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Barton Crockett: 'Apple is at a crossroads' (video)apple barton crockett ai1 year ago
Published March 5, 2024 by Philip Elmer-DeWitt

Barton Crockett: 'Apple is at a crossroads' (video)

"They need to come up with a really interesting AI innovation at their World Wide Developers Conference in June."

Read More Barton Crockett: 'Apple is at a crossroads' (video)

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Toni Sacconaghi on Apple: 'The core of the business is fundamentally intact'apple ai sacconaghi sound1 year ago
Published March 5, 2024 by Philip Elmer-DeWitt

Toni Sacconaghi on Apple: 'The core of the business is fundamentally intact'

"Apple has this powerful installed base. The question is, can it use AI to add more value to that installed base, and I think it can."

Read More Toni Sacconaghi on Apple: 'The core of the business is fundamentally intact'

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WSJ vs. NYT: Reactions to the $1.95 billion fine the EU just slapped on Appleapple eu nyt wsj1 year ago
Published March 5, 2024 by Philip Elmer-DeWitt

WSJ vs. NYT: Reactions to the $1.95 billion fine the EU just slapped on Apple

From the top of the "Most liked" comments on "Apple Fined $2 Billion in One of Europe’s Largest Antitrust Actions" posted Tuesday by the Wall Street…

Read More WSJ vs. NYT: Reactions to the $1.95 billion fine the EU just slapped on Apple

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Momentum guy says it's time to move out of Apple (video)apple tactical degraff video1 year ago
Published March 5, 2024 by Philip Elmer-DeWitt

Momentum guy says it's time to move out of Apple (video)

"I think you want to move on from Apple tactically. This isn't about the next 30 years, it's about the next three to 12 months." — Jeff deGraaf

Read More Momentum guy says it's time to move out of Apple (video)

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Counterpoint: China iPhone sales fell 24% in the first six weeks of 2024apple china iphone compare1 year ago
Published March 5, 2024 by Philip Elmer-DeWitt

Counterpoint: China iPhone sales fell 24% in the first six weeks of 2024

"The first six weeks of 2023 saw abnormally high numbers with significant unit sales being deferred from December 2022 due to production issues, magnifying the negative YoY comparison."

Read More Counterpoint: China iPhone sales fell 24% in the first six weeks of 2024

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Premarket: Apple is redapple premarket red 7-14-251 year ago
Published March 5, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures slip after Nasdaq Composite retreats from record" posted early Tuesday.

Read More Premarket: Apple is red

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Gene Munster says Apple will sell 'personalized AI' subscriptions (video)Apple munster personalized ai1 year ago
Published March 5, 2024 by Philip Elmer-DeWitt

Gene Munster says Apple will sell 'personalized AI' subscriptions (video)

"For $10 a month... that would add over 15% to Apple's earnings."

Read More Gene Munster says Apple will sell 'personalized AI' subscriptions (video)

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Evercore: Apple App Store revenue grew 15% last monthapple evercore august app store1 year ago
Published March 4, 2024 by Philip Elmer-DeWitt

Evercore: Apple App Store revenue grew 15% last month

"Gaming turned to double-digit positive territory at +10% in February vs. -3% in January and flattish in CY23." — Analyst Amit Daryanani

Read More Evercore: Apple App Store revenue grew 15% last month

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Apple launches new MacBook Airs by press releaseapple new macbook airs1 year ago
Published March 4, 2024 by Philip Elmer-DeWitt

Apple launches new MacBook Airs by press release

"This is a solid spec bump update for both the 13-inch and 15-inch sizes."

Read More Apple launches new MacBook Airs by press release

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Apple Vision Pro on Saturday Night Liveapple vision pro snl1 year ago
Published March 4, 2024 by Philip Elmer-DeWitt

Apple Vision Pro on Saturday Night Live

Behind closed doors, Joe Biden is incredible.

Read More Apple Vision Pro on Saturday Night Live

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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 ($)
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