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Long lines in Tokyo for the world's biggest Apple Store (video)Biggest apple store crowds tokyo6 years ago
Published September 7, 2019 by Philip Elmer-DeWitt

Long lines in Tokyo for the world's biggest Apple Store (video)

Apple can still draw the multitudes.

Read More Long lines in Tokyo for the world's biggest Apple Store (video)

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Morgan Stanley: Most investors on sidelines ahead of Apple eventapple investors sidelines morgan stanley6 years ago
Published September 7, 2019 by Philip Elmer-DeWitt

Morgan Stanley: Most investors on sidelines ahead of Apple event

Plus: Analyst Katy Huberty's bull- and bear-base estimates, per reader requests.

Read More Morgan Stanley: Most investors on sidelines ahead of Apple event

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Morgan Stanley: App Store growth accelerated 25.8% y/y in Augustapple accelerate morgan stanley6 years ago
Published September 6, 2019 by Philip Elmer-DeWitt

Morgan Stanley: App Store growth accelerated 25.8% y/y in August

From a note to clients by analyst Katy Huberty that landed on my desktop Friday.

Read More Morgan Stanley: App Store growth accelerated 25.8% y/y in August

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Apple's Tags expected to Sherlock* Tile (video)6 years ago
Published September 6, 2019 by Philip Elmer-DeWitt

Apple's Tags expected to Sherlock* Tile (video)

I've got my eye on this product category.

Read More Apple's Tags expected to Sherlock* Tile (video)

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Apple at $213: Look who's underwater nowapple underwater 3-29-2456 years ago
Published September 6, 2019 by Philip Elmer-DeWitt

Apple at $213: Look who's underwater now

Guess which Wall Street giants advised their clients to skip this year's $70 (50%) run-up.

Read More Apple at $213: Look who's underwater now

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Apple—and the rest—green on China trade-talk restartapple green china bloomberg6 years ago
Published September 5, 2019 by Philip Elmer-DeWitt

Apple—and the rest—green on China trade-talk restart

Once again, China assumes the role of the adult at the table.

Read More Apple—and the rest—green on China trade-talk restart

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Piper Jaffray: The 5G iPhone will be a "major" upgradeapple piper jaffray 5G major upgrade6 years ago
Published September 5, 2019 by Philip Elmer-DeWitt

Piper Jaffray: The 5G iPhone will be a "major" upgrade

Piper Jaffray actually counts heads and runs surveys. You'd be surprised how few firms do that.

Read More Piper Jaffray: The 5G iPhone will be a "major" upgrade

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Toni Sacconaghi on Tim Cook, tariffs and Apple's bond deal (video)Apple sacconaghi bond tariffs trump6 years ago
Published September 5, 2019 by Philip Elmer-DeWitt

Toni Sacconaghi on Tim Cook, tariffs and Apple's bond deal (video)

If you ignore his bearish price targets, Sacconaghi can sound almost bullish.

Read More Toni Sacconaghi on Tim Cook, tariffs and Apple's bond deal (video)

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WSJ: Tales of heroic AirPod rescuesapple airpods heroic rescues6 years ago
Published September 4, 2019 by Philip Elmer-DeWitt

WSJ: Tales of heroic AirPod rescues

From "America’s Stormy Affair With Apple AirPods: Love ’Em and Lose ’Em."

Read More WSJ: Tales of heroic AirPod rescues

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Bernstein: 26% of Apple's operating profits come from upselling storageBernstein Apple upselling storage6 years ago
Published September 3, 2019 by Philip Elmer-DeWitt

Bernstein: 26% of Apple's operating profits come from upselling storage

Upselling NAND is a large and growing contributor to Apple's bottom line, says analyst Toni Sacconaghi.

Read More Bernstein: 26% of Apple's operating profits come from upselling storage

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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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