大摩料蘋果 App Store 9月收入跌5%




 

<匯港通訊> 摩根士丹利指出,蘋果公司應用程式商店(App Store)9月淨收入跌5%,是2015年開始相關統計以來最大跌幅。

大摩分析員 Erik Woodring 在報告內表示,根據其追蹤應用程式商店收入的 Sensor Tower 資料,來自美國、加拿大及日本等市場的 App Store,9月收入有所下跌,遊戲收入整體跌幅為14%。Woodring 相信,App Store 收入減少是受到整體經濟環境欠佳影響。

基於上述估計,大摩預料,截至9月底止季度,蘋果整體服務收入按年增幅為8%,相關收入在6月底止季度增長12%。蘋果財務總監馬埃斯特里(Luca Maestri)在7月指出,由於整體經濟前景欠佳,預期截至9月底止季度,服務收入增幅將小於12%。

Woodring 又提到,Google(谷歌)旗下 Google Play 9月收入跌幅為9%。 (BC)

#大摩 #蘋果 #App Store #美股 #Google #谷歌

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