Analysts Offer Less App Store Link-Out Worry - MOSK: 06.06.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 6 June 2025

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- J.P. Morgan: Apple’s 9th Circuit Denial Not That Big a Deal - Morgan Stanley: Buyers Will Need Big Discounts to Leave App Store - Deepwater: Apple’s Got Two Years to Get Its A.I. Act Together - Report: Apple Plans Second Store for Mumbai - Report: Tata Takes Over iPhone and MacBook Repair in India - Study Says Apple Watch Calorie Burn Metric Not Super Accurate - New Games for Apple Arcade - Sponsored by Insta360's new X5: Get 8K 360° video and an invisible selfie stick at store.insta360.com with code macosken - Your T-Life recorded and considering mandatory 2FA on Checklist 426 - find it at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Send Ken an email: [email protected] - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

Transcript

Click on a timestamp to play from that location

0:00.0	This is MacOS Ken.
0:08.9	Notes on App Store linkouts.
0:11.0	Mr. Munster gives Apple two years to get their AI act together.
0:16.3	And Apple grows retail and relationship in India.
0:20.6	It is Friday the 6th of June 2025.
0:24.4	I'm Ken Ray, and this is news from MacOS Ken.
0:30.1	Brought to you by yours truly and sponsored by Insta360's new X5.
0:36.3	Get an invisible selfie stick when you buy an X5 standard bundle at store.
0:40.8	Dot Insta360.com with code macOS can.
0:46.0	This show is also supported by people like you.
0:50.6	Patrons through Patreon.
0:53.2	Find out more than your support at patreon.com slash macOS can.
1:03.1	After the appeals court denial of Apple stay request earlier this week,
1:07.9	you may be wondering how Apple shares will be affected.
1:12.8	I mean, you probably aren't. I know I wasn't.
1:16.2	Still, J.P. Morgan analyst Samik Tratterjee has written about it, so we may as well see what he had to say.
1:24.5	Apple had appealed to the U.S. Ninth Circuit asking it to put aside orders regarding
1:28.7	linkouts of the app store to developer sites, as well as whether it could charge
1:33.8	commission on sales made outside the app store. The company requested that those
1:39.1	orders be stayed, while it appealed the late April ruling. On Wednesday, that request was denied.
1:47.7	Apple 3.0 ran part of a note from J.P. Morgan's chattery on Thursday responding to that news,
1:54.8	while the denial by the U.S. Court of Appeals for the Ninth Circuit is a headwind for Apple
	...

Transcript will be available on the free plan in 6 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Ken Ray, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Ken Ray and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.