Your Apple Vision Pro Visions Revealed! MOSK: 06.23.2023
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 23 June 2023
⏱️ 19 minutes
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Transcript
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| 0:00.0 | This is MacO S Ken. |
| 0:05.0 | A case for Apple services growth. |
| 0:11.0 | Tim Cook visits the nation's capital, and your use cases for Apple Vision Pro revealed. |
| 0:18.0 | It is Friday the 23rd of June, 2023. |
| 0:22.0 | I'm Ken Ray and this is news from MacO S. Ken, brought to you by yours truly |
| 0:30.2 | and sponsored by Factor. America's number one ready to eat meal kit. |
| 0:36.0 | Use code MacoS Ken 50 at Factor Meals.com slash MacoS Ken 50. |
| 0:42.0 | Macoess Ken 50 for 50% off your first box. This show is also |
| 0:50.2 | supported by people like you patrons through Patreon. |
| 0:55.0 | Find out more and add your support at Patreon. |
| 1:00.0 | dot com slash Macoessan. |
| 1:06.0 | Barclay's analyst Tim Long has been eyeing Apple's various services, |
| 1:10.0 | seeking Alpha eyes some of his findings, which mostly skewed the positive, running through a few, |
| 1:18.3 | Longen Company C advertising, accounting for 29% of Apple's total services revenue this fiscal year |
| 1:25.2 | that includes any advertising products Apple runs as well as money paid to Apple by |
| 1:30.9 | Google to be iPhone's default search engine. |
| 1:35.0 | While the Google deal may be regulated out of existence, |
| 1:39.0 | Long sees Apple's own ad offerings |
| 1:41.0 | is having a lot of runway across its other businesses. He sees |
| 1:45.7 | ads for Apple growing 35% over the next few years. Next up is Apple Pay. That's seen as a small part of Apple Services segment today, accounting |
| 1:57.5 | for 3% by Long's Reckoning. Sounds small, and yet the analyst says Apple dominates in mobile payments. |
| 2:05.4 | That dominance will lead to a familiar sounding 35% growth |
... |
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