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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 red 8-29-253 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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Apple shares rise after subscription price hikesapple subscription price hikes3 years ago
Published October 24, 2022 by Philip Elmer-DeWitt

Apple shares rise after subscription price hikes

From Benjamin Mayo's "Apple is raising the price of Apple Music, Apple TV+ and Apple One from today" posted Monday in 9to5Mac.

Read More Apple shares rise after subscription price hikes

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Bono, Steve Jobs and a free U2 album downloadbono apple steve jobs3 years ago
Published October 24, 2022 by Philip Elmer-DeWitt

Bono, Steve Jobs and a free U2 album download

"Giving away music for free to everybody – what’s the worst that can happen?"

Read More Bono, Steve Jobs and a free U2 album download

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Apple App Store revenue up 3% in 9 months, Google down 11% -- reportapple app store google3 years ago
Published October 24, 2022 by Philip Elmer-DeWitt

Apple App Store revenue up 3% in 9 months, Google down 11% -- report

From Jastra Kranjec's "App Store Grossed $65B in Nine Months of 2022, more than twice as Google Play" posted Monday by SportsLens.com: According to Sensor Tower,…

Read More Apple App Store revenue up 3% in 9 months, Google down 11% -- report

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Ahead of Q4 earnings, J.P.Morgan recommends buying Apple call spreadsapple jpmorgan call spread3 years ago
Published October 24, 2022 by Philip Elmer-DeWitt

Ahead of Q4 earnings, J.P.Morgan recommends buying Apple call spreads

From a note to clients by analyst Samik Chatterjee that landed on my desktop Monday.

Read More Ahead of Q4 earnings, J.P.Morgan recommends buying Apple call spreads

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Premarket: Apple is redapple premarket red 8-21-253 years ago
Published October 24, 2022 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Dow futures rise slightly as Wall Street tries to build on its best week since June" posted early Monday.

Read More Premarket: Apple is red

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Mark Gurman is already counting M2 cores in Apple's next Mac Proapple gurman mac pro3 years ago
Published October 23, 2022 by Philip Elmer-DeWitt

Mark Gurman is already counting M2 cores in Apple's next Mac Pro

From Mark Gurman's "Work continues on the first Apple Silicon Mac Pro." posted Sunday to Bloomberg Tech subscribers.

Read More Mark Gurman is already counting M2 cores in Apple's next Mac Pro

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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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