.)</p><p><blockquote>研究发现,具体来说,2020 年 App Store 生态系统促进的账单和销售额增长了 24%,达到 1240 亿美元。在疫情期间,数字商品和服务类别增长了41%,达到860亿美元,而实体商品和服务增长了24%,达到5110亿美元。旅游和叫车类别(实物商品和服务的子集)集体下跌了 30%。(2020 年旅游业总额为 380 亿美元;网约车为 260 亿美元。)</blockquote></p><p> <b>Epic vs. Apple: The (predicted) verdict is in</b></p><p><blockquote><b>史诗 vs. 苹果:(预测的)判决出炉</b></blockquote></p><p> The researchers specifically stated that the closest figure they provided to App Store revenue -- the total amount of digital goods and services sold through apps -- was not actually analogous to that figure for Apple. The researchers included app revenue for services that were not purchased through the App Store but were used on Apple devices, and did not include enterprise-software revenue even if those apps were used on the devices.</p><p><blockquote>研究人员特别指出,他们提供的最接近应用商店收入的数字——通过应用销售的数字商品和服务总量——实际上与苹果的数字并不相似。研究人员包括了不是通过App Store购买但在苹果设备上使用的服务的应用收入,即使这些应用在设备上使用,也不包括企业软件收入。</blockquote></p><p> Throughout the report, Apple played up the importance of small businesses on the App Store, which constitute more than 90% of all developers on the App Store. It says the number of small developers swelled 40% between 2015 and 2020.</p><p><blockquote>在整个报告中,苹果强调了小企业在App Store上的重要性,小企业占App Store所有开发者的90%以上。报告称,2015 年至 2020 年间,小型开发商的数量增长了 40%。</blockquote></p><p> Analysis Group highlighted the work of developers <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>., media company Stitcher, and <a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a> (BMBL), a dating app that is a rival of vocal Apple critic Match Group Inc. </p><p><blockquote>分析小组强调了开发人员的工作<a href=\"https://laohu8.com/S/SNAP\">Snap公司</a>媒体公司Stitcher和<a href=\"https://laohu8.com/S/BMBL\">邦布尔公司。</a>(BMBL),一款约会应用,是苹果评论家Match Group Inc.的竞争对手。</blockquote></p><p> The success of small developers, most of whom pay from nothing to a 15% commission fee to distribute apps over the vast App Store platform, offer a contrast to larger developers such as Epic, Match, Microsoft Corp., Spotify Technology, and Nvidia Corp. who have complained about the store's 30% commission fees as well as restrictive technology requirements.</p><p><blockquote>小型开发商的成功与Epic、Match、微软、Spotify Technology和Nvidia Corp.等大型开发商形成了鲜明对比,他们抱怨商店30%的佣金以及限制性的技术要求。</blockquote></p><p> The Analysis Group report adds another opaque layer to the mystery of just how much revenue, and profit, is generated by the App Store.</p><p><blockquote>分析小组的报告为 App Store 究竟产生了多少收入和利润的谜团又增加了一层不透明的层。</blockquote></p><p> Last year, Apple reported the earnings it paid to developers was about $39 billion world-wide in 2019, though it did not provide a similar figure for 2020. All told, the figure is well north of $100 billion since the App Store's launch in 2008.</p><p><blockquote>去年,苹果报告称,2019 年全球向开发商支付的收入约为 390 亿美元,但没有提供 2020 年的类似数字。总而言之,自 2008 年 App Store 推出以来,这一数字已远远超过 1000 亿美元。</blockquote></p><p></p><p> The company has often referred to the App Store as an \"economic miracle\" and openly boasted about its success in a series of news releases that highlighted its contribution to the U.S. economy ($350 billion) ,jobs creation (300,000 new U.S. jobs), and theApp Store ecosystem ($519 billion in billings and sales world-wide in 2019).</p><p><blockquote>该公司经常将 App Store 称为“经济奇迹”,并在一系列新闻稿中公开吹嘘其成功,强调其对美国经济(3500 亿美元)、创造就业机会(美国新增 30 万个就业岗位)和 App Store 生态系统(2019 年全球账单和销售额为 5190 亿美元)。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/as-epic-fight-puts-all-eyes-on-app-store-revenue-apple-offers-numbers-that-aim-much-larger-11622653992?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","EPOR":"Epic Corp."},"source_url":"https://www.marketwatch.com/story/as-epic-fight-puts-all-eyes-on-app-store-revenue-apple-offers-numbers-that-aim-much-larger-11622653992?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140444382","content_text":"After keeping actual App Store figures from public view during antitrust trial, researchers paid by Apple report that App Store 'facilitated' sales of more than $600 billion in 2020 and avoid any mention of the word 'profit'\nApple Inc. revealed Wednesday a study it commissioned from researchers detailing the scope of the App Store.\nAmid scrutiny from regulators and developers, Apple Inc. gave numbers on Wednesday that illustrate the immense size and scope of the App Store, but again avoided providing hard figures for revenue and profit from the online marketplace.\nThe App Store ecosystem \"facilitated\" $643 billion in global billings and sales last year, up 24% from $519 billion in 2019, according to Analysis Group, a third-party research organization hired by Apple $(AAPL)$ to conduct the 30-page report. The word \"profit\" does not appear in the report.\nThe independent study, done with the cooperation of Apple in conjunction with the company's World Wide Developers Conference, or WWDC, next week, offered another snapshot of the economic behemoth whose revenue and profitability was a fiercely guarded secret during Apple's contentious antitrust case v. Epic Games Inc. The maker of Fortnite contends the 12-year-old App Store is a money-gouging monopoly that has enriched Apple with billions of dollars in profits at the expense of developers.\nApple has never revealed revenue nor profit from the App Store, and figures it did provide an Epic expert witness were kept hidden from public view. The witness, Ned Barnes of the Berkeley Research Group, suggested that the App Store has profit margin approaching 80%, though Apple executives disputed that figure in testimony.