“The iPhone number was impressive, especially after the weak numbers seen out of AT&T and Verizon,” Motley Fool senior analyst Joe Magyer told The Washington Post. He said that AT&T and Verizon’s numbers, which are U.S.-centric, painted an incomplete picture of the company’s sales.

He was impressed by Apple’s dramatic expansion oversees. “The U.S. is not just the wealthiest market, but also their [Apple’s] home market. A $600 iPhone is a major purchase in a developing country,” he said.

Apple also reported that it had sold 11 million iPads in the quarter that ended last month— below analysts’ expectations of about 13 million.

Magyer said that consumers don’t have the same turnover schedule for the iPad that they do with the iPhone. But Apple said Tuesday that it’s is still feeling constraints in the tablet’s supply line and is selling them as quickly as it can make them.

When it unveiled its new iPad last month, the company also lowered the price of its earlier iPad 2. Cook said that it was too early to tell what effect that price cut had on Apple’s tablet sales overall. But he said he believed it did “unlock” some demand from educational institutions, who are buying up iPads quickly.