Apple's Reliance on iPhone and More AI to Test - MOSK: 09.25.2024

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 25 September 2024

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Needham Analyst Frets Over Apple’s Reliance on iPhone - Second Apple Intelligence Betas Out to Public Testers - Apple Pulls HomePod Developer Beta Over Bricked minis - AppleInsider: Apple Watch Owners See Trouble Activating Cellular on Verizon - Apple Music Classical Adds Informational Booklets - OKC Apple Retail Union Ratifies First Contract - Tim Cook Strolls NYC with “The Tonight Show” - Apple TV+ Outs Trailer for Limited Dramatic Series “Disclaimer” - Sponsored by 1Password Extended Access Management - your solution for IAM and MDM. Learn more at 1Password.com/macosken - Safety and Security features coming from Apple on Check No. 392 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 Mac OSKIN.
0:06.8	One analyst expresses worry over iPhone.
0:12.1	More Apple Intelligence to try out and Apple Music Classical
0:16.6	gets teeny tiny liner notes. It is Wednesday the 25th of September, 2024.
0:23.7	I'm Kanray, and this is news from Maco-S-Ken.
0:29.5	Brought to you by yours truly and sponsored by One Password Extended Access Management.
0:36.7	Your solution for MDM and identity and access management.
0:41.5	Learn more at One Password.com slash MacoS Can. This show is also
0:48.7	supported by people like you patrons through Patreon.
0:54.8	Find out more in that in your support at Patreon.
0:58.6	dot com slash MacoS Ken. It could be the most pessimistic upbeat note you'll hear in a while.
1:08.0	Needham analyst Laura Martin who is positive on Apple's shares with a relatively high price target, thinks
1:15.4	Apple is more dependent on iPhone than most people realize.
1:20.6	A piece from Market Watch highlighted and excerpt that a note she wrote.
1:25.0	Pulling points from that, Fiscal Year 2025 will see iPhone generate $215 billion in revenue for the Cupertino company in her estimation, just over half of the
1:36.9	companies anticipated total revenue. Services could pull in $108 billion in revenue over the same time, just over a quarter of the company's anticipated total.
1:48.0	The way she sees it, 100% of that services revenue is dependent on iPhone ownership, according to Market Watch.
1:58.0	She expects the rest of Apple's hardware to generate about $97 billion in revenue in fiscal year 25,
2:04.7	but all of that is also contingent on iPhone ownership
2:08.8	in her estimation.
2:10.6	To her way of thinking, people who stop using iPhones would also end up dropping Macs, iPads,
2:18.5	and all the rest.
	...

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