Mac OS Ken: 04.15.2020

Mac OS Ken

Ken Ray

Technology

4.7 • 997 Ratings

🗓️ 15 April 2020

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Morgan Stanley: Good News, Bad News, and Really Bad News for Apple - UBS Analysts Expects No June-Quarter Guidance from Apple - Check Point: Apple Most Imitated in Brand Phishing Attempts in March-Quarter - Apple Uses Travel Trends in Maps to Fight COVID-19 - App Store Prices Rising in Barbados, Moldova, and Uzbekistan - Oprah Talks COVID-19 – The Deathly Impact on Black America - India's Eros Now Select Joins Apple TV Channels - Report: "Stay Home" Orders + New Shows = More Eyes on Apple TV+ - Addigy - An Apple Device Management Solution That Scales With You. Learn more at addigy.com/macosken - Do you have a Few Minutes for "In a Few Minutes?" It's in Apple Podcasts and Overcast now! - Power what we do next for as little as $1 a month. Join the Mac OS Ken Test Kitchen at Patreon at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

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0:00.0	This is Mac OSKenn.
0:07.0	Good news, bad news.
0:12.0	Good news, bad news, really bad news from Morgan Stanley, mapping the fight against COVID-19,
0:19.3	and Apple is a great bait for Fishers. It's Wednesday, the 15th of April, 2020. I'm Ken Ray and this is news from
0:29.7	Maccoes Ken brought to you by yours truly and sponsored by Adigy, an Apple device
0:36.4	management solution that scales with you. Learn more at A-D-D- a G. dot com slash MacoS Ken.
0:49.5	This show is also supported by people like you patrons through Patreon.
0:55.0	Find out more and at your support
0:58.0	at Patreon.com slash Macoesscan. The good news. Apple appears to have grown App Store
1:08.5	revenue in the high teens or above for the fifth consecutive quarter. That's according to a note from
1:15.5	Morgan Stanley analyst Katie Huberty. Philip Elmer DeWitz Apple 3.0 ran parts of
1:21.6	a note Huberty Road to Clients on Tuesday.
1:25.0	She cites numbers from Sensor Tower that had the App Store generating 4.7 billion dollars
1:30.5	in the March quarter, up 18.7% from the same quarter a year earlier.
1:36.6	Now the bad news. Paid app downloads fell in China in the March quarter. China felt the negative economic effects of
1:45.8	coronavirus first. The way Huberty sees it, the App Store slowdown in China
1:50.9	may preview weaker App Store trends in a recession.
1:55.0	Now the really bad news. The App Store revenue growth is...
2:01.0	Well, it's not nothing, but it's not much compared to the March
2:05.1	quarter people had expected headed into it. Quoting the analyst, it's important to
2:11.0	note that the roughly 125 million dollars of App Store upside
2:16.2	Pales in comparison to the 11.3 billion dollars of March quarter product revenue we've taken out of the model since Apple
	...

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