I think a phone is something you upgrade every two years, but a tablet is less so.

There's less incentive, buying a new phone is like a "reward" of finishing your contract.

could it really be?. the sheep are finally learning?

I thought the margin compression was pretty awful, especially given all that iPhone growth. I've heard some people suggest older iPhones have better margins, but this doesn't seem to bear that out. iPad contraction was also really disappointing, even if it is only seasonal. There should be tons of growth left in that market.

The silver lining for Macs is that, even if they are shrinking, they're shrinking slower than the rest of the conventional PC market.

It's low margin, but iTunes was the fastest-growing segment at Apple this quarter. That's important, because it's the glue that ties together Apple's whole product line and it will be essential as the smartphone and tablet markets transition from rapid growth to trench warfare.

Don't believe everything you hear.  Yes, the echo chamber that is market analysts had largely agreed that iPhone was reaching saturation, without understanding anything about the actual market.  Look at the activation numbers from Verizon a few days earlier and you'll find that iPhone sales there grew dramatically, which makes a lot of sense given the absurdly high customer satisfaction ratings it earns year after year.  Also, Samsung has been getting the "slow growth" treatment in the press lately, but it's hard to say what the truth is because Samsung rarely publishes any unit sales (which has become the norm for the phone industry except Apple).

Also, Apple does report Mac numbers every single quarter, and they are frequently mentioned in the news, just not as prominently as the iPhone numbers (rightly so, as the iPhone is the main revenue generator).  What on Earth makes you think these aren't reported?