Skip to content

Philip Elmer‑DeWittPhilip Elmer‑DeWitt

Apple 3.0

  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services
UBS: iPhone strength in China and U.S. offset by weakness in Europeapple ubs sticks 2363 years ago
Published March 1, 2023 by Philip Elmer-DeWitt

UBS: iPhone strength in China and U.S. offset by weakness in Europe

"While China sell-through was solid, iPhone sell-through improvement in the US was more muted." -- Analyst David Vogt

Read More UBS: iPhone strength in China and U.S. offset by weakness in Europe

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

3 Comments

Evercore: Apple's App Store underwhelmsapple evercore gamers underwhelm3 years ago
Published March 1, 2023 by Philip Elmer-DeWitt

Evercore: Apple's App Store underwhelms

"Comps get significantly easier in the second half of CY23." -- Analyst Amit Daryanani

Read More Evercore: Apple's App Store underwhelms

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

8 Comments

Joe Terranova: CNBC listeners should own Apple 'without a doubt'apple terranova without doubt3 years ago
Published March 1, 2023 by Philip Elmer-DeWitt

Joe Terranova: CNBC listeners should own Apple 'without a doubt'

From "Apple doesn't need to buy growth, says Virtus Investment Partners' Joe Terranova" which aired Tuesday on CNBC.

Read More Joe Terranova: CNBC listeners should own Apple 'without a doubt'

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

2 Comments

Ben Thompson: Three reasons EU was right to drop half its Apple caseapple eu narrows case stratechery3 years ago
Published March 1, 2023 by Philip Elmer-DeWitt

Ben Thompson: Three reasons EU was right to drop half its Apple case

From "EU Narrows Apple Case" posted Wednesday to Stratechery subscribers ($).

Read More Ben Thompson: Three reasons EU was right to drop half its Apple case

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

8 Comments

High praise for Apple from cybersecurity czarapple Jen Easterly cybersecurity3 years ago
Published March 1, 2023 by Philip Elmer-DeWitt

High praise for Apple from cybersecurity czar

"Apple is taking ownership for the security outcomes of their users." -- Cybersecurity and Infrastructure Security Agency Director Jen Easterly

Read More High praise for Apple from cybersecurity czar

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

10 Comments

Apple lends Globalstar a quarter billion for free SOSapple globalstar loan sos3 years ago
Published March 1, 2023 by Philip Elmer-DeWitt

Apple lends Globalstar a quarter billion for free SOS

"For customers hoping the cost of the iPhone would continue to subsidize access to Emergency SOS, that’s increasingly unlikely." -- Zac Hall

Read More Apple lends Globalstar a quarter billion for free SOS

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

12 Comments

J.P. Morgan: January demand for iPhone 14 'seasonally higher'apple demand seasonally higher3 years ago
Published March 1, 2023 by Philip Elmer-DeWitt

J.P. Morgan: January demand for iPhone 14 'seasonally higher'

"50% of the reps agreed that there is more switching from Android to iOS, while a relatively small fraction (5%) of the reps think that there is more switching form iOS to Android." -- Analyst Samik Chatterjee

Read More J.P. Morgan: January demand for iPhone 14 'seasonally higher'

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

One Comment

Premarket: Apple is greenapple premarket red 10-6-253 years ago
Published March 1, 2023 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's "Stock Futures Rise on China Growth Boost" posted early Wednesday.

Read More Premarket: Apple is green

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

One Comment

Erik Woodring: Apple guided to a decade-high gross margin (video)apple woodring gross margin3 years ago
Published February 28, 2023 by Philip Elmer-DeWitt

Erik Woodring: Apple guided to a decade-high gross margin (video)

From "Apple's more immune to the slowdown in consumer electronics, says Morgan Stanley's Erik Woodring" which aired Tuesday on CNBC.

Read More Erik Woodring: Apple guided to a decade-high gross margin (video)

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

6 Comments

Apple slips out from under one of the EU's big gunsapple eu big gun3 years ago
Published February 28, 2023 by Philip Elmer-DeWitt

Apple slips out from under one of the EU's big guns

Apple said it was “pleased” the commission had “narrowed its case."

Read More Apple slips out from under one of the EU's big guns

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

9 Comments

Posts pagination

Previous 1 … 455 456 457 … 1,298 Next
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
  • 2014
  • 2013 and earlier

Blog Roll

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi

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
Apple 3.0
  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services

© 2022 Philip Elmer-DeWitt