Talk of an OpenAI Smartphone - MOSK: 04.28.2026

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 28 April 2026

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Evercore Issues Positive Note Ahead of Apple 2Q Earnings - Rumor: OpenAI Building Agentic A.I. Phone - Apple Towson Union Brings Complaint Before NLRB - More blankOS 26.5 Developer Betas - Apple Outs New Annual(ish) Pricing Option for Developers - Book on "Toy Story" Signed by Steve Jobs Up for Auction - Sponsored by Copilot Money: Get a two month free trial with Offer Code MACOSKEN at copilot.money/macosken - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

Transcript

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0:00.0	This is MacOS Ken.
0:08.8	Another positive note on Apple.
0:11.1	Talk of a phone from OpenAI and a piece of Steve Jobs' Pixar history for sale.
0:17.6	It is Tuesday, the 28th of April, 2026.
0:21.1	I'm Ken Ray, and this is news from MacOS Ken.
0:26.2	Brought to you by yours truly and sponsored by Co-Pilot Money.
0:31.1	Your money, beautifully organized.
0:34.1	Get two months free with code MacOS Ken at copilot.money slash macOS can.
0:42.2	This show is also supported by people like you, patrons through Patreon.
0:49.6	Find out more and add your support at patreon.com slash macOScan.
0:59.4	Evercore analyst Amit Daryanani doesn't seem worried about Apple and Ramnerok.
1:05.4	Apple 3.0 ran part of a note he wrote on Monday, wherein he said he and his believe Apple has memory costs
1:12.6	well under control based on its recent product launches, where it raised prices modestly on
1:18.1	higher-end products while keeping prices flat on budget-friendly devices. That's his thinking on
1:25.7	what's to come. As for what just happened, the analyst got his guesses in ahead of this week's second quarter fiscal year 2026 earnings report.
1:36.4	Looking at those guesses, he thinks Apple will report iPhone revenue growth of 20% versus the streets' expectation of 18.7% per snickety.
1:52.1	He thinks Apple's services segment will show healthy mid-teens growth the way he sees it.
1:57.1	Apple Pay, ICloud, licensing, and an incremental Apple care uptick from strong
2:02.7	hardware sales should more than offset weaker gaming-driven App Store trends.
2:09.0	As for revenue and earnings, Team Evercore expects Apple to deliver inline the slight upside
2:14.7	versus consensus revenue and earnings per share estimates of $109.2 billion
2:20.5	on EPS of a buck 94.
	...

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