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Johanna Stern forgot to ask Microsoft's Satya Nadella about Apple's Safari (video)apple stern nadella AI search55 mins ago
Published February 8, 2023 by Philip Elmer-DeWitt

Johanna Stern forgot to ask Microsoft's Satya Nadella about Apple's Safari (video)

From Stern's "Bing With AI: Microsoft CEO Satya Nadella on Why Search Is Changed Forever" posted Tuesday by the Wall Street Journal.

Read More Johanna Stern forgot to ask Microsoft's Satya Nadella about Apple's Safari (video)

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Jason Snell: Four scenarios that could spell Apple's doomapple doom jason snell2 hours ago
Published February 8, 2023 by Philip Elmer-DeWitt

Jason Snell: Four scenarios that could spell Apple's doom

From Snell's "What if… Apple’s next big thing never comes?" posted Wednesday by MacWorld.

Read More Jason Snell: Four scenarios that could spell Apple's doom

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Neil Cybart: The three phases of Apple's gross marginsapple cybart gross margins3 hours ago
Published February 8, 2023 by Philip Elmer-DeWitt

Neil Cybart: The three phases of Apple's gross margins

"Apple is experiencing a rather intriguing scenario where higher pricing found with the iPhone Pro models is leading to more robust demand."

Read More Neil Cybart: The three phases of Apple's gross margins

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Which is it, Apple? AR or AI?apple AI AR3 hours ago
Published February 8, 2023 by Philip Elmer-DeWitt

Which is it, Apple? AR or AI?

The computer industry's oldest unfulfilled promise is also it's newest buzzword, and it's taking center stage at the Steve Jobs theater.

Read More Which is it, Apple? AR or AI?

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Premarket: Apple is redapple premarket red 2-8-235 hours ago
Published February 8, 2023 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures dip slightly as traders assess Fed Chair Powell’s inflation remarks" posted early Wednesday.

Read More Premarket: Apple is red

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Evercore: Top five takeaways from Apple's 10-QApple evercore 5 10-Q q1202318 hours ago
Published February 7, 2023 by Philip Elmer-DeWitt

Evercore: Top five takeaways from Apple's 10-Q

"3. Apple’s net cash balance increased from $49B to $54B, which is somewhat unusual." -- Analyst Amit Daryanani

Read More Evercore: Top five takeaways from Apple's 10-Q

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Megatechs pitch in with Turkey-Syria earthquake aidapple google amazon earthquake turkey20 hours ago
Published February 7, 2023 by Philip Elmer-DeWitt

Megatechs pitch in with Turkey-Syria earthquake aid

From "Google, Apple, Amazon Send Supplies to Assist Turkey in Aftermath of Earthquake" posted Tuesday by The Street.

Read More Megatechs pitch in with Turkey-Syria earthquake aid

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Mizuho: PayPal is haunted by the Apple Pay bugabooapple pay paypal bugaboo20 hours ago
Published February 7, 2023 by Philip Elmer-DeWitt

Mizuho: PayPal is haunted by the Apple Pay bugaboo

From Reinhardt  Krause's "PayPal Gains In Early 2023 Amid Buyback But Apple Pay Bugaboo Remains" posted Tuesday by Investors Business Daily.

Read More Mizuho: PayPal is haunted by the Apple Pay bugaboo

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Lawsuits: Rather than defend privacy, Apple invades itapple privacy lawsuits1 day ago
Published February 7, 2023 by Philip Elmer-DeWitt

Lawsuits: Rather than defend privacy, Apple invades it

From Winston Cho's "Apple Privacy Suits Claim App Changes Were Guise to Boost Ad Revenue" posted last week by the Hollywood Reporter.

Read More Lawsuits: Rather than defend privacy, Apple invades it

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Was he or wasn't he wearing an Apple Watch?apple motoryclist cliff smartwatch1 day ago
Published February 7, 2023 by Philip Elmer-DeWitt

Was he or wasn't he wearing an Apple Watch?

From Aubree B. Jennings and Jocelina Joiner's "Motorcyclist falls off cliff, smartwatch saves him" posted Monday by KTVX Utah.

Read More Was he or wasn't he wearing an Apple Watch?

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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RECENT COMMENTS

  • Fred Stein on Neil Cybart: The three phases of Apple's gross margins 'Neil force-fits his bias. Apple’s Pro models sell well because they are worth it. This is due to Apple’s long-term…'
  • Jerry Doyle on Jason Snell: Four scenarios that could spell Apple's doom 'It surprises me that Jason Snell failed to mention the one chief cause for a company’s demise or irrelevance: lack…'
  • Bart Yee on Neil Cybart: The three phases of Apple's gross margins 'Jerry, I think Neil is mostly correct. This year’s iPhone 14 and 14 plus did not offer the improvements normally…'
  • Lalit Jagtap on Jason Snell: Four scenarios that could spell Apple's doom 'Scenario #1 Does Android is best competition To Apple iPhone? Any other comparable product where privacy of data is on…'
  • Bart Yee on Neil Cybart: The three phases of Apple's gross margins 'As discussed yesterday, with Apple Silicon helping to extend performance while helping in some respects to control costs, DRAM &…'
  • Jerry Doyle on Neil Cybart: The three phases of Apple's gross margins '“…. Apple is experiencing a rather intriguing scenario where higher pricing found with the iPhone Pro models is leading to…'
  • David Emery on Jason Snell: Four scenarios that could spell Apple's doom 'Fortunately, the story itself didn’t live up to the bogus headline. Those 4 scenarios would have significant impact, and I…'
  • Bart Yee on Neil Cybart: The three phases of Apple's gross margins 'Agree, if your products remain top in performance (CPU, battery life, software execution, user perceived value), then sales, pricing power…'
  • Alan Trerise on Which is it, Apple? AR or AI? 'Apple always knew AI was table stakes. The neural engine Apple added to the A11 Bionic in 2017 has been…'
  • Roger Schutte on Mizuho: PayPal is haunted by the Apple Pay bugaboo 'Adam, I was super surprised when I wasn’t able to use Apple Cash as an alternate payment method for tap-to-pay…'
Read More...

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Philip Elmer‑DeWitt

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