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Oppenheimer: The 'App Store tax' ruling could peel 3% off Apple's incomeapple oppenheimer peel2 months ago
Published May 1, 2025 by Philip Elmer-DeWitt

Oppenheimer: The 'App Store tax' ruling could peel 3% off Apple's income

"It is likely that most developers, particularly mobile game developers, will proactively take advantage of new alternatives." — Analyst Martin Yang

Read More Oppenheimer: The 'App Store tax' ruling could peel 3% off Apple's income

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Apple Earnings Smackdown: Final estimates Q2 2025apple q22025 eanings smackdown final2 months ago
Published May 1, 2025 by Philip Elmer-DeWitt

Apple Earnings Smackdown: Final estimates Q2 2025

Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s March quarter results.

Read More Apple Earnings Smackdown: Final estimates Q2 2025

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Davidson's Gil Luria expects grisly guidance from Apple today (video)apple luria guidance q220252 months ago
Published May 1, 2025 by Philip Elmer-DeWitt

Davidson's Gil Luria expects grisly guidance from Apple today (video)

"Let's not forget we're talking about a consumer-driven slowdown, and Apple is the consumer products company." 

Read More Davidson's Gil Luria expects grisly guidance from Apple today (video)

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Why Apple is in Chinaapple nyt china mickle2 months ago
Published May 1, 2025 by Philip Elmer-DeWitt

Why Apple is in China

"Apple has resisted making iPhones and other devices in the United States because the company’s operations team has determined that it would be impossible."

Read More Why Apple is in China

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Premarket: Apple is redapple premarket red 6-20-252 months ago
Published May 1, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Stock Futures Soar as Big Tech Earnings Lift Markets. Amazon, Apple Up Next." posted early Thursday.

Read More Premarket: Apple is red

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Verbatim: What the angry judge said to Appleapple angry judge verbatim2 months ago
Published May 1, 2025 by Philip Elmer-DeWitt

Verbatim: What the angry judge said to Apple

"This is an injunction, not a negotiation. There are no do-overs once a party willfully disregards a court order." — Judge Yvonne Gonzalez Rogers

Read More Verbatim: What the angry judge said to Apple

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Evercore: Judge Rules Apple Violated Court Order on App Storeapple evercore lies willfully2 months ago
Published May 1, 2025 by Philip Elmer-DeWitt

Evercore: Judge Rules Apple Violated Court Order on App Store

"Clearly a negative for Apple, but the impact will be manageable as we think a limited number of developers will choose to go outside of the App Store." — Analyst Amit Daryanani

Read More Evercore: Judge Rules Apple Violated Court Order on App Store

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Apple 3.0 discounts for a Horace Dediu doubleheaderapple dediu doubleheader2 months ago
Published April 30, 2025 by Philip Elmer-DeWitt

Apple 3.0 discounts for a Horace Dediu doubleheader

A post-earnings ask-me-anything on May 2 and a post-WWDC investor conference on June 10.

Read More Apple 3.0 discounts for a Horace Dediu doubleheader

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Gene Munster: A 20% tariff could reduce Apple's margins by 2 pointsapple munster q22025 deepwater2 months ago
Published April 30, 2025 by Philip Elmer-DeWitt

Gene Munster: A 20% tariff could reduce Apple's margins by 2 points

"How they navigate the next 10 years is likely keeping Cook up at night."

Read More Gene Munster: A 20% tariff could reduce Apple's margins by 2 points

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Happy ending in Baliapple bali tim smith2 months ago
Published April 30, 2025 by Philip Elmer-DeWitt

Happy ending in Bali

How Apple Tech (and ChatGPT) Helped Me Recover My iPhone.

Read More Happy ending in Bali

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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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