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The end of the Bezos era at AmazonAmazon jeff bezos apple steve jobs5 years ago
Published February 2, 2021 by Philip Elmer-DeWitt

The end of the Bezos era at Amazon

From the New York Times' "Jeff Bezos to Step Down as Amazon C.E.O." posted Tuesday afternoon.

Read More The end of the Bezos era at Amazon

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Evercore: Five takeaways from Apple's SEC 10-QApple evercore 5 10-Q q120235 years ago
Published February 2, 2021 by Philip Elmer-DeWitt

Evercore: Five takeaways from Apple's SEC 10-Q

From a note to clients by analyst Amit Daryanani that landed on my desktop Tuesday: ALL YOU NEED TO KNOW:  Off balance sheet purchase commitments were…

Read More Evercore: Five takeaways from Apple's SEC 10-Q

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Ming-Chi Kuo: This is the platform on which Apple will build a carapple car Hyundai platform5 years ago
Published February 2, 2021 by Philip Elmer-DeWitt

Ming-Chi Kuo: This is the platform on which Apple will build a car

From AppleInsider's "Kuo: 'Apple Car' to use Hyundai's E-GMP platform, GM and PSA partnerships possible" posted early Tuesday.

Read More Ming-Chi Kuo: This is the platform on which Apple will build a car

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Why Apple, with $91 billion net cash, is borrowing another $14BApple 10-q q22021 evercore scrooge5 years ago
Published February 2, 2021 by Philip Elmer-DeWitt

Why Apple, with $91 billion net cash, is borrowing another $14B

Net cash neutrality ain't easy to reach when free cash flows so freely.

Read More Why Apple, with $91 billion net cash, is borrowing another $14B

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Gene Munster: Facebook's beef with Apple is not really about the bucks (video)apple facebook gene munster5 years ago
Published February 2, 2021 by Philip Elmer-DeWitt

Gene Munster: Facebook's beef with Apple is not really about the bucks (video)

"Facebook and Apple face off" was sent Monday to Loup Ventures subscribers.

Read More Gene Munster: Facebook's beef with Apple is not really about the bucks (video)

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Premarket: Apple is greenapple premarket green 12-17-255 years ago
Published February 2, 2021 by Philip Elmer-DeWitt

Premarket: Apple is green

From TheStreet's "Dow Futures Climb Higher As Reddit Retail Grip Fades; GameStop, AMC Slump" posted early Tuesday.

Read More Premarket: Apple is green

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Apple scores with Justin Timberlakeapple TV plus timberlake5 years ago
Published February 1, 2021 by Philip Elmer-DeWitt

Apple scores with Justin Timberlake

From AppleInsider's "Apple TV+ sees record weekend on 'Palmer' release, 'CODA' acquisition" posted Monday.

Read More Apple scores with Justin Timberlake

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Evercore: Apple App Store revenue grew 40% in Januaryevercore apple app store5 years ago
Published February 1, 2021 by Philip Elmer-DeWitt

Evercore: Apple App Store revenue grew 40% in January

Street models were calling for Apple's Services growth to decelerate to 16% this quarter.

Read More Evercore: Apple App Store revenue grew 40% in January

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John Gruber grades Apple: The TV box gets a D, developer relations a CApple john gruber D5 years ago
Published February 1, 2021 by Philip Elmer-DeWitt

John Gruber grades Apple: The TV box gets a D, developer relations a C

Apple TV gets an F from Ben Thompson, who has to be talked up to a D for developer relations.

Read More John Gruber grades Apple: The TV box gets a D, developer relations a C

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PED on TWIT Sunday to talk about Apple's blowout quarterapple blowout twit ped5 years ago
Published February 1, 2021 by Philip Elmer-DeWitt

PED on TWIT Sunday to talk about Apple's blowout quarter

Good panel, with so much to say about GameStop that the Apple portion didn't start until the 1:20 hour mark.

Read More PED on TWIT Sunday to talk about Apple's blowout 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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