Positive Takes on AAPL and iPhone - MOSK: 02.05.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 5 February 2025

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- BofA: Q2 App Store Revenue Up 17% - Evercore Unfazed by China Tariffs Effect on Apple - Canalys: Despite 1% Fall, Apple Topped Global Smartphone Shipments in 2024 - Counterpoint: iPhone ASP Hits Record High in 2024 - Apple Raises Monthly Subscription Costs for AppleCare+ on iPhone by 50 Cents - Apple Invites: New Invitations App for iCloud+ Subscribers - Apple Watch Activity Challenge on the Way for Valentine’s Day - Apple TV+ Out Trailer for “Berlin ER” - “Love You to Death” Starts Its Run on Apple TV+ - Sponsored by Factor: Get 50% off your first box plus free shipping with code macosken50off at FACTORMEALS.com/macosken50off - The latest on the Change Healthcare Hack on Checklist 409 - 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.
0:08.8	A couple of positive notes on Apple.
0:11.4	Industry trackers look back at 2024 for iPhone,
0:15.4	and Apple invites you to invite people to do stuff.
0:20.3	It is Wednesday, the 5th of February, 2025.
0:23.9	I'm Ken Ray, and this is news from MacOS Ken.
0:29.4	Brought to you by yours truly and sponsored by Factor.
0:33.6	Meals that are smart and delicious.
0:37.0	Get 50% off your first box plus free shipping with code MacOS Ken 50 off at factor meals.com
0:45.3	slash macOS Ken 50 off.
0:50.5	This show is also supported by people like you.
0:56.5	Patrons through Patreon.
1:05.4	Find out more than your support at patreon.com slash macOScan.
1:16.6	On last week's earnings call, Apple CFO Kevin Perak forecast growth for Apple services in the current quarter in the low double digits.
1:21.4	With a third of the quarter down, that's looking pretty doable.
1:27.7	Apple 3.0 ran part of a note Tuesday from B of A analyst Womsey Mohan,
1:30.3	citing data from Censor Tower.
1:31.3	The note says,
1:37.4	App Store revenue for the first 36 days of fiscal year 2025 is up 17% versus the same period a year ago.
1:40.9	That's on iPhone and iPad downloads that are up 6.5%, and dollars per download up 9.8%
1:48.5	year-on-year. Mr. Mohan has a buy rating on Apple's shares. His price target on the shares is $265.
1:59.2	Another Apple Bull sees little cause for worry in Trump's China tariffs.
	...

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