Apple did not need AI to defeat Doom and Chmu of Analyst

Apple has reported record revenues and has done successfully in three key areas, none of which required Apple’s intelligence, which analysts insisted on the company need to concentrate. Here is the way a quarter is compared.

Tim Cook said earlier that after calling earnings, he speaks of a walk through the Apple Park to decompress. This time it is possible that he skipped because Apple said he earned $ 94 billion when analysts assumed that a high USD was $ 92.1 billion, but also a possible minimum of $ 86.9 billion.

Maybe these analysts then all went to drink together to discuss how they went wrong. But they are very rarely absolutely correct and the message of all analysts Appleinsider Since the results have a tone “yeah, goal”.

The most extreme is Wedbush, who, like everything, was right, that AI is crucial and Apple should still do better or otherwise. Like a few of them, it called an elephant in the room, but then it further.

“The AI revolution is the largest technology trend in 40 years,” said Wedbush analysts, “and right now Apple is watching it from a parking bench that drinks lemonade, while every other large technology company is competing forward, such as F1 drivers building IT strategy and monetization plan.”

Before reporting about earnings, it was common for analysts to say that Apple could not get to know each other in a quarter without better AI offer. Now Apple is no longer good without one.

At least they fold.

Although it is fair, TD Cowen has now repeated, as he said earlier that he believed that Apple has 18 months to return forward to AI.

Where Apple went to right – iPhone

Although the total value of earnings is in itself sufficiently impressive, it is a decomposition that gives more an idea of the future of Apple.

For example, the iPhone, where sales increased by 13.5% compared to the same time in 2024. This is the highest quarterly iPhone sales growth since 2021.

“This powerful and wide performance was performed by the incredible popularity of the iPhone 16,” Tim Cook said during a earnings call, “which increased strong double -digit digits year -on -year.”

Cook, however, was not about how significant it was in 2025 and the same year before a year. The difference is in the iPhone 16e, as if it were launched in the first quarter of the year, at that time in 2024 was not a modern equivalent because the last iPhone has shown.

More there was an unexpected increase in this quarter of sales in China after years of decline. There, the Chinese government helped there with the introduction of subsidies to stimulate its economy.

Then Apple’s Tariff Law came to $ 900 million from $ 900 million.

Where Apple went correctly – services

It was expected that services from the storage of iCloud to Apple TV+, because they always do it. The services were increasingly important contributors to the income of society, but in this quarter there was a reason to doubt its success.

This is because During this quarter, Apple was forced to make changes to its appliance store for long -term argument with epic games.

But as Cook reported, the services “returned to $ 27.4 billion in June, 13% compared to pre -crush and a record of all time.”

The changes we have implemented over the last few months, so there has been a quarter of a new arrangement. Nevertheless, it is possible that Apple App Store earnings have been hit at this early stage, but was masked by the overall growth of services.

These new arrangements are likely to continue the next quarter, not if the predecessors. In this case, it will have an impact, but there will never be mass development from the application with applications on third -party alternatives.

Where Apple went to right – upgrades

Apple Cherry-Picks naturally the most advantageous results from the exceptionally wide range of products and services. But the one where there was a special remarkable increase in wearable, there was still a reason to increase it – and consider it a sign for the future.

Specifically, all carriers including Apple Watch, Bushht at $ 7.4 billion. The key character, however, was that Apple claimed to have seen “record in the June quarter for Apple Watch upgraders”.

This is not as good as getting a brand new users, and Apple would definitely boast if there were signs of switches from competing smart watches. However, this means that existing users are still sufficiently connected and still enjoy devices that are still upgrading to new versions.

So there is still the demand for Apple Watch. Although it is likely that there was an element of shopping early to avoid an increase in tariffs.

Apple plays a long game and tends to see that it is reflected in people who are moving to its facility, and in the customer satisfaction score leading to compensation and upgrading equipment.

This time he also saw it in a much higher income report.

Apple is not convicted. It may never be for our entire life. It is not as if Apple collapsed if he had a bad quarter, and even earnings were as bad as the analysts said they would still mean billions of profits.

Break the records now in the slow part of the year while facing literally unprecedented tariffs that society is on the right track.

Track F1, ie without lemonade.