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Apple and Qualcomm: Still joined at the hipapple qualcomm joined hip3 years ago
Published November 4, 2022 by Philip Elmer-DeWitt

Apple and Qualcomm: Still joined at the hip

From Dan Gallagher's "Qualcomm’s Longer Life With Apple Comes at a Cost" in Friday's Wall Street Journal.

Read More Apple and Qualcomm: Still joined at the hip

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Premarket: Apple is greenapple premarket green 5-22-20253 years ago
Published November 4, 2022 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's "Stocks Rise as U.S. Jobs Report Looms" posted early Friday.

Read More Premarket: Apple is green

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Why Apple's Tim Cook makes MarketWatch's 50 'most influential in markets' listapple tim cook ROIC3 years ago
Published November 4, 2022 by Philip Elmer-DeWitt

Why Apple's Tim Cook makes MarketWatch's 50 'most influential in markets' list

"Tim Cook’s tenure as Apple’s CEO has been nothing short of breathtaking when measured by the company’s financial performance."

Read More Why Apple's Tim Cook makes MarketWatch's 50 'most influential in markets' list

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Apple buybacks added $1.1 trillion to the companyapple buybacks trillion dollars3 years ago
Published November 3, 2022 by Philip Elmer-DeWitt

Apple buybacks added $1.1 trillion to the company

Here's an eye-opening tweet posted Thursday by friend-of-the-blog Mark Visnic.

Read More Apple buybacks added $1.1 trillion to the company

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Another day, another Apple Watch rescue story (video)apple watch rescue Chaska3 years ago
Published November 3, 2022 by Philip Elmer-DeWitt

Another day, another Apple Watch rescue story (video)

Local TV news broadcasts need "good news" segments to offset all the bad.

Read More Another day, another Apple Watch rescue story (video)

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Apple laptops zigged last quarter while the rest zaggedapple laptops zigged zig-zag3 years ago
Published November 3, 2022 by Philip Elmer-DeWitt

Apple laptops zigged last quarter while the rest zagged

From Andrew Orr's "Apple had the best September quarter in laptop sales while other companies declined" posted Wednesday on AppleInsider.

Read More Apple laptops zigged last quarter while the rest zagged

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If it weren't for FX, Apple's gross margin would be 45% to 46%apple gross margin cybart3 years ago
Published November 3, 2022 by Philip Elmer-DeWitt

If it weren't for FX, Apple's gross margin would be 45% to 46%

From Neil Cybart's "Reading Between the Lines of Apple’s 4Q22 Earnings Q&A With Analysts" ($) posted Tuesday on Cybart's Above Avalon Slack.

Read More If it weren't for FX, Apple's gross margin would be 45% to 46%

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Premarket: Apple is redapple premarket red 5-21-253 years ago
Published November 3, 2022 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's "Stocks Wobble as Investors Digest the Fed’s Mixed Messages" posted early Thursday.

Read More Premarket: Apple is red

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Apple tightens the lid on its SEC disclosuresapple lid SEC disclosures3 years ago
Published November 2, 2022 by Philip Elmer-DeWitt

Apple tightens the lid on its SEC disclosures

Morgan Stanley had to scramble for new clues in Apple's 10K to make sense of the company's gross margins.

Read More Apple tightens the lid on its SEC disclosures

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Apple has teethapple has teeth3 years ago
Published November 2, 2022 by Philip Elmer-DeWitt

Apple has teeth

From Emma Powell's "Apple is the one Faang stock that still has real teeth" ($) posted Wednesday by the Times of London.

Read More Apple has teeth

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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

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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 ($)
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