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VOICE ARCHIVE

Francisco Jeronimo

@fjeronimo
43 posts
2026-01-30
🚨 Another MONSTER quarter from Apple: 📌 $143.8 billion, up 16% YoY 📌Best-ever quarter for the iPhone - $85.3 billion, up 23% 📌Mac down 6.7% YoY 📌iPad up 6.3% YoY 📌Wearables, Home and Accessories down 2.2% YoY 📌All-time revenue record for Services, up 14% YoY [image]
2026-01-30 View on X
Apple

Apple Q1: iPhone up 23% YoY to $85.27B, vs. $78.65B est., Mac down 7% to $8.39B, iPad up 6% to $8.6B, and Wearables, Home, and Accessories down 2% to $11.49B

All-time records for total company revenue and EPS  —  iPhone and Services revenue reach new all-time highs

🚨 Another MONSTER quarter from Apple: 📌 $143.8 billion, up 16% YoY 📌Best-ever quarter for the iPhone - $85.3 billion, up 23% 📌Mac down 6.7% YoY 📌iPad up 6.3% YoY 📌Wearables, Home and Accessories down 2.2% YoY 📌All-time revenue record for Services, up 14% YoY [image]
2026-01-30 View on X
CNBC

Apple reports Q1 revenue up 16% YoY to $143.76B, vs. $138.48B est., net income up 16% YoY to $42.1B, and EPS of $2.84, above $2.67 est.

Apple reported fiscal first-quarter earnings on Thursday that surpassed expectations, with revenue soaring 16% on an annual basis.

“It really comes down to the reception of the product line-up . . . the iPhone 17 family has seen a huge amount of enthusiasm, and that's really the driver of performance.” @Apple Chief Financial Officer Kevan Parekh [image]
2026-01-30 View on X
CNBC

Apple reports Q1 revenue up 16% YoY to $143.76B, vs. $138.48B est., net income up 16% YoY to $42.1B, and EPS of $2.84, above $2.67 est.

Apple reported fiscal first-quarter earnings on Thursday that surpassed expectations, with revenue soaring 16% on an annual basis.

“It really comes down to the reception of the product line-up . . . the iPhone 17 family has seen a huge amount of enthusiasm, and that's really the driver of performance.” @Apple Chief Financial Officer Kevan Parekh [image]
2026-01-30 View on X
Apple

Apple Q1: iPhone up 23% YoY to $85.27B, vs. $78.65B est., Mac down 7% to $8.39B, iPad up 6% to $8.6B, and Wearables, Home, and Accessories down 2% to $11.49B

All-time records for total company revenue and EPS  —  iPhone and Services revenue reach new all-time highs

2026-01-29
“It really comes down to the reception of the product line-up . . . the iPhone 17 family has seen a huge amount of enthusiasm, and that's really the driver of performance.” @Apple Chief Financial Officer Kevan Parekh [image]
2026-01-29 View on X
CNBC

Apple reports Q1 revenue up 16% YoY to $143.76B, vs. $138.48B est., net income up 16% to $42.1B, and China net sales up 38% to $25.53B

Apple reported fiscal first-quarter earnings on Thursday that surpassed expectations, with revenue soaring 16% on an annual basis.

🚨 Another MONSTER quarter from Apple: 📌 $143.8 billion, up 16% YoY 📌Best-ever quarter for the iPhone - $85.3 billion, up 23% 📌Mac down 6.7% YoY 📌iPad up 6.3% YoY 📌Wearables, Home and Accessories down 2.2% YoY 📌All-time revenue record for Services, up 14% YoY [image]
2026-01-29 View on X
CNBC

Apple reports Q1 revenue up 16% YoY to $143.76B, vs. $138.48B est., net income up 16% to $42.1B, and China net sales up 38% to $25.53B

Apple reported fiscal first-quarter earnings on Thursday that surpassed expectations, with revenue soaring 16% on an annual basis.

