Mac OS Ken: 07.03.2017

Mac OS Ken

Ken Ray

Technology

4.7 • 995 Ratings

🗓️ 3 July 2017

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Pacific Crest Analyst Goes a Bit Daft - Joz Talks Up ARkit Enthusiasm - Munster Sees Apple AR Glasses in 2020 - Higher Taxes Prompts Lower Prices for Apple Gear in India - Apple Promotes Grenfell Tower Charity Track on iTunes UK - Apple Raising Money and Awareness for National Parks - Apple Opens First Store in Taiwan - Samsung Bringing Back the Galaxy Note 7 - Get 10% Off of Your Squarespace Order with Coupon Code macosken at - 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 OS Ken.
0:07.0	And if this, then that of inevitability, another pass at Apple in augmented reality, and
0:18.0	Apple tackles taxes in India.
0:21.3	It is Monday the 3rd of July 2017. I'm Can Ray and this is news from Maco
0:28.0	S. Can. Brought to you by yours truly andored by Squarespace.
0:33.6	Start your free trial today at Squarespace.com
0:37.4	and our offer code Mac-O-S can at checkout to get 10% off
0:41.2	your first purchase. This show is also supported by people like you, patrons through
0:47.1	Patreon. Find out more and add your support at Patreon.com slash Maco-Scan
0:56.0	Pacific Crest Securities analyst Andy Hargreaves is starting to sound like the
1:00.0	financial sector's version of Rob Enderley.
1:03.2	Behrens had Enderlight warning clients that the App Store Party is over.
1:09.5	Well, not over, but the number of people coming is getting smaller. Well not getting
1:14.2	smaller but growth is slowing. Well not slowing but growth likely will slow at
1:19.4	some point and that'll be bad assuming that all of the eventualities ticked off by Enderlight come to pass as he expects.
1:28.0	Quoting his note, we expect App Store to grow 32% in fiscal year 2017 and generate over half of Apple's services
1:36.8	profits.
1:37.8	While App Store appears well positioned to continue growing for several years, App Store sales per iPhone user appear likely to
1:45.8	decelerate, which, along with slowing iPhone user growth, is likely to drive a significant decline
1:52.2	in the pace of growth going forward.
1:55.9	Kind of a bummer that he says App Store sales per iPhone user appear likely to decelerate
2:00.8	without saying why that appears likely.
	...

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