Mac OS Ken: 04.05.2016

Mac OS Ken

Ken Ray

Technology

4.7 • 995 Ratings

🗓️ 5 April 2016

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Credit Suisse Ups Apple Target on Strength of Services - IHS Analyzes Low BOM for iPhone SE - Brean Capital Lowers Apple Target on iPhone Expectations - KGI Sees iPhone Sales Missing 200-Million Units in 2016 - SquareTrade: iPhone SE Not as Durable as 6s/6s Plus - Rival Phone-Makers Lobby Against Reconditioned iPhones for India - Report: Apple Stores Dropping Plastic Bags for Paper - Apple Strengthens Siri’s Baseball Knowledge - Get 10% Off of Your Squarespace Order with Coupon Code macosken at - Have you subscribed to EYE Chart Radio Yet? You should! ! - Power Mac OS Ken through Patreon at ! - Send me an email: or call (716)780-4080!

Transcript

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0:00.0	This is Mac OSKIN.
0:07.0	This is Mac OS Ken.
0:12.0	Analyzing Apple's platforms and phones, Apple's passage to India hits some bumps, and an environmental move for Apple retail.
0:20.0	It's Tuesday, 5th of April 2016,. I'm Ken Ray and this is news from Maco West Ken.
0:26.8	Brought to you by yours truly and sponsored by Squarespace.
0:31.0	Start building your website today at Squarespace. Start building your website today at square space.com and our
0:35.3	offer code Maco-S can at checkout to get 10% off your first purchase. This show is
0:40.9	also supported by people like you patrons through Patreon.
0:45.0	Find out more and support this show at Patreon.com slash MacoS Ken.
0:52.0	Put credits, Swiss analyst Kolbinder Garca on the same train with UBS analyst Steve
0:57.5	Malonovich.
0:58.5	Last week Malonovich issued a note saying that investors should try thinking of Apple not as an annual hardware hitmaker, but instead
1:06.0	as a platform that practically prints money. Thinking along similar lines now is our man-Garka.
1:13.0	Barron said the Credit Suisse analyst issuing a note on Monday saying that investors aren't
1:17.2	paying enough attention to how much revenue services will add to Apple's bottom line. The way he sees it, the $3.2 billion in gross profit from services
1:27.1	Apple made in 2010 has grown to $14.5 billion today.
1:33.6	of Apple's gross profit.
1:35.8	By 2020 he thinks gross profit from services will hit $33.7 billion or 29% of the company's
1:42.4	gross profit.
1:44.3	Quoting his note, we see a services spend per user accelerating to $113 in five years from
1:50.7	$61 today as uptake of service offerings including scale from Apple Pay, Apple
1:56.3	Music and iCloud takes hold and download revenues stabilize. Plus you, more services on the horizon.
	...

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