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Watch Apple analysts play catch-up to the share price9 years ago
Published April 6, 2016 by Philip Elmer-DeWitt

Watch Apple analysts play catch-up to the share price

The headlines have it backwards. Apple's share price isn't rising because a sell-side analyst has raised his or her price target. Price targets are trailing indicators, not…

Read More Watch Apple analysts play catch-up to the share price

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Apple, the FBI and Al Capone's vault9 years ago
Published April 6, 2016 by Philip Elmer-DeWitt

Apple, the FBI and Al Capone's vault

What did the FBI find in the San Bernardino iPhone? “We’re still working on that, I guess is the answer,” said James Baker, the FBI's general counsel, at a…

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Countdown to Apple earnings9 years ago
Published April 5, 2016 by Philip Elmer-DeWitt

Countdown to Apple earnings

Apple's fiscal Q2 2016 results are three weeks away. I'm going to be doing on Apple 3.0 what I did for nine years at Apple 2.0:…

Read More Countdown to Apple earnings

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Discount tickets to the Dediu & Bajarin show in NYC Wednesday9 years ago
Published April 5, 2016 by Philip Elmer-DeWitt

Discount tickets to the Dediu & Bajarin show in NYC Wednesday

For Apple 3.0 subscribers, a $300 value. I'm going to be in New York City Wednesday afternoon to spend some quality time with two of my favorite independent…

Read More Discount tickets to the Dediu & Bajarin show in NYC Wednesday

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Credit Suisse: Wall Street has Apple's profit margins all wrong9 years ago
Published April 4, 2016 by Philip Elmer-DeWitt

Credit Suisse: Wall Street has Apple's profit margins all wrong

The biggest shocker: Apple's gross margin on services may not be 40%, but closer to 70%. In a multimedia presentation for clients—slide deck, conference call, 64-page note…

Read More Credit Suisse: Wall Street has Apple's profit margins all wrong

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Published April 4, 2016 by Philip Elmer-DeWitt

Chart of the day: A timeline of Apple services

Beyond the iTunes music store. With net revenue from services alone of $21.2 billion, Apple is now one of the largest internet services companies on the planet. So…

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Does Tim Cook's stance on gay rights help or hurt Apple's sales?9 years ago
Published April 4, 2016 by Philip Elmer-DeWitt

Does Tim Cook's stance on gay rights help or hurt Apple's sales?

Results from a study of 2,176 U.S. consumers. Tim Cook, in case you haven't heard, is gay—not that there's anything wrong with that. But it was an…

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The New Yorker on Apple at 409 years ago
Published April 3, 2016 by Philip Elmer-DeWitt

The New Yorker on Apple at 40

'No novelist could have invented Steve Jobs.' Two excerpts from Joshua Rothman's thoughtful retrospective: "Apple’s history starts with the fact that it tried to take on the complexities…

Read More The New Yorker on Apple at 40

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The FBI's half-hearted offer to crack more Apple iPhones9 years ago
Published April 3, 2016 by Philip Elmer-DeWitt

The FBI's half-hearted offer to crack more Apple iPhones

The letter it sent local law enforcement agencies is not what it seems. Last week, five days after the Justice Department announced that it has successfully cracked…

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Viral video: Taylor Swift takes a dive for Apple Music9 years ago
Published April 2, 2016 by Philip Elmer-DeWitt

Viral video: Taylor Swift takes a dive for Apple Music

2.7 million views and counting.

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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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