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Meta vs. Apple (video)apple meta techcheck2 years ago
Published January 27, 2024 by Philip Elmer-DeWitt

Meta vs. Apple (video)

From "The headset wars: Why it's Apple's to lose" which aired Friday on CNBC.

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Saturday Apple video: 'Steve Jobs,' the trailerapple Saturday video trailer2 years ago
Published January 27, 2024 by Philip Elmer-DeWitt

Saturday Apple video: 'Steve Jobs,' the trailer

The 2-minute preview was better than the 2-hour film.

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Evercore: The impact on Apple's EPS of its EU capitulation is -1% at mostapple dma costly2 years ago
Published January 26, 2024 by Philip Elmer-DeWitt

Evercore: The impact on Apple's EPS of its EU capitulation is -1% at most

"In certain scenarios [it] could be positive." — Analyst Amit Daryanani

Read More Evercore: The impact on Apple's EPS of its EU capitulation is -1% at most

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Oppenheimer: Apple is pivoting to high-definition gamingapple vision gaming oppenheimer2 years ago
Published January 26, 2024 by Philip Elmer-DeWitt

Oppenheimer: Apple is pivoting to high-definition gaming

"Such a change in altitude is both logical and necessary, given the growth headwinds Apple self-inflicted and received from regulators on the mobile game market." — Analyst Martin Yang

Read More Oppenheimer: Apple is pivoting to high-definition gaming

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Visor: An Apple Vision Pro for $400? Dream on.apple vision pro visor2 years ago
Published January 26, 2024 by Philip Elmer-DeWitt

Visor: An Apple Vision Pro for $400? Dream on.

From Nicholas Sutrich's "Visor is the pro VR headset the Apple Vision Pro is pretending to be" posted Thursday by Android Central.

Read More Visor: An Apple Vision Pro for $400? Dream on.

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Despite Apple's 'wide moat' Morningstar sticks with soggy $160 fair valueapple morningstar sticky tendrils2 years ago
Published January 26, 2024 by Philip Elmer-DeWitt

Despite Apple's 'wide moat' Morningstar sticks with soggy $160 fair value

"In our view, Apple’s iOS ecosystem extends far-reaching, sticky tendrils into customers’ wallets."

Read More Despite Apple's 'wide moat' Morningstar sticks with soggy $160 fair value

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Premarket: Apple was red, turned greenapple premarket green 7-1-262 years ago
Published January 26, 2024 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From Barron's' "Dow Set to Open Down" posted early Friday.

Read More Premarket: Apple was red, turned green

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Why Apple Vision Pro is 'secretly brilliant'apple vision pro brilliant2 years ago
Published January 25, 2024 by Philip Elmer-DeWitt

Why Apple Vision Pro is 'secretly brilliant'

"1. The technology is brilliant; it's just not practical yet (this governs everything)."

Read More Why Apple Vision Pro is 'secretly brilliant'

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This is why Apple took a small after-lunch diveapple eu lunch dive2 years ago
Published January 25, 2024 by Philip Elmer-DeWitt

This is why Apple took a small after-lunch dive

From "Apple announces changes to iOS, Safari, and the App Store in the European Union" posted Thursday in the Apple Newsroom.

Read More This is why Apple took a small after-lunch dive

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Among streamers, Apple TV+ is No. 2 in monthly churnapple TV monthly churn2 years ago
Published January 25, 2024 by Philip Elmer-DeWitt

Among streamers, Apple TV+ is No. 2 in monthly churn

From Peter Kafka's "The secret to Netflix's total dominance" posted Wednesday by Business Insider.

Read More Among streamers, Apple TV+ is No. 2 in monthly churn

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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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