Anticipating Apple's June-Quarter Earnings - MOSK: 07.31.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 31 July 2025

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Wedbush Sees Steady June-Q for AAPL, Need for Attack on A.I. - Analysts See Fine June-Q for AAPL, Question Guidance - AAPL Q3FY25 Earnings Set for This Afternoon - Foxconn Takes 10% Stake in Data Center Builder - Apple Support Posts/Pulls Samsung Promo Video on Weibo - Apple Caesars Palace Shop Closing for Most of August - “Slow Horses” Writer/EP Calls it Quits After Season-Five - Apple TV+ Drops Trailer for Next Snoopy Special - Killing a company with one bad password and iOS 26 tools to fight smishing on Checklist No. 433 - Find it today 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

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0:00.0	This is MacOS Ken.
0:08.8	Gearing up for Apple earnings, Foxcon's big news pretty much misses Apple and a bit of Apple TV Plus talk.
0:17.3	It is Thursday, the 31st of July, 2025.
0:21.5	I'm Ken Ray, and this is news from MacOS Ken.
0:27.1	Brought to you by yours truly and supported by people like you.
0:32.5	Patrons through Patreon.
0:35.5	Find out more and add your support at patreon.com slash macOS cam.
0:44.1	You know, I think Wedbush analyst Daniel Ives may be on the verge of becoming an Apple Bear.
0:51.0	Certainly his excitement seems to be waning.
0:54.1	Can't really blame him for that.
0:56.1	Apple stands to take it from the DOJ on two sides,
0:59.7	the Google case and the case against Apple itself.
1:03.3	There's the occasional bullying from the White House,
1:06.1	and there's a sort of ho-humness around Apple hardware.
1:10.6	To be clear, he's not expecting anything bad from today's June quarter earnings call.
1:16.1	A piece from Apple 3.0 had pieces of notes from a few analysts ahead of this afternoon's confab,
1:22.1	including Mr. Ives.
1:24.6	He's expecting stable iPhone performance for the June quarter, as well as a strong services number, that shows upside.
1:32.9	In this note, he says the June queue is just the appetizer for the main event, which is the launch of iPhone 17 in September,
1:41.3	as the street will be laser-focused on the outlook and demand commentary from
1:46.1	Apple CEO Tim Cook on the call.
1:50.1	I say in this note, because there was another that was not nearly as upbeat sounding.
	...

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