Offshore
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Fiscal.ai
Apple Revenue by Segment:
iPhone +23%
Mac -7%
iPad +6%
Wearables -2%
Services +14%
$AAPL https://t.co/QhTeGPDZfk
tweet
Apple Revenue by Segment:
iPhone +23%
Mac -7%
iPad +6%
Wearables -2%
Services +14%
$AAPL https://t.co/QhTeGPDZfk
tweet
Offshore
Video
Brady Long
RT @thisguyknowsai: Uber raised BILLIONS with a pitch deck that looks… unfinished.
So I recreated the original Uber deck using Gamma + Nano Banana.
What happened next completely changed how I think about fundraising in 2026 👇 https://t.co/HlbnU6GoPP
tweet
RT @thisguyknowsai: Uber raised BILLIONS with a pitch deck that looks… unfinished.
So I recreated the original Uber deck using Gamma + Nano Banana.
What happened next completely changed how I think about fundraising in 2026 👇 https://t.co/HlbnU6GoPP
tweet
Offshore
Photo
Wasteland Capital
The large caps now at +211%, up from +160% three weeks ago. Big bumps from both $MU (+53% YTD and now +413% total), and $BABA (+19% YTD), while $GOOG is #2 Mag 7 YTD.
This type of returns on mega caps in a bit over a year (with the S&P500 +17-18%) seems like pretty solid Alpha. https://t.co/oYnQeuQ6a9
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The large caps now at +211%, up from +160% three weeks ago. Big bumps from both $MU (+53% YTD and now +413% total), and $BABA (+19% YTD), while $GOOG is #2 Mag 7 YTD.
This type of returns on mega caps in a bit over a year (with the S&P500 +17-18%) seems like pretty solid Alpha. https://t.co/oYnQeuQ6a9
$MU now passed the 300%+ return mark. Meanwhile $AEO just hit new 4-year highs.
$LYFT outperforming +55-60% vs $UBER and $DASH (both of those are negative).
Average return now +139%.
Compounding is beautiful. https://t.co/ZerFN5dOf0 - Wasteland Capitaltweet
Offshore
Photo
Quartr
$AAPL Q1 2026
"iPhone had its best-ever quarter driven by unprecedented demand, with all-time records across every geographic segment" - Tim Cook
Revenue +16%
*iPhone +23%
*Mac -7%
*iPad +6%
*Wearables, Home. -2%
*Services +14%
*Americas +11%
*Europe 13%
*Greater China +38%
*Japan +5%
*Rest of Asia Pacific +18%
EBIT +19%
*margin 35.4% (34.5)
EPS +18%
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$AAPL Q1 2026
"iPhone had its best-ever quarter driven by unprecedented demand, with all-time records across every geographic segment" - Tim Cook
Revenue +16%
*iPhone +23%
*Mac -7%
*iPad +6%
*Wearables, Home. -2%
*Services +14%
*Americas +11%
*Europe 13%
*Greater China +38%
*Japan +5%
*Rest of Asia Pacific +18%
EBIT +19%
*margin 35.4% (34.5)
EPS +18%
tweet
Offshore
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App Economy Insights
$AAPL Apple Q1 FY26 (Dec. quarter):
📱 Products +16% Y/Y to $113.7B.
💳 Services +14% Y/Y to $30.0B.
• Revenue +16% Y/Y to $143.8B ($5.2B beat).
• Operating margin 35% (+1pp Y/Y).
• EPS $2.84 ($0.17 beat). https://t.co/HTQbCvopL0
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$AAPL Apple Q1 FY26 (Dec. quarter):
📱 Products +16% Y/Y to $113.7B.
💳 Services +14% Y/Y to $30.0B.
• Revenue +16% Y/Y to $143.8B ($5.2B beat).
• Operating margin 35% (+1pp Y/Y).
• EPS $2.84 ($0.17 beat). https://t.co/HTQbCvopL0
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Offshore
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Fiscal.ai
Apple just delivered its fastest iPhone revenue growth in 4 years.
iPhone Revenue: +23% YoY
$AAPL https://t.co/HnC2HDeuWz
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Apple just delivered its fastest iPhone revenue growth in 4 years.
iPhone Revenue: +23% YoY
$AAPL https://t.co/HnC2HDeuWz
tweet
Offshore
Photo
Fiscal.ai
RT @TheTranscript_: $AAPL CEO: "Greater China was up 38% YoY. It was driven by iPhone, where we set an all-time revenue record. It was the best iPhone quarter in history in Greater China. It was driven by customer enthusiasm for the iPhone 17 lineup. During the quarter, traffic in our stores in China grew by strong double-digit year-over-year. It was a terrific quarter."
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RT @TheTranscript_: $AAPL CEO: "Greater China was up 38% YoY. It was driven by iPhone, where we set an all-time revenue record. It was the best iPhone quarter in history in Greater China. It was driven by customer enthusiasm for the iPhone 17 lineup. During the quarter, traffic in our stores in China grew by strong double-digit year-over-year. It was a terrific quarter."
tweet
Offshore
Photo
App Economy Insights
Apple's record iPhone sales visualized.
$AAPL just crossed 2.5B active devices. https://t.co/tzalaHZn8L
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Apple's record iPhone sales visualized.
$AAPL just crossed 2.5B active devices. https://t.co/tzalaHZn8L
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Moon Dev
todays zoom
you missed todays zoom and thats okay
if you get a ticket for tomorrows zoom you get the full replay from today
you also get the api key tomorrow
dont miss it https://t.co/JbJdIbVuzB
moon dev
tweet
todays zoom
you missed todays zoom and thats okay
if you get a ticket for tomorrows zoom you get the full replay from today
you also get the api key tomorrow
dont miss it https://t.co/JbJdIbVuzB
moon dev
tweet