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Mac OS Ken

Mac OS Ken: 01.25.2016

Mac OS Ken

Ken Ray

Technology

4.7995 Ratings

🗓️ 25 January 2016

⏱️ 10 minutes

🧾️ Download transcript

Summary

- Stifel Nicolaus Analyst Things March iPhone Sales Expectations Are Too Low - 9 to 5 Mac Expects 4-Inch iPhone 5se in March - 9 to 5 Mac Sees Slight Updates to Apple Watch Line in March; Possible iPad Air 3 - Ming Chi Kuo Believes in iPhone 5se; Sees New MacBooks in First Half CY2016 - Report: Guy Behind Project Titan Leaving Apple - Tim Cook Meets with the Pope - Yes THE Pope - Have you subscribed to EYE Chart Radio Yet? You should! ! - Send me an email: or call (716)780-4080!

Transcript

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0:00.0

This is Mac OSKinn.

0:07.0

This is Mac OS Ken.

0:12.0

Rumors around the 4 inch iPhone have rumors around new Macbooks and Mr. Cook goes to the

0:18.2

Vatican.

0:19.2

It's Monday the 25th of January 2016 I'm Ken Ray and this is news from Maco-esque and

0:27.2

brought to you by yours truly your morning foul for nine years and 364 days.

0:36.4

Let's have a party.

0:39.2

We're about 36 hours away from Apple's first quarter fiscal year 2016 earnings report as well as guidance

0:44.4

for the current quarter. While Apple's into more revenue streams than one could comfortably

0:49.1

wade in a day, all attention will be focused on iPhone sales. One analyst says he thinks

0:54.6

iPhone sales will be better in the March quarter than most of his contemporaries.

0:58.6

Barons had Stephen's had Stephen Nicholas analyst Aaron Rakers issuing a note last week saying he's looking for iPhone

1:05.0

sales in the low 50 million units range versus consensus estimate in the mid

1:10.5

40s. Honestly the pieces of his note published were so convoluted, I had a bit of trouble following

1:16.7

them.

1:17.7

Basically, though, he thinks that even if iPhone sales fall off a cliff, they won't fall

1:21.7

as far as the mid-40s.

1:24.0

Even assuming a significantly below historical sequential trends for the first quarter of 2016

1:29.3

still leaves us at a low 50 million sell-through estimate for the first quarter of 2016 wrote the analyst.

1:36.0

The first quarter he's referring to being the March quarter, which is the second quarter of

1:39.9

Apple's fiscal year.

1:41.9

Rakers has a buy rating on Apple's shares and a price target of

...

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