Analysts Rally for Apple Shares - MOSK: 03.18.2025

Mac OS Ken

Ken Ray

Mac, Computers, Technology, Ipad, Tablets, Phones, Iphone, X, Apple, News, Smart, Os, Smartphones

4.8 • 972 Ratings

🗓️ 18 March 2025

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

- CAICT: Foreign-Branded Phones in China Fell 21% in January - Rosenblatt: Despite Macro and A.I. Concerns, Apple’s Still Apple - Melius: Long-Term Levers and Future iPhones Will Serve Apple Well - Barclays Sees $2,300 Starting Price for Foldable iPhone - Apple Seeds Fourth Round of Next OS Betas to Developers - Apple Intelligence Storage Out of Hiding in Latest macOS 15.4 Beta - iOS 18.3.2 Reportedly Broke Push Function for iCloud Mail - Apple Quietly Lowers Max Trade-In Values for Macs - New Ohio Apple Store Opens This Weekend - Sponsored by Rogue Amoeba: Get 20% off your next great audio tool for your Mac, with code MACOSKEN at MacAudio.com/KEN - Consumer Reports eyes A.I. voice cloning and we catch up on those newspaper cyberattacks on Checklist No. 415 - online at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: [email protected] or call (716)780-4080!

Transcript

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0:00.0	This is MacOS Ken.
0:08.8	Foreign phones tank in China.
0:11.3	Analyst rally for Apple shares
0:13.4	and a new round of developer betas.
0:16.9	It is Tuesday, the 18th of March, 2025.
0:21.6	Yeah, I don't care if it's top of the morning now, because it's not, you know.
0:27.7	I'm Ken Ray, and this is news from MacOS Ken.
0:33.0	Brought to you by yours truly and sponsored by Rogue Amoeba.
0:37.8	Makers of powerful audio tools for your Mac.
0:41.4	Get 20% off any purchase with code MacOS Ken at macaudio.com slash Ken.
0:51.3	This show is also supported by people like you, patrons through Patreon.
0:58.9	Find out more and add your support at patreon.com slash macOS can.
1:07.9	We'll start with bad news for Apple, then do a slew of rallying cries from Wall Street.
1:15.2	The bad news comes compliments of seeking Alpha.
1:18.3	That site has new numbers from the China Academy of Information and Communications technology
1:23.4	that showed iPhone sales in China cratering back in January.
1:29.4	Now, that news does come with the usual caveat.
1:32.8	The Academy doesn't break out which foreign phones sold in what amount.
1:37.6	When things were good, though, everyone tended to read foreign branded phone performance as iPhone performance.
1:44.8	That makes it difficult to not hear word of a 21% slump for foreign phone
1:50.0	shipments in China in January. That's pretty bad news for Apple.
1:55.4	According to the report, January shipments of foreign branded smartphones in China
	...

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