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Sentiment · FY2026 Q2
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“on Thursday, 2K will launch Civilization VII for mobile devices exclusively on Apple Arcade, representing an exciting opportunity to expand the Civilization audience”
Take-Two is launching Civilization VII exclusively on Apple Arcade, a distribution partnership with Apple's subscription gaming platform.
“long-standing partnerships and in-store investments from other large vendors like Apple, LG and Samsung.”
Apple is cited as a large vendor with long-standing partnerships and in-store investments at Best Buy, supported elsewhere by a MacBook replacement cycle.
“We saw one of your peers see outperformance on mobile margins due to the recent iOS changes.”
Recent iOS payment-mechanism changes on Apple's platform are letting game publishers route more transactions directly, pressuring Apple's App Store fee capture while lifting publisher margins.
“at least 1, 2 or 3 of these wearable companies will follow Apple Watch and Samsung Galaxy Watch to develop and launch sleep apnea detection capabilities that have passed through the FDA workflow.”
ResMed points to Apple Watch sleep apnea detection as driving patients into its diagnostic funnel, a read-through on Apple's health-wearable expansion.
“we won, you know, significant new agreement with Apple that they announced as part of their American manufacturing program, this past summer.”
Coherent secured a multiyear 3D sensing win supplying Apple from its Sherman, Texas six-inch gallium arsenide VCSEL line, with revenue starting in the second half of the calendar year — a read-through for Apple's US manufacturing sourcing.
“There's millions of Mac customers that are still on older technology and haven't upgraded to the MCHIP yet and all the benefits associated with that product as they continue to refresh and upgrade those models as well.”
Best Buy points to millions of Apple Mac customers still on older hardware who have yet to upgrade to Apple Silicon (M-series chip) Macs as a continued growth driver in its computing category.
“Building on our collaboration with Apple through F1 The Movie, we merged cinematic content with our interactive F1 experience. This partnership amplified excitement and extended the reach of EA SPORTS F1 25 coupled with innovative gameplay advancements from refined physics and handling to an enhanced career mode, the title delivered a 27% year-over-year increase in net bookings.”
EA's cross-promotion tie-in with Apple's F1 The Movie helped drive a 27% YoY bookings increase for EA Sports F1 25, showing tangible commercial payoff from the Apple content partnership.
“A highlight this quarter was the integration of select matches from Apple's MLS Season Pass into FC Mobile, bridging real-world football with interactive entertainment.”
EA integrated Apple's MLS Season Pass streaming content into FC Mobile this quarter, extending Apple's soccer-streaming product into a major mobile gaming audience.
“Technology leaders, including Apple, Samsung and MediaTek, are integrating these AI capabilities for faster, more efficient AI on premium smartphones.”
Apple is cited among the smartphone OEMs integrating Arm's latest AI compute capabilities (Ethos-U85 NPU, v9 CPUs with scalable matrix extensions) into premium devices.
“we enabled Apple Pay for Visa cards issued in China for cross-border face-to-face, in-app, and online transactions.”
Visa enabled Apple Pay for its China-issued cards across cross-border and online use, deepening the Visa–Apple Pay tokenization partnership and Apple Pay's cross-border footprint.
“look at Apple, and their their propensity for double digit growth, maybe even the whole year, just seems like they are going to continue to get disproportionate you know, share of the available DRAM.”
An analyst frames Apple as likely to sustain double-digit growth and secure disproportionate DRAM allocation amid the memory shortage, a read-through on Apple's scale advantage in the constrained memory market.
“reflecting the move of the Apple portfolio to held for sale”
Goldman is moving the Apple (Apple Card) portfolio to held for sale, a read-through that Goldman is winding down its consumer partnership with Apple.
“And in Mexico, Copel, the country's largest domestic retailer, recently added MacBook Air in addition to a growing fleet of over 10,000 iPad devices.”
Mexican retailer Copel, an Apple enterprise customer, added MacBook Air alongside a fleet of over 10,000 iPad devices.
“AstraZeneca is rolling out over 5,000 M5-powered iPad Pros to its pharmaceutical sales team to take advantage of AI capabilities, including Apple Intelligence, while meeting with clinicians daily.”
Enterprise customer AstraZeneca is deploying over 5,000 M5 iPad Pros to its pharmaceutical sales force to use Apple Intelligence in clinician meetings.
“Snowflake has deployed over 9,000 Mac devices company-wide, establishing Mac as a primary laptop across all business units, resulting in increased performance and a reduction in support tickets.”
Enterprise customer Snowflake standardized on Mac, deploying over 9,000 devices company-wide as its primary laptop.
“We're working with Micron, which broke ground on a new advanced chip packaging and test facility”
Micron, an Apple supplier, broke ground on a new advanced chip packaging and test facility as part of Apple's US silicon supply-chain investments.
