cover of episode AAPL Notes and Security Updates - MOSK: 11.20.2024

AAPL Notes and Security Updates - MOSK: 11.20.2024

2024/11/20
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Mac OS Ken

Chapters

KeyBanc reiterates an underweight rating on AAPL shares, citing concerns about iPhone 16's impact on upgrade rates and potential cannibalization by the iPhone SE.
  • KeyBanc maintains an underweight view on AAPL shares.
  • Concerns include iPhone 16's ability to drive upgrades and potential sales cannibalization by iPhone SE.
  • Consensus expectations for AAPL's revenue growth are considered too high.

Shownotes Transcript

This is macos. Can apple notes from the financial front, some super important security updates and notable news from apple TV plus that is wednesday, the twenty years of november twenty twenty four. I can, ray. And this is news from macos can brought to you by yours truly and sponsored by turtle beach.

Level up your game, get ten percent off at turtle beach with code macos s can at turtle beach don't come slash macos can the show was also supported by people like you, patrons through patron. Find out more than that, your support at patron don't comes lash. Michael s. Can keep pang canal is Brandon. This bull is still not in the apple shares, and he wants to remind everybody, apple three dot oh had the analyst issuing a note earlier this week reiterating points he has made before quoting his emotion.

Our underweight view is predicated on, one, iphone sixteen fAiling to drive meaningful changes to upgrade rates, two, iphone S E being cannibal isc to iphone sixteen sales when IT launches and three, consensus expectations that appear too high, even following the recent estimate cut, given we have rarely found times in history where apple grows its revenue across all products and geography, mister nipple has the information under weight rating on apple shares, his Price target on the shares as two hundred dollars. Apple closed yesterday at two twenty eight twenty eight. More upbeat on apple than the key bank analyst is J P Morgans summer apple three dot o and part of the note he wrote on tuesday that was all about the APP store Sunny with a chance of more of IT, seems to be his thinking.

According to the analyst up, store revenue rose two point six percent from september to october, beating the usual rise of one point one percent year on year. October APP store revenue is up fifteen percent, while downloads were up three percent from september to october. Asp s were down a little less than half a percent months to months year on year, though october up, store A S P S were up seven point three percent.

Tragedy says he and his see the numbers of supportive of the robust forecasts for apple services revenue for the december quarter. He is targeting that at around thirteen percent. Last night on, mister Cherry had an overweight rating on apple shares as Price target on the shares was two hundred sixty five dollars, something that might help apple hit the high services bar perpetual ied by a renewed push for ad sales.

The piece from aco says apple is mounting one of those selling its own advertising inventory for apple news for the first time ever. That is, according to two secret peeps said they know something about something. While apple has done its own add sales for search and the apple store, IT is relied on third parties for sales of had in apple news, this limit in the revenue potential for itself and thousands of publishers. According to the report, new ad slots are said to be in the offing, as well as new types of ad and possible topic sponsorship.

Thankfully, not this natural disaster brought to you by, rather, the company might sell packages around stories tied to cultural ability like the mangala, or some sports something, or rather, as for dividing up the bounding, this plant will sound fairly familiar axius, as publishers were in a seventy percent kind of the ad revenue sold by apple within their articles, seems apple really wants to sell iphone sixteen in indonesia to the end of october, the country and sales of the latest iphone line. A report in the wall street journal said then that the ban was due to apple missing agree upon investment in indonesia by about fifteen million dollars. U.

S. Around the first week of november, the south china morning post said apple had offered investment of ten million dollars. You as partially fill that gap with the money going to manufacturing in indonesia.

Now that number seems to have gone up a bit. Mac rumors sites a bloomberg report saying the cupertino company has raised its proposed investment in indonesia to one hundred million dollars. The piece says the increased investment would be spread over two years, though the country seemed to be angling for a teach a man to fish thing, not just a short money.

According to the peace, indonesia's ministry of industry is reportedly now pushing apple to direct more of the investment towards smartphone research and development within the country. Indications are that the ministry is still weighing apple's latest offer. Several updates from apple on tuesday, all in which should be downloaded post taste because they all address security vulnerabilities that may be under active ploy.

A quite trip to apple security updates page shows the company releasing IOS and ipad O S eighteen dot one dot one, I O S nine peos seventeen dot seven dot two Michael s aquatic fifteen dot one dot one for max that made that move safar eighteen dot one t one for machines, linguists, ing in ventura or senator and finally, the company released a vision O S two t one one each and everyone addresses one issue with travel script core and one issue with web kit for both. Apple says IT is aware of report that this issue may have been actively exploded on intel based max systems. Kind of curious way and exploit for intel based max warns updates for I O S and ipad O S reached out to my friends to cure mac.

They say it's possible slash probable. This issue affects IOS and ipad O S, even if apple hasn't seen them being exploited. It's also possible that updates for one practically demand updates for the rest, given the overall cohesion apples hardware and software ecosystem.

