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10-QPeriod: Q2 FY2024

Apple Inc. Quarterly Report for Q2 Ended Mar 30, 2024

Filed May 3, 2024For Securities:AAPL

Summary

Apple Inc. reported total net sales of $90.75 billion for the second quarter of fiscal year 2024, a decrease of 4% compared to the prior year's quarter. This decline was primarily driven by a 10% drop in iPhone sales, which fell to $45.96 billion, and a 17% decrease in iPad sales. However, the Services segment continued its strong growth trajectory, increasing by 14% year-over-year to $23.87 billion, demonstrating its growing importance to Apple's overall revenue. Despite the overall revenue dip, Apple's profitability remained robust. Net income for the quarter was $23.64 billion, with diluted earnings per share at $1.53, flat compared to the prior year's quarter on a per-share basis due to a reduction in outstanding shares. The company also announced an increase in its quarterly cash dividend to $0.25 per share and authorized an additional $110 billion share repurchase program, signaling confidence in its financial strength and commitment to returning capital to shareholders. Apple's strong Services performance and ongoing capital return initiatives are key points for investors to consider.

Financial Statements
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Key Highlights

  • 1Total net sales decreased by 4% year-over-year to $90.75 billion, impacted by lower iPhone and iPad sales.
  • 2Services revenue continued to be a strong performer, growing 14% year-over-year to $23.87 billion, highlighting the increasing contribution of recurring revenue streams.
  • 3iPhone sales declined 10% year-over-year to $45.96 billion, primarily due to lower sales of Pro models.
  • 4iPad sales saw a significant decrease of 17% year-over-year to $5.56 billion.
  • 5Gross margin percentage improved to 46.6% from 44.3% in the prior year's quarter, driven by higher Services gross margin.
  • 6Apple announced an increase in its quarterly cash dividend to $0.25 per share and authorized an additional $110 billion share repurchase program.
  • 7Net income was $23.64 billion, with diluted EPS remaining at $1.53, reflecting a substantial capital return program that reduced the share count.

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