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Query,Context,Ticker | |
How has revenue from Wearables performed over the past 2 years?," | |
Document: Q1 2018 | |
Best qtr. ever. Adding results from Beats and AirPods, total revenue from wearables up almost 70% YoverY. Wearables second largest contributor to revenue growth after iPhone. Started only three years ago. | |
Document: Q2 2018 | |
Results: Record financial results, with: 16% revenue growth. EPS up 30%. Revenue $61.1b. Shannon, it's Tim. As Luca mentioned earlier, our revenues are up 14% year-over-year on iPhone, and that's a combination of single-digit unit growth and ASP growth that is mainly driven by iPhone X. I think that our iPhone line shows that there's a variety of different customers in a market that is as large as the smartphone market, and so we're going to continue to provide different iPhones to -- for folks to meet their needs. | |
Document: Q3 2018 | |
We did pick up share in iPhone and iPad. But if you look more holistically at our complete line, we had a double-digit growth from Services to iPad to iPhone and to our other product category, which the Watch did extremely well. And so there are lots of good things happening there. And so the way that I think about those products are they're products within the ecosystem itself. And there's a -- the AirPods have really gone through the roof, and the Apple Watch has hit an air pocket and has gone to a whole different level, as I had mentioned earlier, with our overall Wearables revenue. And so in my view, this is a part of the -- they are a core part of the ecosystem. | |
Document: Q4 2018 | |
So unit of sale per se becomes less relevant. As I know you're aware, by the way, our top competitors in smartphones, in tablets, in computers do not provide quarterly unit sales information either. But of course, we understand that this is something of interest. Is that potentially materially contributor to services in the near future? Like as we said, during the September quarter, we set new records for many, many Services categories, right, from Apple Music to cloud services to the App Store to AppleCare and Apple Pay really has an exponential trajectory right now. When we look at our Services business, we think about the fact that we have a very large and growing installed base. | |
Document: Q1 2019 | |
Most recent consumer survey from 451 Research measured 94% customer satisfaction rating for iPad overall, with iPad Pro models scoring as high as 100%. Among business customers who plan to purchase tablets in March qtr., 68% plan to purchase iPads. Wearables, Home and Accessories: Revenue grew 33% to new all-time record in each geographic segments. Revenue up over $1.8b YoverY, due to amazing popularity of Apple Watch and AirPods, both of which were supply constrained as Co. exited qtr. Based on revenue over past four quarters, Wearables business is approaching size of a Fortune 200 co. Retail and online stores generated strong results from Mac and iPad, and all-time record performance from Services and from Wearables. Following launch of new iPhone trading campaign, Co.'s stores more than doubled volume of iPhones traded in vs. last year, reaching an all-time high in 1Q. Added Thailand to Co.'s footprint with a beautiful store in Bangkok. Opened a stunning new store in Champs-Elysees in Paris, exiting qtr. with 506 physical stores in 22 countries. | |
Document: Q2 2019 | |
Among customers who plan to purchase tablets, 77% of consumers and 75% of businesses plan to purchase iPads. Wearables, Home & Accessories: Set new March qtr. revenue record of $5.1b, fueled primarily by strong performance of Wearables business, which grew close to 50%. Apple Watch is best-selling and most loved smartwatch in the world. Produced best results ever for non-holiday qtr. Working hard to catch up with incredible customer demand. Retail & Online Stores: Strong double-digit revenue growth from Apple Watch and iPad. Announced 50 new Today at Apple sessions in three new and expanded formats, Skills, Walks and Labs, free at Co.'s stores worldwide. Making important progress in enterprise market, helping transform major industries. | |
Document: Q3 2019 | |
Among business customers, who plan to purchase tablets in Sept. qtr., 75% plan to purchase iPads. Wearables, Home & Accessories: Revenue accelerated across all geographic segments. Grew 48% to over $5.5b; June qtr. record. Growth was fueled primarily by strong performance of Wearables business, which was up well over 50% and has become size of Fortune 200 co. over last 12 months. Generated double-digit revenue growth from Apple TV and accessories. Retail & Online Stores: Produced best June qtr. revenue ever with double-digit revenue growth across: Apple Watch. | |
Document: Q4 2019 | |
