Mac OS Ken: 07.21.2016

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 21 July 2016

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Nomura: Look Past Apple 3Q Earnings - UBS Expects Drop in iPhone ASP - R.W. Baird: iPhone Sales to Drop in 2017 - Needham & Co: Pokémon Go May Net Apple $3B in Next 24-Months - India Said (Again) to Be on Verge of Approving Apple Stores - Taunting Words from Beyond the Point of Relevance - Get your guard up with ProXPN - Save with Offer Code osken 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	Seeing Beyond with Wall Street, catching the Cash Cow Pokemon, and someone thinks they still matter.
0:19.0	It's Thursday the 21st of July 2016. I'm Ken Ray and this is news from Mac OS Ken brought to
0:27.8	you by yours truly and sponsored by ProXPN and easy-to- use VPN software service. Get your guard up with ProXPN online at ProXPN.
0:38.6	dot com slash MacOSKAN. This show is also supported by people like you patrons through Patreon.
0:46.7	Find out more and at your support at patreon.com slash Mac-O-Scan.
0:53.0	Numera analyst Jeffrey Koval has one word for Apple's upcoming third-quarter earnings.
1:00.0	Forget about it.
1:02.0	Barons had the analyst issuing a note Wednesday saying that people who can look past an
1:06.2	uninspiring Q3 will be rewarded down the line.
1:10.8	The way he sees it, while iPhone growth may not be robust, it is healthy.
1:16.1	Growth in services on the other hand is robust.
1:19.4	Kavall sees iPhone sales growing 5% to 10% in 2017 while he expects services to grow 20%.
1:27.0	If there's a point of concern it can be found in the good news bad news that is iPhone
1:32.1	SE. Kavall thinks iPhone unit sales were better last quarter than the street
1:36.8	the street says apple sold 40 million devices well kavall thinks apple sold
1:41.3	42 million lower price though means a lower average selling price.
1:46.8	The street thinks iPhone average selling prices came in at $612 last quarter. Kavall thinks it came out at a significantly lower $584.
1:57.8	Remember though, he began his note encouraging people to look past last quarter and next week's
2:02.1	results. As a result he used Wednesday's note to reiterate
2:05.8	his buy rating on Apple shares and his price target of $120.
	...

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