Changing Trends in Apple’s Products and Services Mentions During Earnings Calls

The LSEG MarketPsych Transcripts Analytics offers insightful perspectives into the focal points of a company. The accompanying graph, developed by our colleague Elliot Chung, illustrates this by detailing the proportion of mentions that various Apple products and services received during Apple's earnings calls. This is measured as a fraction of the total mentions of all products and services. In the early 2000s, the Mac accounted for nearly 50% of these references. However, post-2007, the iPhone emerged as the predominant topic of discussion. At its peak, the iPad nearly matched the iPhone in terms of mentions, though it has since seen a decline in focus. Although the VisionPro represents one of Apple's most significant recent launches, it is currently referenced only about as frequently as the AirPods and the Apple Watch. Finally, there is a long-term trend in the overall increase in references to services (such as Apple TV, AppleCare, iCloud, etc.)