Apple CEO Tim Cook: Company Is 'Investing Aggressively' In Mac, While iPad Sales Are Doing Better Than Expected

As Apple reported that its Mac product line continued its winning streak during the most recent quarter, CEO Tim Cook said the company has no intention of backing down from the PC category.

"We're investing aggressively in its future, and we're very excited about the innovation we can bring to the platform," Cook said during Apple's quarterly earnings call on Tuesday.

[Related: Apple's iPhone And iPad Lineup, Ranked By Price]

While Cook did not offer specifics, likely candidates for refreshes by Apple include the iMac, which hasn't been updated since the fall of 2015, and the Mac Pro, which Apple hasn't updated since late 2013. Indeed, Apple is "in the process of completely rethinking the Mac Pro," Apple executive Phil Schiller said recently.

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Apple reported Tuesday that it generated $5.84 billion in Mac sales during its fiscal second quarter, ended April 1. Cook called that a new record for Mac revenue for the January-March quarter. It represented a 14 percent increase from the same period a year earlier when Mac revenue was $5.10 billion.

Cook cited "strong demand for new MacBook Pros" during the quarter for the increase in sales. Apple released an overhauled and pricier version of the MacBook Pro, the first major refresh to the laptop in four years, this past fall. Mac sales were especially strong in China, up 20 percent year-over-year, Cook said.

In the previous quarter, ended Dec. 31, Apple had seen record quarterly revenue in its Mac business.

Sales of iPads were down 12 percent during fiscal Q2, with revenue hitting $3.88 billion, compared to $4.41 billion in the year-ago quarter.

However, "iPad results were ahead of our expectations," Cook said during the earnings call. The quarter included one week of sales for a more affordable new version of the 9.7-inch iPad.

Overall, Apple saw revenue of $52.89 billion during the fiscal second quarter, up 5 percent from $50.55 billion during the same period a year earlier.

Net income reached $11.02 billion during Apple's fiscal Q2, for earnings of $2.10 per share. That's up from net income of $10.51 billion a year earlier, for earnings of $1.90 per share.

During the earnings call, Apple CFO Luca Maestri said the company set a new record for its enterprise revenue results during the January-March quarter, though he didn't disclose a specific revenue figure.

Apple's partnership with Cisco is "generating a large and growing pipeline for sales opportunities," particularly in health care and financial services, while the partnership with IBM has led to 3,300 client engagements, Maestri said.

On iPhone, growth was only a little better than flat, with sales of $33.24 billion during the fiscal Q2. That's up 1 percent from $32.85 billion during the year-ago quarter. During the earnings call, Cook noted that Apple had been hurt by underestimating demand for the iPhone 7 Plus, which has seen constrained supplies.

Services were Apple's fastest-growing segment, with revenue reaching $7.04 billion during the fiscal second quarter, up 18 percent from $5.99 billion a year earlier.