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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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DOJ drops the hammer on a FAANG, not Appleapple google doj drops hammer3 years ago
Published January 24, 2023 by Philip Elmer-DeWitt

DOJ drops the hammer on a FAANG, not Apple

"In addition to declaratory relief, our complaint seeks damages and the divestiture of certain Google ad tech products."

Read More DOJ drops the hammer on a FAANG, not Apple

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Apple and Nintendo, separated at birth?apple nintendo asia bloomberg3 years ago
Published January 24, 2023 by Philip Elmer-DeWitt

Apple and Nintendo, separated at birth?

From Vlad Savov's "Nintendo Is the Apple of Asia" posted Tuesday by Bloomberg.

Read More Apple and Nintendo, separated at birth?

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Zacks: Apple poised to beatapple zacks poised beat3 years ago
Published January 24, 2023 by Philip Elmer-DeWitt

Zacks: Apple poised to beat

From "Why Apple (AAPL) is Poised to Beat Earnings Estimates Again" posted Monday by Zacks.

Read More Zacks: Apple poised to beat

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Premarket: Apple is redapple premarket red 7-29-253 years ago
Published January 24, 2023 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's "Stocks Pause After Rally as Economic Outlook Brightens" posted early Tuesday.

Read More Premarket: Apple is red

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Evercore: New Macs add to Apple's momentum in the PC marketapple mac daryanani momentum3 years ago
Published January 24, 2023 by Philip Elmer-DeWitt

Evercore: New Macs add to Apple's momentum in the PC market

"Apple’s advantage seems to only grow with each iteration of the M-Series." -- Analyst Amit Daryanani

Read More Evercore: New Macs add to Apple's momentum in the PC market

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Mark Gurman's does a deep dive into Apple's unreal headsetapple headset gurman ma3 years ago
Published January 23, 2023 by Philip Elmer-DeWitt

Mark Gurman's does a deep dive into Apple's unreal headset

But he doesn't have much that Wayne Ma's didn't have three weeks ago in The Information.

Read More Mark Gurman's does a deep dive into Apple's unreal headset

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Seven banks join forces with Zelle in bid to catch up to Apple Payapple pay seven banks3 years ago
Published January 23, 2023 by Philip Elmer-DeWitt

Seven banks join forces with Zelle in bid to catch up to Apple Pay

From "Banks Plan Payment Wallet to Compete With PayPal, Apple Pay" posted Monday by the Wall Street Journal.

Read More Seven banks join forces with Zelle in bid to catch up to Apple Pay

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Apple: Timothée who? (video)apple Timothée Chalamet video3 years ago
Published January 23, 2023 by Philip Elmer-DeWitt

Apple: Timothée who? (video)

From "Timothée Chalamet Shills for Apple in Very Amusing Ad" posted Saturday by Vanity Fair.

Read More Apple: Timothée who? (video)

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Apple insider trading, 2022apple insider trading 20223 years ago
Published January 23, 2023 by Philip Elmer-DeWitt

Apple insider trading, 2022

The timing of Jeff Williams' Rule 10b5-1 trading plan was uncanny.

Read More Apple insider trading, 2022

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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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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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