Surprisingly readable, a headline in every paragraph.

One subtle point that stuck out to me. This is from Apple CFO Luca Maestri’s part of the call:

Mac revenue was $7.2 billion and iPad revenue was $6 billion. Both products had a difficult year-over-year comparison due to the launches of MacBook Air here, Mac mini and iPad Pro during the December quarter a year ago and the subsequent channels fill. Despite the tough compare, on a demand basis, our performance for both Mac and iPad was around even to last year.

Mac and iPad year-over-year was down, but for a good reason.

Continuing:

Importantly, around half of the customers purchasing Macs and iPads around the world during the quarter, were new to that product. And the active installed base of both Mac and iPad reached a new all-time high.

So though the short term year over year number is flat, the customer base is growing. Tim, earlier in the call, spoke about iPad growth “in key emerging markets like Mexico, India, Turkey, Poland, Thailand, Malaysia, the Philippines and Vietnam”.

This all makes me wonder what the iPad/Mac mix is in Luca’s “half of the customers purchasing Macs and iPads around the world during the quarter, were new to that product”.

No matter, clearly a blowout quarter, no matter how you look at it.