2025-07-09
Meta has sold nearly 2.6m smart glasses in partnership with EssilorLuxottica.  The category is expected to grow at a CAGR of 47% (2024-2029).  Meta's announcement to invest in EssilorLuxottica is another step forward to continue dominating this growing category.  —  finance.yahoo.com/news/meta- in...
2025-07-09 View on X
Bloomberg

Sources: Meta bought just under 3% of Ray-Ban maker EssilorLuxottica, a stake worth ~€3B, and is considering more investment to build its stake to ~5% over time

finance.yahoo.com/news/meta- in... X: Nik / @ns123abc : > Meta acquired 3% of EssilorLuxottica > Meta to build investment to 5% > Zucc plans to dominate hardware manufacturing and ...

Meta has sold nearly 2.6 million smart glasses in partnership with @EssiLux .  With the smart glasses category expected to grow at a CAGR of 47% between 2024 and 2029 (according to IDC), Meta's announcement to invest in EssilorLuxottica is another step forward to continue dominating this growing category.
2025-07-09 View on X
Bloomberg

Sources: Meta bought just under 3% of Ray-Ban maker EssilorLuxottica, a stake worth ~€3B, and is considering more investment to build its stake to ~5% over time

finance.yahoo.com/news/meta- in... X: Nik / @ns123abc : > Meta acquired 3% of EssilorLuxottica > Meta to build investment to 5% > Zucc plans to dominate hardware manufacturing and ...

2025-01-31
“We have great results in a number of emerging markets, particularly keen in India 🇮🇳. We are opening four new stores there. The iPhone was the top-selling model in India for the quarter. It is the second-largest smartphone market in the world and the second for PCs. ” @tim_cook [image]
2025-01-31 View on X
CNBC

Apple reports a record $124.3B revenue in Q1, up 4% YoY, net income up 7.1% to $36.3B, China net sales down 11% to $18.5B, largest drop in China since Q1 2024

Analysts are concerned about how Apple will signal the March quarter is shaking out.

“We have great results in a number of emerging markets, particularly keen in India 🇮🇳. We are opening four new stores there. The iPhone was the top-selling model in India for the quarter. It is the second-largest smartphone market in the world and the second for PCs. ” @tim_cook [image]
2025-01-31 View on X
Apple Inc.

Apple Q1: iPhone down 1% YoY to $69.14B, vs. $71.03B est., Mac up 15% to $8.99B, iPad up 15% to $8.09B, and Wearables, Home, and Accessories down 2% to $11.75B

All-time records for total company revenue and EPS  —  Services revenue reaches new all-time high

2024-06-25
The EU has been busy 😓 Yesterday it was Apple, today Microsoft. What's on the menu for tomorrow? EU charges Microsoft with antitrust violations over Teams https://www.ft.com/...
2024-06-25 View on X
Financial Times

In preliminary findings, the EU charges Microsoft with antitrust violations over concerns that it gave Teams an “undue advantage” by bundling it with Office

Allegations that software giant is ‘tying’ its video app to Office are the first such case against it in more than a decade

2024-05-03
“The other products [in China] didn't fare as well [as the iPhone], and so we clearly have worked there to do. China is the most competitive market in the world” [image]
2024-05-03 View on X
Nikkei Asia

Apple reports Q2 revenue down 8.1% YoY to $16.4B in Greater China, down 12.7% YoY to $6.3B in Japan, and down 17.2% YoY to $6.7B in the rest of Asia-Pacific

Nikkei Asia :

According to @tim_cook, @Apple CEO, enterprises are using the #AppleVisionPro for: 📌field service 📌training 📌healthcare - preparing a doctor for pre-op surgery or advanced imaging 📌command and control centres [image]
2024-05-03 View on X
CNBC

Apple Q2 revenue: iPhone down 10% YoY to $45.96B, Mac up 4% to $7.45B, iPad down 17% to $5.56B, and Wearables, Home, and Accessories down 10% to $7.91B

Apple CEO Tim Cook waves to journalists after his meeting with Indonesian President Joko Widodo at the Presidential Palace in Jakarta, Indonesia, April 17, 2024.

