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Evercore: April brought a 'modest' step-down in Apple App Store growthapple apps evercore slowdown1 year ago
Published May 1, 2024 by Philip Elmer-DeWitt

Evercore: April brought a 'modest' step-down in Apple App Store growth

"This is a solid start to the Jun-qtr and relatively consistent with current Services consensus growth of 11%." — Analyst Amit Daryanani

Read More Evercore: April brought a 'modest' step-down in Apple App Store growth

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Evercore: Negative sentiment creates a low bar for Appleapple q22024 evercore low bar1 year ago
Published May 1, 2024 by Philip Elmer-DeWitt

Evercore: Negative sentiment creates a low bar for Apple

"We remain bullish on the name and think a slight miss on the top line with strong margins and a robust capital return update should help the stock." — Analyst Amit Daryanani

Read More Evercore: Negative sentiment creates a low bar for Apple

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A story about the bricking of GM's CarPlay replacementapple carplay gm brick1 year ago
Published May 1, 2024 by Philip Elmer-DeWitt

A story about the bricking of GM's CarPlay replacement

"A traditional car company attempting to take on Silicon Valley in tech only to subject its customers to subpar functionality and embarrassing bugs is almost too on the nose."

Read More A story about the bricking of GM's CarPlay replacement

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Handicapping Apple's fiscal Q2 2024 earningsapple handicapping q22024 estimize1 year ago
Published May 1, 2024 by Philip Elmer-DeWitt

Handicapping Apple's fiscal Q2 2024 earnings

As usual, the indies are more bullish than the pros. 

Read More Handicapping Apple's fiscal Q2 2024 earnings

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Does the DOJ think it created Apple and Google?apple doj google antitrust1 year ago
Published May 1, 2024 by Philip Elmer-DeWitt

Does the DOJ think it created Apple and Google?

A revisionist take on the 2020 Microsoft antitrust suit. 

Read More Does the DOJ think it created Apple and Google?

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Neil Cybart: 'The setup looks positive for Apple'apple cybart setup q220241 year ago
Published May 1, 2024 by Philip Elmer-DeWitt

Neil Cybart: 'The setup looks positive for Apple'

"Consensus (sell-side) expects Apple to report $90B revenue on Thursday, which looks a tad light to me."

Read More Neil Cybart: 'The setup looks positive for Apple'

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The year of AI junk (video)apple ai junk1 year ago
Published May 1, 2024 by Philip Elmer-DeWitt

The year of AI junk (video)

From Ben Lovejoy's "AI hardware is like trying to invent the iPod after the iPhone" posted Tuesday by 9to5Mac.

Read More The year of AI junk (video)

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Premarket: Apple is redapple premarket red 8-21-251 year ago
Published May 1, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From Reuters' "Futures fall as chip stocks drag, Fed rate decision awaited" posted early Wednesday.

Read More Premarket: Apple is red

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Gene Munster: The pressure point for Apple on Thursday will be CapExapple munster Q22024 capex1 year ago
Published April 30, 2024 by Philip Elmer-DeWitt

Gene Munster: The pressure point for Apple on Thursday will be CapEx

"When you hear AI, you should think CapEx."

Read More Gene Munster: The pressure point for Apple on Thursday will be CapEx

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Ben Bajarin: All eyes this Thursday will be on the iPhone (video)apple Q22024 ben bajarin1 year ago
Published April 30, 2024 by Philip Elmer-DeWitt

Ben Bajarin: All eyes this Thursday will be on the iPhone (video)

From "Apple iPhone sales and China are key for earnings, strategist says" posted Monday by Yahoo Finance.

Read More Ben Bajarin: All eyes this Thursday will be on the iPhone (video)

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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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