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Handicapping Apple's March 2023 earningshandicapping apple q220232 years ago
Published May 3, 2023 by Philip Elmer-DeWitt

Handicapping Apple's March 2023 earnings

"In total, we expect our March quarter year-over-year revenue performance to be similar to the December quarter." — Apple CFO Luca Maestri, Feb. 2, 2023

Read More Handicapping Apple's March 2023 earnings

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Apple as a 'can't live without' consumer staples companyapple munster consumer staples2 years ago
Published May 3, 2023 by Philip Elmer-DeWitt

Apple as a 'can't live without' consumer staples company

"Consumers buy one Apple product, fall in love, buy another product, add a service, upgrade, and repeat." — Gene Munster

Read More Apple as a 'can't live without' consumer staples company

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CIRP: Apple's iPhone average selling price hit $988 — a record — last quarterapple selling price iphone2 years ago
Published May 3, 2023 by Philip Elmer-DeWitt

CIRP: Apple's iPhone average selling price hit $988 — a record — last quarter

Just when you would expect prices go down.

Read More CIRP: Apple's iPhone average selling price hit $988 — a record — last quarter

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Apple iPhone, made in Brazilapple iphone made brazil2 years ago
Published May 3, 2023 by Philip Elmer-DeWitt

Apple iPhone, made in Brazil

From Filipe Espósito's "Apple starts assembling iPhone 14 in Brazil as it keeps shifting production from China" posted Monday on 9to5Mac.

Read More Apple iPhone, made in Brazil

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Apple cuts its driverless car team by 56 drivers (28%)2 years ago
Published May 3, 2023 by Philip Elmer-DeWitt

Apple cuts its driverless car team by 56 drivers (28%)

The self-driving Apple Car has a long road ahead of it.

Read More Apple cuts its driverless car team by 56 drivers (28%)

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J.P.Morgan: 'Can Apple Continue Big Tech Outperformance in Earnings?'apple jpmorgan q22023 preview2 years ago
Published May 3, 2023 by Philip Elmer-DeWitt

J.P.Morgan: 'Can Apple Continue Big Tech Outperformance in Earnings?'

"Apple is the only company outside of Amazon with consensus expectations for an earnings decline in FY23." -- Analyst Samik Chatterjee

Read More J.P.Morgan: 'Can Apple Continue Big Tech Outperformance in Earnings?'

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Premarket: Apple is greenapple premarket green 9-15-252 years ago
Published May 3, 2023 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures rise slightly as investors await Fed rate decision" posted early Wednesday.

Read More Premarket: Apple is green

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John Gruber: iOS and Android have obliterated Windows’ decades-long hegemonyapple gruber windows hegemony2 years ago
Published May 3, 2023 by Philip Elmer-DeWitt

John Gruber: iOS and Android have obliterated Windows’ decades-long hegemony

From Gruber's "Browser and OS Market Share Trends in the Mobile Age" posted Tuesday on Daring Fireball.

Read More John Gruber: iOS and Android have obliterated Windows’ decades-long hegemony

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Wanted: An anti-stalking-tracking-device protocol better than Apple'sapple google airtag standard2 years ago
Published May 2, 2023 by Philip Elmer-DeWitt

Wanted: An anti-stalking-tracking-device protocol better than Apple's

Better still, an agreement from all the players that nobody's got any better ideas.

Read More Wanted: An anti-stalking-tracking-device protocol better than Apple's

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Chinese brokerage tests LLM stock trading tool, seeks PRC approvalchina ai stock bot2 years ago
Published May 2, 2023 by Philip Elmer-DeWitt

Chinese brokerage tests LLM stock trading tool, seeks PRC approval

From Ben Jiang's "Chinese online brokerage tests first AI chatbot for stock trading as it talks to regulators about compliance" posted Tuesday by the South China Morning Post.

Read More Chinese brokerage tests LLM stock trading tool, seeks PRC approval

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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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Apple 2.0 Archives

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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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