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Loup Ventures's verdict on the reported Apple AR/VR goggle delay (video)apple goggle delay munster3 years ago
Published January 14, 2022 by Philip Elmer-DeWitt

Loup Ventures's verdict on the reported Apple AR/VR goggle delay (video)

"Long term, this doesn't change anything for Apple." -- Gene Munster

Read More Loup Ventures's verdict on the reported Apple AR/VR goggle delay (video)

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Apple analyst puzzled by size of AR/VR headset production forecastsapple headset not close3 years ago
Published January 14, 2022 by Philip Elmer-DeWitt

Apple analyst puzzled by size of AR/VR headset production forecasts

"We realize we have more work to do on the subject." -- Analyst Chris Caso 

Read More Apple analyst puzzled by size of AR/VR headset production forecasts

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Daniel Ives: "Apple ready to spend billions on live sports content"apple sports wedbush3 years ago
Published January 14, 2022 by Philip Elmer-DeWitt

Daniel Ives: "Apple ready to spend billions on live sports content"

From from a note to Wedbush clients that landed on my desktop Thursday.

Read More Daniel Ives: "Apple ready to spend billions on live sports content"

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Premarket: Apple is redapple premarket red 6-20-253 years ago
Published January 14, 2022 by Philip Elmer-DeWitt

Premarket: Apple is red

From the Wall Street Journal’s "Stock Futures Edge Lower Amid Bank Earnings" posted early Friday.

Read More Premarket: Apple is red

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Piper Jaffray raises Apple price target $25 to $200apple barclays 187 poker3 years ago
Published January 14, 2022 by Philip Elmer-DeWitt

Piper Jaffray raises Apple price target $25 to $200

"Given the broader landscape, we feel technology investors should look at Apple as a 'place to hide.' -- Analyst Harsh Kumar

Read More Piper Jaffray raises Apple price target $25 to $200

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Counterpoint: Apple's iPhone rules Chinaapple iphone rules china counterpoint3 years ago
Published January 13, 2022 by Philip Elmer-DeWitt

Counterpoint: Apple's iPhone rules China

From "Apple iPhone is No. 1 in China for 6 Consecutive Weeks Now," released Thursday.

Read More Counterpoint: Apple's iPhone rules China

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JPMorgan expects 'modest' Apple FQ1 beat, sticks with $210 price targetapple modest beat jpmorgan3 years ago
Published January 13, 2022 by Philip Elmer-DeWitt

JPMorgan expects 'modest' Apple FQ1 beat, sticks with $210 price target

"That said, we expect the bigger driver of the earnings upgrade cycle to be F2Q (March-end) revenue/EPS expectations." -- Analyst Samik Chatterjee

Read More JPMorgan expects 'modest' Apple FQ1 beat, sticks with $210 price target

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Canalys: Global PC shipments grew 15% in 2021, Apple's Macs 28%a3 years ago
Published January 13, 2022 by Philip Elmer-DeWitt

Canalys: Global PC shipments grew 15% in 2021, Apple's Macs 28%

"For the full year, revenue passed US$250 billion in 2021 against US$220 billion in 2020, highlighting the seismic transformation in the industry."

Read More Canalys: Global PC shipments grew 15% in 2021, Apple's Macs 28%

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Apple 'needs' to raise App Store prices, suggests developers do the sameapple needs price hike3 years ago
Published January 13, 2022 by Philip Elmer-DeWitt

Apple 'needs' to raise App Store prices, suggests developers do the same

Posted Wednesday on Apple's developer News and Updates page: "Upcoming tax and price changes for apps and in-app purchases"...

Read More Apple 'needs' to raise App Store prices, suggests developers do the same

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App Store wars: 'Apple will not cease and desist, ever'apple app store wars williams3 years ago
Published January 13, 2022 by Philip Elmer-DeWitt

App Store wars: 'Apple will not cease and desist, ever'

"Some App developers may think Korea will lead to lower or no app store commissions everywhere but that goal will prove elusive." -- Thomas H. Williams

Read More App Store wars: 'Apple will not cease and desist, ever'

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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 ($)
  • Techpinions ($)
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