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Bloomberg: $1 trillion in Trump tariff carve outsapple trump tariff carveouts5 months ago
Published August 2, 2025 by Philip Elmer-DeWitt

Bloomberg: $1 trillion in Trump tariff carve outs

"I helped Tim Cook recently." — President Trump

Read More Bloomberg: $1 trillion in Trump tariff carve outs

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Puck: It's time for Apple TV+ to turn on the spigotapple tv ad revenue5 months ago
Published August 2, 2025 by Philip Elmer-DeWitt

Puck: It's time for Apple TV+ to turn on the spigot

"If Netflix can reverse its philosophy on ads, there’s no reason Apple can’t do it too."

Read More Puck: It's time for Apple TV+ to turn on the spigot

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Saturday Apple video: The mathematics of puts and callsapple saturday video options5 months ago
Published August 2, 2025 by Philip Elmer-DeWitt

Saturday Apple video: The mathematics of puts and calls

How the derivatives market became the tail that wagged the dog.

Read More Saturday Apple video: The mathematics of puts and calls

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Mark Gurman: Tim Cook calls all hands for an Apple AI 'pep talk'apple ai pep talk5 months ago
Published August 2, 2025 by Philip Elmer-DeWitt

Mark Gurman: Tim Cook calls all hands for an Apple AI 'pep talk'

"Apple must do this. Apple will do this. This is sort of ours to grab."

Read More Mark Gurman: Tim Cook calls all hands for an Apple AI 'pep talk'

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Apple: No good quarter goes unpunishedapple good q3 unpunished5 months ago
Published August 1, 2025 by Philip Elmer-DeWitt

Apple: No good quarter goes unpunished

Does Apple get to coast on its results? Not a bit.

Read More Apple: No good quarter goes unpunished

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Apple's Q3 2025: Six Colors' charts (video)apple q32025 Snells charts5 months ago
Published August 1, 2025 by Philip Elmer-DeWitt

Apple's Q3 2025: Six Colors' charts (video)

Jason Snell's instant graphics are the best. Skipping the information already covered in Five Easy Charts. 

Read More Apple's Q3 2025: Six Colors' charts (video)

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Apple's knockout Q3 2025: What the analysts are sayingapple q32025 analysts saying5 months ago
Published August 1, 2025 by Philip Elmer-DeWitt

Apple's knockout Q3 2025: What the analysts are saying

Excerpts from the notes that crossed my desk. More as they come in. 

Read More Apple's knockout Q3 2025: What the analysts are saying

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Apple's knockout fiscal Q3 2025: What the talking heads are sayingapple q32025 talking heads5 months ago
Published August 1, 2025 by Philip Elmer-DeWitt

Apple's knockout fiscal Q3 2025: What the talking heads are saying

Videos that caught my eye. More as they come in.

Read More Apple's knockout fiscal Q3 2025: What the talking heads are saying

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Premarket: Apple is greenapple premarket green 12-23-255 months ago
Published August 1, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Dow futures drop 400 points after Trump issues new tariffs" posted early Friday.

Read More Premarket: Apple is green

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Best and worst Apple analysts: Fiscal Q3 2025apple best worst q320255 months ago
Published July 31, 2025 by Philip Elmer-DeWitt

Best and worst Apple analysts: Fiscal Q3 2025

The independents this quarter gave the professional analysts a classic drubbing.

Read More Best and worst Apple analysts: Fiscal Q3 2025

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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.]

Apple 3.0 Archives

Apple 2.0 Archives

  • 2015
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  • Tommo.fyi

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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