\nThroughout the 3-week trial, Apple executives up to Chief Executive Tim Cook insisted they did not know if the App Store is profitable. Calculating P&L, they said, was difficult because of the billions of dollars they spend on research and development, and the intricacies of the App Store's structure and payment systems.\nThe Analysis Group study pointedly concluded that about 90% of the $643 billion in billings and sales world-wide occurred outside of the App Store, and Apple collected no commission on those sales. China led the way with $300 billion, most of that through sales of physical goods and services using mobile payments, followed by the U.S. ($175 billion), Europe ($74 billion), and the rest of the world ($94 billion).\nSpecifically, billings and sales facilitated by the App Store ecosystem increased by 24% to $124 billion in 2020, the study found. While the digital goods and services category grew 41% to $86 billion during the pandemic, physical goods and services improved 24% to $511 billion. Travel and ride-hailing categories -- subsets of physical goods and services -- slumped a collective 30%. (Travel totaled $38 billion in 2020; ride-hailing was $26 billion.)\nEpic vs. Apple: The (predicted) verdict is in\nThe researchers specifically stated that the closest figure they provided to App Store revenue -- the total amount of digital goods and services sold through apps -- was not actually analogous to that figure for Apple. The researchers included app revenue for services that were not purchased through the App Store but were used on Apple devices, and did not include enterprise-software revenue even if those apps were used on the devices.\nThroughout the report, Apple played up the importance of small businesses on the App Store, which constitute more than 90% of all developers on the App Store. It says the number of small developers swelled 40% between 2015 and 2020.\nAnalysis Group highlighted the work of developers Snap Inc., media company Stitcher, and Bumble Inc. (BMBL), a dating app that is a rival of vocal Apple critic Match Group Inc. \nThe success of small developers, most of whom pay from nothing to a 15% commission fee to distribute apps over the vast App Store platform, offer a contrast to larger developers such as Epic, Match, Microsoft Corp., Spotify Technology, and Nvidia Corp. who have complained about the store's 30% commission fees as well as restrictive technology requirements.\nThe Analysis Group report adds another opaque layer to the mystery of just how much revenue, and profit, is generated by the App Store.\nLast year, Apple reported the earnings it paid to developers was about $39 billion world-wide in 2019, though it did not provide a similar figure for 2020. All told, the figure is well north of $100 billion since the App Store's launch in 2008.\nThe company has often referred to the App Store as an \"economic miracle\" and openly boasted about its success in a series of news releases that highlighted its contribution to the U.S. economy ($350 billion) ,jobs creation (300,000 new U.S. jobs), and theApp Store ecosystem ($519 billion in billings and sales world-wide in 2019).","news_type":1,"symbols_score_info":{"EPOR":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118311900,"gmtCreate":1622718925500,"gmtModify":1631892316291,"author":{"id":"3574811378402919","authorId":"3574811378402919","name":"Mohmoon","avatar":"https://static.tigerbbs.com/a120771ee3df52cce9049212c037765a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574811378402919","authorIdStr":"3574811378402919"},"themes":[],"title":"","htmlText":"Great news","listText":"Great news","text":"Great 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Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/101170488","repostId":"1142063705","repostType":4,"isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101170656,"gmtCreate":1619868856675,"gmtModify":1631892316297,"author":{"id":"3574811378402919","authorId":"3574811378402919","name":"Mohmoon","avatar":"https://static.tigerbbs.com/a120771ee3df52cce9049212c037765a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574811378402919","authorIdStr":"3574811378402919"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/101170656","repostId":"1142063705","repostType":4,"isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377522859,"gmtCreate":1619537529571,"gmtModify":1631892316301,"author":{"id":"3574811378402919","authorId":"3574811378402919","name":"Mohmoon","avatar":"https://static.tigerbbs.com/a120771ee3df52cce9049212c037765a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574811378402919","authorIdStr":"3574811378402919"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[{"img":"https://static.tigerbbs.com/cede54011a83743a058c8f99f0be120e","width":"1080","height":"1173"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377522859","isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":101170656,"gmtCreate":1619868856675,"gmtModify":1631892316297,"author":{"id":"3574811378402919","authorId":"3574811378402919","name":"Mohmoon","avatar":"https://static.tigerbbs.com/a120771ee3df52cce9049212c037765a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574811378402919","idStr":"3574811378402919"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/101170656","repostId":"1142063705","repostType":4,"isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112661257,"gmtCreate":1622866482179,"gmtModify":1631892316290,"author":{"id":"3574811378402919","authorId":"3574811378402919","name":"Mohmoon","avatar":"https://static.tigerbbs.com/a120771ee3df52cce9049212c037765a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574811378402919","idStr":"3574811378402919"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>All