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Melius' Ben Reitzes expects a 'huge' iPhone upgrade in 2025 (video)apple meilius reitzes cnbc1 year ago
Published March 26, 2024 by Philip Elmer-DeWitt

Melius' Ben Reitzes expects a 'huge' iPhone upgrade in 2025 (video)

"As long as they have an AI story that comes out with services, seeing increased revenue and bringing more to the platform, we're going to be OK."

Read More Melius' Ben Reitzes expects a 'huge' iPhone upgrade in 2025 (video)

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Premarket: Apple is greenapple premarket green 8-22-251 year ago
Published March 26, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures climb as market rally takes a breather" posted early Tuesday.

Read More Premarket: Apple is green

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Evercore: Why a deal to use Baidu's Ernie in China makes sense for Appleapple baidu ernie china1 year ago
Published March 25, 2024 by Philip Elmer-DeWitt

Evercore: Why a deal to use Baidu's Ernie in China makes sense for Apple

"We think this gives Apple a chance to leverage the benefits of gen AI without a high level of capex." — Analyst Amit Daryanani

Read More Evercore: Why a deal to use Baidu's Ernie in China makes sense for Apple

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Toni Sacconaghi sees Apple buying opportunity (video)apple sacconaghi buying opportunity1 year ago
Published March 25, 2024 by Philip Elmer-DeWitt

Toni Sacconaghi sees Apple buying opportunity (video)

"Even if the DOJ case largely wins... I think the US consumer is pretty locked into whatever ecosystem they're in whether it's Android or iOS."

Read More Toni Sacconaghi sees Apple buying opportunity (video)

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Gene Munster: 70% of Apple's patents never turn into productsapple patents 70 munster1 year ago
Published March 25, 2024 by Philip Elmer-DeWitt

Gene Munster: 70% of Apple's patents never turn into products

From Aaron Mok's "These are the 3 Apple patents analysts say could hit the production line" posted Sunday by Business Insider.

Read More Gene Munster: 70% of Apple's patents never turn into products

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Premarket: Apple is redapple premarket red 8-21-251 year ago
Published March 25, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures slip to start shortened trading week" posted early Monday.

Read More Premarket: Apple is red

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Apple antitrust: My favorite take so farapple doj nerd rage1 year ago
Published March 24, 2024 by Philip Elmer-DeWitt

Apple antitrust: My favorite take so far

From Sarah Jeong's "United States v. Apple is pure nerd rage" posted Friday by The Verge.

Read More Apple antitrust: My favorite take so far

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Mark Gurman: The DOJ picked the wrong fight with Appleapple gurman doj antitrust1 year ago
Published March 24, 2024 by Philip Elmer-DeWitt

Mark Gurman: The DOJ picked the wrong fight with Apple

"The lawsuit claims that the main reason people hold on to their iPhones is because Apple makes it difficult to switch, not because people — I dunno — actually like their iPhones."

Read More Mark Gurman: The DOJ picked the wrong fight with Apple

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An Apple shareholder's antitrust counter-claimapple antitrust paul campbell1 year ago
Published March 24, 2024 by Philip Elmer-DeWitt

An Apple shareholder's antitrust counter-claim

"Apple does not conspire to increase costs to anyone." — FOB Paul Campbell

Read More An Apple shareholder's antitrust counter-claim

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iMore: Apple TV+ could be struggling, but will Apple care?apple tv puck nielsen1 year ago
Published March 24, 2024 by Philip Elmer-DeWitt

iMore: Apple TV+ could be struggling, but will Apple care?

 "This continues to be the funniest and most underreported story in Hollywood." — Puck's Matthew Belloni

Read More iMore: Apple TV+ could be struggling, but will Apple care?

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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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