Apple beats earnings expectations — but faces a familiar AI question

[ed]

Apple surpassed Wall Street expectations in its latest quarterly earnings, reporting $143.8 billion in revenue, a 16% increase year over year. While most analyst questions during the earnings call focused on performance and margins, one question stood out.

Morgan Stanley analyst Erik Woodring pressed CEO Tim Cook on a topic increasingly difficult for Big Tech to avoid: monetization of artificial intelligence. As competitors race to integrate AI features into consumer devices, Woodring asked how Apple plans to generate incremental revenue from its growing AI investments.

The question highlighted a broader investor concern. AI integration is expensive, and while adoption is rising, the path from innovation to sustained profitability remains unclear — even for companies with Apple’s scale and balance sheet.

[cryptobro]

16% yoy revenue growth and analysts are like “but ai tho?” bruh chill

[JanEmil]

You can just install AI app.

[Revenant]

Analysts always want the next growth story.

[The_Walking_Dead]

AI monetization is the big question now.

[Capybara_Capybara]

Apple printing money, but expectations never drop.