Carol Massar

$21.82 billion was what the street was expecting.

That's a new all-time EPS record, though, overall, and the install base now has more than 2.5 billion active devices.

Well, got to say, investors liken this report in the aftermarket.

Stock's still up about 2% here in the post-market trade.

Hey, let's see what Bloomberg News Managing Editor for Global Tech, Consumer Tech, thinks about this.

He is Mark Gurman, knows everything about this company, lots of exclusives.

This feels pretty good.

Mark, I love this.

I mean, I'm looking at our live blog.

So you must have like kicked this out before you jumped on air with us.

But you did mention that the significant things on the call.

You've already talked about the AI strategy succession.

You've kind of said maybe that's off the table for now because this was such a blowout quarter.

You talk about the long term viability of the business if it doesn't get its AI act together.

It's hard to even think about that when you see the numbers here and just what a big company this is and how significant it is, I feel like, in so many different people's lives.

Like, I have an Apple household.

I think Tim has an Apple household.

Is that really the long-term viability if they don't get AI together?

They do.

Yes.