Apple Intelligence Excitement and Q1 iPhone Sales - MOSK: 04.23.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 23 April 2025

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Morgan Stanley: Folks Are Stoked for Apple Intelligence - At NAD Urging, Apple Pulls “Available Now” from Apple Intelligence Page - Counterpoint and IDC: iPhone Hit Record Shipments in 1Q 2024 - IDC: iPhone Held Fifth Spot in China in Q1 2024 - New Round of OS Betas Out to Public Testers - Apple Bristol Closing in August - Netflix Video Shows “iHostage” Apple Store Recreation - A look at last minute tax scams and how to avoid them PLUS the technological scapegoat in the Signal snafu on Checklist No. 419 - 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 Mac OS Ken.
0:08.8	Apple Intelligence gets good news and the spanking.
0:13.4	Sometimes those are good news.
0:16.3	More to a strong first quarter for iPhone
0:18.6	and tales of real and unreal Apple stores. It is Wednesday,
0:24.6	the 23rd of April 2025. I'm Ken Ray, and this is news from macOS Ken. Brought to you by yours
0:34.0	truly and supported by people like you.
0:39.8	Patrons through Patreon.
0:48.0	Find out more and add your support at patreon.com slash macOS can.
0:53.8	So it turns out you are really excited about Apple Intelligence.
0:56.6	Oh, you may not think you are.
1:02.3	But a note from Morgan Stanley analyst Eric Woodring says, you are, so deal.
1:06.7	Apple 3.0 ran part of a note he wrote on Tuesday.
1:13.9	According to that, a survey of 3,300 U.S. consumers found stronger than expected consumer perception for Apple intelligence, record high U.S. iPhone upgrade rates, and strong interest
1:21.4	in new iPhone form factors.
1:24.7	Apple intelligence numbers are kind of insane.
1:29.1	That a lot of people have downloaded and engaged with Apple Intelligence, 80% on eligible iPhones in the last six months, according to the survey, is not surprising.
1:39.7	The surprising parts, how important it is to some of them, and the fact that they are willing to pay
1:45.9	for it. According to the note, 42% of iPhone owners believe it is extremely or very important
1:52.4	to have Apple intelligence support on their next iPhone. Fifty-four percent of iPhone owners
1:58.5	likely to upgrade in the next 12 months say it's extremely or very important to have Apple Intelligence on their next device,
2:06.1	and consumers who have tried it are willing to pay for Apple Intelligence going as high as a little over $9 per month on average for unlimited access.
	...

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