Reaction to AAPL Earnings and Vision Pro News - MOSK: 02.05.2024

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 5 February 2024

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Little Movement from AAPL Analysts Post Earnings - Apple Extends Qualcomm Modem Deal Into 2027 - iFixit Takes Apart an Apple Vision Pro - Guy Buys an Apple Vision Pro to Break It on YouTube - Meta Quest Headsets Can Play iPhone 15 Spatial Video - WSJ: Meta Execs See Apple Vision Pro Lifting Meta's Boats - Meta Reality Labs Sees Record December-Q Revenue - Check Out the OpenCase Kickstarter NOW at kickstarter.com/projects/johnrokos/opencase-magsafe-perfected/ - 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.
0:07.0	This is Mac OS Ken.
0:09.0	Analysts reaction to Apple earnings, taking apart and breaking apart, Apple's new headset, and the symbiotic
0:15.9	relationship between Vision Pro and Meta Quest, it is Monday, the 5th of February,
0:22.1	2024, I'm Kanray. It is Monday, 5th of February, 2024.
0:23.7	I'm Kanray, and this is news from Maco-S-Can,
0:29.5	brought to you by yours truly and supported by people like you patrons through Patreon.
0:35.0	Find out more and that your support at Patreon.
0:41.0	Patreon.
0:42.0	dot com slash Maco-West can.
0:47.2	The needles didn't move much
0:48.7	after Apple's first quarter fiscal year
0:50.6	2024 earnings call, though the ones that did did not, move in
0:54.9	Apple's favor. Apple 3.0 ran parts of a number of notes written by analysts
1:00.3	since last Thursday's earnings report and follow-up call.
1:05.0	We'll start with the movers and shakers, though that is really an overstatement.
1:10.0	Barclay's analyst Tim Long dropped his 12-month price target on Apple's shares.
1:14.5	It was kind of weird though the Apple 3.0 piece linked to an article from the
1:19.3	first of the year wherein Long dropped his target and his rating on the shares. The rating is still the same
1:26.8	underweight while the target was dropped from 160 bucks to 158. The site tip ranks equates an underweight rating to a cell rating though I found a couple of sites with more nuanced explanations
1:40.5	The site smart asset.com says an underweight stock rating is the opinion of a
1:46.4	financial analyst that the stock will underperform other stocks in its market
	...

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