Apple Earnings: All About the iPhone

The transcript discusses Apple's earnings, focusing on iPhone sales and their impact on revenue. It highlights the pressure on iPad sales and the flat growth in the tablet market. The launch of Apple Pay is seen as a significant moment in the payment industry, potentially benefiting competitors like Google. The transcript also covers Apple's growing presence in the PC market, noting its impact on margins and enterprise adoption.

What impact does the launch of Apple Pay have on the payment system?

How has Apple's position in the PC market changed recently?