A record Q3 from Apple yesterday, broadly in-line with expectations:
Transcript of CC:
http://seekingalpha.com/article/2331715-apples-aapl-ceo-tim-cook-on-q3-2014-results-earnings-call-transcript
iPhones: 35.2m
iPad: 13.3m
(So about 50m shipments for IMG)
Apple implied customers in western countries were putting off iPhone purchase due to rumours about release of the iPhone 6 (but this is obviously an annual and utterly predictable thing) whilst iPad demand is strong in BRIC regions but softening in the West (not the kind of gadget you need to upgrade really).
As usual there was the promise of 'exciting products' to come - we've only been waiting for about 5 years now for the next big thing.
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