Slow and Steady Smartphone Dominance - MOSK: 03.13.2024

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 13 March 2024

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

- BofA Analyst Still Jazzed by Slow and Steady iPhone Sales - Apple Allowing Web Distribution for Qualified Apps in EU This Spring - GarageBand for macOS Gets Security Update - Report: Three European Countries Get Biking Support in Apple Maps - Big Browsers Collaborate on Speedometer 3.0 - Apple Expanding Applied Research Operations in China - Apple Moving Ontario's Square One Store to a Bigger Space - Report: Apple Have Visited Biden White House 87 Times Since 2021 - Northeast US Gets Most Exercise in Latest Apple Heart & Movement Study Data - 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.
0:05.0	Slow and steady keeps winning the smartphone race.
0:12.0	Another caveat-laden DMA concession in Europe, and
0:16.0	Apple still knows its way around the White House.
0:19.6	It is Wednesday, the 13th of March, 2024.
0:23.3	I'm Ken Ray, and this is news from MacO-S-Ken.
0:29.4	Brought to you by yours truly and supported by people like you patrons through
0:36.2	Patreon find out more and then your support at patreon dotcom slash Maco West can.
0:47.0	B of A analyst Wamsi Mohan may have a mantra for investors worried about iPhone sales.
0:53.0	Slow and steady, wins the race.
0:56.0	Market Watch had Mr. Mohan eyeing Apple's answer to telephony.
1:00.0	While shipments may have gone down over the past few years, the piece has the analyst
1:05.3	indicating that iPhone continues to win market share in terms of both industry revenue and
1:11.2	units.
1:12.2	Put simply, the analyst says he and his revenue and units.
1:13.0	Put simply, the analyst says he and his continue to see Apple ship more high value units over
1:18.4	time and thereby continue to take revenue share. As for the number of people buying used iPhones,
1:26.4	Mohan says that is a win on a couple of fronts.
1:30.7	B of A expects those who choose to buy used iPhones will slowly over time move to buy new iPhones,
1:38.0	and those that buy new iPhones will keep up with the iPhone refresh cycle of approximately every four years.
1:45.0	Even if they go from used iPhone to used iPhone,
1:47.9	though that is cool and the gang.
	...

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