Neutrality and New iPhones - MOSK: 09.05.2024

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 5 September 2024

⏱️ 11 minutes

🔗️ Recording | iTunes | RSS

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Summary

- UBS Stays Neutral on Apple, Raises Target to $236 - Piper Sandler Raises Specter of Price Increase for iPhone 16 Line - CIRP Survey: New Features Not Usually Why People Buy iPhone - SCMP: Two Weeks Later, the Inevitable iPhone 16 Takedown - Apple Store in OKC Stages Informal, Informational Picket - Beats Pre-Announces 2025 Release of Powerbeats Pro 2 - Apple Music Launches Five New Personalized “Mood” Radio Stations - Photographer, author, and publisher Rick Smolan joins Ken to talk image creation and A.I. on "The Mac Observer Show," wherever you get podcasts! - Check Out the Latest Checklist by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Chat with us in Patreon for as little as $1 a month. Support the show 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.
0:05.0	Neutral notes on Apple.
0:10.0	It may not be new features that drive iPhone sales and radio on Apple music gets more moody
0:17.8	It is Thursday the 5th of September 2024 I'm can Ray and this is news from Maco-S Ken brought to you by yours truly and
0:30.0	supported by people like you patrons through Patreon.
0:36.0	Find out more and add your support at patreon.
0:39.8	dot com slash Maco-Scan
0:44.8	Evercore analyst Amadary Anani and UBS analyst David Vote
0:49.5	seem to be working from the same stats. I told you yesterday of a note from the former that had
0:55.0	App Store Revenue up last month. App Store Revenue grew plus 12% in August, according to Daryanani, a slight step up from the 11% rate in July, despite a more challenging compare.
1:08.8	According to a piece from The Fly, Mr. Vote says, the same.
1:14.1	Quoting the fly, the firm's analysis of Apple's app store
1:17.5	suggests August revenue grew 12% year over year,
1:21.6	a modest uptick from the 11% growth in July.
1:25.0	Part of me wonders whether the fly had a cut and paste mix-up.
1:30.0	That's especially true when we hit the part where UBS says the months of September through December are tough App Store compares which Daryanani said as well.
1:40.0	Where the two split, Daryanani sees upside for services through the end of the year, where
1:46.7	vote does not seem to.
1:49.5	He got tired of breathing water, though.
1:52.3	The analyst used his most recent note to raise his price target on
1:55.7	Apple shares from a super soggy $190 to $236. He maintained a neutral rating on the Cupertino company stock.
2:06.0	Neutral seems to have been the word on Wednesday with Piper Sandler analyst Matt Farrell issuing a note justifying his ho-humness.
	...

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