AAPL Notes and Security Updates - MOSK: 11.20.2024

Mac OS Ken

Ken Ray

Mac, Computers, Technology, Ipad, Tablets, Phones, Iphone, X, Apple, News, Smart, Os, Smartphones

4.8 • 972 Ratings

🗓️ 20 November 2024

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- KeyBanc Reiterates Underweight Rating on AAPL - J.P. Morgan Sees Strength for Services in App Store Revenue - Axios: Apple Selling Its Own Ads in Apple News App For First Time - Report: Apple Offers Indonesia US$100 Investment Over iPhone 16 Ban - Apple Issues Security Updates to Address Active Exploits - Apple Killing iCloud Bookmark Syncing on iOS 10 and macOS 10 - Apple Vision Pro F1 Viewer Lapz Forced Off the Course - Apple TV+ Announces Fleetwood Mac Doc - Apple TV+ Announces Seth Rogen Comedy Series “The Studio” - Sponsored by Turtle Beach - Level up your game and get 10% off @TurtleBeach with code MACOSKEN at turtlebeach.com/MACOSKEN! #turtlebeachpod - Take a deeper look at iOS 18’s “inactivity reboot” on Check No. 400 by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: [email protected] or call (716)780-4080!

Transcript

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0:00.0	This is MacOS Ken.
0:08.8	Apple notes from the financial front, some super important security updates,
0:14.0	and notable news from Apple TV Plus.
0:17.3	It is Wednesday, the 20th of November, 2024.
0:21.5	I'm Ken Ray, and this is news from MacOS Ken.
0:27.4	Brought to you by yours truly and sponsored by Turtle Beach.
0:32.3	Level up your game and get 10% off at Turtle Beach with code MacOS Ken at Turtle Beach.com slash macOS Ken.
0:44.0	This show is also supported by people like you,
0:48.2	patrons through Patreon.
0:51.3	Find out more and add your support at patreon.com slash macOS can.
1:01.2	Key bank analyst Brandon Nispole is still not into Apple shares
1:05.2	and he wants to remind everybody.
1:09.6	Apple 3.0 had the analyst issuing a note earlier this week,
1:13.6	reiterating points he has made before. Quoting his summation, our underweight view is predicated on
1:21.4	one, iPhone 16 failing to drive meaningful changes to upgrade rates, two, iPhone SE being cannibalistic to iPhone 16 sales when it launches.
1:33.4	And three, consensus expectations that appear too high even following the recent estimate cut,
1:40.6	given we have rarely found times in history where Apple grows its revenue across all products and geographies.
1:48.5	Mr. Nispole has the aforementioned underweight rating on Apple's shares.
1:52.7	His price target on the shares is $200.
1:57.1	Apple closed yesterday at 228.
2:01.7	More upbeat on Apple than the Key Bank analyst is J.P. Morgan's Samig Chatterjee.
2:08.0	Apple 3.0 ran part of a note he wrote on Tuesday that was all about the app store.
	...

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