iPhone Waits and OS Updates - MOSK: 11.04.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 4 November 2025

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

- J.P. Morgan: Waits for Current iPhones Still Longer Than Last Year's - Apple Releases blankOS 26.1 to the General Public - Apple Launches Web-Based, All Encompassing App Store - Apple Arcade Welcomes "Football Manager 26 Touch" - Apple TV Rebrands with New Idents and Stabs by Finneas - Apple TV Announces True Peril Podcast "Adrift" - Sponsored by NordLayer: Now through Dec. 10 get 28% off NordLayer yearly plans with coupon code macosken-28 at NordLayer.com/macosken - Keeping bad guys out of your iPhone and busting ghost accounts on Checklist No. 447 - 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.
0:08.9	Folks are still on hold for iPhone 17.
0:12.0	BlankOS 26.1 updates are out.
0:15.2	And Apple TV rebrands with that Phineas feel.
0:19.6	It is Tuesday, the 4th of November 2025.
0:23.4	I'm Ken Ray, and this is news from MacOS Ken.
0:28.8	Brought to you by yours truly and sponsored by Nordlayer.
0:33.1	Secure your network, block threats to your business,
0:35.8	and get 28% off Nordleer yearly plans today
0:40.1	with coupon code MACOS Ken-28 at Nordlayer.com slash macOS Ken.
0:49.6	This show is also supported by people like you. Patrons through Patreon.
0:56.4	Find out more and add your support at patreon.com slash macOS can.
1:06.0	Waits are getting shorter for the iPhone 17 line, but there are still weights.
1:12.1	That's the word from J.P. Morgan analyst, Samik Chatterjee. Seeking Alpha had the analyst tossing in
1:18.5	his team's two cents on Monday. For week eight of the 17 lines availability, he and his say
1:25.4	weights have dropped by about three days on average. They now stand at
1:29.8	10 days, five days longer than for the iPhone 16 line this time last year. The longer weights would
1:37.8	seem to support Apple's optimism for the December quarter. On last week's earnings call, company execs indicated that this quarter
1:46.0	will be the best quarter for iPhone so far. Connecting those dots. Chatterjee's note says the
1:53.5	elevated lead times relative to the prior year signify that the supply ramp is yet to catch up
1:58.8	to the higher level of demand being seen in the iPhone 17 cycle.
2:03.7	Higher than expected demand drove the robust outlook for double-digit iPhone revenue growth this quarter.
	...

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