Among consumers and businesses who plan to purchase tablets in Dec. qtr., more than 80% plan to purchase iPads. Wearables, Home & Accessories: Revenue $6.5b; new 4Q record. Up 54% YoverY with growth accelerating from 3Q across all five geographic segments. Michael, it's Tim. The Wearables have done extremely well. It was an acceleration further from the previous quarters, so we're thrilled with the results. | |
Document: Q1 2020 | |
Products revenue $79.1b. Up 8%, as iPhone returned to growth. Had incredibly strong results in Wearables, where Co. set all-time records for Apple Watch and AirPods. Services revenue grew 17% to new all-time record $12.7b with double-digit growth in every geographic segment, a new all-time records across portfolio. Amit, it's Tim. If you look at the Apple -- or the Wearables as a category within the Wearables, Home and Accessories revenue, Wearables grew 44%, so it was very strong, as you say. The -- both Apple Watch and AirPods did very well in terms of collecting new customers.",AAPL | |
How has the growth been for AMD in the PC market over the past year?," | |
Document: Q1 2019 | |
Thank you for the questions. So relative to the full year guidance of up high single digits, the primary growth drivers are Ryzen and EPYC, are the 2 largest growth drivers. With data center GPU also, we're expecting that to be up. If you look at the life cycle, semi-custom will be in the seventh year of the console cycle, and so we expect semi-custom to be down approximately 20% and then we would expect consumer graphics to also be down, let's call it, double digits as we really burn off some of the channel inventory that we see in the first half of the year. So Ryzen and EPYC are the large drivers of the growth. And that's as we launch our 7-nanometer products throughout the year. | |
Document: Q2 2019 | |
And then in the desktop space, we believe we'll be very competitive as we've launched the third generation of Ryzen desktops. So I view the PC business as an important growth driver for us in 2019 and we see it as a good market for us. And then on the follow-up, in your prepared remarks, you mentioned that Data Center CPUs and GPUs accounted for about mid-teens percentage of your revenue in the quarter. Devinder, can you give us an idea of what gross margins are currently running at for the client to data center processors and what direction these gross margins are moving in? The client and data center businesses are higher than corporate average and the Semi-Custom business and Graphics, as we just said on the last question, are lower than corporate average especially on the Graphics Consumer side and the Data Center GPU side obviously is better. Great. | |
Document: Q3 2019 | |
However, our business model is actually quite different. If you look forward to our business model, the growth that we see across all of our other products, Ryzen, EPYC, Radeon is actually quite significant. And so the percentage of semi-custom as a percent of the overall business will be lower than, for example, in the last few years. It is a little bit lumpy because of its size and it's fairly concentrated in a couple of customers. I will say that we're going to see very nice year-over-year growth this year, and we see good customer momentum across both cloud as well as HPC. On the cloud side, it is both, let's call it cloud streaming/gaming as well as machine learning. | |
Document: Q4 2019 | |
But as it relates -- overall, I think we're -- we believe that there is strong pull for Rome both across cloud as well as Enterprise. On the enterprise side, what I will say is that the HPC market has been really good for us. And so we have won quite a few of the bids and they tend to be early adopters of the technology. Yes. I mean, as a percentage of revenue, it's similar to what it has been the past few quarters, although the server portion was significantly higher as we saw -- as we said early, greater than 50% sequential increase and so was CPU revenue -- unit shipments and revenue, so that definitely helps. Yes, got it. | |
Document: Q1 2020 | |
So let me talk first about the market, and then talk a little bit about how we're seeing the full year. So if you look at the PC market, I think, the discussion so far has been, let's call it, 2020, flat to maybe down slightly. There has been some concern raised about the second half of '20 perhaps be weakened -- weaker than normal seasonality just due to some of the enterprise refresh cycles that are strong in the first half. So I'm not sure I'm going to forecast a share target for 2020. I will say though, if you take a look back at the last 8 quarters, we've been on a fairly steady share gain in PCs, somewhere between -- depending on the quarter, let's call it, 50 to 100 basis points per quarter, and that changes between desktop and notebook. I think we grew somewhere on the order of 4 points a share.",AMD | |
