4.8 • 972 Ratings
🗓️ 25 January 2023
⏱️ 14 minutes
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0:17.7 | This is my own own own. One financial type loves Apple's M2. The DOJ goes after Google, and Apple ushers in Data Privacy Day. It is Wednesday, the 25th of January, 2023. |
0:21.8 | I'm Ken Ray, and this is news from Maco West Ken brought to you by yours truly and |
0:29.7 | supported by people like you patrons through Patreon. |
0:35.0 | Find out more and that your support at Patreon. |
0:39.0 | dot com slash Maco-S-Can. |
0:45.6 | New Max launched on Tuesday and at least one financial analyst thinks they are worth writing |
0:50.6 | to investors about. Just over a week ago Apple announced updates for |
0:55.0 | the Macbook Pro line as well as a new Mac Mini. The updates included and were |
1:00.7 | practically limited to the Headless Mac getting an M2 or an M2 Pro processor |
1:06.1 | while the laptops got fitted with either an M2 Pro or an M2 Max. New Max don't always move the needle for financial analysts, though these two did, |
1:17.0 | Forever Corps' Ahmed Darianami. |
1:20.0 | Apple 3.0 ran part of a note he wrote. |
1:23.0 | The post starts by pointing out the great run the Mac has had over the last several years, |
1:28.0 | growing at a 9% compound annual growth rate since 2017, including 23 percent growth in |
1:35.9 | fiscal year 21 and 14 percent growth in fiscal year 22. |
1:41.5 | Mac performance in the September quarter was particularly notable with revenue up 25% |
1:47.0 | at a time when most other PC makers are reporting steep declines. |
1:52.0 | So yeah, good up to now and the better processors have kept |
1:57.1 | making it better. Their Anani and crew think the significant |
2:00.9 | outperformance of the M-series chips versus competitors has |
2:04.7 | likely been a key driver of this success. Still, this year is what it is. |
2:11.1 | Bullish though he may be on Apple. |
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