I-Apple Inc. (I-NASDAQ: AAPL) ingumdondoshiya wezobuchwepheshe waseMelika, isisindweni esinzima sangempela endaweni yezinkampani zomhlaba. Le nkampani yaziwa ngamagajethi ayo amasha, njenge-iPhone, i-iPad, ne-Macbook, ingasaphathwa eyesoftware yayo enhle, njengohlelo olusebenzayo lwe-iOS.
I-Apple isanda kubika imiphumela yayo yekota yesithathu yonyaka wezimali ka-2023. Imali engenayo ifinyelele irekhodi eliphezulu lama-dollar ayizigidi eziyizinkulungwane ezingu-21, okuwukukhuphuka okuqinile kwe-8.2%. Ukukhula okunjalo kubangelwe ekubhaliseni okukhokhelwayo okungaphezu kwesigidigidi somculo nezinsiza zokusakaza ku-TV, kanye nokuthengiswa kwesofthiwe nge-Apple Store. Kodwa-ke, kuyethusa ukuthi izinga lokukhula kwengxenye lithathe ukujula kancane: ngo-2021, lalikhula ngo-27.3%. Ngo-2022 lesi sibalo sasicishe sibe yingxenye enkulu - 14.2%, kwathi ekupheleni kwengxenye yokuqala ka-2023, izinga lehla lafinyelela ku-6.7%. Ochwepheshe bacabanga ukuthi ingase iphinde ikhuphuke ibe cishe ku-14%, kodwa kusesekuseni kakhulu ukusho ngokuqinisekile.
Le nkampani ikwazile ukufinyelela ku-$3 trillion mark of capitalization. Noma kunjalo, isonto lesibili lilandelana, inkampani ibona ukwehla kwenani layo lesitoko. Ngombiko wenzuzo okhishwe ngo-Agasti 3, lo mkhuba uye wabonakala nakakhulu. Kwaba namandla kangangokuthi umugqa wethrendi waphuka, futhi nabathengisi baqala ukwenza izinto ezinolaka.
Isici esiyinhloko sesilayidi samanje ukwehla kwemakethe yama-smartphone kanye nokuncintisana okukhulayo, ikakhulukazi ezinkampanini zase-Asia, kanye nokuqiniswa komthethonqubo wokungathembeki, osekuyinto ehamba phambili e-US. Uma sikhuluma ngemakethe ye-smartphone, singabona ukuhlobana okuthile. Ngemuva kokwanda okubangelwe wubhubhane, imakethe kwadingeka yehlise ijubane futhi izigcwalise ngamagajethi amasha kanye nobuchwepheshe, abantu badinga isikhathi sokujwayela izinhlelo ezintsha ngaphambi kokuba balungele ukwamukela okulandelayo. Imakethe igcwele izinketho. Ngakho-ke, amandla okuthenga ehlile. Ngemuva kwe-Covid, iningi labakhiqizi be-smartphone bazama ukubuyisela amanani abo okukhiqiza angaphambi kobhubhane ngokushesha okukhulu. Ezinye izinkampani zikwazile, ezinye azizange, kodwa jikelele imakethe yaqala ukushuba.
I-Apple ingenye yalezo zinkampani ezithengisa uswidi ofanayo ku-wrapper ehlukile, iwuveze njengento eguquguqukayo. Nakuba abaningi belazi leli qhinga, basawela kulo ngezinye izikhathi. Noma kunjalo, idatha yokuthengisa ayibanga yinhle, futhi inkampani iphoqeleka ukuthi imise ngaphambi kwesikhathi ukukhiqizwa kwamamodeli angadumile, okuthinta izinkomba nemali engenayo. Isibonelo esihle amamodeli e-Mini lineup, athumele imiphumela emibi kakhulu yokuthengisa emlandweni wenkampani. Intshisekelo yomhlaba wonke yezinto zikagesi ibuthakathaka, okuholele ekwehleni kwenzuzo ye-iPhone ngo-2.4% kanye nokwehla ngo-7.3% ekuthengisweni kwe-Mac. Noma kunjalo, inani lamadivayisi we-Apple asebenzayo lishaye phezulu ngekota kaJuni.
