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Neil Cybart: By EV/FCF, Apple is (relatively) cheapapple cybart ev-fcf cheap3 years ago
Published January 11, 2023 by Philip Elmer-DeWitt

Neil Cybart: By EV/FCF, Apple is (relatively) cheap

"Apple shares have become notably less expensive on a free cash flow basis."

Read More Neil Cybart: By EV/FCF, Apple is (relatively) cheap

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WSJ: Apple's adventures in reality could really biteapple headset reality bite3 years ago
Published January 11, 2023 by Philip Elmer-DeWitt

WSJ: Apple's adventures in reality could really bite

From Dan Gallagher's "Apple Needs to Take Its Time With Augmented Reality" posted Wednesday by the Wall Street Journal.

Read More WSJ: Apple's adventures in reality could really bite

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Barclays cuts Apple price target $11 to $133apple bofa cut 2503 years ago
Published January 11, 2023 by Philip Elmer-DeWitt

Barclays cuts Apple price target $11 to $133

"At a 20% premium to the S&P 500, we see the stock as fairly valued at best." -- Analyst Tim Long

Read More Barclays cuts Apple price target $11 to $133

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For Apple, the money is in the iCloudapple subscriptions icloud CIRP3 years ago
Published January 11, 2023 by Philip Elmer-DeWitt

For Apple, the money is in the iCloud

From "Apple Services - Not as Dominant as Apple Hardware" posted Wednesday by Consumer Intelligence Research Partners.

Read More For Apple, the money is in the iCloud

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KeyBanc's John Vinh: Apple FQ1 set-up 'less bad than feared'apple keybanc better feared3 years ago
Published January 11, 2023 by Philip Elmer-DeWitt

KeyBanc's John Vinh: Apple FQ1 set-up 'less bad than feared'

From Senad Karaahmetovic's "Apple stock: KeyBanc sees more downside risk despite 'less bad than feared' earnings setup" posted Wednesday by Investing.com.

Read More KeyBanc's John Vinh: Apple FQ1 set-up 'less bad than feared'

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Mark Gurman: Apple to roll its own displays (video)apple gurman microLED screens3 years ago
Published January 11, 2023 by Philip Elmer-DeWitt

Mark Gurman: Apple to roll its own displays (video)

From Gurman's "Apple to Begin Making In-House Screens in 2024 in Shift Away From Samsung" posted Tuesday by Bloomberg News: Apple is planning to start using…

Read More Mark Gurman: Apple to roll its own displays (video)

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Apple's PCs had a bad quarter. Everybody else's had worse.apple pc sales stink3 years ago
Published January 11, 2023 by Philip Elmer-DeWitt

Apple's PCs had a bad quarter. Everybody else's had worse.

"Mac shipments declined only 2% as other PC manufacturers’ numbers plummeted by more than 20% in the fourth quarter, according to IDC."

Read More Apple's PCs had a bad quarter. Everybody else's had worse.

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Premarket: Apple is greenapple premarket green 11-5-253 years ago
Published January 11, 2023 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures rise after Nasdaq's third-straight winning day" posted early Wednesday.

Read More Premarket: Apple is green

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CNBC: Apple App Store growth has plateauedapple app store growth plateued3 years ago
Published January 10, 2023 by Philip Elmer-DeWitt

CNBC: Apple App Store growth has plateaued

From Kif Leswing's "Apple’s App Store growth is slowing down" posted Tuesday.

Read More CNBC: Apple App Store growth has plateaued

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Eddy Cue: Everything's hunky dory at Apple servicesapple eddy Cue services3 years ago
Published January 10, 2023 by Philip Elmer-DeWitt

Eddy Cue: Everything's hunky dory at Apple services

From "Apple celebrates a groundbreaking year in entertainment" posted Tuesday by Apple PR.

Read More Eddy Cue: Everything's hunky dory at Apple services

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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 ($)
  • Tommo.fyi
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