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Gene Munster's Q2 takeaway: 'The business is holding together' (video)apple q2 munster video2 years ago
Published May 5, 2024 by Philip Elmer-DeWitt

Gene Munster's Q2 takeaway: 'The business is holding together' (video)

From "Munster's Pressure Points: Apple's 2Q'24 Earnings" posted Friday by Deepwater Asset Management.

Read More Gene Munster's Q2 takeaway: 'The business is holding together' (video)

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Mark Gurman to Tim Cook: Here's how you fix the iPadapple ipad thompson peace2 years ago
Published May 5, 2024 by Philip Elmer-DeWitt

Mark Gurman to Tim Cook: Here's how you fix the iPad

"When it comes to turning the iPad into a computer replacement, Apple has lost its way."

Read More Mark Gurman to Tim Cook: Here's how you fix the iPad

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Was Paramount the reason Warren Buffett sold Apple?apple paramount buffet capgains2 years ago
Published May 5, 2024 by Philip Elmer-DeWitt

Was Paramount the reason Warren Buffett sold Apple?

Having racked up big losses, this may have been a good time to take some capital gains.

Read More Was Paramount the reason Warren Buffett sold Apple?

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In the March quarter, Apple turned its revenue into profit with record efficiencyapple gross margin q220242 years ago
Published May 5, 2024 by Philip Elmer-DeWitt

In the March quarter, Apple turned its revenue into profit with record efficiency

"Profit margins are very dependent on sector. Companies that sell bland potato chips may not have very high margins, but will sell a sizable quantity of potato chips."

Read More In the March quarter, Apple turned its revenue into profit with record efficiency

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This week's Apple trading strategies (5/6-5/10/24)Apple trading strategies 5-6-242 years ago
Published May 5, 2024 by Philip Elmer-DeWitt

This week's Apple trading strategies (5/6-5/10/24)

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

Read More This week's Apple trading strategies (5/6-5/10/24)

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Warren Buffett: 'We sold a little Apple this year' (video)apple buffet sells 113 million2 years ago
Published May 4, 2024 by Philip Elmer-DeWitt

Warren Buffett: 'We sold a little Apple this year' (video)

According to Berkshire Hathaway's 10-Q, it trimmed its stake by 115 million shares.

Read More Warren Buffett: 'We sold a little Apple this year' (video)

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Apple stays mostly mum on AI plansapple ai cook mystery2 years ago
Published May 4, 2024 by Philip Elmer-DeWitt

Apple stays mostly mum on AI plans

"The only hint at what could be coming was its purchase of Darwin AI, a little known Canadian AI startup that develops technology to make AI systems smaller and faster."

Read More Apple stays mostly mum on AI plans

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Apple: AI on the cheapapple ai cheap infrastructure2 years ago
Published May 4, 2024 by Philip Elmer-DeWitt

Apple: AI on the cheap

"Chief Financial Officer Luca Maestri said Apple investors should not expect a huge change in how the company handles capital expenditures."

Read More Apple: AI on the cheap

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Look who got China's March quarter iPhone sales wrongapple china iphone evercore june2 years ago
Published May 4, 2024 by Philip Elmer-DeWitt

Look who got China's March quarter iPhone sales wrong

"I can only address what our results are. I can't bridge to numbers we didn't come up with." — Tim Cook

Read More Look who got China's March quarter iPhone sales wrong

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Saturday Apple video: Steve Jobs' return (1997)apple saturday jobs return2 years ago
Published May 4, 2024 by Philip Elmer-DeWitt

Saturday Apple video: Steve Jobs' return (1997)

At MacWorld Expo '97 at the 6:53 mark, then-CEO Gil Amelio brings Jobs on stage.

Read More Saturday Apple video: Steve Jobs' return (1997)

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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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