Pretty soon, we aren’t going to have Tim Cook to kick around anymore. Or at least, when we kick him around, it’ll be a sort of executive chair kind of kicking. (Wait, I was told there would be no more kicking!)
Regardless of pending executive transitions, Apple released its corporate earnings for the second fiscal quarter of 2026, and Tim Cook got to bask in the sun — and dodge questions from analysts — for one of the last times.
The charts have all been generated, and Tim Cook hasn’t yet regenerated into John Ternus, so here’s a quick set of additional observations about what’s going on in the business of Apple.
A new definition of boring
Apple’s business has been very, very seasonal for a long time—certainly back to the introduction of the iPod, if not before. Apple sells a lot of stuff in the last three months of the year, not only because it’s the holiday season, but these days because it’s also new iPhone season.