Kodwa-ke, kunenqwaba yabatshalizimali abasenokholo ku-Apple stock, futhi yingakho. Ukwehla kwamanje kwehle cishe kuleveli ebalulekile yokusekela engu-$177. Leli zinga liyisibuko esisodwa - ngaphambili, lasebenza njengokumelana okuqinile nokuvinjelwa ukukhula, kodwa ngemva kokwehla kwangaphambili kanye nokuhlinzwa, intengo ekugcineni yakwazi ukudabula. Ngakho-ke, ukubuyisela emuva kuthathwa njengokulungiswa okulindelekile, futhi izinga ngokwalo liyindawo yentshisekelo yabadlali abakhulu. Nakuba, ngokuvamile, ngemva kokuma, ukunyakaza okuncane kwe-lateral kulandela ukuqongelela amavolumu. Ukuqongelela kusiza ukusungula ibhalansi phakathi kokuhlinzeka nokufunwa. Futhi ukwethulwa kwamadivayisi amasha kulokhu kuwa kungenzeka kunikeze izinto amandla. Uma sikhuluma nje, imakethe yema ilindele lobu buchwepheshe “bempumelelo” obulandelayo ukuze kuqhubeke ukukhula.
Amathuba okuthi izinga lizovela lihlala likhona, kodwa kulokhu, abathengisi kuzodingeka babhekane nokuqoqwa komlando okwakhiwa emuva lapho izinga laliphikisana. Uma lokho kwenzeka, wonke amehlo angaba kuwo futhi azungeze indawo engu-$150.
Abadlali abakhulu sebekhombisa ukuzethemba ngokukhula okuqhubekayo. Isibonelo, i-Berkshire Hathaway, iphothifoliyo yayo yokutshala izimali ihlanganisa isitoko se-Apple esibiza u-$ 177.6 billion.
Futhi kukhona enye into edidayo ngezibalo zokuthengisa ze-Apple: the idola elinamandla. Uyabona, ingxenye enhle yemali engenayo ivela phesheya. I-CEO yakwa-Apple, u-Tim Cook, kanye ne-CFO yayo, uLuca Maestri, baveze ukuthi uma izinga lokushintshisana lemali yase-US lingashintshi, ukuthengisa kwabo kusafanele kubonise ukukhula konyaka nonyaka.
Kusuka kukho konke okushiwo ngenhla, kubonakala kunengqondo ukusho ukuthi amathuba okuthi amasheya aqhubeke ehle aphansi ngokuphawulekayo kunokuqhubeka kokukhula ngemva kokuphindaphinda ukusekelwa kwamanje. Ukuzinza kwezibalo ezibikiwe kanye nokwethulwa okuzayo kwamadivayisi amasha kubambe ukubaluleka okubalulekile ekuvuseni imakethe.
Ngaphezu kwalokho, inkampani ihlela ukuqhubeka nokutshala imali ku-AI kanye nentuthuko ehlobene namaqiniso e-augmented. Amaphrojekthi angazange afinyelele uphawu, njenge-Apple Vision Pro, awakashiywa ngokuphelele, futhi sisazobona uguquko lwangempela. Phela, i-Apple akulona uhlobo lwenkampani edela amaphrojekthi ayo, ikakhulukazi abizayo kodwa ewakhama ngangokunokwenzeka kuwo.
Uma uhlanganisa zonke lezi zingcezu, kuwuphawu oluqinile lokuthi i-Apple igcina isimo sayo njengomholi nenye yezinkampani ezinqoba kakhulu emkhakheni wezobuchwepheshe, ezweni lonke nasemhlabeni wonke. Izimpumelelo zabo zikweleta okukhulu emikhiqizweni yabo kanye nendlela yamasu abayikhethile.
