Tim Cook telah membuat catatan kepada investor Apple seputar revisi panduan penghasilan di Q1 tahun 2019.
Dalam catatan tersebut, Apple mengubah target laporan penghasilan mereka dari $89 miliar hingga $93 miliar, menjadi $84 miliar saja.
Setelah berita tersebut ramai dibahas, Tim Cook kabarnya akan membuat memo atau catatan untuk karyawan Apple dan rapat besar.
Memo tersebut bocor kepada tim Bloomberg. Isinya membahas beberapa hal seputar penjualan iPhone yang menurun namun juga berisi beberapa kabar baik.
Di bagian awal, Tim Cook menjelaskan rasa kecewa karena gagal mencapai target pendapatan total di Q1 21019. Namun Apple tetap mencatat beberapa hal baik di kuartal tersebut.
Baca Juga:
- Apple Menurunkan Pedoman Penghasilan Q1 2019, Apa Alasannya?
- Tim Cook Sebut Program Ganti Baterai $29 Membuat Penjualan iPhone Q1 Melemah
Rekor lain yang dicatatkan Apple adalah jumlah aktivasi iPhone terbanyak di AS dan Kanada sepanjang liburan Natal.
Selanjutnya Tim Cook menjelaskan bahwa penjualan iPhone di Q1 2019 mengalami penurunan. Beberapa faktor yang membuat hal ini terjadi adlah keadaan ekonomi makro di dunia, beberapa hal spesifik yang ada di Apple dan industri smartphone dunia.
Sebagai penutup, Tim Cook juga menjelaskan bahwa rapat besar di Apple akan diadakan pada pukul 9.30 pagi Pacific Day Time pada hari Kamis. Rapat tersebut akan diadakan di kantor Apple Infinite Loop.
Semua karyawan Apple diundang untuk hadir, baik ke ruangan besar ini atau via streaming jika berada di tempat lain.
Berikut ini isi memonya secara lengkap:
Team,Happy New Year — I hope everyone was able to rest and enjoy time with loved ones over the holidays.
This afternoon we issued a letter to Apple investors explaining that we are revising our financial guidance for the holiday quarter. I encourage you to read it. As you will see, our revenue shortfall in Q1 is from iPhone, primarily in Greater China.
While we are disappointed to be falling short of our quarterly revenue goal, our fiscal first quarter was also a record setter for revenue from Services, Wearables and the Mac. iPad revenue grew double-digits over the year-ago quarter, and iPhone activations in the U.S. and Canada set new Christmas Day records. We expect to set all-time revenue records in key markets including the US, Canada and Mexico, Western European countries including Germany and Italy, and countries across the Asia-Pacific region like Korea and Vietnam. Our worldwide installed base of active devices also hit a new all-time high, reflecting the loyalty of our customers and their appreciation for the work you do.
We are tremendously proud of the innovations we’re delivering to our customers with iPhone XR, iPhone XS and iPhone XS Max. These are, without a doubt, the best iPhones we’ve ever made. We did not set a new record for iPhone sales in Q1, however, due to a number of factors — some macroeconomic, and some specific to Apple and the smartphone industry.
External forces may push us around a bit, but we are not going to use them as an excuse. Nor will we just wait around until they get better. This moment gives us an opportunity to learn and to take action, to focus on our strengths and on Apple’s mission — delivering the best products on earth for our customers and providing them with an unmatched level of service. We manage Apple for the long term, and in challenging times we have always come out stronger.
With that in mind, please join me for an all-hands meeting on Thursday morning at 9:30 a.m. PT. Be sure to check AppleWeb for more details. Due to construction at Apple Park, we’ll be gathering at Town Hall on the Infinite Loop campus. Join us there in person, or via live stream through AppleWeb. I’ll have more details about the quarter, and I’m looking forward to your thoughts and questions.
Hope to see you there.
Tim