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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Health record security: Apple plays the long gamehealth record security7 years ago
Published January 25, 2018 by Philip Elmer-DeWitt

Health record security: Apple plays the long game

Concerned about the security of health secrets stored on an iPhone? You're 5 years too late.

Read More Health record security: Apple plays the long game

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The science of bearish iPhone supply chain rumorsapple barclays bear 1837 years ago
Published January 25, 2018 by Philip Elmer-DeWitt

The science of bearish iPhone supply chain rumors

From a note to clients by Bernstein analyst Toni Sacconaghi.

Read More The science of bearish iPhone supply chain rumors

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Published January 24, 2018 by Philip Elmer-DeWitt

Canaccord raises Apple price target

Increasing December quarter iPhone estimates, lowering March.

Read More Canaccord raises Apple price target

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How many iPhones did Apple sell last quarter? (fiscal Q1 2018)Guggenheim buying opportunity7 years ago
Published January 24, 2018 by Philip Elmer-DeWitt

How many iPhones did Apple sell last quarter? (fiscal Q1 2018)

Unit sales may matter less to Apple this time around than the average selling price of the iPhones its customers were buying.

Read More How many iPhones did Apple sell last quarter? (fiscal Q1 2018)

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iPhone: Morgan Stanley sees blowout Marchsupply chain noise blowout7 years ago
Published January 24, 2018 by Philip Elmer-DeWitt

iPhone: Morgan Stanley sees blowout March

Katy Huberty dismisses as "supply chain noise" recent reports of iPhone X production cuts. 

Read More iPhone: Morgan Stanley sees blowout March

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Apple lowers expectations for HomePod's I.Q.HomePod Apple lowers expectations Homepod7 years ago
Published January 23, 2018 by Philip Elmer-DeWitt

Apple lowers expectations for HomePod's I.Q.

I don't need another speaker, or another voice-controlled assistant. But I'd pay more for a smarter one.

Read More Apple lowers expectations for HomePod's I.Q.

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Canalys: iPhone X shipments 'slightly below' industry expectationscanalys iPhone x7 years ago
Published January 23, 2018 by Philip Elmer-DeWitt

Canalys: iPhone X shipments 'slightly below' industry expectations

Singapore-based Canalys does not say how it determined iPhone X expectations. 

Read More Canalys: iPhone X shipments 'slightly below' industry expectations

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Exclusive: Average Apple price target hits $193, up $63 in 12 months7 years ago
Published January 23, 2018 by Philip Elmer-DeWitt

Exclusive: Average Apple price target hits $193, up $63 in 12 months

I've been tracking these analysts for years, and I can tell you they follow the stock, they don't lead it.

Read More Exclusive: Average Apple price target hits $193, up $63 in 12 months

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Analyst sees huge Apple buyback and dividend hikewells fargo apple buyback moratorium7 years ago
Published January 22, 2018 by Philip Elmer-DeWitt

Analyst sees huge Apple buyback and dividend hike

From a note to clients by Wells Fargo analyst Aaron Rakers.

Read More Analyst sees huge Apple buyback and dividend hike

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Why Atlantic Equities downgraded Appleapple downgrade oppenheimer perform7 years ago
Published January 22, 2018 by Philip Elmer-DeWitt

Why Atlantic Equities downgraded Apple

From a note to clients by research analyst James Cordwell.

Read More Why Atlantic Equities downgraded 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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