Targets Rise After AAPL Q3 Earnings - MOSK: 08.04.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 4 August 2025

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Analysts Raise AAPL Targets Post Q3 Earnings - Report: Apple All-Hands Tackles A.I., Smarter Siri, and Zeppo! - Verizon Removing “Free” Apple Arcade from Legacy 5G Plans This Fall - Truecaller Killing Call Recording for iOS - Apple Watch Series 1 Hits “Obsolete” List - “F1” is Brad Pitt’s Top Grossing Film - Apple, Inc. Sues Apple Cinemas. Guess Why. - Saint Paul, MN is under cyberattack and politicos want to fight Apple's attempt to fight smishing on Checklist No. 434 - 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 MacOS Ken.
0:08.8	Targets go up after Apple earnings.
0:11.3	Apple reportedly holds an AI all hands.
0:14.8	And the dumbest name imaginable for a theater chain.
0:20.3	Ha!
0:23.8	It is Monday, the 4th of August 2025.
0:29.5	I'm Ken Ray, and this is news from MacOS Ken.
0:34.9	Brought to you by yours truly and supported by people like you.
0:37.3	Patrons through Patreon.
0:45.9	Find out more in than your support at patreon.com slash macOS can.
0:55.5	Last Thursday's Apple earnings report and call led at least a few analysts to raise their price targets on the company's shares.
0:59.0	Apple 3.0 posted parts of several notes.
1:02.1	Running through a few of the target movers,
1:07.9	J.P. Morgan analyst Samick Chatterjee was excited by growth for iPhone and Mac last quarter.
1:14.1	He acknowledges the part subsidies played in China, as well as tariff-related panic buying here in the States.
1:15.6	Still, Apple's robust outlook for the September quarter for mid-to-high single-digit growth
1:21.0	versus the low-to-mid-single-digit growth for the last three quarters was able to put
1:26.4	some of those concerns to bed as far as
1:29.1	he's concerned. Mr. Chatterjee has an overweight rating on Apple's shares. He raised his
1:35.1	price target on the shares from $250 to $255. Morgan Stanley analyst Eric Woodring was turned on by
1:43.7	services growth the last quarter of 13%
1:46.5	as well as Apple's expectation that it will do that again this quarter.
	...

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.