Mac OS Ken: 10.20.2022

Mac OS Ken

Ken Ray

Mac, Computers, Technology, Ipad, Tablets, Phones, Iphone, X, Apple, News, Smart, Os, Smartphones

4.8 • 972 Ratings

🗓️ 20 October 2022

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Morgan Stanley: Apple Will Beat the Street for September and December Quarters - Bernstein Research: Apple Will Beat December Expectations, Murky Road Ahead - Apple Drops Price of Refurbished 2018 iPad Pro - Apple Raises iPad mini Prices Outside U.S. - 9to5Mac Pins iPad mini Price Rise on Strong Dollar - Inverse Says Apple Pencil 2 Leaves No Room for Landscape Camera on iPad Pro - Apple Kills 3.5mm Jack on Tenth-Gen iPad - Australian Apple Store Workers Strike and Slow Services - Apple TV+ Outs Season Two Trailer for "Slow Horses" - Sponsored by SimpliSafe: Get Get 40% off your order when you visit SimpliSafe dot com slash macosken today. - Looking for The Mac Observer's Daily Observations Podcast? Put this link in your podctcher of choice: https://www.macobserver.com/rss/dailyobservations_mp3.xml - 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: [email protected] or call (716)780-4080!

Transcript

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0:00.0	This is Mac OSKIN.
0:06.8	Greater than expected expectations,
0:11.6	follow-up news around iPads, and Tuesday might have been a hard day to get attention.
0:17.2	It is Thursday the 20th of October, 2022. I'm Ken Ray and this is news from Maco West Ken brought to you by yours truly and sponsored by
0:29.4	Simplaceafe.
0:31.0	Get 40% of your order when you visit simply safe.com slash mecko-o-Sken today.
0:40.4	This show is also supported by people like you, patrons through Patreon.
0:46.0	Find out more and add your support at Patreon.com slash Mecko-skenn
0:56.0	if everybody expects Apple to beat expectations
0:59.9	where are we getting our expectations?
1:02.9	Morgan Stanley analyst Eric Woodring is calling for a beat.
1:06.5	Apple 3.0 ran part of a note he wrote.
1:09.8	In it, he called for September quarter revenue of 90.1 billion dollars 2% higher than the streets
1:16.4	expectations. What he's really into though is the December quarter. While he does not expect the mass of September quarter
1:23.9	earnings will put to rest investor concerns about a hardware downturn, he thinks
1:28.8	Apple's December guidance will be constructive.
1:32.8	According to his note, three points took out in particular.
1:36.2	First, he says, iPhone, iPad, and Mac production
1:40.2	has remained remarkably stable and in some cases stronger than we expected 90 days
1:44.8	ago despite signs of deteriorating consumer hardware spending intentions as iPhone
1:50.6	lead times remain extended and improving component supply helps Apple catch up to iPad and Mac demand.
1:58.0	The second thing is to shift toward the high end on the iPhone line that'll keep ASPs higher through years end than his
	...

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