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Handicapping Apple's earnings, Q2 201610 years ago
Published April 22, 2016 by Philip Elmer-DeWitt

Handicapping Apple's earnings, Q2 2016

Most analysts expect Apple to meet or beat its guidance next week. Apple disappointed investors in January when it guided March quarter revenues between $50 billion and $53 billion—well…

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Here's Apple's Earth Day video—updated10 years ago
Published April 22, 2016 by Philip Elmer-DeWitt

Here's Apple's Earth Day video—updated

An advertisement for the company's core values.   Tim Cook must believe that money spent projecting a corporate ethos of diversity, security and environmental responsibility is money well spent. I…

Read More Here's Apple's Earth Day video—updated

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Crowdsourcing Apple's earnings10 years ago
Published April 21, 2016 by Philip Elmer-DeWitt

Crowdsourcing Apple's earnings

Fiscal Q2 2016 edition. Next week, Apple is expected to report March quarter earnings of $2.04 a share on sales of $52.37 billion—down 12.5% and 9.7%, respectively, from the…

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This is how Qualcomm talks about Apple in public10 years ago
Published April 21, 2016 by Philip Elmer-DeWitt

This is how Qualcomm talks about Apple in public

If you can't mention a company by name, you can always call it a "premium-tier ecosystem." They danced around the subject and used a lot of acronyms and euphemisms, but…

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Apple is feeling the Bern10 years ago
Published April 20, 2016 by Philip Elmer-DeWitt

Apple is feeling the Bern

Also Amazon, Microsoft and, most of all, Google.

Read More Apple is feeling the Bern

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Published April 20, 2016 by Philip Elmer-DeWitt

From Fortune: Bill Campbell remembered

Two pieces worth reading. If you don't know Bill ("The Coach") Campbell's story, I recommend two pieces by my former colleagues at Fortune: Adam Lashinsky's Remembering Bill Campbell (posted…

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Anatomy of an Apple takedown10 years ago
Published April 17, 2016 by Philip Elmer-DeWitt

Anatomy of an Apple takedown

Why did the share price do a belly flop Friday? Here's what I've learned so far. Two days ago Nikkei Asian Review, a well-respected Tokyo-based business daily, posted…

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Here's the Nikkei Asian Review story that just dinged Apple10 years ago
Published April 15, 2016 by Philip Elmer-DeWitt

Here's the Nikkei Asian Review story that just dinged Apple

A lightly sourced "exclusive" can do a lot of damage on a Friday afternoon. I quote: TOKYO -- Apple will continue its reduced production of iPhones in…

Read More Here's the Nikkei Asian Review story that just dinged Apple

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Apple's Q2 earnings: The estimates are coming in (updated)10 years ago
Published April 15, 2016 by Philip Elmer-DeWitt

Apple's Q2 earnings: The estimates are coming in (updated)

Apple analysts place their bets. Here are excerpts from the notes we've seen, ranked by estimated revenue. More as they come in. Kulbinder Garcha, Credit Suisse. Given high retention…

Read More Apple's Q2 earnings: The estimates are coming in (updated)

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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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Apple 2.0 Archives

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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
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