Notes Ahead of Q2 AAPL Earnings - MOSK: 05.02.2024

Mac OS Ken

Ken Ray

Technology

4.7 • 997 Ratings

🗓️ 2 May 2024

⏱️ 14 minutes

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Summary

- Evercore: AAPL Negativity Sets a Low Bar - Evercore: Apple Will Reap Rewards from A.I. - 9to5Mac: Tough Compare to Show $5B Y/Y Miss on Earnings - Apple Earnings Call Set for 2PM PDT/5PM EDT Today - Cryptic Tease from (PRODUCT)RED Could Mean New/Old Color for iPhone - Pennsylvania Set to Make Secret Bluetooth Tracker Tracking Illegal - LG TV Adds Dolby Atmos Support for Apple Music - Prices Drop for MLS Season Pass on Apple TV - Sponsored by ExpressVPN: Sign up and get an extra three-months FREE at ExpressVPN.com/macosken - Check Out the Latest Checklist by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us in Patreon for as little as $1 a month. Support the show 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 MacOS Ken.
0:08.9	Notes ahead of today's earnings call, a cryptic tease from Product Red, and Pay Less for MLS.
0:17.6	It is Thursday, the 2nd of May, 2024.
0:21.0	I'm Ken Ray, and this is news from Maco West Ken
0:27.0	brought to you by yours truly and sponsored by Express VPN.
0:32.2	Use the internet the way you want to.
0:35.0	Subscribe and get an extra three months free at Express VPN.com slash Maco-Westkem.
0:44.3	This show is also supported by people like you, patrons through
0:49.8	Patreon.
0:51.6	Find out more in that your support at Patreon.com slash MacoS Ken. Earlier this week we heard about improved sentiment around Apple's shares from
1:05.8	JP Morgan analyst Samique Chatterjee. Now Evercore analyst Ahmed Daryanani is
1:11.6	pointing out negative sentiment around the Cupertino company, but don't worry, it ends up being a positive.
1:18.6	Apple 3.0 ran part of a note he wrote.
1:23.0	According to that, Daryanani and friends think Apple is going to deliver a modest
1:27.3	miss for March quarter revenue and offer mildly disappointing June quarter guidance.
1:33.6	Working against the company are macro headwinds in China.
1:37.8	Working for the company are gross margin upside,
1:40.7	optics controls, and buybacks.
1:44.0	Also playing a strong role, services.
1:47.5	Those should remain an upside driver, according to the note.
1:51.0	The analyst says the relative outperformance of services could push Apple margins over
1:56.0	47% in the quarter.
	...

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