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Mac OS Ken

Expecting the Totally Expected - MOSK: 08.17.2023

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 17 August 2023

⏱️ 17 minutes

🧾️ Download transcript

Summary

- KeyBanc Expects Apple to Miss Expectations - Likely iPhone 15 Spotted on Regulatory Database in India - Bloomberg: Foxconn Currently Producing iPhone 15 in India - CIRP Eyes Storage Capacities and Falling iPhone Selling Prices - Wedbush Wants Apple to Buy ESPN - Apple TV+ Teases "The Buccaneers" - "Fingernails" to Hit Theaters and Apple TV+ in Early November - Sponsored by SimpliSafe: Get 20% off any SimpliSafe system when you sign up for a free month trial of Fast Protect Monitoring at Simplisafe.com/macosken - 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 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

0:34.8

when you sign up for a free month trial

0:36.8

of Fast Protect monitoring

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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