Wall St. Weighs In on Apple's Q4 Call - MOSK: 11.04.2024

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 4 November 2024

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Analysts React to Apple’s Q4FY24 Earnings - Berkshire Hathaway Sells More Apple - Apple Launches Repair Program to Fix Rear Camera on iPhone 14 Plus - Apple Takes 20% Stake in GlobalStar - IDC: Global Tablet Shipments Up 20% in Q3 - Apple to Acquire Pixelmator - Sponsored by Incogni: Take back your personal data! Use code MACOSKEN at incogni.com/macosken to get 60% off an annual plan! - We go hands on with the security/credit freeze process - on Check No. 398 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	Reactions to Apple's Q4 earnings.
0:11.5	Berkshire Hathaway sells a lot of Apple shares.
0:15.8	And an Apple investment that is out of this world,
0:19.9	it is Monday the 4th of November, 2024. I'm Ken Ray,
0:25.3	and this is news from macOS Ken, brought to you by yours truly and sponsored by Incogni,
0:34.1	helping you take back your personal data.
0:46.2	Get 60% off an annual plan with code MacOS Ken at incogny.com slash macOS can.
0:53.5	This show is also supported by people like you, patrons through Patreon.
1:01.7	Find out more and add your support at patreon.com slash macOS can.
1:09.4	Perhaps it was the combination of great earnings for September and tepid guidance for this quarter,
1:12.2	but last week's fourth quarter earnings call from Apple moved no analyst needles. Ratings stayed the same. Price target stayed the same. Apple
1:21.0	watchers on the financial front seem to have taken the numbers in stride. Apple 3.0 ran parts of a number of notes in the Q4 calls wake.
1:31.1	Raymond James analyst Shrini Pajure remains optimistic about an AI-driven iPhone upgrade cycle in
1:37.6	coming quarters, despite a forecast from Apple that implies slower iPhone 16 growth this quarter.
1:46.5	Apple's hardware acumen, focus on privacy and overall ecosystem,
1:51.4	leave the Cupertino company uniquely positioned to offer on-device AI features in the firm's estimation.
1:58.8	Raymond James has an outperform rating on Apple's shares.
2:02.3	Prejure's price target on the shares is $250.
2:07.2	Morgan Stanley analyst Eric Woodring basically stated the same no-movement argument I mentioned
2:12.8	a moment ago.
2:14.7	His note says Apple's September quarter results did not change much of the debate, as
	...

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