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Samsung's AI wipeoutapple samsung ai wipeout1 year ago
Published October 30, 2024 by Philip Elmer-DeWitt

Samsung's AI wipeout

"South Korea’s biggest company has become a stark example of how quickly fortunes can turn in an industry where the spoils go to those who maintain a technological edge."

Read More Samsung's AI wipeout

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Handicapping Apple's fiscal Q4 2024 earningsapple handicapping q420241 year ago
Published October 30, 2024 by Philip Elmer-DeWitt

Handicapping Apple's fiscal Q4 2024 earnings

As usual, the indies are more bullish than the pros — but not by much. 

Read More Handicapping Apple's fiscal Q4 2024 earnings

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Premarket: Apple is redapple premarket red 8-21-251 year ago
Published October 30, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From Reuter's "Futures gain as markets cheer Alphabet results; economic data awaited" posted early Wednesday.

Read More Premarket: Apple is red

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Evercore expects Apple to deliver in-line resultsapple evercore gaming weakness1 year ago
Published October 29, 2024 by Philip Elmer-DeWitt

Evercore expects Apple to deliver in-line results

"The staggered rollout of AI should also result in a stronger-for-longer iPhone upgrade cycle as release of new features and new geographies should drive strong word of mouth advertising." — Analyst Amit Daryanani

Read More Evercore expects Apple to deliver in-line results

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iPhone set to pop in Chinaapple iphone16 china pop1 year ago
Published October 29, 2024 by Philip Elmer-DeWitt

iPhone set to pop in China

"Investors should expect Apple to be upbeat about iPhone 16 and Apple Intelligence, but it may or may not necessarily reflect the ultimate success of the cycle." — Bernstein analyst Toni Sacconaghi

Read More iPhone set to pop in China

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iPhone 16: The view is rosier on the other side of the pondapple iphone16 tommo uk1 year ago
Published October 29, 2024 by Philip Elmer-DeWitt

iPhone 16: The view is rosier on the other side of the pond

"Demand for the iPhone 16 Pro Max and Pro continues to surge, with UK carriers EE and O2 reporting unprecedented interest compared to previous years’ models."

Read More iPhone 16: The view is rosier on the other side of the pond

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Barron's: Apple Intelligence landed with a wimperapple intelligence whimper barrons1 year ago
Published October 29, 2024 by Philip Elmer-DeWitt

Barron's: Apple Intelligence landed with a wimper

"The iPhone maker’s initial AI features for its devices were officially launched Monday and didn’t set the world alight."

Read More Barron's: Apple Intelligence landed with a wimper

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Piper Sandler sees subdued iPhone upgradesapple teen upgrade piper1 year ago
Published October 29, 2024 by Philip Elmer-DeWitt

Piper Sandler sees subdued iPhone upgrades

"As we sit here today (with Apple Intelligence just released), it doesn’t appear that AI is driving the upgrade excitement that we would have expected." — Analyst Matt Farrell

Read More Piper Sandler sees subdued iPhone upgrades

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Apple's iPhone exports from India jumped by a third in the past six monthsapple iphone india exports1 year ago
Published October 29, 2024 by Philip Elmer-DeWitt

Apple's iPhone exports from India jumped by a third in the past six months

"Apple’s rising star in India contrasts with its flagging fortunes in China."

Read More Apple's iPhone exports from India jumped by a third in the past six months

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Premarket: Apple is redapple premarket red 8-21-251 year ago
Published October 29, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "S&P 500, Nasdaq Building on Gains as Markets Brace for Big Tech Earnings" posted early Tuesday.

Read More Premarket: Apple is red

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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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