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Evercore: iPhone Primer – Can The Core Grow?apple core evercore iphone1 year ago
Published May 9, 2024 by Philip Elmer-DeWitt

Evercore: iPhone Primer – Can The Core Grow?

"We see 3 distinct drivers to enable mid-single digit iPhone growth going forward." — Analyst Amit Daryanani

Read More Evercore: iPhone Primer – Can The Core Grow?

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Premarket: Apple is redapple premarket red 8-20-251 year ago
Published May 9, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Dow futures slip after index posts sixth straight positive day" posted early Thursday.

Read More Premarket: Apple is red

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Here's Apple's worst ad ever (video)apple crush ad lisagor1 year ago
Published May 9, 2024 by Philip Elmer-DeWitt

Here's Apple's worst ad ever (video)

"Advertising is so boring and safe, we rarely get to talk/think about things like this." — TV commercial director Adam Lisagor

Read More Here's Apple's worst ad ever (video)

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Evercore's Amit Daryanani: 'Top 5 takeaways from Apple's 10-Q'apple evercore Q42024 daryanani1 year ago
Published May 8, 2024 by Philip Elmer-DeWitt

Evercore's Amit Daryanani: 'Top 5 takeaways from Apple's 10-Q'

Actually 6 takeaways -- plus a couple extras -- but who's counting?

Read More Evercore's Amit Daryanani: 'Top 5 takeaways from Apple's 10-Q'

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Ben Thompson is finally at peace with the iPadapple ipad thompson peace1 year ago
Published May 8, 2024 by Philip Elmer-DeWitt

Ben Thompson is finally at peace with the iPad

"Jobs died, and I’ve never been able to shake the sense that this particular vision of the iPad died with him."

Read More Ben Thompson is finally at peace with the iPad

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Richard Windsor: Apple ups its chip cadenceapple chip cadence windsor1 year ago
Published May 8, 2024 by Philip Elmer-DeWitt

Richard Windsor: Apple ups its chip cadence

"The net result is an impossibly thin iPad Pro (which I don’t think anyone asked for)."

Read More Richard Windsor: Apple ups its chip cadence

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iPhones sales took off in China last Marchapple iphone china march1 year ago
Published May 8, 2024 by Philip Elmer-DeWitt

iPhones sales took off in China last March

From "Apple’s China iPhone Shipments Soar 12% in March After Discounts" posted Wednesday by Bloomberg News.

Read More iPhones sales took off in China last March

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Premarket: Apple is greenapple premarket green 8-15-251 year ago
Published May 8, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures are little changed after Dow notches longest winning streak since December" posted early Wednesday.

Read More Premarket: Apple is green

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You'll never guess what Evercore's AI 'Expert' thinks Apple is makingapple evercore ai robots1 year ago
Published May 8, 2024 by Philip Elmer-DeWitt

You'll never guess what Evercore's AI 'Expert' thinks Apple is making

AI also gets far more exciting when we start thinking about a hardware product designed from the ground up to integrate AI at every level. — Analyst Amit Daryanani

Read More You'll never guess what Evercore's AI 'Expert' thinks Apple is making

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Live from Apple's 'Let loose' eventapple let loose live1 year ago
Published May 7, 2024 by Philip Elmer-DeWitt

Live from Apple's 'Let loose' event

I'm typing as fast as I can. All times Eastern.

Read More Live from Apple's 'Let loose' event

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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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