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Detonating May 1: Apple's earnings bombapple earnings bomb8 years ago
Published April 22, 2018 by Philip Elmer-DeWitt

Detonating May 1: Apple's earnings bomb

Don't let last week's action fool you.

Read More Detonating May 1: Apple's earnings bomb

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I'm going to Amsterdamamsterdam8 years ago
Published April 22, 2018 by Philip Elmer-DeWitt

I'm going to Amsterdam

Ten days of bikes, barges and iffy Wi-Fi.

Read More I'm going to Amsterdam

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Merrill Lynch: Apple Services have plenty of room to growapple services room to grow8 years ago
Published April 21, 2018 by Philip Elmer-DeWitt

Merrill Lynch: Apple Services have plenty of room to grow

"We view the story pivoting to capital return and services from the boom-bust of iPhone cycles over the next several years." —Wamsi Mohan, Merrill Lync

Read More Merrill Lynch: Apple Services have plenty of room to grow

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Apple's June quarter: The handwringing on the wall8 years ago
Published April 20, 2018 by Philip Elmer-DeWitt

Apple's June quarter: The handwringing on the wall

"To be clear, our estimates are still below consensus, but the gap is much smaller than it was a few months ago."

Read More Apple's June quarter: The handwringing on the wall

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Time for Apple analysts to panicpanic volatility eps8 years ago
Published April 20, 2018 by Philip Elmer-DeWitt

Time for Apple analysts to panic

The upside of a down week in April is that lowered expectations are easier to beat in May.

Read More Time for Apple analysts to panic

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Morgan Stanley slashes June iPhones, trims Apple targetapple slash kuo iphone8 years ago
Published April 20, 2018 by Philip Elmer-DeWitt

Morgan Stanley slashes June iPhones, trims Apple target

Huberty now concedes that the iPhone super cycle she promoted didn't come to pass.

Read More Morgan Stanley slashes June iPhones, trims Apple target

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Merrill Lynch is a buy on Apple, despite June weaknessweaker quarter8 years ago
Published April 20, 2018 by Philip Elmer-DeWitt

Merrill Lynch is a buy on Apple, despite June weakness

From a note to clients by analyst Wamsi Mohan that landed in my inbox Thursday.

Read More Merrill Lynch is a buy on Apple, despite June weakness

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A portrait of the Apple artist: The iconic Susan KareSusan Kare8 years ago
Published April 20, 2018 by Philip Elmer-DeWitt

A portrait of the Apple artist: The iconic Susan Kare

Pegged to her award Friday of the prestigious AIGA gold medal.

Read More A portrait of the Apple artist: The iconic Susan Kare

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Did you see the iMac Pro video?iMac Pro repair Linus Tech Tips8 years ago
Published April 19, 2018 by Philip Elmer-DeWitt

Did you see the iMac Pro video?

Apple haters and lovers do battle over a top-of-the-line iMac in need of repair.

Read More Did you see the iMac Pro video?

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Analyst: Street expects Apple to hike buybacks $100 billion/yearapple hike jpmorgan 2808 years ago
Published April 19, 2018 by Philip Elmer-DeWitt

Analyst: Street expects Apple to hike buybacks $100 billion/year

From a note to clients by Wells Fargo's Aaron Rakers that landed in my inbox Wednesday.

Read More Analyst: Street expects Apple to hike buybacks $100 billion/year

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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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