by @gassee a través de Monday Note by Jean-Louis Gassée

…everything worked, from Macs to iPad to iPhones to Services (which grew by “only” 24% after a one-time down adjustment). In particular, the iPad now shows two consecutive quarters of more than 10% year-to-year growth, this after more than 3 years of declining shipments. Every category went up. This includes the Watch. No units/revenue numbers there, we just have company management statements: ‘ + 50% growth’ and ‘passing Rolex to become the #1 watch maker’…

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What we see is Apple is doing what they do best: Taking chances. They made a risky bet with the iPhone X and covered it with the iPhone 8. The new and improved perception of Apple might come from the realization that both bets are winning, and that the iPhone X is a radically new, as opposed to a merely improved, breed of smartphone — and probably is the start of a new succession of carefully incremented future models.