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Mac OS Ken

Your Apple Vision Pro Visions Revealed! MOSK: 06.23.2023

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 23 June 2023

⏱️ 19 minutes

🧾️ Download transcript

Summary

- Barclays Analyst Sees Growth for Apple Services, Stays Neutral on Shares - Apple Knocks on $3T Market Cap's Door - Apple CEO Attends White House Dinner for Indian Prime Minister - Apple TV+ Outs Trailer for "The Beanie Bubble" - Reports: Apple Vision Pro to Support Limited Guest Access - Visual Search: Headset Will Offer Info About Items Around Wearer - Listener Thoughts on Killer Apps for Apple Vision Pro - Sponsored by Factor: America's #1 Ready-To-Eat Meal Kit. Use code macosken50 at FactorMeals.com/macosken50 for 50% off your first box - 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 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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