Практика Shadowing: Tim Cook’s Final Lines from Apple’s Q3 2026 Earnings Call - Изучайте разговорный английский по видео
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Each week on Quarters, we sit with public earnings calls and listen for the human part.
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These calls are long, mostly numbers and caution language, but every once in a while a person leaks through or tries to.
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Sometimes the leak is a catchphrase.
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Sometimes it's a goodbye that almost pretends it isn't one.
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I'm Terry and today, Apple, Tim Cook.
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July 30th, his last earnings call as CEO.
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He opens like a man who still has one more game to win.
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Today, Apple is pleased to report $109.4 billion in revenue, up 16% from a year ago and a June quarter record.
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We were able to achieve this despite supply constraints and sequential foreign exchange headwinds.
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We continue to see enormous customer enthusiasm for our most popular
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lineup ever with iPhone revenue growing 22% from a year ago to reach a June quarter record.
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We saw so much excitement around the best Mac lineup we've ever had, growing a strong 29% to achieve a June quarter revenue record.
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Services also set a June quarter record with $30.7 billion in revenue.
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109.4, best June they've ever had.
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iPhone up 22, Mac up 29, services another record.
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That's a freaking parade of results.
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And after hours, Wall Street looked at the guide.
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Second, we expect the impact from supply constraints to increase significantly sequentially.
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The projected supply constraints in the September quarter affect iPhone, Mac, and iPad.
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As a result, we expect our September quarter total company revenue to grow between 9 and 11 percent year over year.
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Supply constraints, growth cooling to something like 9 to 11 percent and the stock slipped roughly 6-7 percent.
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Throughout all of it, we will remain guided by our North Star,
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building the best products and services to enable people to do magical things.
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It's a special privilege to be part of people's lives in lasting and meaningful ways, helping them to create, connect, and experience the world around them.
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I couldn't be more excited to watch our phenomenal story of innovation continue to unfold.
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And I've never been more confident that the best is yet to come.
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The quick and ugly.
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Revenue $109.4 billion.
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Beat June quarter record.
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EPS $2.02.
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Up pretty hard.
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That includes about 11 cents from tariff refunds.
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Gross margin over 50% with that refund help.
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Installed base, over two and a half billion active devices.
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September guide, revenue growth, 9% to 11%, soft versus what the street wanted.
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Because FX and mostly supply, he wins the quarter.
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And so we've got a quarter that we're going to be scrambling on the supply side, essentially.
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The parts department writes the next sentence.
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That's the episode.
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Okay, so the antagonist isn't nobody wants an iPhone.
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The antagonist is physics and dram.
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He says the quiet part with Tim Cook manners.
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Demand ran hotter than even their high expectations.
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iPhone and Mac remarkably better.
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They're scrambling.
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Memory is a hundred year flood.
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And then if you look beyond September, we see the market pricing for memory continuing to increase,
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which could drive an increasing impact on our business, and we're continuing to evaluate this.
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We could actually end it on the chips.
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We won't.
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Before questions, he does the thing you can't put in a spreadsheet.
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Final earnings call, John will lead these going forward.
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Never been more optimistic.
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Tim is now a man putting his coat on the back of the chair and thanking the room.
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Analysts start the Q&A by saying goodbye back.
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Tim, best of luck.
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It's been a pleasure working with you over the years.
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Tim, congratulations on the extraordinary run.
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Obviously, Tim, I've known you a long time.
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I really miss you.
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Which is weirdly tender for a phone full of people who argue about basis points for a living.
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John Turnus is on the call, hardware guy, takes over September 1st. Somebody finally asks him about the competitive landscape,
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open AI devices, weird phone rumors, the whole circus.
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That's it, that's the incoming CEO on the most historic Apple earnings call in years.
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So much opportunity, focused on our plans, very excited.
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Yes, I think there are enormous opportunities for Apple moving forward in AI.
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And, you know, I'm so excited about Siri AI and kind of where it is and where it's going.
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And I'm excited about the feedback that we're getting there.
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And of course, the ability to run some percentage of requests on device is also very strategic
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and sort of a competitive weapon, if you will.
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If Tim does a novel, then John does a fortune cookie.
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Reiterate what Tim said, there is so much opportunity for us with everything that's happening in this space.
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And so we're just really focused on our plans and very excited about it.
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Quirk of the quarter.
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An analyst points out when Tim joined as CEO in 2011,
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Apple did about $108 billion in revenue for the year.
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Hi, yes.
