Positive Notes on AAPL and Apple Vision Pro - MOSK: 01.25.204

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 25 January 2024

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Wedbush Ups Sales Expectations for Apple Vision Pro - FT Examines Apple's Road to AI - Morgan Stanley Sees Apple Setting Up for a Fantastic FY25 - As DMA Approaches, Spotify Promotes Brighter Future for Users - WSJ: Apple Plans Fees and Restrictions on EU iOS Apps Outside the App Store - Judge Denies Request to Move Apple Suit Against NSO to Israel - Ahead of Oscars, Killers of the Flower Moon Heads Back to Theaters - Apple's "Problem" Heads Back to "The Daily Show" - Check Out the Latest Checklists 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 Mac OSKIN.
0:08.9	A couple of positive notes on Apple.
0:11.4	Spotify may be in for a surprise, and Apple's problem heads back to the Daily
0:16.8	show.
0:17.8	It is Thursday, the 25th of January, 2024.
0:22.4	I'm Ken Ray and this is news from MacO S Ken.
0:28.4	Brought to you by yours truly and supported by people like you patrons through Patreon.
0:37.0	Find out more and that your support at patreon.
0:41.0	dot com slash Maco-West can.
0:46.4	While J.P. Morgan analyst Samek Chatter G says there is no point
0:49.9	in reading anything good or bad into the Apple Vision Pro numbers with less than a week of orders so far.
0:58.0	Wedbush analyst Daniel Ives is reading good things into the numbers and sharing what he sees.
1:04.7	Apple 3.0 ran part of a note he wrote Wednesday.
1:08.4	According to the analyst, when Apple's MR headset was announced at $3,500 a pop,
1:14.8	Watchers expected launch orders of around 70,000 to 80,000 units.
1:20.0	Six months later, orders over weekend one are tracking closer to 180,000 in Ives
1:26.4	estimation. While J.P. Morgan's Chattergy and T.F. International analyst Ming Chie Quo
1:32.4	feel safe saying Apple will sell up to half a million
1:35.9	headsets this year. Ives has up his sales expectation from four hundred sixty thousand units to 600,000.
1:45.0	While there are currently somewhere around 230 native apps for Apple Vision Pro,
1:50.0	Ives and Coe expect that number to grow to 500 Native apps by this summer, and he and
1:56.0	his see Apple aiming for 1 million headset sales or more in fiscal year 2025.
	...

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