mac87

[Gene Munster @munster_gene]

Cook says Apple has created the world’s best consumer hardware to experience AI.

My take: I agree and expect a consumer hardware upgrade cycle in 2027-2029 driven by personalized AI.

[Gene Munster @munster_gene]

On a personal note, I want to salute @tim_cook.

He' s been making time for these earnings since like 2004.

It used to be the Han and Chewie show with Jobs and Cook. Then he stepped into shoes that were impossible to fill and took off running. Bravo Tim.

[InfoGram @_InfoGram_]

🇮🇱Netanyahu: "NYC Mayor Zohran Mamdani supports Iran, Hamas, and Hezbollah."

🇺🇸Mamdani: "I don’t believe anything Netanyahu says. He is a war criminal and the architect of a horrific genocide. No one can believe what he says."

Zohran Mamdani, the man with a spine 💪

[Variety @Variety]

Apple Sales Rise 16% in June Quarter to Record $109 Billion, Services Revenue Falls Short of Forecasts https://t.co/9K7cdwMuRI

[Puppies & Positivity @Puppieslover]

A UK town replaced 8 miles of mowed grass with wild flowers, saving £25,000 a year while bringing back bees, butterflies, and birds.

[Clement @_prophet_futu]

 Still the benchmark in design and beauty 🔥

[Sky News @SkyNews]

Apple warns of memory chip shortage for key devices

https://t.co/Fo4U7NrhTQ

[Horace Dediu @asymco]

Apple's gross margins reached 50%. I'm dead.

[Max Weinbach @mweinbach]

"Mac Delivered its best June quarter yet with 10.4 billion in revenue, growing an impressive 29% from a year ago despite significant supply constraints" - Tim Cook

[Carolina Milanesi @caro_milanesi]

Cute but schools will never buy Neo they said
Apple just now $AAPL

[Yara Al-sharif @sub_allah]

🚨This is what childhood looks like in Palestine‼️

[AppleTrack @appltrack]

Tim Cook on his final earnings call as Apple CEO:

"I just wanted to take a moment to say thank you to all of you, from our shareholders, particularly our long-term shareholders who have put their trust in us for so many years, to the analysts who have followed our company so closely."

[Max Weinbach @mweinbach]

Apple is really pushing that there will be supply constraints in the September quarter for iPhone, which essentially means the iPhone 18 series will not be easy to get.

Good for investors to know, but worth mentioning for consumers too

[Rory Stewart @RoryStewartUK]

Good

[Neil Cybart @neilcybart]

Mac revenue up 29% to $10B despite supply constraints. Strength in China, records for both the number of upgraders and people new to Mac.

The Mac is a runaway train.

[Max Weinbach @mweinbach]

Apple's earnings call is currently going on:

Phone revenue for the June quarter was $54.3 billion, up 22% from a year ago. We achieved June quarter records in every geographic segment and set a June quarter record for Upgraders.