Morgan Stanley Raises iPhone Expectations - MOSK: 08.18.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 18 August 2025

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Morgan Stanley Raises Sept-Q iPhone Expectations - Berkshire Hathaway Sells 20 Million Apple Shares - Presidential Disclosure Shows Significant Trump Investments in Apple and Nvidia - Foxconn’s A.I. Server Moves Pay Off - Amazon Return Codes Can Now Slip Into Apple Wallet - Disney+ Lands “Alien: Earth” Environment on Apple Vision Pro - Gurman: Apple’s Holding Back Content for Less Expensive Headset - Sponsored by CleanMyMac - Now with Cloud Cleanup. Try 7 days free and use code MACOSKEN20 for 20% off at clnmy.com/MACOSKEN - Securing Saint Paul and naming a culprit on Checklist No. 436 - 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	Morgan Stanley Up's iPhone expectations, a monumental moment for Foxcon, and content talk for Apple's headset.
0:17.7	It is Monday, the 18th of August 2025.
0:25.6	I'm Ken Ray, and this is news from MacOS Ken.
0:32.7	Brought to you by yours truly and sponsored by Clean My Mac now with cloud cleanup.
0:45.4	Try it free for seven days and use code MacOS Ken 20 for 20% off at CLNMY.com slash macOS Ken.
0:52.4	This show is also supported by people like you, patrons through Patreon.
1:01.0	Find out more and add your support at patreon.com slash macOS can.
1:08.6	Morgan Stanley analyst Eric Woodring has revised iPhone expectations up for the September quarter.
1:10.2	Sadly, it's up to a number that will still probably disappoint.
1:14.4	Seeking Alpha had the analyst saying that Morgan Stanley's Greater China Technology Hardware
1:19.5	team has raised expectations for iPhone shipments from 50 million to 54 million units for the
1:26.5	current quarter.
1:33.8	While that is better, it just puts iPhone even with last year, according to the firm.
1:42.1	Again, though, they had expected shipments to fall 7% for the current quarter, so, yay.
1:48.1	If you're wondering what change, the fees says the positive revisions are because of better than expected iPhone sell-through in the June quarter, which reduced iPhone channel inventory
1:54.4	below normalized levels and thus created a larger channel fill opportunity in the September
2:00.0	quarter.
2:06.8	That said, there are lots of other good tidings as far as Team Woodring is concerned.
2:08.9	They're not as worried about tariffs.
2:11.5	They're not as worried about regulation near-term.
2:17.7	And if things get rocky, Apple can just raise prices on hardware and services.
	...

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