India: The Apple of Apple's Eye - MOSK: 03.09.2023

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 9 March 2023

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Wedbush Ups Apple Target to $190 - Cleveland Research Positive on iPhone and Anticipated MR Headset - Report: Apple to Internally View India as Its Own Sales Region - Goertek Exec Leaves Company Days After China Supply Chain Comments - The Guardian Heads Back to Apple News in UK - Public Testers Get Third Betas of iOS/iPadOS 16.4 and macOS 13.3 - Apple TV+ Releases Big Trailer for “The Big Door Prize” - Sponsored by Kolide: Kolide ensures only secure devices can access your cloud apps. It’s Zero Trust tailor-made for Okta. Book a demo today at Kolide.com/macosken - 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
0:05.0	Mac OS Ken.
0:09.0	An apple target goes higher.
0:11.0	Apple's eyeing India more closely and a bearer of bad news
0:16.0	takes the exit. It is Thursday the 9th of March 2023. I'm Ken Ray and this is news from Maco West Ken brought to you by yours truly and sponsored by
0:30.2	Collide and Point Security powered by people. Learn more and book a demo today at
0:38.4	Kallide.com slash Macoess Ken. This show was also supported by people like you, patrons through
0:48.8	Patreon. Find out more and at your support at patreon.com slash MacoS can.
1:00.0	Another Apple analyst has raised their price target on Apple's shares, though when you hear who you will likely not be surprised.
1:08.0	Apple 3.0 ran part of a note from Wed Bush analyst Daniel Ives on Wednesday.
1:14.2	He sees several factors working in Apple's favor.
1:17.9	Those include strength for iPhone, a growing installed base,
1:21.6	monetization of that installed base, and hot newness on the
1:26.2	horizon. To begin, let's go to the phone. Rimes with Chives indicated that despite concerns over weakening demand
1:34.5	across the board he and his are seeing no major unit cuts from suppliers in
1:39.6	Asia around iPhone production yet. Adding yet to that kind of kills the mood but I
1:47.4	get it. As for the next iPhone he and his think the baton handoff from iPhone 14 to iPhone. He and his think the baton handoff from iPhone 14 to iPhone 15 looks to be a
1:56.2	steadier transition than some other peak to valley iPhone cycles of the past.
2:00.8	Continuing sales are also likely to greet or be greeted by iPhone
2:06.2	average selling prices approaching 900 bucks. On the installed-based monetization, Ives Wright, we believe with another 100 million plus new
2:16.6	iPhone users on the Apple ecosystem added over the past 15 months and improving attach rates on services coupled by price increases
2:25.4	that Apple Services business should re-accelerate over the coming quarters
	...

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