Reading Between the Lines of Apple’s 1Q26 Earnings Q&A With Analysts

Reading Between the Lines of Apple’s 1Q26 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, The Motley Fool offers a written transcript here.

iPhone

Q (Morgan Stanley): What are the top factors driving iPhone strength?
Cook: It’s a combination of things – display, camera, performance, new selfie camera, design.

My response: We also can’t underestimate the degree to which

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