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Apple's 'kiss of death' comes back to bite itapple watch patent kiss2 years ago
Published October 27, 2023 by Philip Elmer-DeWitt

Apple's 'kiss of death' comes back to bite it

From Aaron Tilley's "When Apple Comes Calling, ‘It’s the Kiss of Death’" posted last April by the Wall Street Journal.

Read More Apple's 'kiss of death' comes back to bite it

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Premarket: Apple is greenapple premarket green 8-22-252 years ago
Published October 27, 2023 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures rise, Amazon shares pop after earnings" posted early Friday.

Read More Premarket: Apple is green

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CIRP: How Android could be outselling Apple in the U.S. despite smaller market shareapple android cirp retain2 years ago
Published October 26, 2023 by Philip Elmer-DeWitt

CIRP: How Android could be outselling Apple in the U.S. despite smaller market share

"We of course read the online discussion of that data, including disbelief that Apple could sell fewer phones in the US than their combined Android competitors."

Read More CIRP: How Android could be outselling Apple in the U.S. despite smaller market share

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NYT: How Google tried to put a lid on Apple's Spotlightapple google spotlight search2 years ago
Published October 26, 2023 by Philip Elmer-DeWitt

NYT: How Google tried to put a lid on Apple's Spotlight

"Google studied how to pry open Apple’s control of the iPhone by leveraging a new European law intended to help small companies compete with Big Tech."

Read More NYT: How Google tried to put a lid on Apple's Spotlight

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Repost: Daniel Eran Dilger's defense of Apple's 2018 unit sales blackoutapple dilger unit sales 20182 years ago
Published October 26, 2023 by Philip Elmer-DeWitt

Repost: Daniel Eran Dilger's defense of Apple's 2018 unit sales blackout

Putting this a 5-year-old post back up by popular request. From Daniel Eran Dilger's Five reasons why Apple is ending unit sales reporting of Mac, iPhone,…

Read More Repost: Daniel Eran Dilger's defense of Apple's 2018 unit sales blackout

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Piper Sandler lowers its Apple Dec. estimates, sticks with $220 targetapple piper ferrell 2202 years ago
Published October 26, 2023 by Philip Elmer-DeWitt

Piper Sandler lowers its Apple Dec. estimates, sticks with $220 target

"The primary reasons for our cut are a tough global phone environment, initial weakness for iPhones in China, and slightly tough compares for Mac and iPad." — Analyst Harsh Kumar

Read More Piper Sandler lowers its Apple Dec. estimates, sticks with $220 target

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FOB estimate: Apple's revenue from China dropped 3.5%-4% last quarterapple china yee q42023 estimates2 years ago
Published October 26, 2023 by Philip Elmer-DeWitt

FOB estimate: Apple's revenue from China dropped 3.5%-4% last quarter

Friend-of-the-blog Bartley Yee extrapolates from the smartphone sales report posted Wednesday by Canalys.

Read More FOB estimate: Apple's revenue from China dropped 3.5%-4% last quarter

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Premarket: Apple is redapple premarket red 8-21-252 years ago
Published October 26, 2023 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures slide after latest earnings batch as sell-off continues" posted early Thursday.

Read More Premarket: Apple is red

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Apple 3.0: Now searchable by commentapple ped30 comment search2 years ago
Published October 25, 2023 by Philip Elmer-DeWitt

Apple 3.0: Now searchable by comment

By popular request. Give it a try. Suggestions for improvement welcome.

Read More Apple 3.0: Now searchable by comment

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Apple tests the price elasticity of TV+, News+, Arcade and the bundlesapple price elasticity arcade2 years ago
Published October 25, 2023 by Philip Elmer-DeWitt

Apple tests the price elasticity of TV+, News+, Arcade and the bundles

"Price increases are an underappreciated upside lever Apple can pull on both products and services going forward" — Analyst Amit Daryanani

Read More Apple tests the price elasticity of TV+, News+, Arcade and the bundles

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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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