August 3rd 2017
By Mike Flaminio
MacRumors has a transcript of Apple's quarterly financial call with analysts. The call followed an impressive showing in what's typically a slower quarter for Apple.
Cook highlighted surging iPad sales based on new models. Also 22% growth in revenue from services over last year. Cook also had some interesting comments about augmented reality. It seems likely AR will be positioned to drive hardware sales.
I could not be more excited about AR, and what we're seeing with ARKit in the early goings. To answer your question about what category it starts in, just take a look at what's already on the web in terms of what people are doing -- and it's all over the place. From entertainment to gaming, I've seen what I would call more small business solutions, I've seen consumer solutions, I've seen enterprise solutions. I think AR is big and profound. This is one of those huge things that we'll look back at and marvel on the start of it. I think that customers are going to see it in a variety of ways. Enterprise takes a little longer sometimes to get going, but I can tell you there's a lot of excitement already in there. I think we'll start to see some applications there as well. It feels great to get this thing going at a level that can sort of get all the developers behind it. I couldn't be more excited about it.