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Apple Campus 2: First drone flyover of May10 years ago
Published May 1, 2016 by Philip Elmer-DeWitt

Apple Campus 2: First drone flyover of May

Well, April 29 anyway. Shot by Matthew Roberts. This post is dedicated to Edward Mackowiak. May he find peace.

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Apple 'Services' vs. all of Facebook10 years ago
Published April 30, 2016 by Philip Elmer-DeWitt

Apple 'Services' vs. all of Facebook

Which would you guess is bigger? The chart comparing Apple's total revenue to Facebook's is not very interesting. Interactive graphics not showing? Try the website.  In the graph above,…

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Apple's dividend yield is up more than 50%10 years ago
Published April 29, 2016 by Philip Elmer-DeWitt

Apple's dividend yield is up more than 50%

If that's any consolation. A year ago, Apple was trading for more than $130 a share. Today, following Tuesday's earnings and Thursday's Icahnning, it's hovering around…

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Apple's tough compare was the wrong compare10 years ago
Published April 29, 2016 by Philip Elmer-DeWitt

Apple's tough compare was the wrong compare

Did iPhone sales fall 16% last quarter, or did they grow 17%? I've posted the interactive chart below at the urging of long-time reader Joseph Bland, who…

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Here's Carl Icahn on why he dumped Apple10 years ago
Published April 29, 2016 by Philip Elmer-DeWitt

Here's Carl Icahn on why he dumped Apple

Kicking the stock while it's down. I’ll be on @CNBC ‘s @PowerLunch today around 2pmET — Carl Icahn (@Carl_C_Icahn) April 28, 2016 Icahn announced that he'd bought…

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Here's why Toni Sacconaghi says 'Apple's best days are behind it'10 years ago
Published April 28, 2016 by Philip Elmer-DeWitt

Here's why Toni Sacconaghi says 'Apple's best days are behind it'

From Wednesday's New York Times: “There’s no question that Apple’s best days are behind it,” said Toni Sacconaghi, an analyst at the Bernstein brokerage firm. “The…

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Best and worst Apple analysts: Q2 2016 edition10 years ago
Published April 27, 2016 by Philip Elmer-DeWitt

Best and worst Apple analysts: Q2 2016 edition

The Wall Street professionals (blue) versus the independents (green). Here are the 10 best. Do we really need to see the worst this quarter? Here's a link to the raw spreadsheet,…

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Here's Tim Cook on Apple's China problem10 years ago
Published April 27, 2016 by Philip Elmer-DeWitt

Here's Tim Cook on Apple's China problem

Sales in Apple's second-biggest market fell sharply last quarter. "Something's wrong in China." —Piper Jaffray analyst Gene Munster's "first take" Apple's sales in Greater China fell 26%…

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Apple's 'challenging' quarter: What the analysts are saying10 years ago
Published April 27, 2016 by Philip Elmer-DeWitt

Apple's 'challenging' quarter: What the analysts are saying

Excerpts from the notes we've seen. More as they come in. Tim Long, BMO: Units Crack Again; Lowering Estimates, Price Target on Big iPhone Miss. The feared big…

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Apple's 'challenging' March quarter by the numbers10 years ago
Published April 26, 2016 by Philip Elmer-DeWitt

Apple's 'challenging' March quarter by the numbers

Revenues, profits and unit sales were down y-o-y across the board. By the numbers: — Revenue: $50.557 billion, down 13% — Profit: $10.5 billion, down 19% —…

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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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