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Canalys: Smartphone shipments in China fell 14% in 2018canalys apple toughest year falling girl7 years ago
Published January 28, 2019 by Philip Elmer-DeWitt

Canalys: Smartphone shipments in China fell 14% in 2018

From "China’s smartphone market falls 14% in 2018," posted Monday.

Read More Canalys: Smartphone shipments in China fell 14% in 2018

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Apple takes hit after Nvidia cuts guidancenvidia cuts guidance7 years ago
Published January 28, 2019 by Philip Elmer-DeWitt

Apple takes hit after Nvidia cuts guidance

From CNBC's "Nvidia tanks 17% after chipmaker cuts guidance, citing 'deteriorating' economic conditions in China"

Read More Apple takes hit after Nvidia cuts guidance

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CIRP: Android users infinitesimally more loyal than Apple iOS usersCIRP android ios loyalty7 years ago
Published January 28, 2019 by Philip Elmer-DeWitt

CIRP: Android users infinitesimally more loyal than Apple iOS users

From "Operating System Loyalty Hits All-Time High" released Monday by Consumer Intelligence Research Partners.

Read More CIRP: Android users infinitesimally more loyal than Apple iOS users

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J.P. Morgan: Apple's stock price to remain range-boundrange-bound j.p. Morgan7 years ago
Published January 28, 2019 by Philip Elmer-DeWitt

J.P. Morgan: Apple's stock price to remain range-bound

From a note to clients by analyst Samik Chatterjee that landed on my desktop Monday morning.

Read More J.P. Morgan: Apple's stock price to remain range-bound

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How much will Apple's Services revenue growth slow in Q2?huberty services growth slowing7 years ago
Published January 27, 2019 by Philip Elmer-DeWitt

How much will Apple's Services revenue growth slow in Q2?

Could be a lot, could be a little. It's complicated. 

Read More How much will Apple's Services revenue growth slow in Q2?

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Apple's Q2: Another shoe to dropanother shoe Q2 20197 years ago
Published January 26, 2019 by Philip Elmer-DeWitt

Apple's Q2: Another shoe to drop

Apple’s March Quarter Guidance Is More Likely To Disappoint Than Bring Relief.

Read More Apple's Q2: Another shoe to drop

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Apple analysts: March quarter iPhone revenues expected to fall off a clifffall off cliff Q2 2019 iphone7 years ago
Published January 26, 2019 by Philip Elmer-DeWitt

Apple analysts: March quarter iPhone revenues expected to fall off a cliff

A pair of analyst surveys both predict a double digit drop in worldwide sales.

Read More Apple analysts: March quarter iPhone revenues expected to fall off a cliff

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WSJ: Tesla should pull an Apple, leave 'production hell' to other peopletesla should study apple7 years ago
Published January 26, 2019 by Philip Elmer-DeWitt

WSJ: Tesla should pull an Apple, leave 'production hell' to other people

From John D. Stoll's "Time for Tesla to Study The Apple Playbook" in Saturday's Wall Street Journal ($).

Read More WSJ: Tesla should pull an Apple, leave 'production hell' to other people

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What to expect Tuesday from Apple's March guidance (exclusive)apple consensus q2 20207 years ago
Published January 25, 2019 by Philip Elmer-DeWitt

What to expect Tuesday from Apple's March guidance (exclusive)

Four versions of Apple's fiscal Q2 2019 consensus, freshly gathered Friday morning.

Read More What to expect Tuesday from Apple's March guidance (exclusive)

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Bernstein: How many unsold iPhones is Apple sitting on?bernstein iphone inventory apple7 years ago
Published January 25, 2019 by Philip Elmer-DeWitt

Bernstein: How many unsold iPhones is Apple sitting on?

From a note to clients by analyst Toni Sacconaghi that landed on my desktop Friday.

Read More Bernstein: How many unsold iPhones is Apple sitting on?

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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 ($)
  • Tommo.fyi
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