If anything, they're the iPhone company and they are massively understating how much of their revenue is directly attributable to the iPhone.
Take "Services" for example: most of their services are things like App Store revenue and Google Search revenue, something they technically have on all of their platforms, but the lion's share of that revenue comes directly from iPhone users subscribed to iPhone apps, playing iPhone gacha games or using Google (or any of the other officially supported search engines) in the iPhone version of Safari. The reason to have iCloud+ is to be able to backup your phone, and the photos you take on your phone, and store the emails and iMessages and other data you create on your phone. It's all there accessible on the Mac and iPad too, but they have far more iPhone customers than Mac or iPad customers.
Even the smaller services are mostly supported by iPhone users: most AppleCare users, Apple Music, Apple Arcade, Apple News+, arguably you could make a case that Apple TV+ (a.k.a. just Apple TV now for some reason) is the one service that isn't directly attributable to the iPhone, but that is also like the one part of their services division that has had prior reports that it isn't exactly turning a profit, and I don't think you can even apply for an Apple Card unless you own an iPhone.
It's the same with most of the other divisions: the reason to have an Apple Watch or AirPods is they go great with your iPhone. They have their individual appeal, and at least with the AirPods, you don't technically need an iPhone to use them, but these are at the end of the day iPhone accessories, the same as their Magic Keyboard, Trackpad and Mouse lines or displays are Mac accessories even though technically, any iPad could also take advantage of them now, or you could plug a Magic Keyboard into a Windows PC or something. The math on that doesn't change just because of technicalities like that.
So yeah, Apple is the iPhone company and has been for a very long time now. Macs & iPads, the tens of billions of dollar businesses that they are, are just side gigs for them and Services/Wearables et al. is just obfuscating the degree to which they are the iPhone company.