in one day","listText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>All in one day","text":"$Pfizer(PFE)$All in one day","images":[{"img":"https://static.tigerbbs.com/6661bcc20415d566f49ddb95257d9fe0","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/112661257","isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":118311900,"gmtCreate":1622718925500,"gmtModify":1631892316291,"author":{"id":"3574811378402919","authorId":"3574811378402919","name":"Mohmoon","avatar":"https://static.tigerbbs.com/a120771ee3df52cce9049212c037765a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574811378402919","idStr":"3574811378402919"},"themes":[],"title":"","htmlText":"Great news","listText":"Great news","text":"Great 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11:40","market":"us","language":"en","title":"Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.<blockquote>微软市值接近2万亿美元。收益将于周二公布。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155157199","media":"Barrons","summary":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share. On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.J.P. Mo","content":"<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.</p><p><blockquote>华尔街预计微软将在周二收盘后公布 3 月份季度数据时公布强劲的财务业绩。</blockquote></p><p>The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share. On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.</p><p><blockquote>分析师一致预测营收为 410 亿美元,同比增长 17%,每股收益为 1.78 美元。周一,微软股价创下 262.44 美元的盘中纪录,该股距离首次触及 2 万亿美元估值仅一步之遥。要实现这一目标,该股需要上涨至 264.55 美元。</blockquote></p><p>The shares have gained 18% year to date.</p><p><blockquote>今年迄今为止,该股已上涨 18%。</blockquote></p><p>Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system. </p><p><blockquote>分析师预计该公司的 Azure 和 Office 365 云业务将在本季度再次表现强劲,并将寻找企业运营加速增长的迹象。鉴于最近 PC 购买量的巨大增长,Surface 硬件(笔记本电脑和白板)的销售可能会在本季度强劲,尽管组件短缺可能会导致需求未满足。个人电脑市场的强劲也预示着Windows操作系统的销售。</blockquote></p><p>Microsoft breaks down its results into three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.</p><p><blockquote>微软将其业绩分为三个部分:生产力和业务流程,包括Office 365、Dynamics和LinkedIn;智能云,其中包括Azure和企业服务器软件;以及更多的个人计算,包括Windows、Xbox、Surface硬件和Bing。</blockquote></p><p>When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.</p><p><blockquote>当微软在 1 月底公布第二财季业绩时,首席财务官 Amy Hood 提供了每个部门的收入指导。对于生产力和业务流程,她预计收入为 133.5 亿至 136 亿美元。智能云的看涨期权是收入为147亿至149.5亿美元,而她预测更多个人计算的收入为123亿至127亿美元。如果每个部门的收入达到预测范围的顶部,总收入将达到 412.5 亿美元。</blockquote></p><p>In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.</p><p><blockquote>在研究报告中,几位分析师引用了客户和经销商的积极评价,预计业绩将强劲。</blockquote></p><p>Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.</p><p><blockquote>上周,KeyBanc Capital 的 Michael Turits 重申了对该股的跑赢大盘评级,同时将目标价从 280 美元上调至 295 美元。他表示,该公司可能受益于强劲的 IT 需求和个人电脑出货量的持续强劲。</blockquote></p><p>“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”</p><p><blockquote>“他写道:”我们继续看到微软扩大 Azure 范围、广泛的企业应用创新和积极的捆绑组合在市场上取得成功。“我们采访过的几乎所有北美微软分销商/经销商都报告说,微软渠道收入达到或超过了计划”。</blockquote></p><p>J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.</p><p><blockquote>摩根大通分析师 Mark Murphy 在自己对微软产品经销商进行的最新调查中对前景感到鼓舞。他说,在企业需求改善的推动下,这些公司的微软商品季度销售额平均比预期高出 3.3%。他报告了公司整个企业产品线的实力,Azure、Teams、Office 365 和安全产品等领域都取得了增长。Murphy 对跑赢大盘微软的评级,并将股价目标定为 245 美元。</blockquote></p><p>Wedbush analyst Dan Ives forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.</p><p><blockquote>Wedbush 分析师丹-艾夫斯(Dan Ives)预测,在 Azure 至少增长 45% 的推动下,“又一个杰作季度”,他认为 Azure 正在从亚马逊网络服务手中夺走市场份额。他说,当前的在家办公环境鼓励更多企业向基于云的运营做出战略举措,“微软全面展开,Azure 的增长依然强劲”。他维持跑赢大盘评级,目标股价为300美元。</blockquote></p><p>Citi analyst Tyler Radke last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.” </p><p><blockquote>花旗分析师泰勒-拉德克(Tyler Radke)上周重申了对微软股票的买入评级,将目标价从 292 美元上调至 302 美元,并在业绩公布前对该股进行了 “积极催化剂观察”。他写道,对经销商的调查和渠道检查相结合,让他更有信心微软能够推动所有三个主要业务部门的收入,消费者和企业对个人电脑的需求都很强劲,服务器软件的强劲升级活动也很活跃,Azure 也因 “企业消费持续强劲增长 ”而持续强劲。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.<blockquote>微软市值接近2万亿美元。收益将于周二公布。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.<blockquote>微软市值接近2万亿美元。收益将于周二公布。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-27 11:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.</p><p><blockquote>华尔街预计微软将在周二收盘后公布 3 月份季度数据时公布强劲的财务业绩。</blockquote></p><p>The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share. On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.</p><p><blockquote>分析师一致预测营收为 410 亿美元,同比增长 17%,每股收益为 1.78 美元。周一,微软股价创下 262.44 美元的盘中纪录,该股距离首次触及 2 万亿美元估值仅一步之遥。要实现这一目标,该股需要上涨至 264.55 美元。</blockquote></p><p>The shares have gained 18% year to date.</p><p><blockquote>今年迄今为止,该股已上涨 18%。</blockquote></p><p>Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system. </p><p><blockquote>分析师预计该公司的 Azure 和 Office 365 云业务将在本季度再次表现强劲,并将寻找企业运营加速增长的迹象。鉴于最近 PC 购买量的巨大增长,Surface 硬件(笔记本电脑和白板)的销售可能会在本季度强劲,尽管组件短缺可能会导致需求未满足。个人电脑市场的强劲也预示着Windows操作系统的销售。</blockquote></p><p>Microsoft breaks down its results into three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.