TMTB: AAPL ROKU TWLO TEAM XYZ First Takes

AAPL -2.4%: Results look ok so far but a bit light of bogeys as services + China miss

"We don't believe that there was a significant pull forward due to tariffs into the March quarter. There's no obvious evidence of it."

Guide comes on the call. Investors looking for clarity on Q3 demand/tariff impact and impact of court rulings today on services revs

Otherwise, results look ok/meh overall

Total Revs $95.36B vs street at $94.59B

Q2 iPhone $46.84B vs street at $45.94B
Q2 Service: $26.65B vs $26.2B
Q2 EPS 1.65 vs 1.62
Q2 China $16B vs street at $16.83B

Authorizes $100B share buyback, boosts dividend

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ROKU -5%: Q1 in line but Q2 gross profit below street.

Will buy TV service provider Frndly TV for $185M in cash.

Expectations weren’t particularly high here but the Q2 Gross profit guides leaves room to be desired.