Last Notes Ahead of Apple Q1FY25 Earnings - MOSK: 01.30.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 30 January 2025

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Evercore Keeps AAPL at “Outperform” with $250 Target - Oppenheimer Drops AAPL to “Perform,” Keeps $250 Target - Apple Reports Q1FY25 Earnings Today - CIRP: More iPhone 16 Buyers Are Skipping Storage Upgrades - iOS 18.3 Turns On Direct-to-Cell Starlink Beta for Select T-Mobile Users - NVIDIA GeForce NOW Now Supported on Apple Vision Pro - Apple Goes Big on Season 30 for MLS - The importance of family passwords and more on the toll road smishing attempts on Checklist 408 - Family Passwords and Smishing, Revisited - online at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Chat with us in 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.
0:08.9	Notes ahead of Apple earnings.
0:10.8	Interesting numbers on U.S. iPhone sales.
0:13.8	An Apple goes big on MLS season 30.
0:18.0	It is Thursday the 30th of January 2025.
0:21.9	I'm Ken Ray, and this is news from MacOS Ken.
0:27.4	Brought to you by yours truly and supported by people like you.
0:32.6	Patrons through Patreon.
0:35.5	Find out more and than your support at patreon.com
0:40.3	slash macOS can.
0:44.5	Proving the world is a funny place.
0:47.6	One Wall Street analyst has stayed bullish
0:49.7	on Apple shares.
0:51.3	One has issued a downgrade
0:52.6	and gone kind of bearish.
0:56.4	And both have the same price target. The world is funny. Apple 3.0 ran part of a note Tuesday from Evercore analyst
1:05.6	Amit Daryanani, ahead of Apple's December quarter numbers, which come out later today.
1:12.0	Daryanani says he and his think Apple is positioned to deliver an in-line quarter
1:17.0	with continued emerging market growth and strength from services and wearables,
1:22.5	referencing new AirPods and Apple Watch.
1:26.1	As for what's ahead, Team Evercore is pumped, expecting a stronger
1:31.1	for longer iPhone cycle that could drive growth ahead of seasonality thanks to the anticipated
	...

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