Wall Street Likes the Google Verdict for Apple - MOSK: 09.04.2025

Mac OS Ken

Ken Ray

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

4.8 • 972 Ratings

🗓️ 4 September 2025

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Apple Analysts Relieved Over Google/DOJ Ruling - Yahoo! Finance Addresses Why iPhone Air Will Fail or Something - Apple Patents Impact Resistant Taptic Engine - 15 Years Later: Instagram Gets a Native iPad App - Apple TV+ Drops Season-Five Trailer for "Slow Horses" - Nevada held captive by ransomware. Ramifications and what the state is doing on Checklist No. 438 - 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	Wall Street's pleased with a Google ruling.
0:11.6	Yahoo! Fine ads get my goat.
0:14.4	And slow horses gets a new trailer.
0:17.5	It is Thursday the 4th of September 2025.
0:20.7	I'm Ken Ray, and this is news from MacOS Ken.
0:26.1	Brought to you by yours truly and supported by people like you.
0:31.2	Patrons through Patreon.
0:34.2	Find out more and add your support at patreon.com slash macOS can.
0:42.3	Financial folks who were happy and they knew it clapped their hands on Wednesday in response to the Google case and how well Apple came through it.
0:52.3	I told you yesterday of the ruling in the Justice Department's case against
0:56.0	Google, the ruling will let the search slash ads giant keep paying for placement across
1:01.8	various services. That likely means Apple will keep getting somewhere in the neighborhood of $20 billion
1:08.5	per year to make Google the default search engine in Safari.
1:14.1	That piece from Apple Insider had analysts who were happy and they knew it, stomping their feet.
1:20.2	They didn't that in the form of financial notes, of course.
1:23.7	Evercore analyst Ahmed Daryanani likes the fact that Apple and Google are limited to one-year terms on placement deals rather than longer stretches of time.
1:33.3	That could strengthen Apple's bargaining position in his opinion, as Google competitors may angle for that placement.
1:40.9	Plus, with the rulings requirement that Google share, some search data with competitors,
1:46.3	they'll come to negotiations better armed.
1:50.1	Mr. Daryanani has now performed rating on Apple's shares.
1:53.8	Last I saw his price target on the shares was $250.
	...

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