Rui Carmo
Considering they are operating in a super-saturated market, the YoY results for this quarter are still remarkable, no matter what the naysayers are raging on about it being “below expectations”.
If you take the long view, yes, the iPhone isn’t selling as much (no smartphone is, in general, and especially not this time of year). And there are some lines doing (surprisingly) better than others. But demand has shifted, and it’s pretty obvious that Services is where growth needs to be.
I’m still skeptical that Apple gets services in general, though.