00:00:00 Introduction
0:42 First reactions
3:06 Apple Silicon
5:56 iPhone SE
9:00 Lead times on iPad
10:25 Mac Studio, Studio Display
12:16 M1 Ultra
14:18 Apple and the MLB
16:40 Content is King
17:00 Outro
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Gene and Andrew discuss today's Apple event, including the following product announcements:

• Upgraded iPhone SE with 5G, $429. Despite the 8% price increase, they will sell as many of these as they can make for the next couple of quarters.  We estimate SE accounts for around 15% of total iPhone revenue, or about 8% of total revenue.
• Upgraded iPad Air with 5G, $599. Apple could have raised the price and that would not have impacted demand given iPads are in demand. For example, the regular iPad is still showing lead times of 30+ days, a slight improvement from around 45 days that we've observed over the past three months.
• New products ⁠— Mac Studio and Studio Display.  This combo is targeted at graphics and video pros, and is essentially an upsell for pros who were using the discontinued 27-inch iMac that started at $1,799. Pairing up the Mac Studio with the Ultra chip and the Studio Display starts at $5,500.  That's half the cost of the previous high-powered duo, the Mac Pro plus Pro Display, which starts at $11,000.
• Apple TV+ adds two MLB games on Friday night. This is a nice entrance into live sports, and we expect more deals to follow including one around the NFL and eventually Formula One.
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