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Inviting friends-of-the-blog to Apple’s Q1 2025 Earnings Smackdownapple smackdown invite q120258 months ago
Published January 17, 2025 by Philip Elmer-DeWitt

Inviting friends-of-the-blog to Apple’s Q1 2025 Earnings Smackdown

Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0.

Read More Inviting friends-of-the-blog to Apple’s Q1 2025 Earnings Smackdown

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Evercore: China's 15% electronics subsidy is priced to sell Apple's iPhone 16apple iphone china subsidy8 months ago
Published January 17, 2025 by Philip Elmer-DeWitt

Evercore: China's 15% electronics subsidy is priced to sell Apple's iPhone 16

"This should help alleviate some investor concerns that Apple is a geopolitical target in China." — Analyst Amit Daryanani

Read More Evercore: China's 15% electronics subsidy is priced to sell Apple's iPhone 16

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About this week's Max Painapple max pain stuck8 months ago
Published January 17, 2025 by Philip Elmer-DeWitt

About this week's Max Pain

It ended the week where it started — at $200, $200 and $200. I'd never seen anything quite like it.

Read More About this week's Max Pain

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AI features fail to impress iPhone and Samsung usersapple ai samsung unimpressed8 months ago
Published January 17, 2025 by Philip Elmer-DeWitt

AI features fail to impress iPhone and Samsung users

"73% of iPhone Users and 87% of Samsung Users Say They Add Little or No Value."

Read More AI features fail to impress iPhone and Samsung users

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Car, pool, Apple WatchApple Watch car pool8 months ago
Published January 17, 2025 by Philip Elmer-DeWitt

Car, pool, Apple Watch

"If emergency services had not contacted me through that watch and just coached me through that, there’s no way I would’ve got out of there." — Survivor Brent Hill

Read More Car, pool, Apple Watch

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Second thoughts about AIapple ai minsky papert8 months ago
Published January 17, 2025 by Philip Elmer-DeWitt

Second thoughts about AI

"It’s hard, and it’s early and there’s not a clear value proposition yet for mainstream consumers." — Creative Strategies' Ben Bajarin

Read More Second thoughts about AI

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Hallucinations sent Apple Intelligence features back for fine tuningapple intelligence hallucinations news8 months ago
Published January 17, 2025 by Philip Elmer-DeWitt

Hallucinations sent Apple Intelligence features back for fine tuning

"When you enable notification summaries, iOS 18.3 will make it clearer that the feature – like all Apple Intelligence features – is a beta."

Read More Hallucinations sent Apple Intelligence features back for fine tuning

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Flash note: Evercore slaps a 'tactical outperform' rating on Appleapple evercore tactical outperform8 months ago
Published January 17, 2025 by Philip Elmer-DeWitt

Flash note: Evercore slaps a 'tactical outperform' rating on Apple

"We view Dec-qtr earnings report as the main catalyst for our call." — Analyst Amit Daryanani

Read More Flash note: Evercore slaps a 'tactical outperform' rating on Apple

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Premarket: Apple is greenapple premarket green 9-22-258 months ago
Published January 17, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Stock Futures Rise, Treasuries Fall Amid Fed Rate-Cut Hope" posted early Friday.

Read More Premarket: Apple is green

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CNBC's 'Fast Money' traders beat up on Apple (video)Apple worst day cnbc8 months ago
Published January 17, 2025 by Philip Elmer-DeWitt

CNBC's 'Fast Money' traders beat up on Apple (video)

"The stock falling 4% today for its worst day since November."

Read More CNBC's 'Fast Money' traders beat up on Apple (video)

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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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Apple 2.0 Archives

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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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