Mac OS Ken Expectations for iPhone SE Refresh - MOSK: 02.19.2025
Feb 19, 2025
The podcast dives into the iPhone SE refresh, with analysts predicting significant revenue boosts for Apple. It also discusses new EU regulations affecting app developers, leading to the removal of non-compliant apps. The closure of the Northbrook Apple Store impacts the local community, while Apple's partnership with Major League Soccer brings exclusive team patches to Apple TV. Additionally, a new crime drama series, 'Dope Thief,' is unveiled, highlighting Apple's expanding presence in entertainment.
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Price Sensitivity Drives iPhone SE Strategy
- Price is the most important factor for over half of U.S. phone buyers.
- This explains the iPhone SE's irregular update cycle, prioritizing affordability over new features.
UBS Analyst Predicts iPhone SE Price Hike
- UBS analyst David Vogt predicts a price increase for the new iPhone SE to $499 due to upgraded hardware.
- He doesn't foresee a significant sales boost beyond low single-digit growth.
Evercore Analyst Projects Strong iPhone SE Sales
- Evercore analyst Amit Daryanani also predicts a $499 price for the new iPhone SE but is more optimistic.
- He anticipates 20 million units sold in the first year, generating $12 billion in revenue.
