Tim Cook signals for victory!

For the 90th and final time, Apple CEO Tim Cook hopped on a conference call with financial-industry analysts to detail the quarter gone by, give a peek at what’s to come, and maybe take one final victory lap. CFO Kevan Parekh and incoming CEO John Ternus were there, too.

This is Six Colors’s transcript of the call for July 30, 2026.

Tim Cook’s introduction

Thank you, Suhasini. Good afternoon, everyone, and thanks for joining the call. Today, Apple is pleased to report $109.4 billion in revenue, up 16% from a year ago and a June quarter record. We were able to achieve this despite supply constraints and sequential foreign exchange headwinds.