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Evercore: 'Ethical advertising' could be a $20 billion industry for Appleapple ethical advertising evercore4 years ago
Published October 15, 2021 by Philip Elmer-DeWitt

Evercore: 'Ethical advertising' could be a $20 billion industry for Apple

Apple's aggressive privacy campaign may be starting to resonate on Madison Ave. From a note to clients by analyst Amit Daryanani that landed on my desktop…

Read More Evercore: 'Ethical advertising' could be a $20 billion industry for Apple

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Laura Martin's Apple investment thesislaura martin apple thesis4 years ago
Published October 14, 2021 by Philip Elmer-DeWitt

Laura Martin's Apple investment thesis

"The best way to think about AAPL... is through the lens of 1B+ of the wealthiest consumers in the world using AAPL devices 3-5 hours per day."

Read More Laura Martin's Apple investment thesis

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Counterpoint: With 13% of the market, iPhone took 75% of the profits, but...apple conterpoint 75 profits4 years ago
Published October 14, 2021 by Philip Elmer-DeWitt

Counterpoint: With 13% of the market, iPhone took 75% of the profits, but...

From William Gallagher's "Apple continues dominance over global smartphone profits in 2021" posted Thursday on AppleInsider.

Read More Counterpoint: With 13% of the market, iPhone took 75% of the profits, but...

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Premarket: Apple is greenapple premarket green 9-8-254 years ago
Published October 14, 2021 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall Street Journal’s "Stock Futures Rise Ahead of Major Bank Earnings" posted early Thursday.

Read More Premarket: Apple is green

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Bloomberg on Bloomberg's Apple production cut scoop: Nevermindapple bloomberg baloon4 years ago
Published October 13, 2021 by Philip Elmer-DeWitt

Bloomberg on Bloomberg's Apple production cut scoop: Nevermind

From Alex Webb's "The Global Chip Crisis Is a Blip for Mighty Apple" posted Wednesday.

Read More Bloomberg on Bloomberg's Apple production cut scoop: Nevermind

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Katy Huberty: 'We are buyers of any near-term AAPL weakness'apple huberty target 1804 years ago
Published October 13, 2021 by Philip Elmer-DeWitt

Katy Huberty: 'We are buyers of any near-term AAPL weakness'

From a note to Morgan Stanley clients that landed on my desktop Wednesday.

Read More Katy Huberty: 'We are buyers of any near-term AAPL weakness'

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WSJ: Apple is 'studying' hearing aidsapple studying hearing aids4 years ago
Published October 13, 2021 by Philip Elmer-DeWitt

WSJ: Apple is 'studying' hearing aids

Duh.

Read More WSJ: Apple is 'studying' hearing aids

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Apple makes the case against sideloadingapple case against sideloading4 years ago
Published October 13, 2021 by Philip Elmer-DeWitt

Apple makes the case against sideloading

Apple's response to the European Union's proposed Digital Markets Act runs to 31 pages, including footnotes.

Read More Apple makes the case against sideloading

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Android is always listeningapple android always listening4 years ago
Published October 13, 2021 by Philip Elmer-DeWitt

Android is always listening

Real time analysis (pdf) by an international team of scientists found that all roads through Android lead to Google.

Read More Android is always listening

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Odds are Apple will win a temporary stay in Epic rulingapple stay odds epic4 years ago
Published October 13, 2021 by Philip Elmer-DeWitt

Odds are Apple will win a temporary stay in Epic ruling

From Alexis Keenan's "Apple's App Store feud with Epic Games is far from over" posted Tuesday on Yahoo!Finance.

Read More Odds are Apple will win a temporary stay in Epic ruling

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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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