Skip to content

Philip Elmer‑DeWittPhilip Elmer‑DeWitt

Apple 3.0

  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services
Big bet on Apple putsapple puts 190 q220262 hours ago
Published April 27, 2026 by Philip Elmer-DeWitt

Big bet on Apple puts

Four days before March quarter earnings.

Read More Big bet on Apple puts

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

5 Comments

Apple leads Daniel Ives' Mag 7 earnings roundupapple ives mag7 march2 hours ago
Published April 27, 2026 by Philip Elmer-DeWitt

Apple leads Daniel Ives' Mag 7 earnings roundup

"We expect strong results as the Street continues to underestimate what 2026 is going to bring for Apple."

Read More Apple leads Daniel Ives' Mag 7 earnings roundup

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

One Comment

Evercore: iPhone revenues grew 20%-plus in the March quarterapple evercore q22026 outperform3 hours ago
Published April 27, 2026 by Philip Elmer-DeWitt

Evercore: iPhone revenues grew 20%-plus in the March quarter

"Looking ahead, we believe Apple has memory costs well under control based on its recent product launches, where it raised prices modestly on higher-end products while keeping prices flat on budget-friendly devices."

Read More Evercore: iPhone revenues grew 20%-plus in the March quarter

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

One Comment

Ming-Chi Kuo: OpenAI's Apple killer is an AI Phone4 hours ago
Published April 27, 2026 by Philip Elmer-DeWitt

Ming-Chi Kuo: OpenAI's Apple killer is an AI Phone

"Users are not trying to use a pile of apps. They are trying to get tasks done and fulfill needs through the phone."

Read More Ming-Chi Kuo: OpenAI's Apple killer is an AI Phone

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

6 Comments

Premarket: Apple is redapple premarket red 4-27-264 hours ago
Published April 27, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From Reuters' "US stock index futures muted on stalled US-Iran peace talks" posted early Monday.

Read More Premarket: Apple is red

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

One Comment

To what AI party, exactly, is Apple late?Apple ai late bubble20 hours ago
Published April 26, 2026 by Philip Elmer-DeWitt

To what AI party, exactly, is Apple late?

"The majority of the world uses no AI at all."

Read More To what AI party, exactly, is Apple late?

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

13 Comments

Mark Gurman: The foldable iPhone is John Ternus' babyapple ternus fold iphone24 hours ago
Published April 26, 2026 by Philip Elmer-DeWitt

Mark Gurman: The foldable iPhone is John Ternus' baby

"The excitement around the launch will give the new CEO a tailwind in both buzz and revenue."

Read More Mark Gurman: The foldable iPhone is John Ternus' baby

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

3 Comments

'Apple is about to burst the AI bubble' (video)apple ai bubble brandt1 day ago
Published April 26, 2026 by Philip Elmer-DeWitt

'Apple is about to burst the AI bubble' (video)

"I've been saying it on this channel for months." — Kiraa founder Errol Brandt

Read More 'Apple is about to burst the AI bubble' (video)

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

9 Comments

This week's Apple trading strategies (4/27-5/1/26)apple trading strategies 4-27-261 day ago
Published April 26, 2026 by Philip Elmer-DeWitt

This week's Apple trading strategies (4/27-5/1/26)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (4/27-5/1/26)

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

18 Comments

Counterpoint: Entry-level smartphone shipments won't grow again for two yearsapple soc counterpoint 20082 days ago
Published April 25, 2026 by Philip Elmer-DeWitt

Counterpoint: Entry-level smartphone shipments won't grow again for two years

"Apple, Samsung, Google and UNISOC posted positive growth."

Read More Counterpoint: Entry-level smartphone shipments won't grow again for two years

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

4 Comments

Posts pagination

1 2 … 1,383 Next
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.]

Apple 3.0 Archives

Apple 2.0 Archives

  • 2015
  • 2014
  • 2013 and earlier

Blog Roll

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi

Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
Apple 3.0
  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services

© 2022 Philip Elmer-DeWitt