Upbeat Notes on AAPL and Foldable Excitement - MOSK: 12.10.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 10 December 2025

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Evercore's Not Worried About Executive Shuffles at Apple - Citi Ups Apple Target on iPhone Strength - IDC: Foldable iPhone to Cap a Big 2026 for Foldables - Apple's Messages via Satellite Go Live for Japan - Apple Pay's Klarna BNPL Option Hits France and Italy - Apple and Google Work on Data Portability Tools for Android and iOS - EU Crows Over Apple and Google Data Portability Moves - Apple TV Green Lights Third Season of "Platonic" - Apple TV Teases Star Studded Dramedy "Margo's Got Money Troubles" - Apple Leans into Sneaky Sasquatch - Sponsored by OpenCase - MagSafe for iPhone Perfected. Build your own holiday bundle and save at TheOpenCase.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.
0:08.6	Upbeat Apple notes, excitement over foldables, and Apple leads into sneaky Sasquatch.
0:15.8	It is Wednesday, the 10th of December 2025.
0:19.6	I'm Ken Ray, and this is news from MacOS Ken.
0:24.8	Brought to you by yours truly and supported by people like you.
0:29.9	Patrons through Patreon.
0:32.9	Find out more and then your support at patreon.com slash macOS can.
0:41.4	Do not sweat the recent turnover in Apple's executive ranks.
0:45.6	That's the advice from Evercore analyst Ahmed Daryanani.
0:50.0	Apple 3.0 ran part of a note he wrote earlier this week.
0:54.5	Sure, churn at the executive level does create a higher degree of uncertainty in Daryanani's estimation.
1:00.9	Really, though, he thinks that departures are mostly about people retiring.
1:04.9	Not leaving for competitors, Allen and I not included.
1:09.8	Here's the good news, though.
1:11.3	Daryanani indicates that changes like the shuffles announced recently
1:14.7	are eventually a net positive for Apple,
1:17.9	as the company resets their AI strategy,
1:20.5	plus enables a new generation of leaders to take the helm
1:24.2	as it provides a path to promote experienced insiders.
1:29.4	Plus, Johnny Surrucci's not leaving so.
1:33.1	Winner!
1:35.1	The way AdRock sees it, while the clustering of announcements naturally raises questions,
	...

Transcript will be available on the free plan in 23 days. Upgrade to see the full transcript now.

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.