Apple Music Classical is finally here (almost), Evercore is stoked over Apple in India, and watching MLB without having to watch MLB.
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India Ascends and a Goertek Exec Exits
An Apple target goes higher, Apple’s reportedly eying India more closely, and a bearer of bad news takes the exit.
Making India Its Own Thing - TMO Daily Observations 2023-03-09
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.
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.
Sneaking a Peek at iOS 16.4 Features
Fresh from the Observation Deck, a look at iPhone sales in China, a sneak peek at iOS 16.4 features, and a bit of news around Apple TV+.
Way to Not Fire People!
Praise for Apple’s people prowess, praise for Apple’s bottom line, and CarPlay’s catching an Uber. That’s today from the Observation Deck.
Services, Threats, and Stumping for iPhone 14
Considering Apple Services, in defense of the entry-level iPhone 14, and iFixit breaks the latest HomePod.
Adding AI and Revving the Engines
Big tech goes bigger on AI, Google and Mozilla rev their engines for iPhone, and for sale: One Apple Museum Starter Kit.
Reacting to Apple’s Earnings and Playing Tetris at SXSW
Looking out from the Observation Deck, we see reactions to Apple earnings, South Korea okays Apple Pay, and playing Tetris at SXSW.
Prepping for Apple's Earnings Call and Another Call for Sideloading
Prepping for the earnings call, a Federal agency calls for sideloading, and Samsung teases a move on mixed-reality.
How to Sign Up for MLS Season Pass 2023
One professional soccer league’s season is about to kick off, and it’s all on Apple TV. Here’s how to sign up for MLS Season Pass on Apple TV.
Market Share, Apple Shares, and Surf's Up
Checking iPhone shares in China, analysts send notes ahead of Apple earnings, and HomePod starts playing hard to get.
The State of Streaming with Charlotte Henry - TMO Daily Observations 2023-01-27
Friend of the show Charlotte Henry of The Addition (theaddition.substack.com) joins Ken to talk about streaming media. Is TV broken? Binge-TV or weekly viewing? Is Apple TV+ worth it? Hits, misses, and TV talk from both sides of the Atlantic.
Evercore Loves the M2, the DoJ Goes After Google and More
One financial type loves Apple’s M2, the DoJ goes after Google, and Apple ushers in Data Privacy Day. That’s today’s Observation Deck view.
Movies and Mac Memory Lane - TMO Daily Observations 2023-01-25
It won’t be another CODA year at the Oscars, but Apple TV+ has been nominated for two Academy Awards. TMO writer Nick deCourville and Ken talk those over. Plus – the Mac was first shown off 39-years ago this week. Ken and Nick discuss their earliest Mac memories and want to hear yours, too! Email them in: [email protected]
Lowered Targets and Strange Bedfellows
Targets drop on Apple shares, wheels are in motion for Apple manufacturing in India, and lots of new shows headed to Apple TV+.