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Bloomberg's Peter Elstrom previews Apple's Q2 earnings (video)apple q22024 walkup bloomberg2 years ago
Published May 2, 2024 by Philip Elmer-DeWitt

Bloomberg's Peter Elstrom previews Apple's Q2 earnings (video)

How much is this going to be a China story for Apple? 

Read More Bloomberg's Peter Elstrom previews Apple's Q2 earnings (video)

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Premarket: Apple is greenapple premarket green 11-10-252 years ago
Published May 2, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Stock Futures Jump Higher as Markets Rebound Following Fed Chair's Rate Comments" posted early Thursday.

Read More Premarket: Apple is green

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Unsealed: The price Google pays to be Safari's defaultgoogle pays apple 20 billion2 years ago
Published May 1, 2024 by Philip Elmer-DeWitt

Unsealed: The price Google pays to be Safari's default

In 2020, Google’s $20 billion constituted 17.5% of Apple's operating income.

Read More Unsealed: The price Google pays to be Safari's default

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Evercore: April brought a 'modest' step-down in Apple App Store growthapple apps evercore slowdown2 years 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 bar2 years 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 brick2 years 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 estimize2 years 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 antitrust2 years 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 q220242 years 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 junk2 years 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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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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