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Mac OS Ken

Mac OS Ken: 04.15.2021

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 15 April 2021

⏱️ 20 minutes

🧾️ Download transcript

Summary

- Evercore: Apple "Well Positioned" to Beat March-Quarter Expectations - Discord Says NSFW Content Blocked from iOS/iPad Apps at Apple's Behest - The Verge Sees Questionable Activity with an Apple Trade-In Partner - Apple Watch COVID Predictor Study Starting in Seattle - Apple Seeks Dismissal of $800 Million Coronavirus App Case - Apple/Epic Case in Australia Put on Pause - Epic Case Discovery Sheds Light on Lack of iMessage for Android - Judge Warns Apple and Epic Against Courtroom Surprises - Report: Azimuth, Not Cellebrite, Helped FBI Into San Bernardino Shooter's iPhone - Morgan Stanley Survey Puts Apple TV+ Close to Bottom for Best Original Programming - Apple TV+ Announces "Blush," Its First Short Film with Skydance Animation - Headspace - Meditation made simple. Get a FREE one month trial at Headspace.com/macosken - 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 OSKIN. Great expectations for second quarter earnings, a troubling story around Apple Trade ends, and a brief catch up on the

0:15.8

fortnight vipe.

0:17.8

It's Thursday, the 15th of April 2021.

0:21.3

I'm Ken Ray, and this is news from Maco West can brought to you by yours truly and sponsored by

0:29.9

Head Space. Meditation made simple. Get a free one month trial at Headspace.com

0:37.0

slash Maco West can. This show is also supported by people like you, patrons through Patreon.

0:47.0

Find out more in that your support,

0:49.5

that Patreon.com slash Macoest

0:53.7

can.

0:55.0

Apple reports March quarter earnings in a couple of weeks.

0:59.7

That means it's time for notes to start trickling in from the financial front offering ideas

1:05.0

on how the numbers will look.

1:07.6

Barons wrote up one such note from Evercore ISI analyst Ahmedaryanani, the way Ad Rock sees it, the Cupertino Company is well

1:17.0

positioned to beat expectations.

1:20.4

According to the report, Daryanani notes that iPhone shipments in China were up 185% in the first two months of the quarter,

1:29.0

while the App Store saw 32% growth in the quarter. He notes that Apple had guided to some

1:35.2

deceleration and services in the quarter after 30% growth in the December

1:39.9

quarter, but he sees potential that that growth will be steady or better given

1:46.2

strength in the App Store. Now one point of concern lies in components or

1:51.4

potential lack thereof. While the supply and protected by its status as one of the largest electronics purchasers in the world.

2:06.0

Thea Nani has an outperform rating on Apple's shares. His price target on the shares is $175.

2:16.5

Yesterday we covered a change for discord on iOS and iPad OS.

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