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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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The first Apple 3.0 ask-me-anything: Gene Munster (video)apple gene munster ama2 years ago
Published October 18, 2023 by Philip Elmer-DeWitt

The first Apple 3.0 ask-me-anything: Gene Munster (video)

"The conversation with Gene was absolutely outstanding, and the knowledge takeaways from the event continue to reverberate today." — Friend-of-the-blog Robert Paul Leitao

Read More The first Apple 3.0 ask-me-anything: Gene Munster (video)

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How Apple can monetize AIapple siri monetize ai2 years ago
Published October 18, 2023 by Philip Elmer-DeWitt

How Apple can monetize AI

"Apple can bring AI to the consumer's pocket by the billions and is rumored to be sitting on one of the best AI models on the market today, with comparable performance to OpenAI's ChatGPT."

Read More How Apple can monetize AI

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Premarket: Apple is redapple premarket red 8-21-252 years ago
Published October 18, 2023 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "U.S. Stock Futures Slip as Bond Yields Climb" posted early Wednesday.

Read More Premarket: Apple is red

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Neil Cybart: Google is underpaying Appleapple google underpay cybart2 years ago
Published October 17, 2023 by Philip Elmer-DeWitt

Neil Cybart: Google is underpaying Apple

From "Potential Court Impact on Apple Search Revenue" mailed Monday to Above Avalon subscribers.

Read More Neil Cybart: Google is underpaying Apple

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Smartphone shipments sank in September, Apple's least of all2 years ago
Published October 17, 2023 by Philip Elmer-DeWitt

Smartphone shipments sank in September, Apple's least of all

From "Global Smartphone Market Reaches its Lowest Q3 Levels in a Decade; Apple’s Share at 16%" posted Tuesday by Counterpoint Research:

Read More Smartphone shipments sank in September, Apple's least of all

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Goldman Sachs regrets Appleapple goldman sachs regrets2 years ago
Published October 17, 2023 by Philip Elmer-DeWitt

Goldman Sachs regrets Apple

"We should have never done this f—ing thing."

Read More Goldman Sachs regrets Apple

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Apple CEO Tim Cook's bizarre China itineraryapple china yee q42023 estimates2 years ago
Published October 17, 2023 by Philip Elmer-DeWitt

Apple CEO Tim Cook's bizarre China itinerary

"It's not known whether his trip will go anywhere else, nor whether there was a specific reason for him visiting the country now."

Read More Apple CEO Tim Cook's bizarre China itinerary

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Premarket: Apple is redapple premarket red 8-21-252 years ago
Published October 17, 2023 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures slip as Wall Street look towards busy earnings week" posted early Tuesday.

Read More Premarket: Apple is red

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Stand.Earth: Apple has taken the decarbonization leadapple environment stand.earth2 years ago
Published October 16, 2023 by Philip Elmer-DeWitt

Stand.Earth: Apple has taken the decarbonization lead

"Among the six brands examined, it is the only company that has a 100% renewable electricity target in its supply chain."

Read More Stand.Earth: Apple has taken the decarbonization lead

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Apple target trimmed $5 to $210 at Morgan Stanleyloop Baruah apple 1702 years ago
Published October 16, 2023 by Philip Elmer-DeWitt

Apple target trimmed $5 to $210 at Morgan Stanley

"We are raising our Sept Q estimates slightly, but lowering Dec Q estimates by 5-9% (still 0-1% above Consensus) due to iPhone 15 pushout." — Analyst Erik Woodring

Read More Apple target trimmed $5 to $210 at Morgan Stanley

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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.]

Apple 3.0 Archives

Apple 2.0 Archives

  • 2015
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  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
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  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
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  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi

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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