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Mac OS Ken

Mac OS Ken: 10.26.2022

Mac OS Ken

Ken Ray

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

4.8972 Ratings

🗓️ 26 October 2022

⏱️ 14 minutes

🧾️ Download transcript

Summary

- Corning Notes Q3 Drop for Smartphones, Tablets, and Laptops - JP Morgan Eyes iPhone Share Among US Carriers - Evercore: Apple TV+ Price Rise is “Thoughtfully Timed” - Wedbush: “Directional Commentary” Key for Apple Quarterly Call - Apple 4QFY22 Earnings Report Set for Thursday 27 October - Study: Apple Watch Blood Oxygen Readings Comparable to Medical-Grade Hardware - Apple Hits Developers with a Slew of OS Betas - Apple Updates Add Support for Retro Nintendo Controllers - Sponsored by Trade Coffee: Get $30 off your subscription plus free shipping at drinktrade.com/macosken - 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

This is Mac OSKIN.

0:08.9

Sizing up phone sales, prepping for an earnings report,

0:12.2

and again, with all the operating system betas.

0:15.0

It is Wednesday the 26th of October 2022.

0:19.0

I'm Ken Ray and this is news from Maco-S Ken. Ken Get $30 off your subscription plus free shipping at drink trade.com slash Macoess can.

0:40.3

This show is also supported by people like you, patrons through Patreon.

0:46.7

Find out more and add your support at Patreon.com slash Maco-West can.

0:56.6

Another sign of slowing smartphone sales.

1:00.0

Apple Ensider had Apple supplier

1:02.2

Corning reporting September quarter earnings on Tuesday.

1:06.2

The company missed Wall Street expectations thanks to a 14% year over year decrease in smartphone sales volume and a 17 percent drop in

1:15.7

orders for tablets and laptops glass. That was for the September quarter. For

1:22.0

the rest of 2022 Corning CEO Wendell Weeks was quoted as saying,

1:26.2

we now expect smartphones to be down about 12% for the year,

1:30.3

and we expect notebook and over year decline 15%

1:34.0

we expect a year over year decline in smartphones, notebooks and

1:38.2

tablets to be greater in the second half than in the first.

1:41.8

What does this mean for Apple? Well not surprisingly

1:45.8

Corning doesn't break out sales for specific clients. That leaves Apple

1:50.2

Insider leaning on the likes of analysts from JP.P. Morgan, Cowan, and Morgan Stanley,

1:56.6

while sales of budget conscious phones may lackluster, the aforementioned analysts think premium

...

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