EPISODE · May 1, 2026 · 26 MIN
Apple's Services Hit $30 Billion: A Very Underrated Story in Markets
from Rigatoni Capital Podcast · host Colin Santucci
Apple reported last night and the numbers were exceptional across the board. Services revenue hit a record $30.98 billion, ahead of estimates, and up from $26.6 billion a year ago. Greater China surged, iPhone delivered strong results despite some supply constraints on advanced processor chips, and the company authorized a fresh $100 billion share buyback. Apple historically deploys these authorizations at roughly $24 to $25 billion per quarter, meaning you are looking at approximately four quarters to work through it with no hard deadline attached. This morning I break down what matters most in the Apple print and why Services is the story that does not get enough attention. I also highlight some of the other remarkable numbers from this earnings season including Reddit, Eli Lilly, SanDisk, and nod to strong prints from Mastercard, Zeta, and Atlassian.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Apple #AAPL #Services #Buyback #China #Reddit #RDDT #EliLilly #LLY #Mastercard #MA #Atlassian #TEAM #EarningsSeason #stockanalysis #marketwatch #RigatoniCapital$AAPL $RDDT $LLY $MA #TEAM $ZI $QQQ
What this episode covers
Apple reported last night and the numbers were exceptional across the board. Services revenue hit a record $30.98 billion, ahead of estimates, and up from $26.6 billion a year ago. Greater China surged, iPhone delivered strong results despite some supply constraints on advanced processor chips, and the company authorized a fresh $100 billion share buyback. Apple historically deploys these authorizations at roughly $24 to $25 billion per quarter, meaning you are looking at approximately four quarters to work through it with no hard deadline attached. This morning I break down what matters most in the Apple print and why Services is the story that does not get enough attention. I also highlight some of the other remarkable numbers from this earnings season including Reddit, Eli Lilly, SanDisk, and nod to strong prints from Mastercard, Zeta, and Atlassian.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Apple #AAPL #Services #Buyback #China #Reddit #RDDT #EliLilly #LLY #Mastercard #MA #Atlassian #TEAM #EarningsSeason #stockanalysis #marketwatch #RigatoniCapital$AAPL $RDDT $LLY $MA #TEAM $ZI $QQQ
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Apple's Services Hit $30 Billion: A Very Underrated Story in Markets
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