Mark Gurman
๐ค SpeakerAppearances Over Time
Podcast Appearances
Well, I think his statement was kind of worthless because.
In some respects, I think that he spent, I don't know if it's a statement talking about how the president, the one who's overseeing the policies that led to the situation in Minneapolis, has his ears wide open to listen to feedback.
I mean, I'm not sure.
That's what his employees who are sort of revolting internally about this were looking for.
I think they were looking for Tim Cook to take some sort of stand here, and he really didn't.
From his perspective, he's scared to upset Trump and get tariffs and other policies slapped onto Apple's business.
So you'll see him continue to do what he's doing because โ
This is not about taking a stand at this point for him.
This is about protecting the underlying business.
And the results speak for themselves.
The underlying business seems pretty well protected.
Massive, massive quarter.
This is a home run.
Their greatest quarter ever by orders of magnitude.
It's a gigantic beat on overall revenue.
China is back.
You have a big beat on the iPhone in particular.
$85 billion quarter is just insane.
The installed base, $2.5 billion.
The numbers are just beyond excellent.