Mac OS Ken: 01.21.2016
Mac OS Ken
Ken Ray
4.7 • 995 Ratings
🗓️ 21 January 2016
⏱️ 14 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This is Mac OSKIN. |
| 0:07.0 | Good news, bad news, that's really just speculation. A big day for music and mobiles. And |
| 0:17.7 | Apple may make its own way in India. It's Thursday the 21st of January 2016. |
| 0:24.7 | I'm Ken Ray and this is news from Maco-S Ken. |
| 0:29.6 | Brought to you by yours truly and sponsored this week by Squarespace. |
| 0:33.7 | Start building your website today at Squarespace.com |
| 0:37.6 | and our offer code Macoaskanat checkout to get 10% off |
| 0:42.0 | that's Squarespace, build it beautiful. |
| 0:46.8 | Some financial analysts see good news coming from Apple on MacoS can day, some see bad news. |
| 0:53.2 | So today we blow a big dating game kiss to UBS analyst Steve Melonovitch for seeing both |
| 0:58.5 | good news and bad news. |
| 1:01.5 | Mm-mm, the good news. The good news, research has Malinovich thinking that Apple sold |
| 1:07.4 | 75 million iPhones last quarter. The bad news, those seem to have been made up of more of last year's iPhones than most had expected. |
| 1:16.0 | If that fans out, average selling prices will come in lower than had been expected, which means revenue will miss expectations as well. |
| 1:24.6 | Now how about a side order of weird? |
| 1:27.0 | While one assumes that UBS has its own research department, it was not research from UBS that informed the Malinovich missive. |
| 1:35.0 | Rather, Barron says it was a survey conducted by consumer intelligence research partners. |
| 1:40.0 | Extrapolating from that, Malinovich thinks the average selling price for iPhones last quarter will come in at $660 versus Wall Street's expectation of $680. |
| 1:51.0 | That could bring revenue for the December quarter and at 75.6 billion dollars |
| 1:55.4 | versus the streets expectation of 76.72 billion. |
| 1:59.7 | Donnie Downer as all of that sounds, Melenovich still has a buy rating on Apple's shares. |
| 2:05.0 | His 12 month price target on the shares is $130. |
... |
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.

