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Apple Earnings Smackdown: Final estimates Q1 2025apple smackdown final spreadsheet8 months ago
Published January 30, 2025 by Philip Elmer-DeWitt

Apple Earnings Smackdown: Final estimates Q1 2025

Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s December quarter results.

Read More Apple Earnings Smackdown: Final estimates Q1 2025

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Why do business executives so admire Apple?apple fortune admired 188 months ago
Published January 30, 2025 by Philip Elmer-DeWitt

Why do business executives so admire Apple?

From Ben Lovejoy's "Apple named Fortune’s Most Admired Company for 18th year running" posted Thursday by 9to5Mac.

Read More Why do business executives so admire Apple?

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Premarket: Apple was green, turned redapple premarket red 8-29-258 months ago
Published January 30, 2025 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From CNBC's "Stock futures rise after Meta Platforms, Tesla report earnings" posted early Thursday.

Read More Premarket: Apple was green, turned red

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What did Tim Cook see in Project Titan?apple project titan cook8 months ago
Published January 29, 2025 by Philip Elmer-DeWitt

What did Tim Cook see in Project Titan?

Friend-of-the-blog Gregg Thurman asks, AI answers.

Read More What did Tim Cook see in Project Titan?

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Rosenblatt's Barton Crockett: How DeepSeek helps Appleapple crockett rosenblatt deepseek8 months ago
Published January 29, 2025 by Philip Elmer-DeWitt

Rosenblatt's Barton Crockett: How DeepSeek helps Apple

"[Apple] is leveraging other people's AI investments and would benefit, frankly, from a lighter weight model with greater functionality."

Read More Rosenblatt's Barton Crockett: How DeepSeek helps Apple

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Oppenheimer downgrades Apple, drops $250 targetapple downgrade oppenheimer perform8 months ago
Published January 29, 2025 by Philip Elmer-DeWitt

Oppenheimer downgrades Apple, drops $250 target

"We see little upside to Apple's valuation and believe it is hard to justify its premium multiple with slower iPhone growth." — Analyst Martin Yang

Read More Oppenheimer downgrades Apple, drops $250 target

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Handicapping Apple's fiscal Q1 2025 earningsapple handicapping q120258 months ago
Published January 29, 2025 by Philip Elmer-DeWitt

Handicapping Apple's fiscal Q1 2025 earnings

As usual, the independents are more bullish than the pros, but not by much.

Read More Handicapping Apple's fiscal Q1 2025 earnings

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Apple quietly turns on SpaceX coverage for T-Mobile iPhonesapple spacex iphone musk8 months ago
Published January 29, 2025 by Philip Elmer-DeWitt

Apple quietly turns on SpaceX coverage for T-Mobile iPhones

From Mark Gurman's "Apple and SpaceX Link Up to Support Starlink Satellite Network on iPhones" posted Tuesday by Bloomberg

Read More Apple quietly turns on SpaceX coverage for T-Mobile iPhones

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Premarket: Apple is redapple premarket red 8-21-258 months ago
Published January 29, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures are little changed as investors await Federal Reserve’s interest rate decision" posted early Wednesday.

Read More Premarket: Apple is red

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Apple has competition (video)apple samsung vision pro8 months ago
Published January 29, 2025 by Philip Elmer-DeWitt

Apple has competition (video)

Meet the Samsung Vision Pro.

Read More Apple has competition (video)

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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.]

Apple 3.0 Archives

Apple 2.0 Archives

  • 2015
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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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