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Apple's new translucency: What analysts are sayingunit sales data translucency7 years ago
Published November 2, 2018 by Philip Elmer-DeWitt

Apple's new translucency: What analysts are saying

"Typically Not A Good Sign."

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The end of hardware transparency at Appleunit sales transparency7 years ago
Published November 1, 2018 by Philip Elmer-DeWitt

The end of hardware transparency at Apple

Oh well. It was fun while it lasted.

Read More The end of hardware transparency at Apple

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Apple's Q4 2018 in five easy chartsApple easy charts Q320227 years ago
Published November 1, 2018 by Philip Elmer-DeWitt

Apple's Q4 2018 in five easy charts

The ups and downs of Apple’s revenue, earnings, iPhone sales, services and revenue from greater China. Apple delivered strong quarterly results and disappointing guidance. The stock, which…

Read More Apple's Q4 2018 in five easy charts

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Apple 3.0 pages views set all-time record last monthapple page views october7 years ago
Published November 1, 2018 by Philip Elmer-DeWitt

Apple 3.0 pages views set all-time record last month

For the price of a nice pair of jeans you could join the most civilized conversation about Apple on the internet.

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Apple 3.0 Earnings Smackdown: Final spreadsheet Q4 2018apple earnings smackdown final q3 20207 years ago
Published November 1, 2018 by Philip Elmer-DeWitt

Apple 3.0 Earnings Smackdown: Final spreadsheet Q4 2018

Naming names and setting expectations for today’s Apple earnings report.

Read More Apple 3.0 Earnings Smackdown: Final spreadsheet Q4 2018

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Apple 3.0 gets plug in Brooklyn business blogbridge koepp7 years ago
Published November 1, 2018 by Philip Elmer-DeWitt

Apple 3.0 gets plug in Brooklyn business blog

From Steve Koepp's "Apple Discovers a New Stage for Its Fanfare: Brooklyn" in The Bridge.

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Place your bets: Apple's guidance for Q1 2018guidance q1 20197 years ago
Published October 31, 2018 by Philip Elmer-DeWitt

Place your bets: Apple's guidance for Q1 2018

It’s not the earnings for last quarter that matter most to traders, it's the guidance for this quarter.

Read More Place your bets: Apple's guidance for Q1 2018

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How the MacBook Air's audio port is like Taylor Swift's belly buttontaylor swift belly button7 years ago
Published October 31, 2018 by Philip Elmer-DeWitt

How the MacBook Air's audio port is like Taylor Swift's belly button

Do you think Apple is embarrassed? With TS and her umbilicus, I gather, it's different. 

Read More How the MacBook Air's audio port is like Taylor Swift's belly button

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Apple in Brooklyn: What the analysts are sayingbrooklyn analysts saying7 years ago
Published October 31, 2018 by Philip Elmer-DeWitt

Apple in Brooklyn: What the analysts are saying

Excerpts from the notes I've seen. 

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How the analysts re-tuned their iPhones estimateschanged tune iphone fiscal q4 20187 years ago
Published October 31, 2018 by Philip Elmer-DeWitt

How the analysts re-tuned their iPhones estimates

They are, as a group, modestly more bullish than they were three months ago.

Read More How the analysts re-tuned their iPhones estimates

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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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