AAPL Targets Slip Post Earnings - MOSK: 05.05.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 5 May 2025

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Analysts React to Apple’s 2Q Earnings and 3Q Guidance - Apple Updates App Store Guidelines in Wake of Epic Ruling - Spotify's is First U.S. App with Links to Third-Party Payment Options - UK Says Apple Owes Optis $502 Million - Berkshire Hathaway CEO Praises Apple CEO - Apple CEO Praises Berkshire Hathaway CEO - Apple TV Drops Price on Remainder of MLS 2025 Season - Apple TV+ Series “Carême” Nabs 100% from Critics on Rotten Tomatoes - Sponsored by OpenCase - MagSafe for iPhone Perfected. Get 10% off your purchase with code macosken at TheOpenCase.com - Worries over the AirPlay network and securing your TV viewing on Checklist 421 - find it 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	Wall Street lowers Apple price targets, app store guidelines, lower barriers, and the Oracle of
0:15.2	Omaha praises Tim Cook.
0:18.2	It is Monday, the 5th of May 2025.
0:26.5	I'm Ken Ray, and this is news from MacOS Ken.
0:34.9	Brought to you by yours truly and sponsored by Opencase. MagSafe for iPhone perfected.
0:43.1	Get 10% off your purchase with code macOS Ken at theopencase.com.
0:47.6	This show is also supported by people like you.
0:50.2	Patrons through Patreon.
0:59.1	Find out more and add your support at patreon.com slash macOS can.
1:07.9	We'll start with analyst reactions to last Thursday's Apple earnings call for the second quarter of fiscal year 2025.
1:11.8	Apple 3.0 gathered those reactions.
1:17.9	Just about every note expressed concern over tariffs in the $900 million hit Apple says those tariffs will put on its costs.
1:21.6	UBS analyst David Vote and Evercore analyst Ahmed Daryanani said practically the same thing.
1:29.9	Each sees the immediate impact is either manageable or largely manageable, though things are cloudy past the end of June. Vote is neutral on
1:38.3	Apple with a $210.10 price target. Darianani is overweight on Apple with a price target of 250.
1:47.0	A few notes mentioned the Hurt last week's ruling in the epic case could put on services
1:52.0	revenue. That's the new set of rules that basically opens lines of communication between
1:58.1	app developers and their customers that Apple had locked down.
2:02.7	It also keeps Apple from charging for purchases made outside the app store, but we'll get to
2:08.4	all of that in a bit. That seems to have played into a move on Apple's price target from J.P. Morgan
2:14.3	analyst, Samick Chatterjee. He pointed to the absence of a specific growth target for services
	...

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