AAPL Q&A Q1 FY22: Highest ever customer satisfaction

All you need to know about this earnings season

Attitudes: Despite the pandemic, the retail businesses saw its highest revenue in Apple's history, and we also earned our highest ever customer satisfaction scores.

Goals: Expect the revenue growth rate to decelerate from the December quarter.

Expect supply constraints but less than that in December.

Products: For the Metaverse, Applehave over 14,000 AR kit apps in the App Store, which provide incredible AR experiences for millions of people today.

Tim Cook: That's a big question. But we're a company in the business of innovation. So we're always exploring new and emerging technologies. Right now, we have over 14,000 AR kit apps in the App Store, which provide incredible AR experiences for millions of people today. And so we see a lot of potential in this space and are investing accordingly.

Tim Cook: We saw strong demand across the iPhone 13 family. And in fact, we had several of the top-selling models in various markets. And certainly, based on some external data that I've seen, it does seem to say that we are gaining share as well. So we feel quite good about the momentum of iPhone. And I should add that we were constrained during the quarter.

Tim Cook: The response is very much because of M1. And we got even more response with the MacBook Pro that we launched in the Q1 time frame. Both the upgraders, which we had a record number of upgraders for the December quarter, but also in markets like China, 6 out of 10 sales are people new to the Mac. Customer satisfaction is off the charts. A product will be very successful in a number of different markets from education, to business, to the creative industry and in all geographic markets. We're not limiting ourselves.

Luca Maestri: First of all, we expect a record for the March quarter. We expect solid growth on a year-over-year basis. But we still expect significant supply constraints but less than what we've seen in December. So I think on that basis, you can do the math around sequential. But given where we are in the environment, given the difficult compare both on iPhone, on services, we're very happy with the way we're guiding and the way the business is going right now.