Tune In, Turn On, Summarize Headlines - MOSK: 12.16.2024

Mac OS Ken

Ken Ray

Mac, Computers, Technology, Ipad, Tablets, Phones, Iphone, X, Apple, News, Smart, Os, Smartphones

4.8 • 972 Ratings

🗓️ 16 December 2024

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Morgan Stanley Note Explains Why Apple Is “Top Pick” - Report: Apple to Make AirPods in India Beginning Next Year - Report: Apple Killing Sales of Three iPhone Models in EU by 28 December - Apple Card Offers Sign-Up Promo Through Mid-January - BBC Quite Cross Over Erroneous Apple Intelligence Headline Summary - House Committee Reminds Apple and Google About Impending TikTok Ban - Apple TV+ Kids’ Programming Gets 29 Emmy Nominations - Public wifi is everywhere when we're traveling, but is it safe? We're looking at ways to make sure. Plus - security updates in Apple's OS updates on Checklist No. 404, brought to you by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: [email protected] or call (716)780-4080!

Transcript

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0:00.0	This is MacOS Ken.
0:08.9	Morgan Stanley on Y. It likes Apple shares. Apple intelligence is tripping over headlines,
0:16.1	and the clock may be ticking down for TikTok.
0:19.6	It is Monday, the 16th of December, 2024.
0:23.7	I'm Ken Ray, and this is news from MacOS Ken.
0:29.3	Brought to you by yours truly and supported by people like you.
0:34.8	Patrons through Patreon.
0:42.3	Find out more and add your support at patreon.com slash macOS Ken the last week of November Morgan Stanley analyst Eric Woodring named
0:52.3	Apple shares his firm's top pick.
0:56.3	Now a piece from Apple Must has the firm fleshing out a few reasons why.
1:01.1	For starters, Morgan Stanley is excited about Apple Intelligence, especially more people getting it.
1:08.1	As AI features and availability expand, Apple must says the analysts expect
1:13.2	iPhone demand increase, reaching 258 million units in fiscal year 2026. While the firm indicates
1:22.1	that replacement cycles have lengthened, people who do buy new iPhones are tending toward
1:27.4	higher value devices. That, plus
1:30.8	falling costs for some components, could lead to increased margins. Services will keep growing
1:37.5	in the firm's estimation. That comes with a couple of stunning figures. One, less than 50% of Apple users pay for services today, according to Morgan Stanley,
1:49.9	indicating a lot of room to grow.
1:52.6	Additionally, Apple's installed base is expected to keep growing mid-single digits through at least
1:58.3	2027, throw in potential paid AI services that could add
2:03.8	$7 billion to $14 billion of incremental services revenue in fiscal year 27, and you've got a firm
2:11.2	that is confident in the sustainability of double-digit services growth for Apple.
	...

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