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The Journal sees clouds above Apple's money treeapple wsj services clouds2 weeks ago
Published July 29, 2025 by Philip Elmer-DeWitt

The Journal sees clouds above Apple's money tree

"After a big boost during the pandemic, growth of services has moderated, and two clouds are visible on the horizon."

Read More The Journal sees clouds above Apple's money tree

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BofA raises estimates on iPhone and Macapple bofa lift estimates2 weeks ago
Published July 29, 2025 by Philip Elmer-DeWitt

BofA raises estimates on iPhone and Mac

"We see client sentiment as fairly negative." — Analyst Wamsi Mohan

Read More BofA raises estimates on iPhone and Mac

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Trading suspended on shares of Apple-supplier Hon Haiapple foxconn trading suspended2 weeks ago
Published July 29, 2025 by Philip Elmer-DeWitt

Trading suspended on shares of Apple-supplier Hon Hai

Trading suspensions typically take place ahead of the announcement of potentially market-moving decisions, such as an acquisition.

Read More Trading suspended on shares of Apple-supplier Hon Hai

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Apple 3.0: Mea culpaapple mea culpa tommo2 weeks ago
Published July 29, 2025 by Philip Elmer-DeWitt

Apple 3.0: Mea culpa

Yesterday's blowup on "The cost of leaving the garden of Apple" was my fault. 

Read More Apple 3.0: Mea culpa

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Premarket: Apple is redapple premarket red 8-14-252 weeks ago
Published July 29, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Reuters' "Wall Street futures rise as focus shifts to major earnings, Fed meeting" posted early Tuesday.

Read More Premarket: Apple is red

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Apple 3.0 wins a bronzeapple estimize bronze medal2 weeks ago
Published July 28, 2025 by Philip Elmer-DeWitt

Apple 3.0 wins a bronze

Every quarter for nearly 10 years, I've been posting the average Apple Earnings Smackdown estimates (pro and indie) on crowd-sourced Estimize.com.

Read More Apple 3.0 wins a bronze

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The cost of leaving the garden of Appleapple velvet chains tommo2 weeks ago
Published July 28, 2025 by Philip Elmer-DeWitt

The cost of leaving the garden of Apple

"Welcome to the Apple Walled Garden: privacy, security, and seamless continuity, in exchange for a little thing called control." — Tommo_UK

Read More The cost of leaving the garden of Apple

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J.P. Morgan: Cost to Apple from DOJ vs. Google less than fearedapple doj google jpmorgan2 weeks ago
Published July 28, 2025 by Philip Elmer-DeWitt

J.P. Morgan: Cost to Apple from DOJ vs. Google less than feared

"We see an opportunity for a potential middle ground." — Analyst Samik Chatterjee

Read More J.P. Morgan: Cost to Apple from DOJ vs. Google less than feared

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Gene Munster: Apple has found a bottom in its recent iPhone softnessapple munster q3 walkup2 weeks ago
Published July 28, 2025 by Philip Elmer-DeWitt

Gene Munster: Apple has found a bottom in its recent iPhone softness

"The bottom line is iPhone is the most important part of the business, and results have been lumpy over the past couple of years."

Read More Gene Munster: Apple has found a bottom in its recent iPhone softness

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Premarket: Apple is greenapple premarket green 8-13-252 weeks ago
Published July 28, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall Street Journal’s "Dow Futures Rise After Trump Strikes EU Deal" posted early Monday.

Read More Premarket: Apple is green

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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.]

Apple 3.0 Archives

Apple 2.0 Archives

  • 2015
  • 2014
  • 2013 and earlier

Blog Roll

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi

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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