anderer Unternehmen abgeleitet wird:
Apple drops after iPhone vendor's outlook misses expectationsShares of Apple (AAPL) are falling after Jabil Circuit (JBL), which sells products to Apple, last night provided weaker than expected guidance for its second quarter. WHAT'S NEW: Jabil Circuit, which makes moldings and metal for Apple's iPhones, estimated that its earnings per share for its second quarter which ends in February would be 5c-15c, versus analysts' consensus estimate of 52c. The company's revenue outlook also came in well below expectations. Jabil's second quarter guidance was affected by its decision to sell its aftermarket services unit to iQor Holdings for $725M, and classify the unit as discontinued operations as of its second quarter. Still, Jabil's stock is dropping more than 20% today, indicating that investors found the company's results and guidance disappointing. ANALYST REACTION: In a note to investors, Citigroup analyst Glen Yeung wrote that Jabil's guidance suggests that there is increased risk that Apple may report weaker than expected results for its quarter ending in March. Jabil indicated that one reason for its weaker than expected guidance was "a shift in demand" involving one customer of its diversified manufacturing services, or DMS, unit. According to Yeung, Apple accounts for about 50% of the revenue of Jabil's DMS unit. Noting that his checks suggest that Apple is cutting iPhone production for its March quarter, the analyst wrote that Jabil's statements and outlook make him more confident that iPhone shipments for the March quarter will be below expectations. He believes that IPhone shipments may come in below 38 million, versus the consensus outlook of 42 million. Yeung kept a Neutral rating on the Apple. PRICE ACTION: In early trading, Apple fell $9, or 1.6%, to $546.
Und DLG hat dafür ihre Umsatzziele angehoben und deren Umsatz wird zu mehr als 50% von Apple getragen. Jeder legt sich die Erklärung so zu recht, wie er es gerade braucht. |