</p><p><blockquote>微软将其业绩分为三个部分:生产力和业务流程,包括Office 365、Dynamics和LinkedIn;智能云,其中包括Azure和企业服务器软件;以及更多的个人计算,包括Windows、Xbox、Surface硬件和Bing。</blockquote></p><p>When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.</p><p><blockquote>当微软在 1 月底公布第二财季业绩时,首席财务官 Amy Hood 提供了每个部门的收入指导。对于生产力和业务流程,她预计收入为 133.5 亿至 136 亿美元。智能云的看涨期权是收入为147亿至149.5亿美元,而她预测更多个人计算的收入为123亿至127亿美元。如果每个部门的收入达到预测范围的顶部,总收入将达到 412.5 亿美元。</blockquote></p><p>In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.</p><p><blockquote>在研究报告中,几位分析师引用了客户和经销商的积极评价,预计业绩将强劲。</blockquote></p><p>Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.</p><p><blockquote>上周,KeyBanc Capital 的 Michael Turits 重申了对该股的跑赢大盘评级,同时将目标价从 280 美元上调至 295 美元。他表示,该公司可能受益于强劲的 IT 需求和个人电脑出货量的持续强劲。</blockquote></p><p>“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”</p><p><blockquote>“他写道:”我们继续看到微软扩大 Azure 范围、广泛的企业应用创新和积极的捆绑组合在市场上取得成功。“我们采访过的几乎所有北美微软分销商/经销商都报告说,微软渠道收入达到或超过了计划”。</blockquote></p><p>J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.</p><p><blockquote>摩根大通分析师 Mark Murphy 在自己对微软产品经销商进行的最新调查中对前景感到鼓舞。他说,在企业需求改善的推动下,这些公司的微软商品季度销售额平均比预期高出 3.3%。他报告了公司整个企业产品线的实力,Azure、Teams、Office 365 和安全产品等领域都取得了增长。Murphy 对跑赢大盘微软的评级,并将股价目标定为 245 美元。</blockquote></p><p>Wedbush analyst Dan Ives forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.</p><p><blockquote>Wedbush 分析师丹-艾夫斯(Dan Ives)预测,在 Azure 至少增长 45% 的推动下,“又一个杰作季度”,他认为 Azure 正在从亚马逊网络服务手中夺走市场份额。他说,当前的在家办公环境鼓励更多企业向基于云的运营做出战略举措,“微软全面展开,Azure 的增长依然强劲”。他维持跑赢大盘评级,目标股价为300美元。</blockquote></p><p>Citi analyst Tyler Radke last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.” </p><p><blockquote>花旗分析师泰勒-拉德克(Tyler Radke)上周重申了对微软股票的买入评级,将目标价从 292 美元上调至 302 美元,并在业绩公布前对该股进行了 “积极催化剂观察”。他写道,对经销商的调查和渠道检查相结合,让他更有信心微软能够推动所有三个主要业务部门的收入,消费者和企业对个人电脑的需求都很强劲,服务器软件的强劲升级活动也很活跃,Azure 也因 “企业消费持续强劲增长 ”而持续强劲。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155157199","content_text":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share. On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.The shares have gained 18% year to date.Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system. Microsoft breaks down its results into three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.Wedbush analyst Dan Ives forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.Citi analyst Tyler Radke last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183946039,"gmtCreate":1623303400821,"gmtModify":1631889947341,"author":{"id":"3574811378402919","authorId":"3574811378402919","name":"Mohmoon","avatar":"https://static.tigerbbs.com/a120771ee3df52cce9049212c037765a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574811378402919","idStr":"3574811378402919"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/183946039","repostId":"1114854557","repostType":4,"isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118316330,"gmtCreate":1622718987320,"gmtModify":1631892316287,"author":{"id":"3574811378402919","authorId":"3574811378402919","name":"Mohmoon","avatar":"https://static.tigerbbs.com/a120771ee3df52cce9049212c037765a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574811378402919","idStr":"3574811378402919"},"themes":[],"title":"","htmlText":"This is good","listText":"This is good","text":"This is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/118316330","repostId":"2140444382","repostType":4,"repost":{"id":"2140444382","kind":"highlight","pubTimestamp":1622712684,"share":"https://www.laohunote.com/m/news/2140444382?lang=zh_CN&edition=full","pubTime":"2021-06-03 17:31","market":"us","language":"en","title":"As Epic fight puts all eyes on App Store revenue, Apple offers numbers that aim much larger<blockquote>随着 Epic fight 将所有目光都集中在 App Store 收入上,苹果提供的数据目标更大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2140444382","media":"MarketWatch","summary":"After keeping actual App Store figures from public view during antitrust trial, researchers paid by ","content":"<p>After keeping actual App Store figures from public view during antitrust trial, researchers paid by Apple report that App Store 'facilitated' sales of more than $600 billion in 2020 and avoid any mention of the word 'profit'</p><p><blockquote>在反垄断审判期间将实际的 App Store 数据不公开后,苹果付费的研究人员报告称,App Store 在 2020 年“促进”了超过 6000 亿美元的销售额,并避免提及任何“利润”一词</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d6522c2d190b55acf8a142a29827d6e\" tg-width=\"1260\" tg-height=\"877\"><span>Apple Inc. revealed Wednesday a study it commissioned from researchers detailing the scope of the App Store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果公司周三公布了其委托研究人员进行的一项研究,详细介绍了应用商店的范围。</span></p></blockquote></p><p> Amid scrutiny from regulators and developers, Apple Inc. gave numbers on Wednesday that illustrate the immense size and scope of the App Store, but again avoided providing hard figures for revenue and profit from the online marketplace.</p><p><blockquote>在监管机构和开发者的审查下,苹果公司周三给出了数字,说明了应用商店的巨大规模和范围,但再次避免提供在线市场的收入和利润的确切数字。</blockquote></p><p> The App Store ecosystem \"facilitated\" $643 billion in global billings and sales last year, up 24% from $519 billion in 2019, according to Analysis Group, a third-party research organization hired by Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> to conduct the 30-page report. The word \"profit\" does not appear in the report.