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Brian X. Chen has seen the killer app for Apple's (unannounced) gogglesapple goggles killer app3 years ago
Published October 20, 2022 by Philip Elmer-DeWitt

Brian X. Chen has seen the killer app for Apple's (unannounced) goggles

From  Chen's "I Tried the $1,500 Quest Pro and Saw the Best of the Metaverse" in Thursday's New York Times.

Read More Brian X. Chen has seen the killer app for Apple's (unannounced) goggles

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Premarket: Apple is redapple premarket red 8-21-253 years ago
Published October 20, 2022 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Nasdaq 100 futures drop as Tesla shares fall after earnings" posted early Thursday.

Read More Premarket: Apple is red

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Morgan Stanley expects Apple to beat expectations next weekapple 298 morgan stanley3 years ago
Published October 19, 2022 by Philip Elmer-DeWitt

Morgan Stanley expects Apple to beat expectations next week

"While we don't believe F3Q earnings will put to rest investor concerns about a hardware downturn, we expect Apple to beat Sept Q expectations & guide constructively to the Dec Q." -- Analyst Erik Woodring

Read More Morgan Stanley expects Apple to beat expectations next week

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Jason Snell, an iPad enthusiast, calls the current line-up 'weird'apple jason snell ipad wierd3 years ago
Published October 19, 2022 by Philip Elmer-DeWitt

Jason Snell, an iPad enthusiast, calls the current line-up 'weird'

From Snell's "The iPad’s erratic odyssey continues" posted Tuesday on Six Colors.

Read More Jason Snell, an iPad enthusiast, calls the current line-up 'weird'

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The Information: 'It may be Google's worst nightmare...'apple google worst nightmare3 years ago
Published October 19, 2022 by Philip Elmer-DeWitt

The Information: 'It may be Google's worst nightmare...'

From Jon Victor and Amir Efrati's "Facing Threat From Apple, Google Tries New Hardware Playbook" ($) posted Tuesday.

Read More The Information: 'It may be Google's worst nightmare...'

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Toni Sacconaghi is above consensus for Apple's Q4, below for fiscal 2023apple sacconaghi bull case 2903 years ago
Published October 19, 2022 by Philip Elmer-DeWitt

Toni Sacconaghi is above consensus for Apple's Q4, below for fiscal 2023

"We estimate that Apple's extra week in the December quarter will add 7%+ to revenue growth, which does not appear reflected in consensus."

Read More Toni Sacconaghi is above consensus for Apple's Q4, below for fiscal 2023

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Premarket: Apple was green, turned redapple premarket red 12-31-253 years ago
Published October 19, 2022 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From CNBC's "Nasdaq futures rise as better-than-expected Netflix results keep tech gains going" posted early Wednesday.

Read More Premarket: Apple was green, turned red

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Here's the slick video Apple produced to show off today's two new iPadsapple ipad m2 video3 years ago
Published October 19, 2022 by Philip Elmer-DeWitt

Here's the slick video Apple produced to show off today's two new iPads

If reporters had been invited to the Steve Jobs theater, this is what they would have seen...

Read More Here's the slick video Apple produced to show off today's two new iPads

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Daniel Ives on Apple's October press releasesapple flex muscles ives3 years ago
Published October 18, 2022 by Philip Elmer-DeWitt

Daniel Ives on Apple's October press releases

From "Apple Unveils New Products Ahead of the Holidays. The Company Is Flexing Its Muscles, Analyst Says." posted Tuesday by Barron's.

Read More Daniel Ives on Apple's October press releases

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Amit Daryanani -- unlike Apple's stock -- unmoved by Wayne Ma's FUDapple fud wayne ma3 years ago
Published October 18, 2022 by Philip Elmer-DeWitt

Amit Daryanani -- unlike Apple's stock -- unmoved by Wayne Ma's FUD

From "Another Week, Another Production Cut Report…. But Is This “NEW” Info?" a note to Evercore clients that landed on my desktop Tuesday.

Read More Amit Daryanani -- unlike Apple's stock -- unmoved by Wayne Ma's FUD

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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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