Skip to content

Philip Elmer‑DeWittPhilip Elmer‑DeWitt

Apple 3.0

  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services
Apple: Evercore expects an AI-driven long-tailed iPhone supercycleapple evercore long tail12 months ago
Published July 29, 2024 by Philip Elmer-DeWitt

Apple: Evercore expects an AI-driven long-tailed iPhone supercycle

"We also think word of mouth marketing will be a more sizable driver of iPhone growth than usual assuming the Apple Intelligence features enjoy a positive reception." — Analyst Amit Daryanani

Read More Apple: Evercore expects an AI-driven long-tailed iPhone supercycle

Share this:

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

2 Comments

Apple: BofA expects a beat on Thursday, a big 2025 and a bigger 2026apple bofa beat q31202412 months ago
Published July 29, 2024 by Philip Elmer-DeWitt

Apple: BofA expects a beat on Thursday, a big 2025 and a bigger 2026

"June quarter results are less relevant to the longer-term opportunity." — Analyst Wamsi Mohan

Read More Apple: BofA expects a beat on Thursday, a big 2025 and a bigger 2026

Share this:

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

7 Comments

Daniel Ives: Apple will be the 'main event' this busy tech earnings weekapple main event ives12 months ago
Published July 29, 2024 by Philip Elmer-DeWitt

Daniel Ives: Apple will be the 'main event' this busy tech earnings week

From "Ives: Recent tech sell-off is a bump in the road, not the end" which aired Monday on CNBC.

Read More Daniel Ives: Apple will be the 'main event' this busy tech earnings week

Share this:

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

4 Comments

This is the face of a lying short (videos)apple andrew left short12 months ago
Published July 29, 2024 by Philip Elmer-DeWitt

This is the face of a lying short (videos)

Here's Citron's Andrew Left on CNBC shorting Nvidia, Tesla, Square and GameStock.

Read More This is the face of a lying short (videos)

Share this:

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

9 Comments

Did this Washington Post columnist call Apple TV+ a 'stinker'?apple tv stinker ovide12 months ago
Published July 29, 2024 by Philip Elmer-DeWitt

Did this Washington Post columnist call Apple TV+ a 'stinker'?

"It’s comforting, in a way, that America’s powerful Big Tech companies can flail around for years with products that are unpopular or unprofitable — and sometimes both."

Read More Did this Washington Post columnist call Apple TV+ a 'stinker'?

Share this:

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

10 Comments

TD Cowen raises Apple target $30 to $250apple evercore $275 poker12 months ago
Published July 29, 2024 by Philip Elmer-DeWitt

TD Cowen raises Apple target $30 to $250

"Potential key drivers of iPhone demand in C2H include emerging markets (EM) and upgrades to support early Gen AI features." — Analyst Krish Sankar

Read More TD Cowen raises Apple target $30 to $250

Share this:

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

6 Comments

Premarket: Apple was green, turned redapple premarket red 7-8-2512 months ago
Published July 29, 2024 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From Barron's' "Stocks Futures Rise Ahead of Fed Meeting, Tech Earnings" posted early Monday.

Read More Premarket: Apple was green, turned red

Share this:

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

10 Comments

Mark Gurman: iPhone 16 will arrive without its whizbang intelligenceapple gurman ai delay12 months ago
Published July 28, 2024 by Philip Elmer-DeWitt

Mark Gurman: iPhone 16 will arrive without its whizbang intelligence

The new timing means the AI capabilities won’t be widely launched until a subsequent update to the new operating system.

Read More Mark Gurman: iPhone 16 will arrive without its whizbang intelligence

Share this:

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

10 Comments

Foreign Policy has a take on Apple vs. EUapple vestager foreign policy12 months ago
Published July 28, 2024 by Philip Elmer-DeWitt

Foreign Policy has a take on Apple vs. EU

"Vestager’s statement is ridiculous on its face." 

Read More Foreign Policy has a take on Apple vs. EU

Share this:

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

9 Comments

Apple TV+ preparing to insert 'adverts' in the UKapple TV UK adverts12 months ago
Published July 28, 2024 by Philip Elmer-DeWitt

Apple TV+ preparing to insert 'adverts' in the UK

"It is the latest indication that Apple, which is the only major streaming service yet to introduce adverts, is planning to follow suit."

Read More Apple TV+ preparing to insert 'adverts' in the UK

Share this:

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

12 Comments

Posts navigation

Previous 1 … 164 165 166 … 716 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 ($)

Philip Elmer‑DeWitt

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

© 2022 Philip Elmer-DeWitt