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Apple's 'Far Out' event: What the analysts are sayingapple far out analysts3 years ago
Published September 7, 2022 by Philip Elmer-DeWitt

Apple's 'Far Out' event: What the analysts are saying

Excerpts from the notes I've seen. More as they come in.

Read More Apple's 'Far Out' event: What the analysts are saying

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Far Out: Virtually live from Apple's 09.07.22 eventapple iphone 14 event3 years ago
Published September 7, 2022 by Philip Elmer-DeWitt

Far Out: Virtually live from Apple's 09.07.22 event

Fifteen years later, can the iPhone still deliver?

Read More Far Out: Virtually live from Apple's 09.07.22 event

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Apple's 9/7 event: What the talking heads were saying before the show (videos)apple iphone event walkup videos3 years ago
Published September 7, 2022 by Philip Elmer-DeWitt

Apple's 9/7 event: What the talking heads were saying before the show (videos)

The videos I've seen.

Read More Apple's 9/7 event: What the talking heads were saying before the show (videos)

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Apple analyst answers a bunch of dumb questions (video)apple dumb questions cnbc3 years ago
Published September 7, 2022 by Philip Elmer-DeWitt

Apple analyst answers a bunch of dumb questions (video)

From "Investors optimistically await Apple unveiling" which aired Tuesday on CNBC.

Read More Apple analyst answers a bunch of dumb questions (video)

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CNN: Is there a bump ahead for Apple today?apple cnn iphone bump3 years ago
Published September 7, 2022 by Philip Elmer-DeWitt

CNN: Is there a bump ahead for Apple today?

"Apple is that rare beast, a stock that still is exciting enough for the growth crowd but is also attractive to value investors."

Read More CNN: Is there a bump ahead for Apple today?

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NYT: China is working its way up Apple's supply chainapple china up supply chain3 years ago
Published September 7, 2022 by Philip Elmer-DeWitt

NYT: China is working its way up Apple's supply chain

From Tripp Mickle's "How China Has Added to Its Influence Over the iPhone" in Wednesday's New York Times.

Read More NYT: China is working its way up Apple's supply chain

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Premarket: Apple is greenapple premarket green 11-3-253 years ago
Published September 7, 2022 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall Street Journal’s "Stocks Waver, Oil Falls on Global Growth Concerns" posted early Wednesday.

Read More Premarket: Apple is green

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Toni Sacconaghi: Five Q's and five A's in advance of Wednesday's Apple eventapple sacconaghi bull case 2903 years ago
Published September 7, 2022 by Philip Elmer-DeWitt

Toni Sacconaghi: Five Q's and five A's in advance of Wednesday's Apple event

From a note to Bernstein clients that landed on my desktop Tuesday.

Read More Toni Sacconaghi: Five Q's and five A's in advance of Wednesday's Apple event

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Evercore: Slowdown in Asia drives first App Store declineapple monopoly3 years ago
Published September 6, 2022 by Philip Elmer-DeWitt

Evercore: Slowdown in Asia drives first App Store decline

"The App Store remains the largest component of services revenue, but it has become less important to the overall services growth rate." -- Analyst Amit Daryanani

Read More Evercore: Slowdown in Asia drives first App Store decline

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Credit Suisse: Apple iPhones don't need big changesapple credit suisse cross 1843 years ago
Published September 6, 2022 by Philip Elmer-DeWitt

Credit Suisse: Apple iPhones don't need big changes

From Karishma Vanjani's "Apple’s iPhone 14 Won’t Offer Big Changes, Analyst Says. Why It Doesn’t Need To." ($) posted Tuesday by Barron's.

Read More Credit Suisse: Apple iPhones don't need big changes

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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
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  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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