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Apple's earnings: What Gene Munster's watching3 key topics binoculars munster watching8 years ago
Published April 25, 2018 by Philip Elmer-DeWitt

Apple's earnings: What Gene Munster's watching

Here are 3 key topics, in order of importance...

Read More Apple's earnings: What Gene Munster's watching

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Canalys declares Apple's iPhone X sales 'disappointing'disappointing8 years ago
Published April 25, 2018 by Philip Elmer-DeWitt

Canalys declares Apple's iPhone X sales 'disappointing'

Why wait for the results?

Read More Canalys declares Apple's iPhone X sales 'disappointing'

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Apple analyst: The Street's in 'full panic mode'panic made8 years ago
Published April 24, 2018 by Philip Elmer-DeWitt

Apple analyst: The Street's in 'full panic mode'

From a note to clients by GBH's Daniel Ives that landed in my inbox Tuesday: Heading into Apple's much anticipated March (FY2Q18) quarter next week the…

Read More Apple analyst: The Street's in 'full panic mode'

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How many iPhones did Apple sell last quarter? (Fiscal Q2 2018)how many iphones Q2 20188 years ago
Published April 24, 2018 by Philip Elmer-DeWitt

How many iPhones did Apple sell last quarter? (Fiscal Q2 2018)

Here are preliminary estimates from my panel of pro and indie analysts.

Read More How many iPhones did Apple sell last quarter? (Fiscal Q2 2018)

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Team Conan: The right way to use Apple's HomePod (video)HomePod Skit8 years ago
Published April 23, 2018 by Philip Elmer-DeWitt

Team Conan: The right way to use Apple's HomePod (video)

The Team Conan HomePod skit is on the money, even if his facts are off.

Read More Team Conan: The right way to use Apple's HomePod (video)

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Neil Cybart sets the table for Apple's Q2 earnings next weekNeil cybart Q2 2018 sets the table8 years ago
Published April 23, 2018 by Philip Elmer-DeWitt

Neil Cybart sets the table for Apple's Q2 earnings next week

Cybart is a past Earning Smackdown winner, but his estimates last quarter were the worst. Literally.

Read More Neil Cybart sets the table for Apple's Q2 earnings next week

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Analyst: Apple sentiment swings from 'It doesn't matter' to 'How weak?'wells fargo apple buyback moratorium8 years ago
Published April 22, 2018 by Philip Elmer-DeWitt

Analyst: Apple sentiment swings from 'It doesn't matter' to 'How weak?'

Do I detect a soupçon of "I told you so" in Aaron Rakers invocation of TSMC?

Read More Analyst: Apple sentiment swings from 'It doesn't matter' to 'How weak?'

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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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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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