Mac OS Ken Notes Ahead of AAPL Earnings and Creator Studio Launches - MOSK: 01.29.2026
Jan 29, 2026
Previews of Apple earnings and what analysts expect for iPhone strength and guidance. Coverage of a new Creator Studio bundle, updated A/V apps, and AI features for creators. Notes on Apple Watch hypertension alerts rolling out to more countries. Discussion of media wins and first looks for upcoming Apple TV shows.
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Street Expects Big Quarter, Eyes 2H Catalysts
- Analysts expect Apple's December quarter to be record-setting and are bullish on second-half 2026 catalysts.
- Morgan Stanley and JPMorgan raised targets based on iPhone strength, AI relaunches, and future device roadmaps.
Follow Earnings Live For Full Context
- If you want real-time detail, follow Apple's earnings release and the analyst call live on Apple's site.
- Check Apple's investor page at ~1:30 PM Pacific and the call at 2 PM Pacific for full context and transcripts.
Creator Studio Bundles Pro Tools With AI
- Apple launched Creator Studio bundling pro audio/video apps with AI features behind a subscription paywall.
- The bundle includes Final Cut Pro, Logic Pro, Pixelmator Pro, Motion, Compressor, MainStage and special Pages/Numbers/Keynote editions.