</p><p><blockquote>根据苹果聘请的第三方研究机构 Analysis Group 的数据,去年 App Store 生态系统“促进”了 6,430 亿美元的全球账单和销售额,比 2019 年的 5,190 亿美元增长了 24%<a href=\"https://laohu8.com/S/AAPL\">$(苹果)$</a>进行30页的报告。报告中没有出现“利润”一词。</blockquote></p><p> The independent study, done with the cooperation of Apple in conjunction with the company's World Wide Developers Conference, or WWDC, next week, offered another snapshot of the economic behemoth whose revenue and profitability was a fiercely guarded secret during Apple's contentious antitrust case v. Epic Games Inc. The maker of Fortnite contends the 12-year-old App Store is a money-gouging monopoly that has enriched Apple with billions of dollars in profits at the expense of developers.</p><p><blockquote>这项独立研究是与苹果合作完成的,并配合该公司下周的全球开发者大会(WWDC),提供了这家经济巨头的另一个快照,在苹果诉Epic Games Inc.的有争议的反垄断案中,该公司的收入和盈利能力是一个严格保守的秘密。《堡垒之夜》的创作者认为,这家已有 12 年历史的应用商店是一个骗钱的垄断企业,它以牺牲开发者的利益为代价,为苹果带来了数十亿美元的利润。</blockquote></p><p> Apple has never revealed revenue nor profit from the App Store, and figures it did provide an Epic expert witness were kept hidden from public view. The witness, Ned Barnes of the Berkeley Research Group, suggested that the App Store has profit margin approaching 80%, though Apple executives disputed that figure in testimony.</p><p><blockquote>苹果从未透露过 App Store 的收入或利润,而且它确实提供了史诗般的专家证人的数据也被隐藏起来,不让公众看到。伯克利研究小组的证人Ned Barnes表示,App Store的利润率接近80%,尽管苹果高管在证词中对这一数字提出了质疑。</blockquote></p><p> Throughout the 3-week trial, Apple executives up to Chief Executive Tim Cook insisted they did not know if the App Store is profitable. Calculating P&L, they said, was difficult because of the billions of dollars they spend on research and development, and the intricacies of the App Store's structure and payment systems.</p><p><blockquote>在为期 3 周的试验中,苹果高管,包括首席执行官蒂姆·库克 (Tim Cook),都坚称他们不知道 App Store 是否盈利。他们说,计算损益表很困难,因为他们在研发上花费了数十亿美元,而且 App Store 的结构和支付系统错综复杂。</blockquote></p><p> The Analysis Group study pointedly concluded that about 90% of the $643 billion in billings and sales world-wide occurred outside of the App Store, and Apple collected no commission on those sales. China led the way with $300 billion, most of that through sales of physical goods and services using mobile payments, followed by the U.S. ($175 billion), Europe ($74 billion), and the rest of the world ($94 billion).</p><p><blockquote>分析小组的研究尖锐地得出结论,全球6430亿美元的账单和销售额中,约90%发生在App Store之外,苹果没有从这些销售中收取任何佣金。中国以3000亿美元领先,其中大部分是通过使用移动支付销售实物商品和服务,其次是美国(1750亿美元)、欧洲(740亿美元)和世界其他地区(940亿美元)。</blockquote></p><p> Specifically, billings and sales facilitated by the App Store ecosystem increased by 24% to $124 billion in 2020, the study found. While the digital goods and services category grew 41% to $86 billion during the pandemic, physical goods and services improved 24% to $511 billion. Travel and ride-hailing categories -- subsets of physical goods and services -- slumped a collective 30%. (Travel totaled $38 billion in 2020; ride-hailing was $26 billion.)</p><p><blockquote>研究发现,具体来说,2020 年 App Store 生态系统促进的账单和销售额增长了 24%,达到 1240 亿美元。在疫情期间,数字商品和服务类别增长了41%,达到860亿美元,而实体商品和服务增长了24%,达到5110亿美元。旅游和叫车类别(实物商品和服务的子集)集体下跌了 30%。(2020 年旅游业总额为 380 亿美元;网约车为 260 亿美元。)</blockquote></p><p> <b>Epic vs. Apple: The (predicted) verdict is in</b></p><p><blockquote><b>史诗 vs. 苹果:(预测的)判决出炉</b></blockquote></p><p> The researchers specifically stated that the closest figure they provided to App Store revenue -- the total amount of digital goods and services sold through apps -- was not actually analogous to that figure for Apple. The researchers included app revenue for services that were not purchased through the App Store but were used on Apple devices, and did not include enterprise-software revenue even if those apps were used on the devices.</p><p><blockquote>研究人员特别指出,他们提供的最接近应用商店收入的数字——通过应用销售的数字商品和服务总量——实际上与苹果的数字并不相似。研究人员包括了不是通过App Store购买但在苹果设备上使用的服务的应用收入,即使这些应用在设备上使用,也不包括企业软件收入。</blockquote></p><p> Throughout the report, Apple played up the importance of small businesses on the App Store, which constitute more than 90% of all developers on the App Store. It says the number of small developers swelled 40% between 2015 and 2020.</p><p><blockquote>在整个报告中,苹果强调了小企业在App Store上的重要性,小企业占App Store所有开发者的90%以上。报告称,2015 年至 2020 年间,小型开发商的数量增长了 40%。</blockquote></p><p> Analysis Group highlighted the work of developers <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>., media company Stitcher, and <a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a> (BMBL), a dating app that is a rival of vocal Apple critic Match Group Inc. </p><p><blockquote>分析小组强调了开发人员的工作<a href=\"https://laohu8.com/S/SNAP\">Snap公司</a>媒体公司Stitcher和<a href=\"https://laohu8.com/S/BMBL\">邦布尔公司。</a>(BMBL),一款约会应用,是苹果评论家Match Group Inc.的竞争对手。</blockquote></p><p> The success of small developers, most of whom pay from nothing to a 15% commission fee to distribute apps over the vast App Store platform, offer a contrast to larger developers such as Epic, Match, Microsoft Corp., Spotify Technology, and Nvidia Corp. who have complained about the store's 30% commission fees as well as restrictive technology requirements.</p><p><blockquote>小型开发商的成功与Epic、Match、微软、Spotify Technology和Nvidia Corp.等大型开发商形成了鲜明对比,他们抱怨商店30%的佣金以及限制性的技术要求。</blockquote></p><p> The Analysis Group report adds another opaque layer to the mystery of just how much revenue, and profit, is generated by the App Store.</p><p><blockquote>分析小组的报告为 App Store 究竟产生了多少收入和利润的谜团又增加了一层不透明的层。