Instead of just recapping the question and answer exchanges that occurred on Apple’s 4Q22 earnings call, we will go over Neil’s thoughts / response to each exchange. This will allow Neil to go beyond what was talked about on the call.

Hello everyone.

Last Friday, we went over the big picture and numbers from Apple’s 3Q22 earnings release. Yesterday, we examined Mac and iPad sales. In today’s update, we will focus on Apple’s earnings Q&A session with analysts.

After recapping each question and answer exchange that occurred on the call between Apple and sell-side analysts, we will go over my thoughts / response to the exchange. Let’s go beyond what was talked about on the call.

Reading Between the Lines of Apple’s 4Q22 Earnings Q&A With Analysts

NOTE: The following earnings call questions (“Q”) and answers (“Cook” or “Luca”) have been cut, summarized, paraphrased, and rearranged for clarity. To read the full question and answer exchanges, The Motley Fool offers a written transcript here.

iPhone

Q: How does iPhone 14 and 14 Pro demand look?

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Today’s update will be dedicated to going over Apple’s 4Q22 results and management commentary. The idea is to keep things broad today and look at the big picture, in addition to the financial results. The discussion will continue next week as we move beyond the numbers to look at the granular takeaways.

My Initial Reaction to Apple Earnings

Apple went into this earnings season possessing the most formidable ecosystem of devices and services in the world. Despite facing major FX headwinds, Apple’s ecosystem remained on track in 4Q22. The company reported all-around solid 4Q22 results. The few areas of weakness (iPad and Services came in below my expectations) were offset by iPhone, Mac, and Apple Watch sales strength.

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More information about Above Avalon membership, including the full list of benefits and privileges, is available here.

Reading Between the Lines of Apple’s 4Q22 Earnings Q&A With Analysts (Daily Update)

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My Initial Reaction to Apple Earnings, Apple 4Q22: By the Numbers, Breaking Down Apple’s Guidance (Daily Update)

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