Morgan Stanley Sees iPhone and Services Growth - MOSK: 08.23.2023

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 23 August 2023

⏱️ 13 minutes

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Summary

- Morgan Stanley Analyst Eyes iPhone and Service Growth for C2H23 - Developers Get New Round of Updates and RC for Ventura - Apple's Tap to Pay Goes Live in the Netherlands - Shazam Update Adds Widgets for Lock Screen - Beats Studio Buds+ Go Cosmic with Olive & June Promotional Tie-In - 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: info@macosken.com or call (716)780-4080!

Transcript

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0:00.0	This is Mac OSKIN.
0:07.0	Morgan Stanley sees ups and downs for Apple.
0:12.6	New rounds of Vedas are out,
0:14.8	and Beats Studio Buds Plus Go Cosmic.
0:18.6	It is Wednesday, the 23rd of August, 2023.
0:22.3	I'm Ken Ray and this is news from Maco West Ken, brought to you by yours
0:29.5	truly and supported by people like you patrons through Patreon.
0:35.0	Find out more and that your support at Patreon.
0:40.0	dot com slash Macoest can.
0:45.8	Remember the talk on Apple's most recent earnings call about growth for iPhone and services?
0:51.3	Morgan Stanley analyst Eric Woodring is buying it.
0:55.0	Apple 3.0 ran a couple of parts of either a note he wrote or a couple of notes he wrote on Tuesday. whichever the case it was two posts.
1:07.1	On the phone, the news is not catastrophic,
1:10.2	though it could spell trouble for Apple
1:12.3	in the current quarter.
1:14.3	According to the first post, Woodring and friends do see production issues for the high end of the
1:19.6	iPhone 15 line, as keeps being rumored, Morgan Stanley's greater China Tech
1:25.9	Hardware team continues to see a three to four week delay in iPhone 15
1:31.4	Pro Max production.
1:34.0	That is said to be due to delays getting Sony's
1:37.0	Seemose image sensors.
1:39.0	That has the firm expecting Apple to build 49 million iPhones this quarter. That's 21 million
	...

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