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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Apple: Fintech juggernautapple bank fintech juggernaut3 years ago
Published May 20, 2023 by Philip Elmer-DeWitt

Apple: Fintech juggernaut

“A lot of companies in the fintech space are frenemies, but every player views Apple as a threat.”

Read More Apple: Fintech juggernaut

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Saturday Apple video: 'The press and the stock price will take care of themselves'apple video saying no3 years ago
Published May 20, 2023 by Philip Elmer-DeWitt

Saturday Apple video: 'The press and the stock price will take care of themselves'

At his first WWDC since returning to Apple, Jobs spoke to developers about killing OpenDoc, saying "no,"  and taking his lumps in the press and on Wall Street.

Read More Saturday Apple video: 'The press and the stock price will take care of themselves'

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Gene Munster: If the headset is a bust, Apple loses $25 billion, topsapple headset munster hit flop3 years ago
Published May 19, 2023 by Philip Elmer-DeWitt

Gene Munster: If the headset is a bust, Apple loses $25 billion, tops

If it's a hit, says Munster, it could be bringing in annual revenue of $53 billion within eight years, or 10% of Apple's total 2030 revenue.

Read More Gene Munster: If the headset is a bust, Apple loses $25 billion, tops

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Elon Musk has cut off Apple 3.0's Twitter automatic-posting accessapple elon musk autosharing3 years ago
Published May 19, 2023 by Philip Elmer-DeWitt

Elon Musk has cut off Apple 3.0's Twitter automatic-posting access

From Kristina P's "The End of Twitter Auto-Sharing" posted Thursday by Jetpack.

Read More Elon Musk has cut off Apple 3.0's Twitter automatic-posting access

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Morgan Stanley: The root cause of the Mac's underperformance in Marchapple mac root cause3 years ago
Published May 19, 2023 by Philip Elmer-DeWitt

Morgan Stanley: The root cause of the Mac's underperformance in March

"In the High-End Consumer market (>50% of Mac shipments), Apple's share was unchanged Y/Y at ~67%." — Analyst Eric Woodring

Read More Morgan Stanley: The root cause of the Mac's underperformance in March

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Hallucinations: OpenAI giveth, Apple taketh awayapple chatcpt hallucinations3 years ago
Published May 19, 2023 by Philip Elmer-DeWitt

Hallucinations: OpenAI giveth, Apple taketh away

Two ChatGPT headlines making news.

Read More Hallucinations: OpenAI giveth, Apple taketh away

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Google pays Samsung to be its default search engine, just as it pays Appleapple samsung google default3 years ago
Published May 19, 2023 by Philip Elmer-DeWitt

Google pays Samsung to be its default search engine, just as it pays Apple

It was always about the Benjamins.

Read More Google pays Samsung to be its default search engine, just as it pays Apple

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Does Apple really share internal sales estimates with Mark Gurman?apple headset gurman reuters3 years ago
Published May 19, 2023 by Philip Elmer-DeWitt

Does Apple really share internal sales estimates with Mark Gurman?

From Reuters' "Apple slashes sales estimates of its headset, Bloomberg reports" posted Thursday.

Read More Does Apple really share internal sales estimates with Mark Gurman?

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John Gruber: The arc of a new Apple product categoryapple headset gruber arc3 years ago
Published May 19, 2023 by Philip Elmer-DeWitt

John Gruber: The arc of a new Apple product category

In response to the Wall Street Journal's "Apple Is Breaking Its Own Rules With a New Headset."

Read More John Gruber: The arc of a new Apple product category

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Apple is up 35% so far this year, clobbering the S&P 500apple clobbering spx ytd3 years ago
Published May 19, 2023 by Philip Elmer-DeWitt

Apple is up 35% so far this year, clobbering the S&P 500

The short sellers may be smelling blood in the water right now.

Read More Apple is up 35% so far this year, clobbering the S&P 500

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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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