It was definitely below street expectations for revenue, and number of units sold. Tim even admits this on the call:"iPad sales met our expectations," Cook says

It was definitely below street expectations for revenue, and number of units sold. Tim even admits this on the call:"iPad sales met our expectations," Cook says, "but we realise they didn't meet many of yours." So they beat EPS, but they were below estimates on shipping both iphones and ipads. It's only because they increased margins that they beat EPS.