Recapping Apple's Q4FY23 Earnings and Call - MOSK: 11.03.2023
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 3 November 2023
⏱️ 18 minutes
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| 0:00.0 | This is Mac OSKIN. |
| 0:07.0 | This is Mac OS Ken. |
| 0:09.0 | Recaping Apple's Q4 earnings and call. It is Friday the 3rd of November |
| 0:15.0 | 2023. I'm Ken Ray and this is news from Macco West Ken brought to you by yours truly and supported by people like you. |
| 0:27.6 | Patrons through Patreon. |
| 0:30.7 | Find out more and at your support at Patreon.com slash MacoS. Ken. |
| 0:40.0 | If there was one themed Apple's fourth quarter fiscal year 2023 earnings call, it was tough |
| 0:45.9 | compares. If there were two themes, they were tough compares and emerging markets. |
| 0:56.5 | It was really just one theme though. Lots of good news marbled throughout but it was marbled throughout tough compares. Remember the note we talked about earlier this week, the one that had |
| 1:05.4 | Needham analyst Laura Martin expressing concern over this week's M3 Mac |
| 1:09.9 | introductions? The concern she expressed was that showing off new machines |
| 1:14.7 | three days before releasing Q4 earnings might mean max sales for the |
| 1:19.4 | September quarter had disappointed. Of course as we discussed Wednesday a bigger |
| 1:25.6 | indication of that was Apple CFO Luca Astry saying on the last earnings call |
| 1:30.6 | that revenue for both Mac and iPad were expected to decline double |
| 1:35.9 | digits year over year in the September quarter thanks to tough compares. Apple explained what happened on that last call. |
| 1:46.0 | The June quarter of 2022 saw significant disruptions to Mac and iPad production. |
| 1:52.0 | Apple was able to meet Penup Demand in the September |
| 1:54.8 | quarter of 2022 a year later, aka last quarter, there was no such Pen-up demand, just a tough compare that looks set to drag down |
| 2:06.8 | the anticipated growth for iPhone and services, and thus dragged down the entire quarter. |
| 2:14.0 | And guess what those tough compares did. |
| 2:18.0 | According to a press release from the Cupertino Company, |
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