Mac OS Ken The First 20th Anniversary Episode of Mac OS Ken - 01.26.2026
Jan 26, 2026
Discussion of expectations for Apple’s December quarter and what the numbers might mean. A deep dive into corrected iOS 26 adoption measurements and privacy-related tracking issues. Coverage of Apple Cash instant transfer fee changes and their limits. A curious report on a White House movie night and uncertainty about Tim Cook’s attendance. Reflections on a 20th anniversary and early podcasting memories.
AI Snips
Chapters
Transcript
Episode notes
Huge Quarter Hinges On Forward Guidance
- Seeking Alpha expects Apple's December quarter to be its biggest yet, implying a major revenue beat is likely.
- Market focus will shift to Apple's guidance and commentary on memory pricing after the report.
Privacy Measures Skewed iOS 26 Adoption Data
- StatCounter's initial low iOS 26 adoption figure proved inaccurate due to Apple privacy measures affecting identification.
- Rival trackers (Telemetry Dex) and updated counts place iOS 26 adoption above 50%, closer to normal rates.
Apple Cash Instant Transfer Fee Rises
- Apple will raise the Apple Cash instant transfer fee from 1.5% to 1.7% effective February 18th.
- The fee still has a $0.25 minimum and $25 maximum and ACH transfers remain free but slower.