Secret so-and-sos say, internally, Apple is viewing India as its own sales region. TMO writer Nick deCourville joins Ken to talk that over. Plus – secret sources say Apple has an opt-out clause on its ten-year MLS contract. Ken talks about why he thinks Apple’s in for the long haul.
Apple TV+
Stories Financial Analysts Tell - TMO Daily Observations 2023-03-07
Goldman Sachs has traded an Apple bear for an Apple bull, and suddenly it’s a “Buy” with a $199 target. TMO Managing Editor Jeff Butts and Ken talk over tales told by financial analysts. Plus – “Ghosted” is ghosting the cineplex and there may be a new yellow iPhone peeking over the horizon.
Two Huge If True Rumors From India and Apple's Big Soccer Push
One firm raises its price target on Apple shares, two tales of Apple manufacturing in India, and three countries get better Apple Maps.
More iPhone Making for India and More Soccer for Everyone - TMO Daily Observations 2023-03-06
Bloomberg and the Wall Street Journal have tales of more Apple manufacturing in India. TMO Managing Editor Jeff Butts and Ken talk those over. Plus a quick trip to the Apple Store and Apple’s soccer push continues.
Confusing Positives and Tempting Apple TV+ Content
As we close out the week, we see opaque takes on iPhone demand, Apple grows a workforce in India, and dinosaurs are back in action.
Healthy iPhones and a Sluggish App Store
A healthy new year for iPhone, a sluggish start for the App Store, and price changes on old gear and new batteries.
Matching Mixed Reality Rumors
Today from the Observation Deck, headset chatter continues, the problem of iPhone theft, and one kid AirDrops himself to juvie.
Good, Not-So-Good and ... Indifferent? Apple News
Morgan Stanley doubles down on Apple, Apple Watch drove smartwatches last year, and examining growth for Apple TV+.
More Communications Safety, Updates and Tweaks, and Let's Get Inked
Apple’s child protection push pushes further, updates and tweaks for Apple services, and let’s all go get tattoos!
Treating Apple TV+ Like TV - TMO Daily Observations 2023-02-21
Ken has a sudden obsession with whatever it is Apple is trying to turn Apple TV+ into. He drags TMO Managing Editor Jeff Butts along for the ride. Plus – Mailbag Monday, the Tuesday Edition and taking up a collection for a second Apple headset.