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Counterpoint: Apple had a good September quarterapple iphone counterpoint Q420252 months ago
Published October 16, 2025 by Philip Elmer-DeWitt

Counterpoint: Apple had a good September quarter

"Apple’s global shipments increased by 9% YoY in Q3 2025, the fastest among the top five brands."

Read More Counterpoint: Apple had a good September quarter

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Apple's go-to chipmaker raises its guidance — againapple tsmc guidance again2 months ago
Published October 16, 2025 by Philip Elmer-DeWitt

Apple's go-to chipmaker raises its guidance — again

"The outlook hike was striking given Taiwan’s biggest company last raised its guidance just three months ago, igniting a rally that’s tacked on more than $260 billion to its market value."

Read More Apple's go-to chipmaker raises its guidance — again

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Premarket: Apple is greenapple premarket green 12-17-252 months ago
Published October 16, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Markets Positive as AI Rally Eclipses China Trade Fears. Stock Futures Rise." posted early Thursday.

Read More Premarket: Apple is green

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Evercore: What the launch of Apple's M5 deliveredapple m5 evercore2 months ago
Published October 15, 2025 by Philip Elmer-DeWitt

Evercore: What the launch of Apple's M5 delivered

"The new silicon will provide improved graphics performance and performance for AI workloads at the edge, along with faster storage and improved battery life." — Analyst Amit Daryanani

Read More Evercore: What the launch of Apple's M5 delivered

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Apple 3.0: Dear Tim, from David Emeryapple advice michel contant2 months ago
Published October 15, 2025 by Philip Elmer-DeWitt

Apple 3.0: Dear Tim, from David Emery

The seventh entry in the "If you were a consultant who had Tim Cook's ear" series.

Read More Apple 3.0: Dear Tim, from David Emery

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Apple dropped a bunch of new stuff todayapple new stuff2 months ago
Published October 15, 2025 by Philip Elmer-DeWitt

Apple dropped a bunch of new stuff today

"With up to 3.5x more performance for AI workflows, faster storage, up to a phenomenal 24 hours of battery life, and macOS Tahoe, the 14-inch MacBook Pro gets even better." — Apple PR

Read More Apple dropped a bunch of new stuff today

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Why Apple cares about latency and its human tollapple latency anice hassim2 months ago
Published October 15, 2025 by Philip Elmer-DeWitt

Why Apple cares about latency and its human toll

"Latency is not just inconvenience, but a kind of invisible tax on humanity’s time." — Friend-of-the-blop Anice Hassim

Read More Why Apple cares about latency and its human toll

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Mark Gurman: Apple's home hub and security cam due in 2026; tabletop robot in 2027apple gurman robot 20272 months ago
Published October 15, 2025 by Philip Elmer-DeWitt

Mark Gurman: Apple's home hub and security cam due in 2026; tabletop robot in 2027

"The initiative traces its roots to Apple’s now-shelved self-driving car project, which included a team focused on robotics."

Read More Mark Gurman: Apple's home hub and security cam due in 2026; tabletop robot in 2027

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Premarket: Apple is greenapple premarket green 12-17-252 months ago
Published October 15, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures are higher after tumultuous session, traders await earnings" posted early Wednesday.

Read More Premarket: Apple is green

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Omdia: Apple had a good September quarterapple omdia iphone17 Q420252 months ago
Published October 14, 2025 by Philip Elmer-DeWitt

Omdia: Apple had a good September quarter

"Early demand for the iPhone 17 series helped it secure 18% share."

Read More Omdia: Apple had a good September quarter

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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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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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