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Best estimate: Apple sold 3.2 million Watches in Q2Apple watch owns wrist8 years ago
Published May 3, 2017 by Philip Elmer-DeWitt

Best estimate: Apple sold 3.2 million Watches in Q2

From a note to Above Avalon subscribers posted Wednesday by Neil Cybart.

Read More Best estimate: Apple sold 3.2 million Watches in Q2

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Where Apple keeps its cash and cash equivalentsApple 10-q q22021 evercore scrooge8 years ago
Published May 3, 2017 by Philip Elmer-DeWitt

Where Apple keeps its cash and cash equivalents

"Watching Apple's cash at hand misses the entire picture." —Horace Dediu

Read More Where Apple keeps its cash and cash equivalents

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Best and worst Apple analysts, Q2 2017 edition8 years ago
Published May 3, 2017 by Philip Elmer-DeWitt

Best and worst Apple analysts, Q2 2017 edition

For the second quarter in a row, independent analysts took 6 out of 10 top spots. In a mixed bag of second-quarter results—in which Apple beat some…

Read More Best and worst Apple analysts, Q2 2017 edition

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Raw documents: Apple's fiscal Q2 2017 resultspolice line tape8 years ago
Published May 3, 2017 by Philip Elmer-DeWitt

Raw documents: Apple's fiscal Q2 2017 results

This is a commentary-free zone.

Read More Raw documents: Apple's fiscal Q2 2017 results

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Apple's motley quarter: What the analysts are sayingApple Motley huge warning8 years ago
Published May 3, 2017 by Philip Elmer-DeWitt

Apple's motley quarter: What the analysts are saying

Cupertino beat some numbers, missed some numbers, but landed mostly in-line.

Read More Apple's motley quarter: What the analysts are saying

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Apple's results in five easy charts, Q2 2017Movie poster for Five Easy Pieces8 years ago
Published May 2, 2017 by Philip Elmer-DeWitt

Apple's results in five easy charts, Q2 2017

Revenue, Net income, iPhones, Services and Greater China.

Read More Apple's results in five easy charts, Q2 2017

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Montreal expects a slight Apple beat tonightBMO logo8 years ago
Published May 2, 2017 by Philip Elmer-DeWitt

Montreal expects a slight Apple beat tonight

From a note to clients by BMO analyst Tim Long that landed in my inbox Tuesday afternoon.

Read More Montreal expects a slight Apple beat tonight

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Mizuho: What to look for from Apple tonightMizuho logo8 years ago
Published May 2, 2017 by Philip Elmer-DeWitt

Mizuho: What to look for from Apple tonight

From a note to clients by Mizuho analyst Abhey Lamba that landed in my inbox Tuesday afternoon.

Read More Mizuho: What to look for from Apple tonight

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Bernstein: Don't be spooked by Apple's gross margin guidancespook8 years ago
Published May 2, 2017 by Philip Elmer-DeWitt

Bernstein: Don't be spooked by Apple's gross margin guidance

From a note to clients by Bernstein analyst Toni Sacconaghi that crossed my desk today.

Read More Bernstein: Don't be spooked by Apple's gross margin guidance

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How to estimate Apple Watch salesApple Watch calculator8 years ago
Published May 2, 2017 by Philip Elmer-DeWitt

How to estimate Apple Watch sales

Every analyst has his or her own formula. This is Neil Cybart's.

Read More How to estimate Apple Watch sales

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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 ($)
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