Mac OS Ken: 02.21.2018

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 21 February 2018

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Counterpoint Points to iPhone Revenue Super Cycle™ - Strategy Analytics: Apple Takes Record Share in South Korea - iMessage and FaceTime Tank on Telstra - 64GB Apple TV 4K Shipping Down to 1-2 Days - AirPlay 2 Goes from Latest iOS 11.3 and tvOS 11.3 Betas - Spotify Hiring Ad Indicates Hardware Play - Apple Tops Fast Company Innovation List - Get 10% Off of Your First Squarespace Payment 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

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0:16.7	This is Mac OSKIN. A different kind of super cycle, trouble for the Electric Puppet Show, and wonderings about sound and vision. It's Wednesday the 21st of February 2018.
0:23.8	I'm Ken Ray, and this is news from Maco-S-Can.
0:28.7	Brought to you by yours truly and sponsored by Squarespace. Your place online. Start your free trial today at
0:36.7	Squarespace.com and her offer code MacoWest can to get 10% off your first purchase.
0:44.4	This show is also supported by people like you, patrons through Patreon.
0:49.6	Find out more in that your support at Patreon.com slash Macoesscat.
0:57.0	While the iPhone Supercycle may have been a misbegotten notion,
1:02.0	Counterpoint Research Director Neil Shaw here's the
1:04.4	rebbing of the revenue super cycle. Barons had Shaw issuing a note this week
1:09.9	saying even at the estimated almost flat annual volume share in 2018
1:15.0	Apple is well positioned this year to generate a revenue super cycle
1:19.0	taking iPhone generated revenues to record levels.
1:23.0	Sure, smartphones may be softening across the board.
1:26.0	Apple's $1,000 plus phone has had a strong start for Apple.
1:30.0	Company CEO Tim Cook said on the earnings call a couple of weeks back that iPhone 10 had been Apple's top selling phone every week since its launch including weeks well into the March quarter. That, plus sales of iPhone 8 and iPhone 8 plus,
1:46.2	helped Apple grab 76% of smartphone revenue in North America and 57% in Europe,
1:51.9	according to Counterpoint.
1:53.4	In short, the Super Cycle is dead.
1:57.4	Long live the Super Cycle.
1:59.7	iPhone is clawing its way higher in Samsung's yard.
2:05.0	9 to 5 Mac has market tracker strategy analytics saying that Apple's answer to
2:09.3	telephony hit its highest market share so far in South Korea last quarter.
	...

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