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Mac OS Ken

Wedbush Says Fear Not the AAPL Bears - MOSK: 11.27.2023

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 27 November 2023

⏱️ 10 minutes

🧾️ Download transcript

Summary

- Wedbush: Fear Not the Growls and Grunts of Apple Bears - Apple Has Worked on CEO Successions Plans - NLRB Joins Towson Retail Union Complaint - Foxconn Founder Ends Bid for Taiwanese Presidency - Voice Chat Now Free in ChatGPT App - Apple's "Napoleon" Takes Second at Box Office - 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

Click on a timestamp to play from that location

0:00.0

This is MacO-S-Kinn.

0:08.8

Daniel Ives as Bear Repellent.

0:11.9

The NLRB joins a case against Apple. as Bear

0:13.2

Repellent. The NLRB joins a case against Apple and Napoleon makes a run at the box office.

0:18.3

It is Monday the 27th of November 2023. I'm Ken Ray and this is news from Maco-S Ken brought to you by

0:29.0

yours truly and supported by people like you patrons through Patreon.

0:36.2

Find out more and at your support at patreon.

0:40.0

dot com slash Maco West can.

0:45.0

Still spending the hits as Wed Bush analyst Daniel Ives.

0:49.5

Apple 3.0 ran part of a note he wrote over the holiday weekend.

0:54.4

It wrote, rewrote, remixed maybe.

0:59.3

Then again, that's what he says the Bears are doing,

1:01.5

though they may not realize they're doing it.

1:04.8

According to the analyst, the iPhone 15 line is looking strong in China,

1:09.5

headed into the holidays, despite all the negative bear noise a few months ago.

1:14.7

Ives and friends think sales between Black Friday and Christmas will be up modestly

1:19.5

from iPhone 14, despite worry from bears coming out of the September time frame, and while

1:26.0

unit growth looks modest, growth for ASPs is notable with sales skewing to the Pro

1:32.2

Pro Max and. with sales skewing to the pro, pro max and quoting his summation.

1:36.4

With service revenue back to double digit growth and iPhone units it should be in the roughly

1:40.8

225 million range for fiscal year 24. We believe the growth

1:46.0

demise story of Apple being spun by Bears is the dynamic we have seen

...

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