iPhone Expectations and App Store Sales - MOSK: 10.03.2024

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 3 October 2024

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

- JP Morgan Lowers/Delays iPhone Volume Expectations - Fire Closes Indian iPhone Component Plant Indefinitely - BofA Tracks Growth for Apple’s App Store - NLRB Levels New Charges Against Apple - Wolfs Works Well for Apple TV+ - Apple TV+ Picks Up Second Season of “Sugar” - Apple Watch Activity Challenge Set to Mark “Mindful Month” - Sponsored by 1Password Extended Access Management - your solution for IAM and MDM. Learn more at 1Password.com/macosken - Disappointment and Worry on Check No. 393 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.
0:08.8	A shift in iPhone expectations, tracking growth in the App Store, and Wolf seems to have worked well for Apple TV
0:17.0	Plus. It is Thursday, 3rd of October, 2024. I'm Ken Ray and this is news from MacoS Ken brought to you by
0:28.8	yours truly and sponsored by one Password Extended Access Management.
0:34.4	Your solution for MDM and Identity and Access Management.
0:39.2	Learn more at One Password.com slash MacoS can. This show is also supported by people like you, patrons through
0:50.8	Patreon. Find out more in that your support at Patreon.com
0:57.0	slash Maco-S-Can.
1:00.0	Apple 3.0 says JP Morgan analyst Samek Chattergy has lowered his iPhone
1:07.3	expectations though sounds like pushed out expectations might have worked as well. For the rest of the year he's
1:15.6	expecting lower sales. According to a note set Wednesday he and his now expect
1:20.8	aggregate iPhone volumes to track at about 126 million from July through
1:25.7	years end.
1:27.6	That's versus comparable sales a year ago of about 132 million and lower than previous expectations of about 130 million.
1:37.6	Not surprisingly, it is this year's shorter wait times that have Mr. Chattergy reconsidering.
1:44.3	Quoting his note, the difference in the lead times relative to prior years in the early weeks
1:49.1	points to a more muted momentum in early orders for pro models relative to our original expectations, likely
1:56.7	due to the unavailability of AI capabilities, with consumers likely delaying purchases until
2:02.2	the features are available and the value proposition
2:06.2	is better understood.
2:09.3	Blah blah blah.
2:10.5	We don't know why wait times are shorter blah blah blah.
	...

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