Mac OS Ken: 02.05.2018

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 5 February 2018

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Sacconaghi Cuts Apple from "Outperform" to "Market Perform" - Hot and Cold Reactions to Apple Earnings - Apple Fixing iPhone 7s with "No Service" - Reports Have iPhone X Screens Not Waking to Answer Calls - Apple Music at 36-Million Subscribers; Could Beat Spotify in US Soon - 64GB Apple TV 4K Wait Drops in US - Apple Loses JJ Abrams Series to HBO - February Activity Challenge Marks American Heart Month - Get 10% Off of Your Squarespace Order with Coupon Code macosken at Squarespace.com - Power Mac OS Ken through Patreon at Patreon.com/macosken! - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

Click on a timestamp to play from that location

0:00.0	This is Mac OS Ken.
0:07.0	Hot and cold running analysts problems with a couple of iPhones and it could be a big
0:17.3	summer for Apple Music. It is Monday the 5th of February 2018.
0:23.0	I'm Ken Ray and this is news from Macawes Ken
0:28.0	brought to you by yours truly and sponsored by Squarespace.
0:32.0	Your place online. Start your free trial today at
0:35.4	Squarespace.com and her offer code MacoWest can to get 10% off your first
0:41.3	purchase. This show is also supported by people like you
0:45.2	patrons through Patreon. Find out more in that your support at patreon.com
0:51.8	slash Maco-Scan.
0:54.6	With perceived misses on iPhone sold last quarter and weaker than hope for guidance this
1:00.9	quarter, analyst reaction to last Thursday's Apple earnings could have been worse.
1:06.7	Only two names you know cut their rating on Apple shares last week, not that shareholders are
1:11.5	likely to be happy with any number of downgrades above zero.
1:15.0	Baron said Bernstein research analyst Tony Sakanagi issuing a note on Friday.
1:20.0	With it, he cut his rating on Apple's shares from outperformed to market perform.
1:25.0	He also lowered his price target on the shares from $195 to $170.
1:31.0	Where we had wondered early on whether Apple would have enough iPhone tends to go around,
1:36.0	the sacinator worries that Apple may have too many.
1:39.4	Speaking Friday on CNBC, the analyst said we are a little bit nervous about the fact that
1:43.8	Apple built quite a bit of channel inventory their highest build ever.
1:47.8	During the iPhone 6S cycle the company ended up drawing down the inventory and disappointing over the
	...

Please login to see the full transcript.

Previous episode | Next episode

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.