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Apple: Wells Fargo resumes coverage at $195wells fargo logo7 years ago
Published November 15, 2017 by Philip Elmer-DeWitt

Apple: Wells Fargo resumes coverage at $195

This is an upgrade for both Wells Fargo and its new Apple analyst.

Read More Apple: Wells Fargo resumes coverage at $195

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Amid 70-country iPhone X roll-out, Mizuho sees 'subdued' rampsubdued ramp ahead7 years ago
Published November 14, 2017 by Philip Elmer-DeWitt

Amid 70-country iPhone X roll-out, Mizuho sees 'subdued' ramp

3D-sensing module remains the bottleneck for the X, with yield improving on OLED panels.

Read More Amid 70-country iPhone X roll-out, Mizuho sees 'subdued' ramp

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Apple Capital: Half the size of Goldman SachsBraeburn Apple capital7 years ago
Published November 14, 2017 by Philip Elmer-DeWitt

Apple Capital: Half the size of Goldman Sachs

From "Apple should shrink its finance arm before it goes bananas."

Read More Apple Capital: Half the size of Goldman Sachs

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Apple has never purchased so many iPhone componentscomponents7 years ago
Published November 14, 2017 by Philip Elmer-DeWitt

Apple has never purchased so many iPhone components

From a note to clients by RBC’s Amit Daryanani that landed in my inbox Tuesday.

Read More Apple has never purchased so many iPhone components

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Published November 14, 2017 by Philip Elmer-DeWitt

Apple Watch is No. 1 again

From a Canalys media alert posted early Tuesday.

Read More Apple Watch is No. 1 again

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Premature liquidation: Carl Icahn dumped Apple $3.7 billion too earlycarl icahn7 years ago
Published November 13, 2017 by Philip Elmer-DeWitt

Premature liquidation: Carl Icahn dumped Apple $3.7 billion too early

Unfortunately for Carl Icahn he sold Apple more than a year too early.

Read More Premature liquidation: Carl Icahn dumped Apple $3.7 billion too early

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Six Asian suppliers lifted by the iPhone's rising tiderising tide taiwan7 years ago
Published November 13, 2017 by Philip Elmer-DeWitt

Six Asian suppliers lifted by the iPhone's rising tide

From a note to clients by Cowen's Karl Ackerman.

Read More Six Asian suppliers lifted by the iPhone's rising tide

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Apple Genius bars can't keep up8 years ago
Published November 12, 2017 by Philip Elmer-DeWitt

Apple Genius bars can't keep up

"We haven’t been able to keep up with traffic since I started 8 years ago."

Read More Apple Genius bars can't keep up

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What's Apple hiding in its Other Products drawer?other products watch drawer8 years ago
Published November 12, 2017 by Philip Elmer-DeWitt

What's Apple hiding in its Other Products drawer?

Horace Dediu unpacked Apple’s catch-all Other Products category last week. He found, among other things, 40 million Apple Watches.

Read More What's Apple hiding in its Other Products drawer?

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Apple found $640 million under the couchapple services revenue adjusted found $640 million under the couch8 years ago
Published November 11, 2017 by Philip Elmer-DeWitt

Apple found $640 million under the couch

Three theories about where it came from.

Read More Apple found $640 million under the couch

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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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