Scratching the Surface of iPhone Sales - MOSK: 09.22.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 22 September 2025

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- The Information: Base Model iPhone 17 Orders Are Surprisingly Strong - Wedbush Ups Apple Target on iPhone Strength and A.I. Possibility - Scuffing Spotted on Blue iPhone 17 Pro Models and Black iPhone Air - Analysts Unfazed by Scuffing iPhone News - iFixit: iPhone Does Not Sacrifice Repairability - Apple Updates Final Cut for Mac and iPad - Apple Updates Final Cut Camera - Apple Captures Immersive Video at LA iPhone Launch - Apple Original Films Eyes Scorsese/DiCaprio/Lawrence Thriller - Sponsored by Insta360 Go Ultra - A tiny, hands-free 4K camera. Go Ultra today at store.insta360.com/product/go-ultra?utm_term=macosken with code macosken - Highlighting privacy and security features in macOS Tahoe 26 on Checklist No. 441 - 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

Click on a timestamp to play from that location

0:00.0	This is Mac OS Ken.
0:17.3	Oh, no, say that you remember about the father of West Ham. Sussing iPhone shipments, scratching shipped iPhones, and Scorsese may be back in the Apple fold.
0:41.2	It is Monday the 22nd of September 2025.
0:45.5	Yeah, yeah, body, yeah.
0:47.5	I'm Ken Ray, and this is news from MacOS Ken.
0:53.0	Brought to you by yours truly and sponsored by insta 360's brand new go
0:58.0	ultra a tiny hands-free 4k camera go ultra today at store dot insta 360.com with promo code macOS can
1:09.4	this show is also supported by people like you, patrons through Patreon.
1:17.3	Find out more and add your support at patreon.com slash macOS can.
1:26.6	The base iPhone 17 is seeing unexpected demand.
1:31.5	That is the word from Mac rumors highlighting information from the information.
1:37.0	The piece on the piece says Apple is increasing production on the standard iPhone 17 thanks to surprising demand.
1:44.4	The piece has the company telling two suppliers to up daily iPhone 17 output by at least 30%.
1:52.3	Checking Availability Sunday at Wayne Dixon.com, carrier availability is kind of all over the place depending on color and capacity.
2:02.9	Straight out of Apple, availability for every base iPhone 17 shows shipping between the 7th of
2:09.2	October and the 14th. According to the information, according to Mac rumors, Apple's decision to
2:16.2	increase iPhone 17 production suggests that the iPhone 17 pro models are not selling as well as usual this year.
2:24.4	If that's the case, it could have consequences for Apple's gross margin and September quarter revenue.
2:31.1	The thing is, Wainstight shows iPhone 17 Pro from Apple with the same October 7th through October 14th delivery window.
2:39.3	The iPhone 14-Pro Max window shifts even later, with deliveries running the 14th through the 21st of October.
2:47.1	Sure, the pro thing is worth keeping an eye on.
2:50.4	It's also possible, though, that the air is the issue, if we're going to assume that there's an issue.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Ken Ray, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Ken Ray and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.