</blockquote></p><p> Last year, Apple reported the earnings it paid to developers was about $39 billion world-wide in 2019, though it did not provide a similar figure for 2020. All told, the figure is well north of $100 billion since the App Store's launch in 2008.</p><p><blockquote>去年,苹果报告称,2019 年全球向开发商支付的收入约为 390 亿美元,但没有提供 2020 年的类似数字。总而言之,自 2008 年 App Store 推出以来,这一数字已远远超过 1000 亿美元。</blockquote></p><p></p><p> The company has often referred to the App Store as an \"economic miracle\" and openly boasted about its success in a series of news releases that highlighted its contribution to the U.S. economy ($350 billion) ,jobs creation (300,000 new U.S. jobs), and theApp Store ecosystem ($519 billion in billings and sales world-wide in 2019).</p><p><blockquote>该公司经常将 App Store 称为“经济奇迹”,并在一系列新闻稿中公开吹嘘其成功,强调其对美国经济(3500 亿美元)、创造就业机会(美国新增 30 万个就业岗位)和 App Store 生态系统(2019 年全球账单和销售额为 5190 亿美元)。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As Epic fight puts all eyes on App Store revenue, Apple offers numbers that aim much larger<blockquote>随着 Epic fight 将所有目光都集中在 App Store 收入上,苹果提供的数据目标更大</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAs Epic fight puts all eyes on App Store revenue, Apple offers numbers that aim much larger<blockquote>随着 Epic fight 将所有目光都集中在 App Store 收入上,苹果提供的数据目标更大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-06-03 17:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After keeping actual App Store figures from public view during antitrust trial, researchers paid by Apple report that App Store 'facilitated' sales of more than $600 billion in 2020 and avoid any mention of the word 'profit'</p><p><blockquote>在反垄断审判期间将实际的 App Store 数据不公开后,苹果付费的研究人员报告称,App Store 在 2020 年“促进”了超过 6000 亿美元的销售额,并避免提及任何“利润”一词</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d6522c2d190b55acf8a142a29827d6e\" tg-width=\"1260\" tg-height=\"877\"><span>Apple Inc. revealed Wednesday a study it commissioned from researchers detailing the scope of the App Store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果公司周三公布了其委托研究人员进行的一项研究,详细介绍了应用商店的范围。</span></p></blockquote></p><p> Amid scrutiny from regulators and developers, Apple Inc. gave numbers on Wednesday that illustrate the immense size and scope of the App Store, but again avoided providing hard figures for revenue and profit from the online marketplace.</p><p><blockquote>在监管机构和开发者的审查下,苹果公司周三给出了数字,说明了应用商店的巨大规模和范围,但再次避免提供在线市场的收入和利润的确切数字。</blockquote></p><p> The App Store ecosystem \"facilitated\" $643 billion in global billings and sales last year, up 24% from $519 billion in 2019, according to Analysis Group, a third-party research organization hired by Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> to conduct the 30-page report. The word \"profit\" does not appear in the report.</p><p><blockquote>根据苹果聘请的第三方研究机构 Analysis Group 的数据,去年 App Store 生态系统“促进”了 6,430 亿美元的全球账单和销售额,比 2019 年的 5,190 亿美元增长了 24%<a href=\"https://laohu8.com/S/AAPL\">$(苹果)$</a>进行30页的报告。报告中没有出现“利润”一词。</blockquote></p><p> The independent study, done with the cooperation of Apple in conjunction with the company's World Wide Developers Conference, or WWDC, next week, offered another snapshot of the economic behemoth whose revenue and profitability was a fiercely guarded secret during Apple's contentious antitrust case v. Epic Games Inc. The maker of Fortnite contends the 12-year-old App Store is a money-gouging monopoly that has enriched Apple with billions of dollars in profits at the expense of developers.</p><p><blockquote>这项独立研究是与苹果合作完成的,并配合该公司下周的全球开发者大会(WWDC),提供了这家经济巨头的另一个快照,在苹果诉Epic Games Inc.的有争议的反垄断案中,该公司的收入和盈利能力是一个严格保守的秘密。《堡垒之夜》的创作者认为,这家已有 12 年历史的应用商店是一个骗钱的垄断企业,它以牺牲开发者的利益为代价,为苹果带来了数十亿美元的利润。</blockquote></p><p> Apple has never revealed revenue nor profit from the App Store, and figures it did provide an Epic expert witness were kept hidden from public view. The witness, Ned Barnes of the Berkeley Research Group, suggested that the App Store has profit margin approaching 80%, though Apple executives disputed that figure in testimony.</p><p><blockquote>苹果从未透露过 App Store 的收入或利润,而且它确实提供了史诗般的专家证人的数据也被隐藏起来,不让公众看到。伯克利研究小组的证人Ned Barnes表示,App Store的利润率接近80%,尽管苹果高管在证词中对这一数字提出了质疑。</blockquote></p><p> Throughout the 3-week trial, Apple executives up to Chief Executive Tim Cook insisted they did not know if the App Store is profitable. Calculating P&L, they said, was difficult because of the billions of dollars they spend on research and development, and the intricacies of the App Store's structure and payment systems.</p><p><blockquote>在为期 3 周的试验中,苹果高管,包括首席执行官蒂姆·库克 (Tim Cook),都坚称他们不知道 App Store 是否盈利。他们说,计算损益表很困难,因为他们在研发上花费了数十亿美元,而且 App Store 的结构和支付系统错综复杂。</blockquote></p><p> The Analysis Group study pointedly concluded that about 90% of the $643 billion in billings and sales world-wide occurred outside of the App Store, and Apple collected no commission on those sales. China led the way with $300 billion, most of that through sales of physical goods and services using mobile payments, followed by the U.S. ($175 billion), Europe ($74 billion), and the rest of the world ($94 billion).</p><p><blockquote>分析小组的研究尖锐地得出结论,全球6430亿美元的账单和销售额中,约90%发生在App Store之外,苹果没有从这些销售中收取任何佣金。中国以3000亿美元领先,其中大部分是通过使用移动支付销售实物商品和服务,其次是美国(1750亿美元)、欧洲(740亿美元)和世界其他地区(940亿美元)。