“we're working with Corning in Kentucky to make 100% of cover glass for iPhone and Apple Watch.”
Corning supplies 100% of the cover glass for iPhone and Apple Watch from its Kentucky operations under Apple's US manufacturing commitment.
“Building on our efforts in the AI space, we are also collaborating with Google to develop the next generation of Apple foundation models.”
Apple is collaborating with Google to build the next generation of Apple foundation models that will power future Apple Intelligence features, including a more personalized Siri.
“Purdue University has launched a spatial computing hub built around Vision Pro, designed to help prepare students to lead the next wave of innovation in critical industries like semiconductor and pharmaceutical manufacturing.”
Apple cited Purdue University as an enterprise/education customer building a spatial computing hub around Vision Pro.
“Apple TV will be the destination for F1 fans across the U.S. on track Day, thanks to a new partnership with Formula One.”
Apple announced a new partnership making Apple TV the U.S. streaming home for Formula One, a distribution win for the F1 franchise.
“Capital One has expanded its Mac Choice program by adding thousands more MacBook Airs across its workforce.”
Apple named Capital One as an enterprise customer expanding its Mac deployment program, a positive signal on Capital One's workforce technology adoption.
“The BMW Group has been deploying tens of thousands of iPhones, including the factory employees to further strengthen its digital capabilities and advance innovation at the company.”
Apple cited BMW Group as an enterprise customer deploying tens of thousands of iPhones, a read-through on BMW's digital-transformation investment.
“when you're referring to the antitrust piece, you're talking about the Google trial? Is that what you're referring to?”
Apple clarified an analyst question about whether the Google search antitrust trial resolution boosted Services, indicating no tax-related impact; Google is Apple's search-default partner.
“Can you just touch on, did you see any impact that was notable from the Epic case and the steering dynamics that came after that? And maybe just touch on what does that appeal process looks like for you as you go forward?”
An analyst asks whether the App Store steering changes mandated by the Epic Games antitrust ruling had a measurable impact on Services revenue.
Apple delivered its best-ever quarter with $143.8 billion in revenue, up 16% year-over-year, as iPhone 17 drove a staggering 23% revenue increase and an all-time iPhone revenue record. Greater China surged 38% to set its own record while Services continued its streak at $28.2 billion. EPS of $2.84 grew 19% year-over-year, though supply constraints on advanced 3nm nodes limited further upside, and management guided the March quarter for 13-16% revenue growth.
Demand | Cloud & AI | Innovation & R&D | Supply Chain | Revenue Growth | Trade Tariffs | Margin | Competitive Dynamics | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 11 | 9 | 4 | 1 | 2 | 1 | 4 | 3 |
| 2025Q2 | 5 | 4 | 4 | 5 | 2 | 7 | 2 | 1 |
| 2025Q3 | 6 | 8 | 4 | 3 | 3 | 6 | 4 | |
| 2025Q4 | 10 | 6 | 2 | 3 | 3 | 1 | 3 | 1 |
| 2026Q1 | 6 | 7 | 3 | 5 | 4 | 1 | 4 | 1 |
| 2026Q2 | 4 | 3 | 2 | 2 | 3 | 3 | 4 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|
| Demand | 11 | 5 | 6 | 10 | 6 | 4 |
| Cloud & AI | 9 | 4 | 8 | 6 | 7 | 3 |
| Innovation & R&D | 4 | 4 | 4 | 2 | 3 | 2 |
| Supply Chain | 1 | 5 | 3 | 3 | 5 | 2 |
| Revenue Growth | 2 | 2 | 3 | 3 | 4 | 3 |
| Trade Tariffs | 1 | 7 | 6 | 1 | 1 | |
| Margin | 4 | 2 | 3 | 4 | 3 | |
| Competitive Dynamics | 3 | 1 | 4 | 1 | 1 | 4 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Erik Woodring | Morgan Stanley | 12 (8%) |
| Ben Reitzes | Melius Research | 12 (8%) |
| Mike Ng | Goldman Sachs | 12 (0%) |
| Amit Daryanani | Evercore ISI | 12 (8%) |
| Wamsi Mohan | Bank of America | 12 (8%) |
| Samik Chatterjee | JPMorgan | 12 (8%) |
| Dave Vogt | UBS | 12 (17%) |
| Krish Sankar | TD Cowen | 10 (0%) |
| Aaron Rakers | Wells Fargo | 9 (0%) |
| Rick Kramer | Arete Research | 8 (38%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 1 | 12 (8%) |
| Bank of America | 1 | 12 (8%) |
| UBS | 1 | 12 (17%) |
| Evercore ISI | 1 |
| 12 (8%) |
| Goldman Sachs | 1 | 12 (0%) |
| JPMorgan | 1 | 12 (8%) |
| Melius Research | 1 | 12 (8%) |
| TD Cowen | 1 | 10 (0%) |