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Thank you.
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Tim, first, congrats on your tenure as CEO.
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You joined back in 2011 when Apple reported $108 billion in revenue,
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and you just delivered a quarter of $109 billion.
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So just an amazing journey.
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I don't know what to do with that except sit with it.
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Same number, different planet, thing that actually means something, the business plainly.
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Apple's machine still prints desire.
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iPhone cycle hot macbook neo and pro pulling services big even
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if a little shy of the dream capex stays relatively light
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versus the hyperscaler arms race that's been part of the stock story
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and then tim the human ending i'm going to be gentle
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here this isn't the zuck episode tim cook does not sound
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on this call like a man performing certainty he doesn't feel
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he sounds like a man who already decided the hand off is the point
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and use the last microphone of the job to bless the next guy
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and thank the weird little congregation of shareholders
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and analysts who show up every 90 days to be honest
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tim kind of sounded like the principal at graduation proud careful
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already halfway down the hallway as you know this will be my final earnings call
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and john will lead these calls going forward the transition is going seamlessly
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and I am beyond excited for John to step into his new role and lead Apple into its next era.
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He is truly one of a kind and there is no better person to take the helm of the company.
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As I've said, I couldn't be more confident in his leadership, in our executive team,
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and in the extraordinary people at Apple who are determined to enrich the lives of our users all over the world.
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That's the character this week, not a ticker, a throat saying goodbye without making a scene.
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I'm Terry.
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If you like this, please subscribe to Quarters.
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No stock tips, just the human part.
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See you next print.
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Почему практиковать разговорный английский на этом видео?
Этот выпуск — отличная возможность для практики разговорного английского, потому что он сочетает деловой контекст с эмоциональной подтекстурой. Тим Кук говорит естественно, с паузами и акцентами, что идеально подходит для shadowing (т.е. повторения за говорящим). Ты научишься понимать профессиональные термины (например, «revenue», «supply constraints») и чувствовать тон делового общения, а также улучшишь навык воспроизведения естественной речи. Это быстрое и эффективное обучение — именно то, что нужно для прогресса!
Грамматика и выражения в контексте
- «We were able to achieve this despite…» — Структура «despite + существительное» помогает выразить противоречие. Употребляй её, чтобы показать, что результат достигнут несмотря на препятствия: «Я окончил проект despite tight deadlines».
- «Demand ran hotter than even their high expectations» — Сравнение «hotter than» здесь используется не буквально, а для обозначения высокого спроса. Это яркий пример метафоры в деловой речи, которая делает речь живой.
- «We expect our revenue to grow between 9 and 11 percent» — Фраза «expect + инфинитив» — ключевой паттерн для прогнозов. Практикуй её, чтобы говорить о планах или ожиданиях: «Я expect my team to finish the task by Friday».
Трудные места для произношения
Чтобы улучшить произношение английского, обратите внимание на эти слова:
- «Revenue» (доход) — произносится как /ˈrevənjuː/, а не «ревеню». Обратите внимание на ударение на первом слоге.
- «Constraints» (ограничения) — сложна соглосная группа «str». Говорите медленно: /kənˈstreɪnts/.
- «Sequential» (последовательный) — ударение на втором слоге: /sɪˈkwenʃl/. Не путай с «секвенциаль»!
Грамматика в этом видео
Конструкции, которые говорящий использует чаще всего, с точными словами из видео:
| Конструкция | В видео |
|---|---|
| Present Perfect have/has + причастие прошедшего времени — прошлое действие, важное сейчас | we've ever had · they've ever had · I've never been |
| Придаточные определительные who / which + предложение — уточнение о человеке или предмете | man who still · people who argue · man who already |
Что такое техника Shadowing?
Shadowing — это научно обоснованная техника изучения языка, изначально разработанная для подготовки профессиональных переводчиков и популяризированная полиглотом доктором Александром Аргуэльесом. Метод прост, но эффективен: вы слушаете аудио на английском от носителей языка и немедленно повторяете вслух — как тень, следующая за говорящим с задержкой в 1–2 секунды. В отличие от пассивного прослушивания или грамматических упражнений, Shadowing заставляет мозг и мышцы рта одновременно обрабатывать и воспроизводить реальные речевые паттерны. Исследования показывают, что это значительно улучшает точность произношения, интонацию, ритм, связную речь, понимание на слух и беглость речи — что делает его одним из самых эффективных методов для подготовки к IELTS Speaking и реального общения на английском.