Analysts Want a Less Expensive Apple Vision - MOSK: 06.21.2023

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 21 June 2023

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Evercore and BofA: A Less Expensive Apple Headset Would Sell Better - iPhone 14 Line and 13-Inch M2 Macs Land in Apple's Self Service Repair Program - New "Today" Ad Format Headed to App Store - Apple Podcasts Tweaks Discoverability with New Subcategories and Search by Language - Unannounced Beats Studio Pro Spotted in FCC Database - A-Cold-Wall's Ross Named Principal Design Consultant for Beats - Apple TV+ Series "Metropolis" Cancelled in Face of Writers Strike - Brendan Hunt Says Something (or Nothing) May Happen for "Ted Lasso" - Sponsored by Factor: America's #1 Ready-To-Eat Meal Kit. Use code macosken50 at FactorMeals.com/macosken50 for 50% off your first box - Power what we do next for as little as $1 a month. Join the Mac OS Ken Test Kitchen at Patreon at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

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0:00.0	This is MacOS Ken.
0:08.8	Anilissai Apple Vision Pro, changes in store for Services and Beats, and Hope Springs Eternal for
0:15.9	AFC Richmond. It is Wednesday, the 21st of June, 2023. I'm Ken Ray and this is news from Maco West Ken brought to you by yours
0:29.1	truly and sponsored by Factor America's number one ready-to-eat meal kit.
0:35.0	Use code Maco-Sken 50 at Factor Meals.com slash MacoS Ken 50 for 50% off your first box.
0:48.4	This show is also supported by people like you patrons through Patreon find out more and then your support at
0:57.8	Patreon.com slash Maco-O-S-Can.
1:05.4	Remember the song Things that Make You Go Hmm.
1:08.8	Here's a note to make you go
1:10.4	uh... from a report in Barons. Evercore ISI analyst Ahmed
1:17.1	Anani wrote in a research note over the weekend that the cost of the
1:21.1	3,4699 dollar Apple Vision Pro headset
1:25.0	might stop some interested customers from buying.
1:29.0	A lower price version could be a strong move for Apple, he said.
1:34.0	This, another fascinating observations from Daryanani's upcoming book,
1:38.0	No, kidding.
1:41.0	Quoting his note, assuming the Vision Pro can achieve about 1% iOS penetration by year 5, about
1:49.0	14 million units, it would suggest approximate revenue and earnings per share contribution of $19 billion
1:56.7	and 20 cents a share.
1:59.2	If Apple additionally releases a lower priced vision product. Revenue and earnings per share could show
2:05.1	upside to 43 billion dollars 46 cents a share in total. Now in case you just woke from a three-week nap or have no cognitive ability of your own,
2:17.0	Baron says Daryan on these not the first guy to think of this.
	...

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