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Evercore: Solid double-digit App Store growth in June quarterApple evercore june app store1 year ago
Published July 1, 2024 by Philip Elmer-DeWitt

Evercore: Solid double-digit App Store growth in June quarter

"Notably, EU Appstore revenues were up 30% in the month of June vs. up 25% in May – despite implementation of EU DMA driven changes to the AppStore." — Analyst Amit Daryanani

Read More Evercore: Solid double-digit App Store growth in June quarter

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Apple bumps iPhone processor order to meet AI demand — reportapple tsmc iphone 161 year ago
Published July 1, 2024 by Philip Elmer-DeWitt

Apple bumps iPhone processor order to meet AI demand — report

"Apple is supposedly preparing to sell between 90 million and 100 million units of the iPhone 16."

Read More Apple bumps iPhone processor order to meet AI demand — report

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Business Insider: Get ready for smartphone WWIIapple smartphone WWII AI1 year ago
Published July 1, 2024 by Philip Elmer-DeWitt

Business Insider: Get ready for smartphone WWII

"The original smartphone wars were so intense for Steve Jobs he once declared that he'd start a 'thermonuclear war.'"

Read More Business Insider: Get ready for smartphone WWII

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Premarket: Apple is greenapple premarket green 11-13-251 year ago
Published July 1, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures rise as Wall Street readies for the second half" posted early Monday.

Read More Premarket: Apple is green

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Why would Apple put cameras on AirPods?apple glasses kuo airpod camera1 year ago
Published June 30, 2024 by Philip Elmer-DeWitt

Why would Apple put cameras on AirPods?

"The new AirPods is expected to be used with Vision Pro and future Apple headsets to enhance the user experience of spatial audio and strengthen the spatial computing ecosystem." — Ming-Chi Kuo

Read More Why would Apple put cameras on AirPods?

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Mark Gurman: How hard could it be to pour Apple Intelligence into the goggles?apple ai goggles gurman1 year ago
Published June 30, 2024 by Philip Elmer-DeWitt

Mark Gurman: How hard could it be to pour Apple Intelligence into the goggles?

"It shouldn’t be a major engineering task, given that visionOS is a variant of the existing iPadOS software." 

Read More Mark Gurman: How hard could it be to pour Apple Intelligence into the goggles?

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Mark Gurman: How Apple hopes to monetize AIapple gurman money ai1 year ago
Published June 30, 2024 by Philip Elmer-DeWitt

Mark Gurman: How Apple hopes to monetize AI

"Though Apple Intelligence will be free to start, the long-term plan is to make money off the capabilities."

Read More Mark Gurman: How Apple hopes to monetize AI

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GenAI will only take you so far, warns Mr. iRobotapple genAI rodney brooks1 year ago
Published June 30, 2024 by Philip Elmer-DeWitt

GenAI will only take you so far, warns Mr. iRobot

"When you have 10,000 orders that just came in that you have to ship in two hours, you have to optimize for that. Language is not gonna help; it’s just going to slow things down." 

Read More GenAI will only take you so far, warns Mr. iRobot

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This week's Apple trading strategies (7/1-7/5/24)apple trading strategies 7-1-241 year ago
Published June 30, 2024 by Philip Elmer-DeWitt

This week's Apple trading strategies (7/1-7/5/24)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (7/1-7/5/24)

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Fast Company: Apple AI services could go boomapple ai services fastco1 year ago
Published June 29, 2024 by Philip Elmer-DeWitt

Fast Company: Apple AI services could go boom

Apple Intelligence "opens the door to a meaningful boost in Apple’s services revenue, its most profitable business and its fastest-growing."

Read More Fast Company: Apple AI services could go boom

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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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