F1: The Movie Races to $300 Mil. Box Office - MOSK: 07.07.2025

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 7 July 2025

⏱️ 11 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Counterpoint: iPhone Saw Strong Second Quarter in China - "Neutral" Apple Analyst Sees Little Impact from 20% Vietnamese Import Tariff - BofA Analyst: App Store Sees Significant Growth Despite Anti-Steering Changes - Apple Q3FY25 Earnings Report Set for 31 July - Apple Makes Changes to EU App Store That It Wants to Change Back - Photo Finish for "F1" as it Eyes $300M Box Office - "Jurassic World: Rebirth" Pushes "F1" Out of First at Box Office - Bluetooth listening vulnerabilities, problems with printers, and AT&T's account safety offering on Checklist No. 430 - find it at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - 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.
0:08.9	Strength for iPhone in China.
0:11.0	A couple of financial notes on Apple.
0:13.5	An F1 races to 300 million at the box office.
0:17.9	It is Monday, the 7th of July, 2025. I'm Ken Ray, and this is news from MacOS Ken.
0:27.4	I don't know what it was. Anyway, show's brought to you by yours truly and supported by people like you.
0:35.5	Patrons through Patreon. Find out more and add, patrons through Patreon.
0:45.1	Find out more and add your support at patreon.com slash macOS can.
0:48.4	It's what the cool kids are doing.
0:53.9	iPhone seems to have had a good second quarter in China.
0:57.5	Counterpoint Research issued a release note late last week,
1:03.4	calling out two smartphone makers in general for strong June quarter growth in the Middle Kingdom.
1:07.1	Apple and China's own Huawei.
1:12.6	Huawei is expected to beat Apple, both in terms of growth and units sold.
1:18.0	Counterpoint sees Huawei recording the highest growth among major brands to reach the number one spot in China for the quarter.
1:21.9	For its part, Apple is projected to see high single-digit growth, according to
1:26.4	counterpoint, thanks to Counterpoint,
1:32.0	thanks to strong sales of iPhone 16 Pro and Pro Max models.
1:37.7	And those were thanks, and least in part, to pricing moves by the Cooper Tino crew.
1:43.0	Talking over the company's Q2 performance, one counterpoint exec said,
1:46.6	Apple's adjustment of iPhone prices in May was well timed and well received coming a week ahead of the 618 shopping festival. As for the whole of the
1:53.9	618 sales period, that was flat year on year, according to Counterpoint, with most growth occurring during May.
	...

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