F1: The Movie Crosses $500M Globally - MOSK: 07.29.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 29 July 2025

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- TD Cowen: Everything’s a Push for AAPL - Deepwater Analyst Gene Munster on A.I., iPhone Air, and Tariffs - Canalys: US Smartphone Shipments Up in Q2 to Avoid Tariff Troubles - Canalys: iPhone Shipments Up 4% in Q2 in China - China’s Apple Centennial City Closing 9 August - Pittsburg’s Apple Shadyside Moving to a Bigger Space - F1: The Movie Crosses Half-a-Billion at Global Box Office - 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

Click on a timestamp to play from that location

0:00.0	This is MacOS Ken.
0:08.9	Analyst right ahead of Apple earnings.
0:11.6	Canales counts iPhone shipments
0:14.1	and an exclusive club for Brad Pitt and Superman.
0:19.3	It is Tuesday, the 29th of July, 2025.
0:23.4	I'm Ken Ray, and this is news from MacOS Ken.
0:29.1	Brought to you by yours truly and supported by people like you.
0:34.5	Patrons through Patreon.
0:37.6	Find out more and add your support at patreon.com slash macOS can.
0:46.8	Analyst at TD Cowen seemed to see Apple taking a steady-as-go's approach for the next year,
0:53.2	and they seem bent on doing the same.
0:56.7	A piece from Apple Insider had the firm issuing two notes to start the week, though the focus was on fiscal year 2026, which doesn't start until October.
1:09.1	For the June and September quarters, the firm thinks iPhone shipments will be up, which sounds
1:14.7	great, but the relatively small rise will be tied to Apple trying to build up and maintain stock
1:20.4	ahead of tariff trouble, not responding to a surge in demand.
1:25.3	Demand is being restrained by declining sales in China, according to the firm,
1:30.2	as well as what Cowan calls an incomplete AI strategy. That's fine, though. According to Apple Insider,
1:39.0	Cowan thinks Apple has 18 months to make Apple intelligence a compelling feature. Between now and then,
1:47.2	they're expecting a foldable iPhone and maybe a foldable iPad. So wait, a foldable iPhone is
1:54.7	supposed to move the needle on sales? Not bleep and likely. According to TD Cowan, according to Apple Insider.
2:03.6	An iPhone 18-fold will be released in September of 2026,
2:07.7	and Apple is expecting to sell between 7 million and 10 million of them.
	...

Please login to see the full transcript.

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.