meta_pixel
Tapesearch Logo
Log in
Mac OS Ken

Mac OS Ken: 01.06.2015

Mac OS Ken

Ken Ray

Technology

4.7995 Ratings

🗓️ 6 January 2015

⏱️ 14 minutes

🧾️ Download transcript

Summary

- Evercore Analyst Sees Significant Year-One for Apple Watch - TapSense Announces First Ad Platform for Apple Watch - Maybe - UBS: Apple a Winner Thanks to Consumerization of IT - Apple Sets 1QFY2015 Earnings Report for 27 January - Volkswagen Putting CarPlay in Play Sometime in 2015 - ACSI Smartphone Survey Several Months Out of Date - Get 10% Off of Your Squarespace Order with Coupon Code macosken at

Transcript

Click on a timestamp to play from that location

0:00.0

This edition of Mac OS Can brought to you by Squarespace, now building with Squarespace 7, the all-in-one platform

0:06.8

that makes it faster and easier to create your own professional website, portfolio, and online store.

0:13.0

For a free trial and 10% off,

0:15.0

visit Squarespace.com and enter offer code Mac OSKEN at checkout.

0:20.0

A better web starts with your website. Start that with Squarespace 7. This is Mac OSKIN.

0:35.0

Keeping

0:39.0

for Apple Watch, the consumerization of IT

0:42.0

revisited and car play for just plain

0:44.9

folks. It's Tuesday January 6th 2015 I'm Ken Ray and this is news from MacoS Ken brought to you Ken in Focus, EY E.E. E. chart magazine, available for iOS Newsstand Now.

1:08.0

Look for 1,000 notes or more about Apple Watch adoption between now and when people can actually

1:13.5

start adopting Apple watches. Take for example the one submitted Monday by

1:18.3

Evercore analyst Rob Serra. Apple Insider had Bobby C saying that Apple Watch will account for over a third of Apple's revenue

1:26.2

growth in 2015.

1:29.2

He's looking for a March launch, an average selling price of $500 and for Apple's entry into

1:34.2

wearables to account for 36% of the Kubertino company's growth in

1:38.2

revenue. And to be clear he's not saying that Apple Watch will account for

1:42.1

36% of Apple's revenue.

1:45.3

He thinks the risk-bound technology will add 4% to Apple's revenue in calendar year 2015.

1:51.5

Of the growth he expects Apple to see though, 36% will be thanks to the watch.

1:57.0

Almost all of the rest of Apple's growth, over 60% according to Apple Insider will belong to iPhone in his estimation.

2:06.2

That leaves next to nothing in terms of revenue growth for iPad,

2:10.0

which some say could see a spurt from a bigger iPad, the Enterprise Bush expected to come via the

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Ken Ray, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Ken Ray and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.