iPhone 17, App Store Wars, and "Shrinking" - MOSK: 10.22.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 22 October 2025

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Wedbush: Wall Street is Underestimating iPhone 17 Cycle and Apple's Q4

- Apple Seeks (Again) to Have 2025 Fortnite Ruling Overturned

- Apple Argues (Again) Against EU's DMA

- Walmart Gets "Exclusive" Colors for Two Beats Offerings

- Rumor: Apple Testing Immersive Video for Soccer Broadcasts

- Pickle Pro: Pickleball with PS VR2 Sense Support for Apple Vision Pro

- Apple TV Thriller "Hijack" Returns in Mid January

- Apple TV Comedy "Shrinking" Returns in Early 2026

- Ben Stiller Doc "Stiller & Mera: Nothing is Lost" Hits Apple TV on 24 October

- The Asahi cyberattack, the state of ransomware (and stopping it), and Apple's offering higher bug bounties on Checklist No. 445 - 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	A bullish note on Apple, checking the eternal App Store war.
0:13.3	An interesting Apple Vision Pro news.
0:16.2	It is Wednesday, the 22nd of October 2025.
0:20.4	I'm Ken Ray, and this is news from MacOS Ken.
0:25.7	Brought to you by yours truly and supported by people like you.
0:31.4	Patrons through Patreon.
0:34.1	Find out more and add your support at patreon.com slash macOS can.
0:43.5	Excited as investors have been about Apple recently, one analyst thinks the street is
0:49.0	underestimating iPhone 17. I want to guess which one?
0:57.1	Why, it's Wedbush analyst Daniel Ives.
1:01.4	Apple 3.0 ran part of a note Ives wrote on Tuesday.
1:06.5	Checks by his firm show strength for the iPhone 17 line around the world,
1:09.8	though the come-on-get-happy part is centered on China. Further improvement in the Middle Kingdom is a key theme for Apple, according to Ives,
1:15.5	as this core region has been a persistent growth headwind over the past year,
1:20.3	and now reversing in a positive direction.
1:23.9	The way he sees it, with Apple on the doorstep of joining Nvidia in the $4 trillion market cap club,
1:30.9	it's clear that Cook & Company have finally found success with iPhone 17,
1:35.3	and now the street awaits for the grand strategic AI roadmap to be unveiled.
1:42.2	Strength for iPhone 17 plus double-digit services growth make the street's fourth quarter expectations
1:48.1	very beatable in Ives' estimation.
1:51.8	The analyst hasn't outperformed rating on Apple's shares.
	...

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