Proclaiming 2 quarters' income figures from one single player as unambigiously good news for a huge diverse market is a bit hyperbolic, don't you think?
It's like saying a $1M exit for a random startup is unambigiously good news for all startups. What if the startup took an investment of $2M? What if the founders lost money and are now stuck in a low paying job? What looks good on the surface could very well be bad news if you know all the facts.