AAPL Analysts Pre-Game 2Q Earnings - MOSK: 04.29.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 29 April 2025

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

- J.P. Morgan: Track Record Plus iPhones from India Should Help Apple Through Tariff Tempest - Wedbush: Waiting for “Three Months Later” - Morgan Stanley Ups Apple Target from $220 to $235 - Apple Earnings Set for Thursday 1 May - More OS Betas Go Out to Developers - Apple TV+ Picks Up Four BAFTA Craft Awards - Sponsored by Insta360's new X5: Get 8K 360° video and an invisible selfie stick at store.insta360.com with code macosken - Hacking crosswalks, OS updates, and protecting privacy on your Mac on Checklist No. 420 - 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.
0:08.9	More analysts weigh in ahead of Apple earnings.
0:12.0	Beats has new colored pills to push.
0:14.8	And Apple TV Plus wins Kraft Baftas.
0:18.9	Why don't they just call them crafters?
0:22.0	It is Tuesday, the 29th of April, 2025.
0:26.1	I'm Ken Ray, and this is news from MacOS Ken.
0:31.5	Brought to you by yours truly and sponsored by Insta 360's new X5.
0:37.8	Get 8K, 360-degree video, and an invisible selfie stick at store.insta360.com with code macOS can.
0:49.5	This show is also supported by people like you, patrons through Patreon.
0:56.3	Find out more in than your support at patreon.com slash macOS can.
1:05.6	Apple's second quarter fiscal year 2025 earnings report is due this week,
1:10.5	and Apple analysts are getting in their
1:12.6	guesses. We'll start with a piece from Barron's, which has J.P. Morgan analysts, Samick
1:17.7	Chatterjee, indicating that ticker symbol AAPL could still be a good bet, despite the potential
1:23.6	tariff troubles. His biggest hope seems to be what we talked about here yesterday, producing iPhones bound
1:30.4	for the U.S. in India rather than China.
1:34.6	While Apple seems to have avoided the 145% tariff on goods imported from China, Chatterjee
1:40.9	and friends think, when the dust settles, the likely outcome is a 20% levy on iPhone
1:46.8	components imported into the U.S. Chatterjee argues, shifting manufacturing to India could
1:54.0	theoretically absorb a plus 20% price increase associated with tariffs or similar factors
1:59.5	and still remain below the estimated
	...

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