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Gene Munster: Apple is best bet going into earnings (video)iPhone asps7 years ago
Published October 23, 2018 by Philip Elmer-DeWitt

Gene Munster: Apple is best bet going into earnings (video)

"Investors are on pins and needles."

Read More Gene Munster: Apple is best bet going into earnings (video)

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What made this Apple bull run different?sacconaghi apple bull run7 years ago
Published October 23, 2018 by Philip Elmer-DeWitt

What made this Apple bull run different?

What does Toni Sacconaghi see that the market doesn't?

Read More What made this Apple bull run different?

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Bernstein analyst sees billions in Apple's ad businessbillions ad business7 years ago
Published October 22, 2018 by Philip Elmer-DeWitt

Bernstein analyst sees billions in Apple's ad business

"We do not believe that Apple has been oblivious to this opportunity." —Toni Sacconaghi

Read More Bernstein analyst sees billions in Apple's ad business

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Morgan Stanley: China's App Store headwinds will passChinese app store headwinds7 years ago
Published October 22, 2018 by Philip Elmer-DeWitt

Morgan Stanley: China's App Store headwinds will pass

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

Read More Morgan Stanley: China's App Store headwinds will pass

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Analyst: iPhone XR pre-orders weaker than expectediphone xr weaker7 years ago
Published October 22, 2018 by Philip Elmer-DeWitt

Analyst: iPhone XR pre-orders weaker than expected

This is Jun Zhang's third report on "weak" iPhone sales in five weeks.

Read More Analyst: iPhone XR pre-orders weaker than expected

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Merrill Lynch: A deep dive into Apple's iOS App Storedeep dive app store7 years ago
Published October 22, 2018 by Philip Elmer-DeWitt

Merrill Lynch: A deep dive into Apple's iOS App Store

Apple created a Fortune 500 company (Below Land O'Lakes, above Occidental Petroleum) out of a $0.45-per-app business. 

Read More Merrill Lynch: A deep dive into Apple's iOS App Store

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Piper Jaffray survey: Record 82% of U.S. teens have iPhonestaking stock with teens7 years ago
Published October 22, 2018 by Philip Elmer-DeWitt

Piper Jaffray survey: Record 82% of U.S. teens have iPhones

Sixteen percent have an Apple Watch; 23% hope to get one by next spring. 

Read More Piper Jaffray survey: Record 82% of U.S. teens have iPhones

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Why doesn't Apple bring iMessage to Android?apple imessage android7 years ago
Published October 21, 2018 by Philip Elmer-DeWitt

Why doesn't Apple bring iMessage to Android?

It's called a strategy tax: Bad for customers, good for the company's long-term goals.

Read More Why doesn't Apple bring iMessage to Android?

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This week's Apple trading strategies (10/22-10/26)trading strategies 10-227 years ago
Published October 21, 2018 by Philip Elmer-DeWitt

This week's Apple trading strategies (10/22-10/26)

Don't blame me if you have to sell the Cessna.

Read More This week's Apple trading strategies (10/22-10/26)

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Look what Apple has leasedmilpitas7 years ago
Published October 21, 2018 by Philip Elmer-DeWitt

Look what Apple has leased

314,000 square feet of industrial manufacturing space in Milpitas, Calif., does not an auto factory make.

Read More Look what Apple has leased

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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 ($)
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