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A new search engine turf war could put Apple in the catbird seatApple google microsoft chatGPT3 years ago
Published February 9, 2023 by Philip Elmer-DeWitt

A new search engine turf war could put Apple in the catbird seat

"Microsoft has a chance to steal a march over Google on one of the most prized pieces of tech real-estate in the world: the default search bar on Apple’s iPhones, iPads, and Macs."

Read More A new search engine turf war could put Apple in the catbird seat

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Apple's purchase commitments up 16% from last yearapple purchase commitments barron's3 years ago
Published February 9, 2023 by Philip Elmer-DeWitt

Apple's purchase commitments up 16% from last year

From Angela Palumbo's "Is iPhone Demand Waning? Apple’s Numbers Say No." posted Wednesday by Barron's.

Read More Apple's purchase commitments up 16% from last year

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Whistleblower unassuaged by Apple's appointment of a 'chief people officer'apple whistleblower people officer3 years ago
Published February 9, 2023 by Philip Elmer-DeWitt

Whistleblower unassuaged by Apple's appointment of a 'chief people officer'

"Apple is often multiple onion-layers of toxic in how it operates." -- Ashley M. Gjøvik

Read More Whistleblower unassuaged by Apple's appointment of a 'chief people officer'

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Premarket: Apple is greenapple premarket green 4-22-263 years ago
Published February 9, 2023 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Dow futures jump 200 points as investors evaluate latest batch of earnings" posted early Thursday.

Read More Premarket: Apple is green

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Johanna Stern forgot to ask Microsoft's Satya Nadella about Apple's Safari (video)apple stern nadella AI search3 years ago
Published February 8, 2023 by Philip Elmer-DeWitt

Johanna Stern forgot to ask Microsoft's Satya Nadella about Apple's Safari (video)

From Stern's "Bing With AI: Microsoft CEO Satya Nadella on Why Search Is Changed Forever" posted Tuesday by the Wall Street Journal.

Read More Johanna Stern forgot to ask Microsoft's Satya Nadella about Apple's Safari (video)

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Jason Snell: Four scenarios that could spell Apple's doomapple doom jason snell3 years ago
Published February 8, 2023 by Philip Elmer-DeWitt

Jason Snell: Four scenarios that could spell Apple's doom

From Snell's "What if… Apple’s next big thing never comes?" posted Wednesday by MacWorld.

Read More Jason Snell: Four scenarios that could spell Apple's doom

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Neil Cybart: The three phases of Apple's gross marginsapple cybart gross margins3 years ago
Published February 8, 2023 by Philip Elmer-DeWitt

Neil Cybart: The three phases of Apple's gross margins

"Apple is experiencing a rather intriguing scenario where higher pricing found with the iPhone Pro models is leading to more robust demand."

Read More Neil Cybart: The three phases of Apple's gross margins

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Which is it, Apple? AR or AI?apple AI AR3 years ago
Published February 8, 2023 by Philip Elmer-DeWitt

Which is it, Apple? AR or AI?

The computer industry's oldest unfulfilled promise is also its newest buzzword, and it's taking center stage at the Steve Jobs theater.

Read More Which is it, Apple? AR or AI?

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

Premarket: Apple is red

From CNBC's "Stock futures dip slightly as traders assess Fed Chair Powell’s inflation remarks" posted early Wednesday.

Read More Premarket: Apple is red

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Evercore: Top five takeaways from Apple's 10-QApple evercore 5 10-Q q120233 years ago
Published February 7, 2023 by Philip Elmer-DeWitt

Evercore: Top five takeaways from Apple's 10-Q

"3. Apple’s net cash balance increased from $49B to $54B, which is somewhat unusual." -- Analyst Amit Daryanani

Read More Evercore: Top five takeaways from Apple's 10-Q

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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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