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WSJ: Apple is the buyback kingbuyback king8 years ago
Published May 2, 2018 by Philip Elmer-DeWitt

WSJ: Apple is the buyback king

Apple’s $100 billion share-repurchase plan is the largest ever announced by a U.S. company.

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Apple's 'better-than-expected' Q2: What analysts are sayingBetter Q2 2018 analysts saying tim cook smiling8 years ago
Published May 2, 2018 by Philip Elmer-DeWitt

Apple's 'better-than-expected' Q2: What analysts are saying

Excerpts from the notes I've seen. More as they come in.

Read More Apple's 'better-than-expected' Q2: What analysts are saying

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Apple's surprisingly strong Q2 2018 in five easy chartsApple easy charts Q320228 years ago
Published May 1, 2018 by Philip Elmer-DeWitt

Apple's surprisingly strong Q2 2018 in five easy charts

The ups and downs of Apple’s revenue, earnings, iPhone sales, services and revenue from greater China.

Read More Apple's surprisingly strong Q2 2018 in five easy charts

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Earnings Smackdown: Final spreadsheet Q2 2018apple earnings smackdown final q3 20208 years ago
Published May 1, 2018 by Philip Elmer-DeWitt

Earnings Smackdown: Final spreadsheet Q2 2018

This is an odd quarter, with a lot of last minute second-guessing.

Read More Earnings Smackdown: Final spreadsheet Q2 2018

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Toni Sacconaghi: 'Have we seen this movie before?'sacconaghi8 years ago
Published April 30, 2018 by Philip Elmer-DeWitt

Toni Sacconaghi: 'Have we seen this movie before?'

From a note to clients—Sacconaghi's second in four days—that landed in my inbox Monday.

Read More Toni Sacconaghi: 'Have we seen this movie before?'

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Analyst: 'It might rain on Apple's buyback exuberance'Mark Moskowitz, dampen exhuberance8 years ago
Published April 30, 2018 by Philip Elmer-DeWitt

Analyst: 'It might rain on Apple's buyback exuberance'

Barclays' Mark Moskowitz cuts his Apple target and estimates. Again.

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Another analyst jumps on the bad Apple bandwagonbad Apple bandwagon8 years ago
Published April 30, 2018 by Philip Elmer-DeWitt

Another analyst jumps on the bad Apple bandwagon

Having downgraded Apple in January, BMO's Tim Long gave his estimates another whack Sunday. From a note to clients that landed in my inbox: Bottom Line:…

Read More Another analyst jumps on the bad Apple bandwagon

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Analyst: Investor negativity overdone, consensus staleoverdone8 years ago
Published April 29, 2018 by Philip Elmer-DeWitt

Analyst: Investor negativity overdone, consensus stale

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

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Postcard from the polderstulips8 years ago
Published April 29, 2018 by Philip Elmer-DeWitt

Postcard from the polders

The bubble may have burst, but tulips have maintained their intrinsic value.

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If Apple spends $100 billion on a buyback, the stock does what?buybacks bricks of cash8 years ago
Published April 29, 2018 by Philip Elmer-DeWitt

If Apple spends $100 billion on a buyback, the stock does what?

Friend-of-the-blog Jeff F offers back-of-the-envelope estimates for buybacks of $100, $200 and $300 billion.

Read More If Apple spends $100 billion on a buyback, the stock does what?

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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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