</blockquote></p><p> Specifically, billings and sales facilitated by the App Store ecosystem increased by 24% to $124 billion in 2020, the study found. While the digital goods and services category grew 41% to $86 billion during the pandemic, physical goods and services improved 24% to $511 billion. Travel and ride-hailing categories -- subsets of physical goods and services -- slumped a collective 30%. (Travel totaled $38 billion in 2020; ride-hailing was $26 billion.)</p><p><blockquote>研究发现,具体来说,2020 年 App Store 生态系统促进的账单和销售额增长了 24%,达到 1240 亿美元。在疫情期间,数字商品和服务类别增长了41%,达到860亿美元,而实体商品和服务增长了24%,达到5110亿美元。旅游和叫车类别(实物商品和服务的子集)集体下跌了 30%。(2020 年旅游业总额为 380 亿美元;网约车为 260 亿美元。)</blockquote></p><p> <b>Epic vs. Apple: The (predicted) verdict is in</b></p><p><blockquote><b>史诗 vs. 苹果:(预测的)判决出炉</b></blockquote></p><p> The researchers specifically stated that the closest figure they provided to App Store revenue -- the total amount of digital goods and services sold through apps -- was not actually analogous to that figure for Apple. The researchers included app revenue for services that were not purchased through the App Store but were used on Apple devices, and did not include enterprise-software revenue even if those apps were used on the devices.</p><p><blockquote>研究人员特别指出,他们提供的最接近应用商店收入的数字——通过应用销售的数字商品和服务总量——实际上与苹果的数字并不相似。研究人员包括了不是通过App Store购买但在苹果设备上使用的服务的应用收入,即使这些应用在设备上使用,也不包括企业软件收入。</blockquote></p><p> Throughout the report, Apple played up the importance of small businesses on the App Store, which constitute more than 90% of all developers on the App Store. It says the number of small developers swelled 40% between 2015 and 2020.</p><p><blockquote>在整个报告中,苹果强调了小企业在App Store上的重要性,小企业占App Store所有开发者的90%以上。报告称,2015 年至 2020 年间,小型开发商的数量增长了 40%。</blockquote></p><p> Analysis Group highlighted the work of developers <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>., media company Stitcher, and <a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a> (BMBL), a dating app that is a rival of vocal Apple critic Match Group Inc. </p><p><blockquote>分析小组强调了开发人员的工作<a href=\"https://laohu8.com/S/SNAP\">Snap公司</a>媒体公司Stitcher和<a href=\"https://laohu8.com/S/BMBL\">邦布尔公司。</a>(BMBL),一款约会应用,是苹果评论家Match Group Inc.的竞争对手。</blockquote></p><p> The success of small developers, most of whom pay from nothing to a 15% commission fee to distribute apps over the vast App Store platform, offer a contrast to larger developers such as Epic, Match, Microsoft Corp., Spotify Technology, and Nvidia Corp. who have complained about the store's 30% commission fees as well as restrictive technology requirements.</p><p><blockquote>小型开发商的成功与Epic、Match、微软、Spotify Technology和Nvidia Corp.等大型开发商形成了鲜明对比,他们抱怨商店30%的佣金以及限制性的技术要求。</blockquote></p><p> The Analysis Group report adds another opaque layer to the mystery of just how much revenue, and profit, is generated by the App Store.</p><p><blockquote>分析小组的报告为 App Store 究竟产生了多少收入和利润的谜团又增加了一层不透明的层。</blockquote></p><p> Last year, Apple reported the earnings it paid to developers was about $39 billion world-wide in 2019, though it did not provide a similar figure for 2020. All told, the figure is well north of $100 billion since the App Store's launch in 2008.</p><p><blockquote>去年,苹果报告称,2019 年全球向开发商支付的收入约为 390 亿美元,但没有提供 2020 年的类似数字。总而言之,自 2008 年 App Store 推出以来,这一数字已远远超过 1000 亿美元。</blockquote></p><p></p><p> The company has often referred to the App Store as an \"economic miracle\" and openly boasted about its success in a series of news releases that highlighted its contribution to the U.S. economy ($350 billion) ,jobs creation (300,000 new U.S. jobs), and theApp Store ecosystem ($519 billion in billings and sales world-wide in 2019).</p><p><blockquote>该公司经常将 App Store 称为“经济奇迹”,并在一系列新闻稿中公开吹嘘其成功,强调其对美国经济(3500 亿美元)、创造就业机会(美国新增 30 万个就业岗位)和 App Store 生态系统(2019 年全球账单和销售额为 5190 亿美元)。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/as-epic-fight-puts-all-eyes-on-app-store-revenue-apple-offers-numbers-that-aim-much-larger-11622653992?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","EPOR":"Epic Corp."},"source_url":"https://www.marketwatch.com/story/as-epic-fight-puts-all-eyes-on-app-store-revenue-apple-offers-numbers-that-aim-much-larger-11622653992?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140444382","content_text":"After keeping actual App Store figures from public view during antitrust trial, researchers paid by Apple report that App Store 'facilitated' sales of more than $600 billion in 2020 and avoid any mention of the word 'profit'\nApple Inc. revealed Wednesday a study it commissioned from researchers detailing the scope of the App Store.\nAmid scrutiny from regulators and developers, Apple Inc. gave numbers on Wednesday that illustrate the immense size and scope of the App Store, but again avoided providing hard figures for revenue and profit from the online marketplace.\nThe App Store ecosystem \"facilitated\" $643 billion in global billings and sales last year, up 24% from $519 billion in 2019, according to Analysis Group, a third-party research organization hired by Apple $(AAPL)$ to conduct the 30-page report. The word \"profit\" does not appear in the report.\nThe independent study, done with the cooperation of Apple in conjunction with the company's World Wide Developers Conference, or WWDC, next week, offered another snapshot of the economic behemoth whose revenue and profitability was a fiercely guarded secret during Apple's contentious antitrust case v. Epic Games Inc. The maker of Fortnite contends the 12-year-old App Store is a money-gouging monopoly that has enriched Apple with billions of dollars in profits at the expense of developers.