iPhones, Workers, and Dinosaurs! MOSK: 03.03.2023

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 3 March 2023

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- A Positive (?) Note on Apple from UBS - Jefferies Up on iPhone Demand Thanks to Web Traffic - Report: Apple Responsible for 100,000 Indian Jobs Since August 2021 - In Wake of Violence, Apple Permanently Closes North Carolina Store - Apple Releases “Mystery” Studio Display Beta - Signs of Life for Apple’s High-Yield Savings Account - Apple TV+ Announces Second Season for “Prehistoric Planet” - Docuseries “Monster Factory” Headed to Apple TV+ - 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 Mac OSKIN.
0:07.0	O'Pake takes on iPhone demand.
0:11.8	Apple grows a workforce in India and dinosaurs are back in action.
0:17.0	It is Friday the 3rd of March 2023.
0:21.0	I'm Ken Ray and this is news from MacO.S. Ken
0:27.0	brought to you by yours truly and sponsored by Kaleid.
0:32.0	Endpoint security powered by people.
0:35.0	Learn more and book a demo at collide.com slash Macoess can. This show is also supported by people like you patrons through
0:49.2	Patreon. Find out more and add your support at patreon.com slash Maco-Sken.
1:00.0	UBS analyst David Vote wrote a note on January iPhone sales this week, though very little
1:08.3	of it made sense to me.
1:11.0	Please allow me to read you one part.
1:13.0	On a global basis, we estimate iPhone cell through in January was down about 11% year over year,
1:20.0	20.9 million, a 700 basis point improvement from the 18% year-on-year decline in December, 22.6 million, and
1:29.0	down 8% month over month following extensive supply chain disruptions late last year.
1:34.9	If we extrapolate January 23 cell through, we estimate March 23 quarter cell through is tracking
1:41.2	at about 52 million units in line with our cell in estimate.
1:47.2	There were three more paragraphs that were even less intelligible, so, you know, you tell me.
1:55.0	It was Philip Elmer DeWitz, Apple 3.0 that posted the note.
1:59.0	I know I don't know everything, but I can usually pretty much follow notes like these.
2:04.0	I was happy to read Elmer DeWitt's addendum which said,
2:08.0	must confess, I got lost in the details.
	...

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