Expecting the Totally Expected - MOSK: 08.17.2023
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 17 August 2023
⏱️ 17 minutes
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| 0:00.0 | This is Mac OSKIN. |
| 0:07.0 | Expecting what Apple has said to expect, iPhone 15 news out of India and where are your |
| 0:15.9 | buccaneers it is Thursday the 17th of August 2023 I'm Ken Ray and this is news from Maco West Ken brought to you by yours |
| 0:29.2 | truly and sponsored by Simply Save. Get 20% off any Simply Save system |
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| 0:39.0 | at simply safe dot com slash Maco-S can. This show is also supported by people like you patrons |
| 0:49.4 | through Patreon. Find out more and at your support at Patreon.com slash Maco West Ken. |
| 1:00.0 | Key Bank analyst Brandon Dispel says his firm's data is telling him that he should |
| 1:07.0 | expect below average growth from or for Apple in the September quarter. Hardly a shocker. Thanks to Tough |
| 1:16.8 | compares for iPad and Mac, Apple itself said on the last earnings call that |
| 1:22.0 | it expects below average growth in the September |
| 1:25.7 | quarter. |
| 1:26.7 | That's despite the company's expectation of growth for both iPhone and services. You know I honestly started to wonder whether I imagined |
| 1:35.9 | Apple saying all of that. I didn't. I've checked. Anyway, Apple 3.0 had Key Bank analyst Brendan Dispol issuing a note this week, |
| 1:47.8 | wherein he said his data indicated below average growth for or from Apple for the September quarter. |
| 1:55.0 | Based on 1.8 million credit card and debit card accounts to which he and his have access, |
| 2:02.0 | the analyst says, indexed spending on Apple was up 6% from June to July. |
| 2:08.0 | Well that doesn't sound bad. It does when you hear that the three-year average from June to July has seen a rise of 18%. |
| 2:18.0 | July is usually the strongest month of the quarter, to the firm assuming that that's |
| 2:24.8 | true again this year their data is telling them that they should expect below |
| 2:29.6 | average growth for the September quarter. |
... |
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