HomePod Still Needs a Coaster - MOSK: 02.01.2023

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 1 February 2023

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Cowen & Co. Still Positive on Apple Despite Lackluster December Earnings Call Ahead - Evercore Sees Buying Opportunity for Apple Shares - Apple’s Q1FY23 Earnings Set for Thursday 2 February - MKBHD: 2nd-Gen HomePod Leave White Rings on Some Wooden Surfaces - 2nd-Gen HomePod Goes with Traditional “Figure-8” Power Connector - Display Industry Analyst Sort of Pushes Back Against Foldable iPad - Apple TV+ Taps “Acapulco” for Third Season - “Severance” and Charlie Brown Special Up for PGA Awards - Last “Original” Apple Store Doors Close for Renovation - Looking for The Mac Observer's Daily Observations Podcast? Put this link in your podcatcher of choice: https://www.macobserver.com/rss/dailyobservations_mp3.xml - 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: [email protected] or call (716)780-4080!

Transcript

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0:00.0	This is Mac OSKIN.
0:05.0	Notes ahead of Apple's earnings, details around Home Pod, and the last of Apple Store's original doors closes.
0:16.6	It is Wednesday, the 1st of February, 2023.
0:21.2	I'm Ken Ray, and this is news from Maco West Ken brought to you by yours truly and
0:29.1	supported by people like you patrons through Patreon find out more and add your support at
0:37.2	Patreon.com slash Maco-S-Can.
0:43.0	Apple's holiday quarter result will be lower than 2021, according to the
0:48.7	Cowanin Company, with softness expected due to iPhone shipments impacted by Chinese lockdowns.
0:56.0	That is the word from the financial publication. No shit.
1:00.0	Actually it's from Apple Insider. though I vent my spleen not at them, but at whomever at Cowan got
1:08.2	paid real money to write that note.
1:11.9	Perhaps you haven't heard, but the plant responsible for most if not all of the iPhone 14
1:16.5	pro and pro max units made when the COVID related lockdown from the middle of October
1:21.8	2022 through the beginning of December.
1:25.2	That put a bit of a crimp in Apple's holiday sales and yes, okay, I apologize.
1:30.0	It is the job of the Cowan analyst or analysts to let clients know what gives, even if what gives,
1:37.3	is glaringly obvious for the December quarter.
1:41.5	Cowan expects Apple revenue to come in at $118.8 billion, a 4% decline year on year.
1:49.4	They're looking for earnings per share for the quarter of a buck 90. Looking ahead to, well now, while there
1:58.0	appear to be no kinks in the supply chain at this point, the man's side may be gumbed up.
2:04.0	Apple insiders says Cowan and crew see Apple entering a period of slower demand due to macro factors.
2:11.0	As for other stuff Apple makes, the firm thinks iPads probably benefited from
	...

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