Anyway, the updates are out there. They are recommended for all users to whom they apply. More news in the moment, but first to working today's sponsor, turtle beach, helping gamers play their best at every level. I have three pairs of listening devices.

I've got my air pod pro two for walks and podcast listening around the house got a pair of so many monitors I used for editing, and now I got the stilt seven hundred sent to me by turtle beach. My work life has shifted lately. I'm kind of taken back the desk that the market mini is on the drug about where the desk is.

Then people passed by, I can hear conversations and other rooms. IT is really easy to get distracted. As immersive as the pair of self seven hundred is for gaming. IT is just as good for tuning out the world when you're just trying to focus play music through across play door wireless transmission system or pair via bluetooth to your maco iphone.

Comfortable, great battery life, fantastic sound plus when IT is time to play, really does kick your game up a notch, whether for the gamer in your life or unplugging on your own. The style seven hundred is definitely were the look and listen get the ultimate immersive gaming experience with turtle beach today. For a limited time on, they had a turtle beach on comm slash macos can and use code mao s can for ten percent of your entire order.

At ten percent of your order, a turtle beach don't come flash macos can with promotion de macs can don't delay, get the perfect gift now and get IT for ten percent off with code macos can at turtle beach don't come slash Michael s can IT has not ministry er week for I cloud and older versions develop Operating systems earlier this week came word that backing up the eye cloud is going away for IOS8 and earlier starting in mid december now appears for mac rumors, says the keeper of the cloud is killing support for safe I bookmark sinking on IOS ten and earlier on the same day and a support document published this week as the peace apple said that will be dropping support for safari I book mark thinking on iphones and ipads running IOS ten or earlier and max running macos c era ten or twelve dot five or earlier starting on the eighteenth of december to be clear, the bookMarks that are there will stay there. And of course, users will be able to create new bookMarks on affected devices, but they won't sink across devices with those older Operating systems nor will they be recoverable on I cloud dot com. From the people who sent away the youtube up for apple vision pro say so long to lapse, you know, was the youtube APP the work of an enterprising developer filling a whole left vacant by youtube parent google, just because they weren't doing IT didn't mean anybody else could and out when the unauthorized third party APP.

So what you may wonder is laps while according to a peace from upload VR, the applets apple vision pro owners watch live and past f one races on a large virtual screen while seeing the position of each driver on a diarra scale, three, the representation of the track floating in front of them, as well as the first persons views of multiple drivers in flooding windows. I almost couldn't care less about f one in the yet. If I had an apple vision pro, I feel like I would watch the hell out of that because I just looks like the future problem is and also screams are authorized, not that IT even made IT to the APP store previously made available through test flight upload.

Br says the labs team has been forced to pose its distribution by the form of the one group because just because they aren't doing IT doesn't mean anyone else can. New users will no longer be able to enroll in IT, according to the report, while the APP will expire on the eight of february y. For existing users, assuming nothing changes, wrap the day with a couple of announcements from apple TV plus starting on the far future feature sign, the corporate no streamer issued depress released tuesday announcing an untidy documentation about rock phenomenon flewed mac.

When I say untitled, I mean currently seems likely they will come up with the titles before IT comes out. According to the release, the fully authorized documentary is directed by five time academy of our nominee and urban g. Solberg memorial award winner Frank Marshall and for the first time ever, gram award winning rocks and roll holiday me and these fleet wood mark share their extraordinary story in their own words, and now go back to sleep.

No indication in the release on when the film will will see the dark of a theater. Not going to be soon. No thing doesn't even have a titles yet then finally, today, news and set rogan comedy for apple T. V plus. Another press release on tuesday had the streamer announcing the studio saturday.

Bill next spring in the studios says the release says rogan stars as matt remic, the newly appointed head of embattled mental studios, as movie struggled to stay alive and relevant matter in his core team of infighting, executives battled there in securities as they rangle narcissist gardens and craving corporate overlords in the ever elusive pursuit of making great films. Rogan wears many heads in this one, not only as he starting, he also serves as writer, director and one of the executive producers. Other names of note in front of the camera include Kathy nohara, Catherine han, I parent, holds chase sweet wonders and brian cranston in a guest star appearance tend episodes for the studio, the first two of which had apple TV plus.

On wednesday, the twenty six of march, you can catch a teaser for the series now on youtube. Macos can brought to you by nee and sponsored by turtle beach, level up your game and get ten percent off with code. Macos can at turtle beach that com slash macos can the show was also supported buying people like you patrons through patron on find out more than that, your support at patron don't come flash macos can advertising handle by backbeat media online, a backbeat media dot com.

You can reach me a couple of ways. Info at macos can not come or call seven one six seven, eight zero, four zero, eight zero. Until next time that is news from macs can. I can ry.

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