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Premarket: Apple is redapple premarket red 8-21-253 years ago
Published March 2, 2023 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "S&P 500 futures fall Thursday as rates march higher" posted early Thursday.

Read More Premarket: Apple is red

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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

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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

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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'

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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

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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

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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

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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'

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Premarket: Apple is greenapple premarket green 10-27-253 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

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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)

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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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