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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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Analyst: iPhone X demand not living up to high expectationsdeutsche bank iphone expectations too high7 years ago
Published January 30, 2018 by Philip Elmer-DeWitt

Analyst: iPhone X demand not living up to high expectations

From a note to clients by Deutsche Bank's Sherri Scribner.

Read More Analyst: iPhone X demand not living up to high expectations

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A chat with Gene Munster about the wild Apple chatterGene Munster wild apple chatter7 years ago
Published January 30, 2018 by Philip Elmer-DeWitt

A chat with Gene Munster about the wild Apple chatter

"It’s going to be one of the more entertaining quarters," says the veteran Apple watcher, now at Loup Ventures. "Something doesn't add up."

Read More A chat with Gene Munster about the wild Apple chatter

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Apple souffle: Who's behind Nikkei's supply chain leaks?foxconn7 years ago
Published January 30, 2018 by Philip Elmer-DeWitt

Apple souffle: Who's behind Nikkei's supply chain leaks?

Neil Cybart has a theory.

Read More Apple souffle: Who's behind Nikkei's supply chain leaks?

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How many Watches did Apple sell last quarter (fiscal Q1 2018)?apple watches q1 20187 years ago
Published January 30, 2018 by Philip Elmer-DeWitt

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

Nobody expects Apple to release a unit sales number when it reports its quarterly results Thursday.

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

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WSJ supports Nikkei report of sharp iPhone X cutsIPhone X7 years ago
Published January 30, 2018 by Philip Elmer-DeWitt

WSJ supports Nikkei report of sharp iPhone X cuts

"They always do this when things aren’t selling well. It’s a real headache."

Read More WSJ supports Nikkei report of sharp iPhone X cuts

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Apple supplier pushes back on report of iPhone X cutsMurata7 years ago
Published January 30, 2018 by Philip Elmer-DeWitt

Apple supplier pushes back on report of iPhone X cuts

This may not be enough to stem the bloodletting.  

Read More Apple supplier pushes back on report of iPhone X cuts

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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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