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Apple's revised guidance: What the analysts are sayingrevised guidance analysts saying apple park night6 years ago
Published January 3, 2019 by Philip Elmer-DeWitt

Apple's revised guidance: What the analysts are saying

Price target cuts across the board, ratings mostly unchanged.

Read More Apple's revised guidance: What the analysts are saying

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Tim Cook on CNBC (videos)tim cook cnbc china6 years ago
Published January 3, 2019 by Philip Elmer-DeWitt

Tim Cook on CNBC (videos)

Full interview with instant commentary by Wedbush's Dan Ives and Loup Ventures' Gene Munster.

Read More Tim Cook on CNBC (videos)

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Apple blew the holiday quarter—full textrevised guidance china6 years ago
Published January 3, 2019 by Philip Elmer-DeWitt

Apple blew the holiday quarter—full text

"Today we are revising our guidance for Apple’s fiscal 2019 first quarter."

Read More Apple blew the holiday quarter—full text

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With Apple at $155, analyst defends his $280 Apple price target (video)forte defends 2806 years ago
Published January 2, 2019 by Philip Elmer-DeWitt

With Apple at $155, analyst defends his $280 Apple price target (video)

"For Amazon and for Apple there are reasons to believe the sell-off is overdone." — D.A. Davidson's Tom Forte

Read More With Apple at $155, analyst defends his $280 Apple price target (video)

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Cowan: Apple supply chain lumpy but on trackcowan supply chain6 years ago
Published January 2, 2019 by Philip Elmer-DeWitt

Cowan: Apple supply chain lumpy but on track

From a note to clients that landed on my desktop Wednesday.

Read More Cowan: Apple supply chain lumpy but on track

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NYT: Big tech, under siege, plows aheadapple wedbush microsoft panw6 years ago
Published January 2, 2019 by Philip Elmer-DeWitt

NYT: Big tech, under siege, plows ahead

From David Streitfeld's "Big Tech May Look Troubled, but It’s Just Getting Started" in Wednesday's New York Times. 

Read More NYT: Big tech, under siege, plows ahead

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Value Line: Now would be an opportune time to accumulate Applevalue line accumulate6 years ago
Published January 1, 2019 by Philip Elmer-DeWitt

Value Line: Now would be an opportune time to accumulate Apple

From Value Line's Dec. 28 report on Apple.

Read More Value Line: Now would be an opportune time to accumulate Apple

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Under the tree: iPads, more iPads and iPhone XRschristmas tree6 years ago
Published January 1, 2019 by Philip Elmer-DeWitt

Under the tree: iPads, more iPads and iPhone XRs

Localytics: The iPhone XR had a great Christmas, but not as great as the iPad.

Read More Under the tree: iPads, more iPads and iPhone XRs

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Apple 3.0 grew 62% in Decemberpageviews december 20186 years ago
Published January 1, 2019 by Philip Elmer-DeWitt

Apple 3.0 grew 62% in December

Bad month for AAPL, good month for me.

Read More Apple 3.0 grew 62% in December

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iPhone XR was Android switch-bait, says CIRP, took 32% of sales in 30 daysCIRP iPhone XR6 years ago
Published December 31, 2018 by Philip Elmer-DeWitt

iPhone XR was Android switch-bait, says CIRP, took 32% of sales in 30 days

"It appears that iPhone XR did serve to attract current Android users,” — Mike Levin, CIRP co-founder From iPhone XR Takes 32% of Sales in First Month of…

Read More iPhone XR was Android switch-bait, says CIRP, took 32% of sales in 30 days

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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 ($)
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