Sticking to the likely impact on Apple’s share price — now and in the months ahead.
2:03 And that’s a wrap. A fast-paced, visually exciting event, with no surprises that I could see. Apple’s share price fell during the course of the event, but remained in positive territory to the end.
UPDATE: Shares went briefly red, ended green.
- Apple Watch Series 6
- The Apple Watch SE
- The 8th-generation iPad
- The new iPad Air
- Fitness+ workout services
- Apple One service bundles
All times eastern.
2:01 Back to Tim Cook. Major OS updates tomorrow. For iPhone, iPad, Watch,
1:47 iPad Air. Logo was a slinky! Who knew?
Laura Legros does the intro. Colors. Do these sell? Touch ID on side, as predicted.
Tim Millet, VP of platform architecture. A14 5 nanometer chip technology. I take on faith that this is a huge Apple advantage. Lots of numbers that are going right over my head.
Developers talk. DJ app. War Robots. Photo editing. Cool before and after shots.
USB-C (bring in the dongles!). Improved cameras. Stereo. Magnetic charging for pencil.
$599 starting price.
1:41 Ted Merendino. iPad 8th Generation. Silicon bump. Beloved. Gold standard. Whole new level. Blah blah blah.
Pitching this iPad with iPad OS 14 to students. $329, $299 for education. Available Friday. Too late for this school year?
1:39 Back to Tim Cook for iPad. 500 million sold in 10 years. More than 1/2 of customers are buying first iPad. Updated iPad Pro earlier this year. Today, updating rest of line up
1:37 Apple One. iCloud, Music, TV+, Arcade, News+, Fitness+
$19.95 Family plan
Premier saves me money.
1:29 Jay Blahnik to tell us about our “fitness journey.” (Unfortunate echo of the “blah blah blah” in the previous video.) 10 types of workouts.
Apple Fitness+: Apple is doubling down on the fitness market. This must be working for them in the market. Either that or they’re trying to grab market share from Fitbit and Peleton. Mindful cool downs sounds pretty chill to me.
$9.99 per month. Free for 3 mos. with new Watch. More services revenue. More need for a services bundle.
1:26 Back to Jeff Williams, wrapping up Watch. Order today, deliver starts end of week. Apple Watch TV video: already does that. Too long for TV. A series of ads?
1:24 Environmental message.
1:10 Apple Watch Series 6, with blood oxygen reader. Cool, but as expected. Surely this must already be priced into the stock.
Improved always on, 2.5X brighter. That’s big. Altimeter for mountain climbers, not a huge base.
New faces: Cheap thrills. This could have been a big third-party opportunity, but clearly Apple wants to control and own most of it.
New solo loop, braided. Stretchable. Selling colors, like a fashion company.
That’s Apple Watch 6.
Introduces Family Setup. This could be popular, if the price is right. Separate phone numbers for each child adds up. But aren’t the kids going to want a phone first?
Introduces Apple Watch SE — the cheaper ($279) version for those kids and everybody else. Expands the market considerably. Not sure what features are missing.
Series 6: $399,
Series 6 SE: $279,
Series 3: $199.
1:08 Jeff Williams, COO, heir apparent. Talks VO2 Max, I missed what it meant. Apple Watch Series 6
1:06 Business and insurance company benefits, heathcare workers, COVID. Singapore will “incentivize people” to wear watch.
1:03 Apple Watch. All the things Cook does with his. Emphasis on health features. Lives saved. Vignettes from young, good-looking watch wearers, overcoming obstacles.
1:01 Campus porn. Tim Cook on our difficult times, Apple’s products role. Two products, just two.
12:55: T-5. The event’s wide brush logo, in heavy rotation.