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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Cowan on Apple: The 'powder keg' is about to explode9 years ago
Published January 30, 2017 by Philip Elmer-DeWitt

Cowan on Apple: The 'powder keg' is about to explode

There's nothing "normal" about Apple's discount to the S&P 500.

Read More Cowan on Apple: The 'powder keg' is about to explode

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Has Apple Services growth slowed? -- updated9 years ago
Published January 29, 2017 by Philip Elmer-DeWitt

Has Apple Services growth slowed? -- updated

By the end of 2017, according to Tim Cook, Apple Services by itself will be big enough to make the Fortune 100.

Read More Has Apple Services growth slowed? -- updated

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Apple: What Tim Cook said about Trump's immigration ban--Update9 years ago
Published January 29, 2017 by Philip Elmer-DeWitt

Apple: What Tim Cook said about Trump's immigration ban--Update

"We may have all come on different ships, but we are in the same boat now.”

Read More Apple: What Tim Cook said about Trump's immigration ban--Update

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Handicapping Apple's earnings, fiscal Q1 20179 years ago
Published January 28, 2017 by Philip Elmer-DeWitt

Handicapping Apple's earnings, fiscal Q1 2017

Investors have bid the stock up 8.2% in the past three months.

Read More Handicapping Apple's earnings, fiscal Q1 2017

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Look who added 1.3 million iPhones to their Apple models9 years ago
Published January 28, 2017 by Philip Elmer-DeWitt

Look who added 1.3 million iPhones to their Apple models

Here’s how that windfall of 1.3 million iPhones was spread out among the brokerage firms...

Read More Look who added 1.3 million iPhones to their Apple models

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How many Watches did Apple sell last quarter?9 years ago
Published January 27, 2017 by Philip Elmer-DeWitt

How many Watches did Apple sell last quarter?

Tim Cook resolved early on—for competitive reasons, he says—to keep Apple Watch sales numbers close to his chest.

Read More How many Watches did Apple sell last quarter?

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Look whose Apple price targets are underwater now9 years ago
Published January 27, 2017 by Philip Elmer-DeWitt

Look whose Apple price targets are underwater now

Apple's share price is already ahead of where some analysts say it will be a year from now.

Read More Look whose Apple price targets are underwater now

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Cowan: How Trump's border tax squeezes Apple9 years ago
Published January 26, 2017 by Philip Elmer-DeWitt

Cowan: How Trump's border tax squeezes Apple

Net/net, the risk to net income is ~$9B on paper, or ~20%.

Read More Cowan: How Trump's border tax squeezes Apple

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How many iPhones did Apple sell last quarter?9 years ago
Published January 26, 2017 by Philip Elmer-DeWitt

How many iPhones did Apple sell last quarter?

"It's very hard to gauge demand, as you know, when you're selling everything you're making."

Read More How many iPhones did Apple sell last quarter?

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Credit Suisse: Currency headwinds could buffet Apple9 years ago
Published January 25, 2017 by Philip Elmer-DeWitt

Credit Suisse: Currency headwinds could buffet Apple

Kulbinder Garcha's note to clients blew into my inbox Wednesday morning. Two excerpts: Recent moves in FX could present a top line and GM headwind of…

Read More Credit Suisse: Currency headwinds could buffet Apple

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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.]

Apple 3.0 Archives

Apple 2.0 Archives

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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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