“We couldn't be more excited about the spatial computing opportunity in enterprise.” An interesting shift in the messaging about the Apple Vision Pro from a consumer product to an enterprise product. Indeed, that's where the opportunity is for the MX device [image]
2024-05-03 View on X
CNBC

Apple Q2 revenue: iPhone down 10% YoY to $45.96B, Mac up 4% to $7.45B, iPad down 17% to $5.56B, and Wearables, Home, and Accessories down 10% to $7.91B

Apple CEO Tim Cook waves to journalists after his meeting with Indonesian President Joko Widodo at the Presidential Palace in Jakarta, Indonesia, April 17, 2024.

“We couldn't be more excited about the spatial computing opportunity in enterprise.” An interesting shift in the messaging about the Apple Vision Pro from a consumer product to an enterprise product. Indeed, that's where the opportunity is for the MX device [image]
2024-05-03 View on X
AppleInsider

Tim Cook says half of Fortune 100 companies have purchased Apple Vision Pro units and that Apple's focus is on getting more apps and more enterprises engaged

Wesley Hilliard / AppleInsider :

According to @tim_cook, @Apple CEO, enterprises are using the #AppleVisionPro for: 📌field service 📌training 📌healthcare - preparing a doctor for pre-op surgery or advanced imaging 📌command and control centres [image]
2024-05-03 View on X
AppleInsider

Tim Cook says half of Fortune 100 companies have purchased Apple Vision Pro units and that Apple's focus is on getting more apps and more enterprises engaged

Wesley Hilliard / AppleInsider :

“The other products [in China] didn't fare as well [as the iPhone], and so we clearly have worked there to do. China is the most competitive market in the world” [image]
2024-05-03 View on X
CNBC

Apple Q2 revenue: iPhone down 10% YoY to $45.96B, Mac up 4% to $7.45B, iPad down 17% to $5.56B, and Wearables, Home, and Accessories down 10% to $7.91B

Apple CEO Tim Cook waves to journalists after his meeting with Indonesian President Joko Widodo at the Presidential Palace in Jakarta, Indonesia, April 17, 2024.

2024-04-09
Global PC Shipments Return to Growth and Pre-Pandemic Volumes in the First Quarter of 2024, According to @IDC 🏆Top 5 PC Companies Shares Q1 2024: #1. @Lenovo [23%] #2 @HP [20.1%] #3 @Dell [15.5%] #4 @Apple [8.1%] #5 @Acer [6.2%] https://www.idc.com/... [image]
2024-04-09 View on X
Reuters

IDC: the global PC market grew 1.5% YoY in Q1 2024 to 59.8M shipments, despite weaker demand in China, following two years of decline

but you might still want to hold off buying one Michael Potuck / 9to5Mac : Macs lead global PC growth as shipments return to pre-pandemic levels Chris Barylick / O'Grady's PowerPag...

2024-02-03
The AI iPhone is coming this year 💥 “As we look ahead we will continue to invest in other technologies. That includes AI [...] and we are excited to share the details of our ongoing work in that space later this year” says @tim_cook #AAPL [image]
2024-02-03 View on X
AppleInsider

Tim Cook says that Apple is spending “a tremendous amount of time and effort” on AI features and the company plans to detail its ongoing work “later this year”

Tim Cook says that Apple is spending “a tremendous amount of time and effort” on AI features that will be announced in the coming months.

2024-02-02
The AI iPhone is coming this year 💥 “As we look ahead we will continue to invest in other technologies. That includes AI [...] and we are excited to share the details of our ongoing work in that space later this year” says @tim_cook #AAPL [image]
2024-02-02 View on X
Apple

Apple reports Q1 revenue up 2% YoY to $119.6B, net income up 13% to $33.9B, Americas net sales up 2% to $50.4B, and Europe net sales up 10% to $30.4B

Services revenue reaches new all-time record EPS up 16 percent to new all-time high  —  Apple® today announced financial results …