Isn't this a little misleading though? iPhone 5 was released towards the end of Q3 meaning most people probably were holding off on getting an iPhone for most of the quarter, and the new model was also supply constrained.
That said I think Apple does need to get more aggressive and offer more choices.
Release a 5 inch iPhone Pro next spring, with best in class battery life and revamp iOS to be a sexier interface with more customization, with improved Siri and maps. More colors too, metallic silver/chrome would be cool. If the iPad mini can work reasonably well in one hand with an 8 inch screen, a 5 inch screen for iPhone should be more than doable Apple.
Same with the iPad, mix the iPad with the Macbook Air to create an iPad Pro line, something to directly take on the Windows RT tablets (detachable keyboard cover, USB 3.0 and/or Thunderbolt port, word processor for productivity, etc.).
