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No good Apple quarter goes unpunishedapple Q2 2021 unpunished4 years ago
Published May 4, 2021 by Philip Elmer-DeWitt

No good Apple quarter goes unpunished

Wall Street's assumption is that it's all downhill from here for Apple.

Read More No good Apple quarter goes unpunished

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Swisher, Galloway and Klobuchar on Apple's antitrust Achilles heelApple pivot achilles heel4 years ago
Published May 4, 2021 by Philip Elmer-DeWitt

Swisher, Galloway and Klobuchar on Apple's antitrust Achilles heel

Their conclusion: If Apple doesn't get in front of its App Store problem, it will get regulated.

Read More Swisher, Galloway and Klobuchar on Apple's antitrust Achilles heel

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Katy Huberty tweaks her Apple services estimatesapple huberty target 1804 years ago
Published May 4, 2021 by Philip Elmer-DeWitt

Katy Huberty tweaks her Apple services estimates

Apple's App Store revenue in April was softer than she expected -- except in China.

Read More Katy Huberty tweaks her Apple services estimates

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Apple's docs attack the core of Epic's antitrust argumentapple epic dueling docs4 years ago
Published May 4, 2021 by Philip Elmer-DeWitt

Apple's docs attack the core of Epic's antitrust argument

From 9to5Mac's "Apple and Epic go head-to-head in fiery opening remarks of highly-anticipated trial" posted Monday.

Read More Apple's docs attack the core of Epic's antitrust argument

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Premarket: Apple is redapple premarket red 8-14-254 years ago
Published May 4, 2021 by Philip Elmer-DeWitt

Premarket: Apple is red

From the Wall Street Journal's "Stock Futures Edge Lower With Tech Retreating" posted early Tuesday.

Read More Premarket: Apple is red

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Apple scoops up another AI renegade from Googleapple google ai renegade4 years ago
Published May 4, 2021 by Philip Elmer-DeWitt

Apple scoops up another AI renegade from Google

From Reuters' "Apple hires ex-Google AI scientist who resigned after colleagues' firings" posted Monday evening.

Read More Apple scoops up another AI renegade from Google

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Evercore: Apple App Store growth faces tough compsapple app store tough comps4 years ago
Published May 3, 2021 by Philip Elmer-DeWitt

Evercore: Apple App Store growth faces tough comps

From a note to clients by analyst Amit Daryanani that landed on my desktop Monday.

Read More Evercore: Apple App Store growth faces tough comps

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Screaming gamers disrupt Epic vs. Apple hearingepic apple screaming gamers4 years ago
Published May 3, 2021 by Philip Elmer-DeWitt

Screaming gamers disrupt Epic vs. Apple hearing

From The Verge's "The Epic Games v. Apple trial kicks off with kids screaming ‘free Fortnite’" posted Monday.

Read More Screaming gamers disrupt Epic vs. Apple hearing

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Ben Thompson: Apple should lift the gag order on appsapple epic gag order4 years ago
Published May 3, 2021 by Philip Elmer-DeWitt

Ben Thompson: Apple should lift the gag order on apps

"My assumption is that the trial makes Apple look very bad, and that Apple wins." 

Read More Ben Thompson: Apple should lift the gag order on apps

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Apple's market dominance to be litigated in Epic trialapple epic market definition4 years ago
Published May 3, 2021 by Philip Elmer-DeWitt

Apple's market dominance to be litigated in Epic trial

From the Wall Street Journal's "Epic vs. Apple Trial Features Battle Over How to Define Digital Markets" posted Monday.

Read More Apple's market dominance to be litigated in Epic trial

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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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