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With 5 hours to spare, Mizuho bumps Apple price targetlast minute mizuho raises7 years ago
Published February 1, 2018 by Philip Elmer-DeWitt

With 5 hours to spare, Mizuho bumps Apple price target

Never too late.

Read More With 5 hours to spare, Mizuho bumps Apple price target

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Apple Park for visitors: A thoroughly enjoyable video tourapple park visitors tour7 years ago
Published February 1, 2018 by Philip Elmer-DeWitt

Apple Park for visitors: A thoroughly enjoyable video tour

My favorite detail: The visitor center stairs are surfaced with crushed up Hewlett Packard buildings. 

Read More Apple Park for visitors: A thoroughly enjoyable video tour

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Earnings Smackdown: Final spreadsheet Q1 2018final spreadsheet Q1 2018 finish line7 years ago
Published February 1, 2018 by Philip Elmer-DeWitt

Earnings Smackdown: Final spreadsheet Q1 2018

Exclusive: The individual analysts’ estimates—as complete, accurate and up-to-date as I can make them.

Read More Earnings Smackdown: Final spreadsheet Q1 2018

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Merrill Lynch: Wall Street 'too pessimistic' on Appletoo pessimistic Merrill Lynch7 years ago
Published February 1, 2018 by Philip Elmer-DeWitt

Merrill Lynch: Wall Street 'too pessimistic' on Apple

Apple's current share price, says analyst Wamsi Mohan, assumes declining future hardware sales.

Read More Merrill Lynch: Wall Street 'too pessimistic' on Apple

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iPhone X boosted Foxconn’s Dec. revenue by 50%foxconn7 years ago
Published February 1, 2018 by Philip Elmer-DeWitt

iPhone X boosted Foxconn’s Dec. revenue by 50%

Did Foxconn overproduce in December, making too many iPhone Xs too fast?

Read More iPhone X boosted Foxconn’s Dec. revenue by 50%

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Analyst lowers June—yes, June—iPhone estimateApple Jun Zhang Rosenblatt logo7 years ago
Published January 31, 2018 by Philip Elmer-DeWitt

Analyst lowers June—yes, June—iPhone estimate

From a note to clients by Rosenblatt's Jun Zhang that landed in my inbox Wednesday: Lowering June Quarter iPhone Shipment Estimate from 41 to 38 Million…

Read More Analyst lowers June—yes, June—iPhone estimate

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Handicapping Apple's March quarter revenue guidanceapple q2 2019 visible alpha7 years ago
Published January 31, 2018 by Philip Elmer-DeWitt

Handicapping Apple's March quarter revenue guidance

I've seen less suspense at an Apple product launch.

Read More Handicapping Apple's March quarter revenue guidance

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Americans bought a record 22 million iPhones in December7 years ago
Published January 31, 2018 by Philip Elmer-DeWitt

Americans bought a record 22 million iPhones in December

From a Counterpoint press release posted Wednesday.

Read More Americans bought a record 22 million iPhones in December

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Analyst: iPhone unit growth looks slower, but...Guggenheim buying opportunity7 years ago
Published January 31, 2018 by Philip Elmer-DeWitt

Analyst: iPhone unit growth looks slower, but...

"Supply-chain negativity looks like a buying opportunity to us." — Guggenheim's Robert Cihra

Read More Analyst: iPhone unit growth looks slower, but...

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BMO downgrades Appleapple downgrade oppenheimer perform7 years ago
Published January 31, 2018 by Philip Elmer-DeWitt

BMO downgrades Apple

A ballsy move to make based on "much in the press about order cuts."

Read More BMO downgrades Apple

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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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