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IDC: Smartphone sales collapsed last quarter, Apple's least of all3 years ago
Published January 26, 2023 by Philip Elmer-DeWitt

IDC: Smartphone sales collapsed last quarter, Apple's least of all

"We have never seen shipments in the holiday quarter come in lower than the previous quarter."

Read More IDC: Smartphone sales collapsed last quarter, Apple's least of all

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Premarket: Apple is greenapple premarket green 8-8-253 years ago
Published January 26, 2023 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's "Stock Futures Edge Higher Ahead of Key GDP Data" posted early Thursday.

Read More Premarket: Apple is green

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Apple's moat just got wider over at Morningstarapple morningstar wide moat3 years ago
Published January 25, 2023 by Philip Elmer-DeWitt

Apple's moat just got wider over at Morningstar

Two years ago, analyst Abhinav Davuluri rated Apple's moat as "narrow" and gave it a fair value of $71. Now he calls the same moat "wide" and gives Apple a fair value of $150.

Read More Apple's moat just got wider over at Morningstar

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FT: Apple still harbours a grudge against Googleapple google grudge3 years ago
Published January 25, 2023 by Philip Elmer-DeWitt

FT: Apple still harbours a grudge against Google

From Patrick McGee's "Apple beefs up smartphone services in ‘silent war’ against Google" ($) posted Wednesday by the Financial Times.

Read More FT: Apple still harbours a grudge against Google

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Apple spent $9.4 million in D.C. last year3 years ago
Published January 25, 2023 by Philip Elmer-DeWitt

Apple spent $9.4 million in D.C. last year

"Apple’s spend was part of an 'incredible onslaught of money' which derailed proposed antitrust legislation in the Senate."

Read More Apple spent $9.4 million in D.C. last year

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Mark Gurman: An Apple Store for Kuala Lumpur?apple store kuala lumpur3 years ago
Published January 25, 2023 by Philip Elmer-DeWitt

Mark Gurman: An Apple Store for Kuala Lumpur?

From Gurman's "Apple Begins Hiring for Effort to Bring Retail Chain to Malaysia" posted Tuesday by Bloomberg News.

Read More Mark Gurman: An Apple Store for Kuala Lumpur?

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Premarket: Apple is redapple premarket red 7-29-253 years ago
Published January 25, 2023 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Dow futures drop 200 points, Microsoft falls after earnings" posted early Wednesday: Stock futures fell in early trading on Wednesday as traders pored through…

Read More Premarket: Apple is red

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Oscar nominations: This was not Apple's yearapple oscars 20233 years ago
Published January 25, 2023 by Philip Elmer-DeWitt

Oscar nominations: This was not Apple's year

From Travis Clark's "Streaming services are spending bank on big-budget movies. That's not buying Oscar nods." posted Tuesday by Business Insider.

Read More Oscar nominations: This was not Apple's year

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Jessica Lessin's take on DOJ vs. Googleapple google doj lessin3 years ago
Published January 25, 2023 by Philip Elmer-DeWitt

Jessica Lessin's take on DOJ vs. Google

The digital ad business is a rich target for trustbusting. Are Amazon and Apple next?

Read More Jessica Lessin's take on DOJ vs. Google

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For Toni Sacconaghi, A stands for Apple and Ambivalenceapple sacconaghi ambivalent3 years ago
Published January 25, 2023 by Philip Elmer-DeWitt

For Toni Sacconaghi, A stands for Apple and Ambivalence

"The upshot is that we believe consensus estimates are too high for FY 23, though we struggle in gaining conviction on the magnitude and exact timing of shortfalls."

Read More For Toni Sacconaghi, A stands for Apple and Ambivalence

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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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