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Give the gift of Apple 3.0apple vision gift subscription2 years ago
Published January 5, 2024 by Philip Elmer-DeWitt

Give the gift of Apple 3.0

The holidays are over, but Apple's Q1 2024 earnings — and the new Vision Pro — are just around the corner.

Read More Give the gift of Apple 3.0

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Apple Savings rate bumpapple savings rate bump2 years ago
Published January 5, 2024 by Philip Elmer-DeWitt

Apple Savings rate bump

There are better deals out there — including from Goldman Sachs — but none as convenient. 

Read More Apple Savings rate bump

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Bloomberg's got its eye on Apple's market capapple microsoft valuations bloomberg2 years ago
Published January 5, 2024 by Philip Elmer-DeWitt

Bloomberg's got its eye on Apple's market cap

"The losses are the biggest market value destruction at the start of any year on record."

Read More Bloomberg's got its eye on Apple's market cap

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Barton Crocket: Apple's Vision Pro is 'more a bunt than a home run' (video)apple crockett vision bunt2 years ago
Published January 5, 2024 by Philip Elmer-DeWitt

Barton Crocket: Apple's Vision Pro is 'more a bunt than a home run' (video)

"It's a business you'd love to own if they're rolling out disruptive new technology, which they have a history of doing. But I don't think Vision Pro is that."

Read More Barton Crocket: Apple's Vision Pro is 'more a bunt than a home run' (video)

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Apple supplier Foxconn warns of a seasonal drop against a tough compareapple foxconn march profits2 years ago
Published January 5, 2024 by Philip Elmer-DeWitt

Apple supplier Foxconn warns of a seasonal drop against a tough compare

From Ben Blanchard and Sarah Wu's "Foxconn expects Q1 revenue drop after slower Q4 demand" posted Friday by Reuters.

Read More Apple supplier Foxconn warns of a seasonal drop against a tough compare

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Premarket: Apple is redapple premarket red 8-21-252 years ago
Published January 5, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures slip ahead of jobs report with Wall Street’s 9-week winning streak in jeopardy" posted early Friday.

Read More Premarket: Apple is red

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Here's Gene Munster dismissing Apple's double downgrades (video)apple munster double downgrade2 years ago
Published January 4, 2024 by Philip Elmer-DeWitt

Here's Gene Munster dismissing Apple's double downgrades (video)

"When I look at the reasons for the downgrades, it didn't feel like there was much substance to it."

Read More Here's Gene Munster dismissing Apple's double downgrades (video)

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Evercore still expecting Apple to outperform ($220 target)apple evercore Q42024 daryanani2 years ago
Published January 4, 2024 by Philip Elmer-DeWitt

Evercore still expecting Apple to outperform ($220 target)

"App Store revenue grew +10% in the month of December with continued broad strength across all categories." — Analyst Amit Daryanani

Read More Evercore still expecting Apple to outperform ($220 target)

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Piper Sandler downgrades Apple, cuts target $15 to $205apple downgrade oppenheimer perform2 years ago
Published January 4, 2024 by Philip Elmer-DeWitt

Piper Sandler downgrades Apple, cuts target $15 to $205

"We are downgrading AAPL to Neutral given our updated outlook for the broader handset environment in 1H24." — Analyst Harsh Kumar

Read More Piper Sandler downgrades Apple, cuts target $15 to $205

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Barron's fears for Apple smartphone market shareapple barrons savitz iphone2 years ago
Published January 4, 2024 by Philip Elmer-DeWitt

Barron's fears for Apple smartphone market share

From Erik Savitz' "Apple Is Losing Market Share in Smartphones. The Stock Hit a Two-Month Low." ($) posted Tuesday.

Read More Barron's fears for Apple smartphone market share

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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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