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Premarket: Apple was red, turned greenapple premarket red 5-27-261 year ago
Published February 13, 2025 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From Barron's' "Stock Futures Rising as Investors Weigh Up Inflation, Ukraine Peace Talks" posted early Thursday.

Read More Premarket: Apple was red, turned green

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Ming-Chi Kuo: No Apple robots before 2028apple robot ming 20281 year ago
Published February 12, 2025 by Philip Elmer-DeWitt

Ming-Chi Kuo: No Apple robots before 2028

Any Apple robots — humanoid or non-humanoid — are still at the proof-of-concept stage.

Read More Ming-Chi Kuo: No Apple robots before 2028

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Gene Munster: Apple Intelligence in China should move the growth needleapple alibaba china munster1 year ago
Published February 12, 2025 by Philip Elmer-DeWitt

Gene Munster: Apple Intelligence in China should move the growth needle

Currently, the Street is expecting 1% growth this year, increasing to 10% next year.

Read More Gene Munster: Apple Intelligence in China should move the growth needle

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CIRP: U.S. iPhone replacement cycles are shrinking1 year ago
Published February 12, 2025 by Philip Elmer-DeWitt

CIRP: U.S. iPhone replacement cycles are shrinking

"Except for the disruption of the COVID-19 pandemic in 2020 and 2021, the holding period steadily increased since 2014, when CIRP began tracking this data."

Read More CIRP: U.S. iPhone replacement cycles are shrinking

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Made in Indonesia?apple iphone batam indonesia1 year ago
Published February 12, 2025 by Philip Elmer-DeWitt

Made in Indonesia?

"An iPhone assembler has set up a subsidiary in Batam particularly for Apple and has started hiring engineers as part of the preparation."

Read More Made in Indonesia?

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Migrating purchases: Worst new Apple feature ever?apple purchase migration setup1 year ago
Published February 12, 2025 by Philip Elmer-DeWitt

Migrating purchases: Worst new Apple feature ever?

The setup is excruciating.

Read More Migrating purchases: Worst new Apple feature ever?

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Premarket: Apple was green, turned redapple premarket red 5-27-261 year ago
Published February 12, 2025 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From CNBC's "Stock futures slip as traders brace for January consumer inflation report" posted early Wednesday.

Read More Premarket: Apple was green, turned red

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Apple rocks no boatsapple maps gulf america1 year ago
Published February 12, 2025 by Philip Elmer-DeWitt

Apple rocks no boats

US Representative Greg Steube earlier on Tuesday wrote on Facebook that Apple is “still lost at sea.”

Read More Apple rocks no boats

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J.P. Morgan measures Apple's Alibaba tailwindapple alibaba tailwind jpmorgan1 year ago
Published February 11, 2025 by Philip Elmer-DeWitt

J.P. Morgan measures Apple's Alibaba tailwind

"As a reminder, Samsung is partnering with Baidu for AI features in China." — Analyst Samik Chatterjee

Read More J.P. Morgan measures Apple's Alibaba tailwind

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Morgan Stanley: The Chinese are more than ready for Apple Intelligence (charts)apple intelligence china woodring1 year ago
Published February 11, 2025 by Philip Elmer-DeWitt

Morgan Stanley: The Chinese are more than ready for Apple Intelligence (charts)

"Of all regions, Chinese iPhone users are most willing to pay for unlimited access to Apple Intelligence, despite having never used the features." — Analyst Erik Woodring

Read More Morgan Stanley: The Chinese are more than ready for Apple Intelligence (charts)

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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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