What is the Intel's update on the server chip roadmap and strategy for 2019?," | |
Document: Q1 2019 | |
Navin, any... Maybe the only thing I'd add, John, is that from a product point of view, the dynamic to think about in 2019 is that, as Bob mentioned, we began shipping for production Cascade Lake, our next-generation Xeon. And really, that product is going to ramp -- start to ramp in the middle part of the year and into the second half of the year. Again, 10-nanometer ramp, not really any different. I highlighted in the prepared remarks, we feel very good about kind of where we are in ramping 10-nanometer during the course of the year to get systems on the shelf for the holiday season, so no real change there. And modem and memory growth will be a little bit slower today versus where we were 90 days ago. | |
Document: Q2 2019 | |
We're going to launch a new integrated GPU in the near term, which we're pretty excited about. But discrete GPUs, I think we said that we are going to launch it in 2020 time frame, both for clients and for data center. Increased workloads, we're going to leverage the integrated technology that we've enhanced and invested in discrete GPUs because we think it's an architecture that's increasingly important. What are you hearing from customers as to how they are thinking about the next generation of server CPUs and the desire for perhaps diversifying suppliers? First, on 10-nanometer for server, what we've indicated is that we would have client systems on shelf for the holiday season, and our expectation is that server CPUs would be a fast follow. Historically, I think it's been more of a 12- to 18-month gap between client and then server. | |
Document: Q3 2019 | |
And as George mentioned, comms has been low single digits as our customers begin to build up for the transition to 5G, so we expect that growth to probably materialize more as we go into the latter part of this year, but I think more in 2020.Enterprise and government has been brutal through the first 6 months of the year. Q1 was really soft. So you're going to see a sequential step down just because of the absence of the grant and it just tells you how much the impact on gross margin overall for the DC-centric group has been because of memory. I think memory, if we can start to see improvement on that in 2020 -- and there's some evidence of firming of the ASPs, but probably too early to call that. I think that could also be a factor.",INTC | |
What are the opportunities and challenges in the Indian market for Amazon in 2016?," | |
Document: Q1 2016 | |
Again, we feel we're very encouraged by the customer response to our offerings in Q4.Amazon business, yes, in April, you may remember we launched it as a marketplace, with specific features and benefits for businesses. That -- Amazon business now serves more than 200,000 businesses, from small organizations to Fortune 500 companies. So it's still early, but we're encouraged, and we think we're creating some value, a lot of value for our business customers. And we like -- we continue to see, like what we see in India. In Q4, Amazon India was the top e-commerce site in India, throughout the very busy -- Diwali shopping season, including the shopping season, according to comScore. And sales by sellers in Q4 were greater than all of 2014 combined, in Q4. | |
Document: Q2 2016 | |
You can see it in some of the external commentary as well. For the second year in a row, customers selected Amazon India as Amazon's most trusted online shopping brand. During the quarter we rolled out a feature called Tatkal which is a studio on wheels that we go to the sellers to help them sign up. For your other part of the question, we're not providing an update on the $1 billion stat. What I would say is that the AWS team has strong revenue growth across their suite of products. The fastest growing product in their history is actually Aurora, the new database. | |
Document: Q3 2016 | |
There are other investments, certainly, that are increasing sequentially. I'd point to India and AWS, but primarily the two biggest issues in Q3 guidance I would say are the operational ramp and also the increase in digital content spend. And, Mark, to follow up on the other question, our net sales guidance anticipates approximately 30 basis points of favorable impact from foreign exchange rates. So we are very excited about the Prime program. We think it'll enter into a new chapter in India, and we've seen great success in every country in the world that we've launched Prime, and we feel India is going to be no different. So we're looking forward to seeing what we can do on behalf of the Indian customer.",AMZN | |