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Apple's low-bar Q2 2024: What the talking heads are sayingapple q22024 talking heads2 years ago
Published May 3, 2024 by Philip Elmer-DeWitt

Apple's low-bar Q2 2024: What the talking heads are saying

The videos that caught my eye. More as they come in.

Read More Apple's low-bar Q2 2024: What the talking heads are saying

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Apple's low-bar Q2 2024: What analysts are sayingapple q22024 analysts saying2 years ago
Published May 3, 2024 by Philip Elmer-DeWitt

Apple's low-bar Q2 2024: What analysts are saying

Excepts from the notes I've seen. More as they come in. Erik Woodring, Morgan Stanley: Hurdle Cleared; AI Announcements On Deck. While the June quarter guide…

Read More Apple's low-bar Q2 2024: What analysts are saying

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Premarket: Apple is green (!)apple premarket green 11-10-252 years ago
Published May 3, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green (!)

From Barron's "Stock Futures Surge After Apple Earnings as Jobs Report Looms" posted early Friday.

Read More Premarket: Apple is green (!)

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Best and worst Apple analysts: Fiscal Q2 2024apple best worst q220242 years ago
Published May 2, 2024 by Philip Elmer-DeWitt

Best and worst Apple analysts: Fiscal Q2 2024

Indies who missed the memo that this was low-expectations quarter got clobbered by the pros. Six of the top 10 spots this round went to Wall Street professionals. 

Read More Best and worst Apple analysts: Fiscal Q2 2024

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Apple's low-bar Q2 2024 in five easy chartsapple q22024 earnings report2 years ago
Published May 2, 2024 by Philip Elmer-DeWitt

Apple's low-bar Q2 2024 in five easy charts

Blessed with lowered expectation, Apple managed to beat on the top and bottom line.

Read More Apple's low-bar Q2 2024 in five easy charts

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The Washington Post kicks Apple while it's downapple washpo kicks down2 years ago
Published May 2, 2024 by Philip Elmer-DeWitt

The Washington Post kicks Apple while it's down

Look who's piling on ahead of Apple's March quarter earnings.

Read More The Washington Post kicks Apple while it's down

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Why Joe Terranova sold Apple when it was down (video)terranova sells apple down2 years ago
Published May 2, 2024 by Philip Elmer-DeWitt

Why Joe Terranova sold Apple when it was down (video)

From "Joe sells Apple and Tesla in the JOET rebalance" which aired Thursday on CNBC.

Read More Why Joe Terranova sold Apple when it was down (video)

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Is Apple stuck in the mud?apple stuck mud2 years ago
Published May 2, 2024 by Philip Elmer-DeWitt

Is Apple stuck in the mud?

“It can’t substantiate growth, it doesn’t have a killer AI strategy, and it isn’t even cheap.” — Synovus Trust's Daniel Morgan

Read More Is Apple stuck in the mud?

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Apple Earnings Smackdown: Final estimates Q2 2024apple q22024 earnings smackdown final2 years ago
Published May 2, 2024 by Philip Elmer-DeWitt

Apple Earnings Smackdown: Final estimates Q2 2024

Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s March quarter results.

Read More Apple Earnings Smackdown: Final estimates Q2 2024

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Erik Savitz walks up to Apple's Q2 2024 earnings for Barron'sapple q22024 walkup savitz2 years ago
Published May 2, 2024 by Philip Elmer-DeWitt

Erik Savitz walks up to Apple's Q2 2024 earnings for Barron's

"The key to Apple results is always the iPhone, which accounts for more than half of Apple’s total revenue."

Read More Erik Savitz walks up to Apple's Q2 2024 earnings for Barron's

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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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