Skip to content

Philip Elmer‑DeWittPhilip Elmer‑DeWitt

Apple 3.0

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

Share this:

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

8 Comments

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%

Share this:

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

7 Comments

Premarket: Apple is redapple premarket red 7-3-253 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

Share this:

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

14 Comments

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

Share this:

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

5 Comments

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

Share this:

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

8 Comments

Meta has 15,000 employees working on AR/VR headsets. Apple has 3,000.apple meta 15000 employees3 years ago
Published November 2, 2022 by Philip Elmer-DeWitt

Meta has 15,000 employees working on AR/VR headsets. Apple has 3,000.

From a Tweet posted Monday by Asymco's Horace Dediu.

Read More Meta has 15,000 employees working on AR/VR headsets. Apple has 3,000.

Share this:

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

21 Comments

Premarket: Apple is redapple premarket red 7-3-253 years ago
Published November 2, 2022 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures tick higher ahead of key Fed policy decision" posted early Wednesday.

Read More Premarket: Apple is red

Share this:

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

11 Comments

Email fail and the three stooges of Apple supportthree stooges apple support3 years ago
Published November 1, 2022 by Philip Elmer-DeWitt

Email fail and the three stooges of Apple support

Friend-of-the-blog Brian MacManus is tired of taking it on the chin.

Read More Email fail and the three stooges of Apple support

Share this:

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

12 Comments

Apple 3.0: Home of the lopsided portfolioapple lopsided portfolio3 years ago
Published November 1, 2022 by Philip Elmer-DeWitt

Apple 3.0: Home of the lopsided portfolio

From Lorie Konish's "Here's what advisors say to do if you’re worried about tech exposure" posted Monday on CNBC.

Read More Apple 3.0: Home of the lopsided portfolio

Share this:

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

25 Comments

The revolving door of Apple's online store takes another turnapple online retail revolving door3 years ago
Published November 1, 2022 by Philip Elmer-DeWitt

The revolving door of Apple's online store takes another turn

From Mark Gurman's "Apple’s Online Store and Information Systems Chiefs Are Leaving" posted Monday by Bloomberg.

Read More The revolving door of Apple's online store takes another turn

Share this:

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

9 Comments

Posts navigation

Previous 1 … 474 475 476 … 1,260 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 ($)

Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
Apple 3.0
  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services

© 2022 Philip Elmer-DeWitt