Hello everyone. Today’s update will continue our Apple earnings review.
Here’s a recap of where things stand:
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Last Friday: Overview / Apple’s results vs. my expectations.
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Yesterday: Three sub-themes / charts arising from 2Q25 earnings.
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Today: Reviewing the Q&A from Apple’s earnings call.
After recapping each question-and-answer exchange that occurred on the call between Apple and sell-side analysts, we will go over my response to the exchange. Let’s go beyond what was talked about on the call with the 14th installment of reading between the lines of Apple’s earnings Q&A with analysts.
NOTE: The following earnings call questions (“Q (Sell-Side Firm)”) and answers (“Cook” or “Parekh”) have been cut, summarized, paraphrased, and rearranged for clarity. To read the full question and answer exchanges, Insider Monkey offers a written transcript here.
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