Skip to content

Philip Elmer‑DeWittPhilip Elmer‑DeWitt

Apple 3.0

  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services
J.P. Morgan: Apple's stock price to remain range-boundrange-bound j.p. Morgan7 years ago
Published January 28, 2019 by Philip Elmer-DeWitt

J.P. Morgan: Apple's stock price to remain range-bound

From a note to clients by analyst Samik Chatterjee that landed on my desktop Monday morning.

Read More J.P. Morgan: Apple's stock price to remain range-bound

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

One Comment

How much will Apple's Services revenue growth slow in Q2?huberty services growth slowing7 years ago
Published January 27, 2019 by Philip Elmer-DeWitt

How much will Apple's Services revenue growth slow in Q2?

Could be a lot, could be a little. It's complicated. 

Read More How much will Apple's Services revenue growth slow in Q2?

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

10 Comments

Apple's Q2: Another shoe to dropanother shoe Q2 20197 years ago
Published January 26, 2019 by Philip Elmer-DeWitt

Apple's Q2: Another shoe to drop

Apple’s March Quarter Guidance Is More Likely To Disappoint Than Bring Relief.

Read More Apple's Q2: Another shoe to drop

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

10 Comments

Apple analysts: March quarter iPhone revenues expected to fall off a clifffall off cliff Q2 2019 iphone7 years ago
Published January 26, 2019 by Philip Elmer-DeWitt

Apple analysts: March quarter iPhone revenues expected to fall off a cliff

A pair of analyst surveys both predict a double digit drop in worldwide sales.

Read More Apple analysts: March quarter iPhone revenues expected to fall off a cliff

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

11 Comments

WSJ: Tesla should pull an Apple, leave 'production hell' to other peopletesla should study apple7 years ago
Published January 26, 2019 by Philip Elmer-DeWitt

WSJ: Tesla should pull an Apple, leave 'production hell' to other people

From John D. Stoll's "Time for Tesla to Study The Apple Playbook" in Saturday's Wall Street Journal ($).

Read More WSJ: Tesla should pull an Apple, leave 'production hell' to other people

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

3 Comments

What to expect Tuesday from Apple's March guidance (exclusive)apple consensus q2 20207 years ago
Published January 25, 2019 by Philip Elmer-DeWitt

What to expect Tuesday from Apple's March guidance (exclusive)

Four versions of Apple's fiscal Q2 2019 consensus, freshly gathered Friday morning.

Read More What to expect Tuesday from Apple's March guidance (exclusive)

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

3 Comments

Bernstein: How many unsold iPhones is Apple sitting on?bernstein iphone inventory apple7 years ago
Published January 25, 2019 by Philip Elmer-DeWitt

Bernstein: How many unsold iPhones is Apple sitting on?

From a note to clients by analyst Toni Sacconaghi that landed on my desktop Friday.

Read More Bernstein: How many unsold iPhones is Apple sitting on?

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

2 Comments

Morgan Stanley: $152.70* was an attractive entry point for Applemorgan stanley entry point7 years ago
Published January 25, 2019 by Philip Elmer-DeWitt

Morgan Stanley: $152.70* was an attractive entry point for Apple

"Valuation has overshot realistic long-term fundamental outcomes."

Read More Morgan Stanley: $152.70* was an attractive entry point for Apple

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

2 Comments

CIRP: The iPhone XR killed in the U.S. last quarteriPhone XR CIRP7 years ago
Published January 25, 2019 by Philip Elmer-DeWitt

CIRP: The iPhone XR killed in the U.S. last quarter

This is what Apple execs have been saying for months. 

Read More CIRP: The iPhone XR killed in the U.S. last quarter

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

3 Comments

Strategy Analytics: iPhone China sales fell 22% in 2018apple iphone 11 china expectations7 years ago
Published January 25, 2019 by Philip Elmer-DeWitt

Strategy Analytics: iPhone China sales fell 22% in 2018

"Apple is in danger of pricing the iPhone out of China."

Read More Strategy Analytics: iPhone China sales fell 22% in 2018

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

10 Comments

Posts pagination

Previous 1 … 1,058 1,059 1,060 … 1,308 Next
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
  • 2014
  • 2013 and earlier

Blog Roll

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi

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
Apple 3.0
  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services

© 2022 Philip Elmer-DeWitt