iPhone 17 sales, more
9to5Mac Daily
9to5Mac
4.6 • 624 Ratings
🗓️ 3 October 2025
⏱️ 7 minutes
🧾️ Download transcript
Summary
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Stories discussed in this episode:
- iPhone 17 Pro and iPhone 17 sales are stronger than expected: report
- Following DOJ pressure, Apple pulls ICEBlock from the App Store
- Apple addresses iOS 26 bug affecting iMessage
- Apple Watch and Mac mini no longer advertised as carbon neutral, here's why
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Transcript
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| 0:00.0 | Welcome to NGFFMAC Daily for Friday, October 3rd, 2025. |
| 0:07.3 | I'm your host, Chance Miller. |
| 0:09.2 | We're sponsored this week by Calorie AI. |
| 0:12.3 | Leading off today, a new investment note from Morgan Stanley praises a stronger than expected start to sales for the iPhone 17 lineup. |
| 0:19.9 | This suggests that Apple's decision to shake up |
| 0:22.6 | the iPhone lineup in several different ways this year is paying off. In an investment note, |
| 0:27.7 | Morgan Stanley analysts say that the early demand for the iPhone 17 is modestly stronger than |
| 0:34.0 | they originally expected. They also say that this makes them more excited about the iPhone 18 cycle, where we're expecting |
| 0:41.4 | even bigger changes to the iPhone lineup. |
| 0:44.1 | Global iPhone air demand seems to be especially hard to determine so far, since it's still |
| 0:49.2 | not available in China due to ESIM regulatory problems. |
| 0:53.7 | For the iPhone 17, 17 Pro and iPhone 17 Pro Max, however, Morgan Stanley says Apple will soon |
| 0:59.9 | have to ramp up production to new heights. |
| 1:03.0 | And as for the iPhone 18 lineup next year, Morgan Stanley says that the first ever foldable |
| 1:08.0 | iPhone and six total new iPhone launches next cycle, |
| 1:12.0 | support strong year-over-year growth, again, even though the iPhone 17 is also seeing that strong |
| 1:18.5 | growth. In other news today, Iceblock, an app that alerts people to sightings of immigration |
| 1:24.3 | and customs enforcement agents in their area has been removed from the App Store. |
| 1:29.7 | Apple made the decision to remove Ice Block and other similar apps from the App Store at the request of U.S. Attorney General Pam Bondi. |
| 1:38.3 | Iceblock became the top social networking app on the App Store a few months ago, |
| 1:42.3 | and at the time, the White House condemned |
| 1:44.6 | the app due to apparent threats against ICE agents. Since then, controversy surrounding the |
... |
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