Executive Summary
Apple delivered its 'greatest quarter ever by orders of magnitude' with iPhone revenue hitting $85 billion versus $81 billion consensus—a massive beat that even exceeded the most bullish analyst estimates. The iPhone 17's first design refresh in five years, featuring a new orange color variant, drove unprecedented demand globally and marked China's definitive recovery with Greater China revenue of $25.53 billion versus $21.82 billion estimates. Mark Gurman's assessment that 'Tim Cook just bought...
Key Investment Opportunity
iPhone Supercycle Extension
First design refresh in 5 years creates multi-quarter demand momentum, particularly in China where recovery is accelerating
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