\nApple has never revealed revenue nor profit from the App Store, and figures it did provide an Epic expert witness were kept hidden from public view. The witness, Ned Barnes of the Berkeley Research Group, suggested that the App Store has profit margin approaching 80%, though Apple executives disputed that figure in testimony.\nThroughout the 3-week trial, Apple executives up to Chief Executive Tim Cook insisted they did not know if the App Store is profitable. Calculating P&L, they said, was difficult because of the billions of dollars they spend on research and development, and the intricacies of the App Store's structure and payment systems.\nThe Analysis Group study pointedly concluded that about 90% of the $643 billion in billings and sales world-wide occurred outside of the App Store, and Apple collected no commission on those sales. China led the way with $300 billion, most of that through sales of physical goods and services using mobile payments, followed by the U.S. ($175 billion), Europe ($74 billion), and the rest of the world ($94 billion).\nSpecifically, billings and sales facilitated by the App Store ecosystem increased by 24% to $124 billion in 2020, the study found. While the digital goods and services category grew 41% to $86 billion during the pandemic, physical goods and services improved 24% to $511 billion. Travel and ride-hailing categories -- subsets of physical goods and services -- slumped a collective 30%. (Travel totaled $38 billion in 2020; ride-hailing was $26 billion.)\nEpic vs. Apple: The (predicted) verdict is in\nThe researchers specifically stated that the closest figure they provided to App Store revenue -- the total amount of digital goods and services sold through apps -- was not actually analogous to that figure for Apple. The researchers included app revenue for services that were not purchased through the App Store but were used on Apple devices, and did not include enterprise-software revenue even if those apps were used on the devices.\nThroughout the report, Apple played up the importance of small businesses on the App Store, which constitute more than 90% of all developers on the App Store. It says the number of small developers swelled 40% between 2015 and 2020.\nAnalysis Group highlighted the work of developers Snap Inc., media company Stitcher, and Bumble Inc. (BMBL), a dating app that is a rival of vocal Apple critic Match Group Inc. \nThe success of small developers, most of whom pay from nothing to a 15% commission fee to distribute apps over the vast App Store platform, offer a contrast to larger developers such as Epic, Match, Microsoft Corp., Spotify Technology, and Nvidia Corp. who have complained about the store's 30% commission fees as well as restrictive technology requirements.\nThe Analysis Group report adds another opaque layer to the mystery of just how much revenue, and profit, is generated by the App Store.\nLast year, Apple reported the earnings it paid to developers was about $39 billion world-wide in 2019, though it did not provide a similar figure for 2020. All told, the figure is well north of $100 billion since the App Store's launch in 2008.\nThe company has often referred to the App Store as an \"economic miracle\" and openly boasted about its success in a series of news releases that highlighted its contribution to the U.S. economy ($350 billion) ,jobs creation (300,000 new U.S. jobs), and theApp Store ecosystem ($519 billion in billings and sales world-wide in 2019).","news_type":1,"symbols_score_info":{"EPOR":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111073813,"gmtCreate":1622646560332,"gmtModify":1631892316294,"author":{"id":"3574811378402919","authorId":"3574811378402919","name":"Mohmoon","avatar":"https://static.tigerbbs.com/a120771ee3df52cce9049212c037765a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574811378402919","idStr":"3574811378402919"},"themes":[],"title":"","htmlText":"Nice thanks ","listText":"Nice thanks ","text":"Nice thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/111073813","repostId":"2140419846","repostType":4,"isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101170488,"gmtCreate":1619868938244,"gmtModify":1631892316296,"author":{"id":"3574811378402919","authorId":"3574811378402919","name":"Mohmoon","avatar":"https://static.tigerbbs.com/a120771ee3df52cce9049212c037765a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574811378402919","idStr":"3574811378402919"},"themes":[],"title":"","htmlText":"//<a href=\"https://laohu8.com/U/3574811378402919\">@Mohmoon</a>: Good","listText":"//<a href=\"https://laohu8.com/U/3574811378402919\">@Mohmoon</a>: Good","text":"//@Mohmoon: Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/101170488","repostId":"1142063705","repostType":4,"isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149617186,"gmtCreate":1625722329145,"gmtModify":1631889947334,"author":{"id":"3574811378402919","authorId":"3574811378402919","name":"Mohmoon","avatar":"https://static.tigerbbs.com/a120771ee3df52cce9049212c037765a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574811378402919","idStr":"3574811378402919"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/149617186","repostId":"1176865752","repostType":4,"isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}