UBS Rains on iPhone Sales Parade - MOSK: 06.17.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 17 June 2025

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

- UBS: iPhone Sales Surge Driven By Short Term Concerns - Apple Loses Four-Year App Store Fight in Netherlands - Apple Seeds First Developer Betas for Current OS Updates - Apple Expanding App Store Promo Code Applicability - Firmware for AirPods Joining Public Beta Offerings - Joz First Apple Exec to Show visionOS Persona Publicly - Sponsored by Insta360's new X5: Get 8K 360° video and an invisible selfie stick at store.insta360.com with code macosken - A.I. hallucinates current events and Apple tweaks Parental Controls on Checklist No. 427 - find it 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.
0:08.6	UBS pops the iPhone sales strength bubble,
0:11.8	a long stupid fight for Apple in the Netherlands,
0:15.8	and it's Jaws, but creepy.
0:20.1	It is Tuesday, the 17th of June, 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 Insta360's new X5.
0:35.3	Get an invisible selfie stick when you buy an X5 standard bundle at store.
0:39.7	Dot Insta360.com with code MacOS can.
0:44.7	This show is also supported by people like you.
0:48.9	Patrons through Patreon.
0:51.9	Find out more in than your support at patreon.com slash macOS can.
1:00.6	I've often joked that oftentimes, Wall Street's response to news about Apple is to say,
1:06.2	cool, but a month from now, what will you have done for me lately?
1:11.9	In fairness, that's the way a lot of investing works.
1:14.8	Still, it is funny to see an analyst land on Apple 48 hours after good news with,
1:21.6	yeah, but, I told you yesterday of the counterpoint research claim that global iPhone sales grew 15% in April and May versus the same two months in 2024.
1:34.2	The firm also said iPhone was the top-selling smartphone in China in May.
1:40.5	UBS analyst David Vote doesn't dispute the counterpoint claims.
1:45.4	He does have a question, though.
1:47.7	A month from now, what will you have done for me lately?
1:52.4	Seeking Alpha head vote noting the news,
	...

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