Mac OS Ken: 11.19.2015
Mac OS Ken
Ken Ray
4.7 • 997 Ratings
🗓️ 19 November 2015
⏱️ 13 minutes
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| 0:00.0 | This is Mac OSKIN. |
| 0:07.0 | You as a commodity going back on the Watch Watch and Apple gets downright Amazonian. It's Thursday the 19th of November 2015. I'm Kanray and this is news from Mac OS Ken |
| 0:26.0 | brought to you by yours truly and sponsored by Linda.com |
| 0:30.0 | the online learning platform with over 4,000 on-demand video courses. |
| 0:35.0 | Start your free 10-day trial at Linda.com slash MacoS Ken. |
| 0:41.0 | Have you ever learned about your worth? I mean to Apple. Goldman Sachs analyst |
| 0:47.7 | Simone Jankowski has. Barons had Jankowski issuing a note on Wednesday |
| 0:52.2 | wherein she moved Apple to |
| 0:54.2 | Goldman's conviction by list reiterated her firms by rating on Apple shares and |
| 0:59.4 | reiterated the firm's 12-month price target of $163 because you are just going to keep buying |
| 1:06.2 | Apple stuff. Her thinking, smartphones are shifting from Unit Land Grab to User Monetization. |
| 1:14.4 | Rather than counting potential units sold, she'll figure how much you're likely to |
| 1:17.7 | punk down per year on Apple's stuff and services. |
| 1:21.9 | You, by the way, will heretofore be thought of in terms of average revenue per user, which |
| 1:26.5 | Behrens explains a metric often used in subscription businesses like cable and publishing. The way Jinkowski sees it right now you're good for about 42 bucks per month |
| 1:36.0 | assuming an average installment plan payment of 42 dollars per month for iPhones |
| 1:41.0 | You keep singing yourself into Apple Kit though and you could |
| 1:43.9 | eventually be good for $153 per month as far as Apple's concerned. That's |
| 1:50.0 | bluest sky imaginable though. |
| 1:52.9 | Quoting the report the $153 hypothetical value Jankowski stresses is not something she's |
| 1:58.5 | assuming but rather her way of illustrating the multi-year upside available to the company. |
| 2:05.0 | 82 dollars per month seems more likely in her estimation. |
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