Mac OS Ken: 09.10.2019

Mac OS Ken

Ken Ray

Technology

4.7 • 995 Ratings

🗓️ 10 September 2019

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Morgan Stanley Sees Sees Strong Quarter for App Store - Wedbush Sees a Few More iPhones Made This Year Versus Last - Ahead of iPhone 11: Too Many Temps at Foxconn - Take 1 - Ahead of iPhone 11: Too Many Temps at Foxconn - Take 2 - Apple Tweaks App Store Search to De-Prioritize Apple Apps - Apple Moves to New Louisville Store This Weekend - Signs of Life for Apple Fifth Avenue - "By innovation only" Streams Live at 10am PDT/1pm EDT - Power Mac OS Ken through 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	This is Mac OS Ken.
0:11.0	Takes from Wall Street on App Store and iPhones, Course Corrections on iPhones and
0:17.5	App Store, and Two Tales of Retail. It's Tuesday, the 10th of September 2019.
0:25.0	I'm Ken Ray and this is news from Mecca West Ken,
0:30.3	brought to you by yours truly and supported by people like you
0:34.6	patrons through Patreon
0:36.7	find out more and at your support at patreon dot com slash Macoest can.
0:45.0	Apple's focus on services seems to be paying off.
0:49.0	At least that's the stated opinion of analysts at Morgan Stanley.
0:54.1	Apple Insider has the firm drawing on numbers from market watcher Sensor Tower.
0:59.0	According to those, the App Store last month saw the highest month to month acceleration in revenue since
1:04.9	early 2015. By their reckoning, App Store revenue in August grew 25.8% versus the same
1:12.3	month a year earlier, that way outpaced July when the
1:17.2	App Store saw a year-over-year revenue growth of 18.9%. With that kind of lead-in, plus new operating systems on the way and new hardware expected,
1:28.0	it's not surprising that Morgan Stanley expects App Store revenue for the September quarter to beat the firm's previous forecast
1:35.2	for year-over-year revenue growth of 18%.
1:39.7	Morgan Stanley has an overweight rating on Apple's shares.
1:43.2	The firm's price target on the shares is $247.
1:48.1	Another note of support for a few more iPhones being sold this year versus last. I told you yesterday of
1:54.3	a Cowan company note that had Apple building a few more iPhones in 2019 versus
2:00.0	2018. I also told you of a report that had FoxCon reporting record sales for the month of August,
	...

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