Mac OS Ken: 01.25.2016
Mac OS Ken
Ken Ray
4.7 • 995 Ratings
🗓️ 25 January 2016
⏱️ 10 minutes
🧾️ Download 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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