Whalesbook
Is baar Apple ne apne March quarter mein revenue ka naya record banaya hai, total $111.2 billion! Ye pichle saal ke Q2 se 17% zyada hai. Aur is bheed mein sabse aage raha apna India. CEO Tim Cook ne toh India ko ek 'huge opportunity' bata diya hai, jahan growth ki kaafi potential hai. Haalanki, India mein Apple ka market share abhi thoda kam hai, lekin value ke hisaab se kafi mazboot dikha hai.
PC ke segment mein toh MacBooks ne toh kamaal hi kar diya, GenAI notebooks market mein 70.9% share lekar sabse aage hain.
Abhi India mein Vivo, Samsung, aur OPPO jaise brands unit sales mein aage hain, jahan unka share 20-21%, 16%, aur 14-15% ke aas paas hai. Apple bhi top 5 mein hai 9.4% market share ke saath, aur value share mein toh 28% pakda hai. Lekin overall Indian smartphone market thoda down chal raha hai, lagbhag 3-5% tak. Iska reason rupaye ki girawat aur inflation jaise economic factors hain.
Revenue toh badh gaya, par company ke liye ek tension bhi hai - rising costs. Khaas kar memory chips ke prices badh rahe hain aur advanced SoC manufacturing mein shortages chal rahi hain. Analysts predict kar rahe hain ki 2026 mein memory revenue triple ho sakta hai, jisse DRAM aur NAND components ke prices badh jayenge. Ye sab profitability par pressure daal sakta hai. PC market mein bhi price hikes se pehle inventory stockpiling ne growth dikhai, par asli demand shayad kam ho.
Apple ka P/E ratio 34.3 ke aas paas hai, jo 10-year average se upar hai, matlab market expectations kaafi high hain. Company ki market cap bhi lagbhag $4 trillion ke kareeb hai.
Ab ek aur badi khabar - company mein leadership change ho raha hai. Tim Cook September 2026 se CEO nahi rahenge, woh Executive Chairman ban jayenge. Unki jagah lenge John Ternus, jo hardware engineering ke SVP hain. Ye ek bada transition hai, par market ne is par zyada react nahi kiya.
Wall Street analysts mostly positive hain, kai log 'Buy' rating de rahe hain aur price target 9-12% tak upside dikha rahe hain. Evercore ISI ne target $330 rakha hai. Stock abhi $273.64 ke aas paas trade kar raha hai. Par kuch analysts AI development aur Vision Pro jaise products ko lekar sawal utha rahe hain. India mein sustained growth aur badhti component costs ko manage karna hi asali challenge rahega.