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Apple quietly pisses off nearly everybodyapple pisses off everybody3 years ago
Published October 26, 2022 by Philip Elmer-DeWitt

Apple quietly pisses off nearly everybody

From Alex Heath's "Apple’s new App Store tax on ads is a direct shot at Meta" posted Tuesday on The Verge.

Read More Apple quietly pisses off nearly everybody

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Small COVID outbreak in world's largest iPhone factoryapple foxconn covid Zhengzho3 years ago
Published October 26, 2022 by Philip Elmer-DeWitt

Small COVID outbreak in world's largest iPhone factory

From "Foxconn’s largest iPhone factory confirms Covid-19 impact after central China campus restricted worker movement" posted Wednesday in the South China Morning Post.

Read More Small COVID outbreak in world's largest iPhone factory

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Apple's Tim Cook hasn't been to China since 2019apple china love affair3 years ago
Published October 26, 2022 by Philip Elmer-DeWitt

Apple's Tim Cook hasn't been to China since 2019

From "The end of Apple’s affair with China" ($) posted Monday in The Economist.

Read More Apple's Tim Cook hasn't been to China since 2019

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Premarket: Apple is redapple premarket red 7-3-253 years ago
Published October 26, 2022 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures fall as Alphabet and Microsoft drop after earnings" posted early Wednesday.

Read More Premarket: Apple is red

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Wedbush's Daniel Ives: 'We view this as a seminal print for Apple'apple wedbush q4 walkup3 years ago
Published October 25, 2022 by Philip Elmer-DeWitt

Wedbush's Daniel Ives: 'We view this as a seminal print for Apple'

From "Is Cupertino Navigating the Economic Storm?" a note to Wedbush clients that landed on my desktop Tuesday.

Read More Wedbush's Daniel Ives: 'We view this as a seminal print for Apple'

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CNBC roundup: What the analysts are saying ahead of Apple Q4 earningsapple q4 analysts preview3 years ago
Published October 25, 2022 by Philip Elmer-DeWitt

CNBC roundup: What the analysts are saying ahead of Apple Q4 earnings

From Kif Leswing's "Apple reports earnings Thursday and all eyes are on iPhone 14 sales" posted Monday on CNBC.

Read More CNBC roundup: What the analysts are saying ahead of Apple Q4 earnings

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Evercore's Amit Daryanani: 'Apple is organically building the next HBO'apple tv evercore acapulco3 years ago
Published October 25, 2022 by Philip Elmer-DeWitt

Evercore's Amit Daryanani: 'Apple is organically building the next HBO'

From "Raising Prices Highlights Success of TV+" a note from analyst Amit Daryanani that landed on my desktop Tuesday.

Read More Evercore's Amit Daryanani: 'Apple is organically building the next HBO'

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Carrier survey shows Apple iPhone market share lower than last Septemberapple jpmorgan iphone14 market share3 years ago
Published October 25, 2022 by Philip Elmer-DeWitt

Carrier survey shows Apple iPhone market share lower than last September

"Mix is clearly better as iPhone 14 Pro is turning out to be a clear leader within the portfolio." -- J.P.Morgan's Samik Chatterjee

Read More Carrier survey shows Apple iPhone market share lower than last September

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Premarket: Apple was red, turned greenapple premarket mcintosh 6-26-253 years ago
Published October 25, 2022 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From CNBC's "Stock futures slide as investors await big tech earnings" posted early Tuesday: Stock futures fell Tuesday as investors looked ahead to big technology earnings…

Read More Premarket: Apple was red, turned green

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Evercore: Apple Q4 previewapple evercore Q42024 daryanani3 years ago
Published October 24, 2022 by Philip Elmer-DeWitt

Evercore: Apple Q4 preview

"Unit sales may be closer to flat on a y/y basis, with the potential for notable ASP upside that could be in the low double digits." -- Analyst Amit Daryanani

Read More Evercore: Apple Q4 preview

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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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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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