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Gene Munster: Apple Vision takes off in 2028. Delivers 10% of revenue by 2030.apple vision munster mainstream2 years ago
Published October 5, 2023 by Philip Elmer-DeWitt

Gene Munster: Apple Vision takes off in 2028. Delivers 10% of revenue by 2030.

From "Vision Pro Will Be a Hit—Once the Apps Show Up," a note to Deepwater Asset subscribers that landed on my desktop Thursday.

Read More Gene Munster: Apple Vision takes off in 2028. Delivers 10% of revenue by 2030.

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Heat maps: Before and after Apple's iOS 17.0.3 updateapple heat map iphone152 years ago
Published October 5, 2023 by Philip Elmer-DeWitt

Heat maps: Before and after Apple's iOS 17.0.3 update

In the first photo, the maximum temperature reached is 98.3°F. In the second, it's 91.6°F.

Read More Heat maps: Before and after Apple's iOS 17.0.3 update

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September was the biggest month in antitrust in 50 yearsapple biggest antitrust month2 years ago
Published October 5, 2023 by Philip Elmer-DeWitt

September was the biggest month in antitrust in 50 years

"The Google trial, an Amazon complaint, an attack on a private equity roll-up, a giant meat price-fixing suit, going after pharma cheating, and populist GOP antitrust nominations. Astonishing."

Read More September was the biggest month in antitrust in 50 years

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Apple supplier Foxconn anticipates strong holiday salesapple foxconn strong holiday2 years ago
Published October 5, 2023 by Philip Elmer-DeWitt

Apple supplier Foxconn anticipates strong holiday sales

From Ben Blanchard and Sarah Wu's "Foxconn expects strong holiday sales in fourth quarter, September sales slump," posted Thursday by Reuters.

Read More Apple supplier Foxconn anticipates strong holiday sales

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Baker's King Lip takes issue with KeyBanc's Apple downgrade (video)apple king lip Baker2 years ago
Published October 5, 2023 by Philip Elmer-DeWitt

Baker's King Lip takes issue with KeyBanc's Apple downgrade (video)

From "Apple is not necessarily trading at a premium valuation, says BakerAvenue's King Lip" which aired Wednesday on CNBC.

Read More Baker's King Lip takes issue with KeyBanc's Apple downgrade (video)

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KeyBanc's Brandon Nispel offers four reasons for downgrading Apple (video)apple keybanc nispel video2 years ago
Published October 5, 2023 by Philip Elmer-DeWitt

KeyBanc's Brandon Nispel offers four reasons for downgrading Apple (video)

From "Keybanc downgrades Apple, points to weak U.S. iPhone sales" posted Wednesday by CNBC.

Read More KeyBanc's Brandon Nispel offers four reasons for downgrading Apple (video)

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Apple investors: Mark your calendarsapple q4 2023 earnings2 years ago
Published October 5, 2023 by Philip Elmer-DeWitt

Apple investors: Mark your calendars

Posted by Apple Investor relations.

Read More Apple investors: Mark your calendars

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Premarket: Apple is redapple premarket red 8-21-252 years ago
Published October 5, 2023 by Philip Elmer-DeWitt

Premarket: Apple is red

From MarketWatch's "S&P 500 futures steady as bond market sell-off abates" posted early Thursday.

Read More Premarket: Apple is red

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Chart guy sees more reason to reduce Apple than to addapple technical analysis 10-4-232 years ago
Published October 4, 2023 by Philip Elmer-DeWitt

Chart guy sees more reason to reduce Apple than to add

From Stephen Guilfoyle's "Apple to the Core: Is It Better to Reduce Than Add Here?" posted Wednesday by Real Money.

Read More Chart guy sees more reason to reduce Apple than to add

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Point-and-finger guy sees Apple falling to $147. Or maybe $116.52.apple point finger 1162 years ago
Published October 4, 2023 by Philip Elmer-DeWitt

Point-and-finger guy sees Apple falling to $147. Or maybe $116.52.

From Bruce Kamich's "Own Apple, Don't Trade It? I Find That Reasoning Flawed" posted Wednesday by Real Money: In this updated daily bar chart of AAPL,…

Read More Point-and-finger guy sees Apple falling to $147. Or maybe $116.52.

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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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