The End of an Era for Apple Retail - MOSK: 05.02.2023

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 2 May 2023

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

- UBS and BofA Weigh-In Ahead of Apple Earnings - Evercore Analyst Worries Over Weakness in App Store - Report: Apple's High-Yield Savings Account Drew ~$1B in First Four Days - Apple Releases First Public Rapid Security Responses - Some See Delay in Apple's First RSR Updates - Apple TV+ Reportedly Orders Fourth Season for "The Morning Show" - Apple Tysons Corner is Shifting Locations - Sponsored by BetterHelp: Professional, licensed, and vetted counselors that you can trust. Get 10% off your first month at BetterHelp.com/MacOSKen - Power what we do next for as little as $1 a month. Join the Mac OS Ken Test Kitchen at Patreon 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 MacOS Ken.
0:09.0	More notes ahead of Apple earnings.
0:11.2	Apple makes bank on its savings account and the end of an era for Apple retail.
0:17.0	It is Tuesday, the 2nd of May 2023.
0:21.0	I'm Ken Ray and this is news from Macau West Ken brought to you by yours truly and sponsored by better help, Online Therapy.
0:34.0	Get 10% off your first month at Better Help.
0:38.0	com slash Maco-Sken.
0:42.0	This show is also supported by people like you, patrons through Patreon.
0:49.3	Find out more and at your support at patreon dot com slash makoes can
0:59.5	more analysts are sliding in under the wire ahead of Thursday's earnings report from Apple.
1:04.3	Behrens ran a piece Monday with thoughts from B of A global research analyst
1:09.0	Wamsi Mohan and UBS analyst David Vote.
1:14.0	While they are split on their ratings of the Cupertino company's shares,
1:18.0	neither is enthusiastic about Apple's sales this fiscal year.
1:24.0	Starting with Mr Mohan, he's expecting guidance on Thursdays
1:27.8	called to fall below the streets expectations.
1:31.4	He's looking for Apple to sell 44 million iPhones for the current quarter versus the
1:35.8	streets expectation of 49.9 million units. Of course that's not a point on
1:41.5	which Apple actually guides.
1:44.0	Come to think of it, Apple hasn't offered guidance for the past few years,
1:48.0	starting with the pandemics beginning back in 2020.
1:51.0	But let him have his fun, I guess. The directional insight that Apple does offer will
	...

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