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Ads: Apple's next $450 billion TAM (total addressable market)apple laura martin advertising4 years ago
Published August 5, 2022 by Philip Elmer-DeWitt

Ads: Apple's next $450 billion TAM (total addressable market)

"Apple is trying to step in and solve the ad-revenue problem for its app developers that are ad-driven." -- Needham analyst Laura Martin

Read More Ads: Apple's next $450 billion TAM (total addressable market)

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So far, Apple's Pegatron shipments have been spared Chinese slowdownapple pelosi china slowdown4 years ago
Published August 5, 2022 by Philip Elmer-DeWitt

So far, Apple's Pegatron shipments have been spared Chinese slowdown

From Nikkei Asia's "Shipments to Pegatron's China factory disrupted after exec met Pelosi" posted Friday.

Read More So far, Apple's Pegatron shipments have been spared Chinese slowdown

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Premarket: Apple is red -- Updated with jobs reportapple premarket red 8-21-254 years ago
Published August 5, 2022 by Philip Elmer-DeWitt

Premarket: Apple is red -- Updated with jobs report

From the Wall Street Journal’s "Stock Futures Waver Ahead of Jobs Data" posted early Friday.

Read More Premarket: Apple is red -- Updated with jobs report

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Apple HR's me-too momentapple hr me too4 years ago
Published August 5, 2022 by Philip Elmer-DeWitt

Apple HR's me-too moment

"I just want Apple to be the company it pretends to be for its customers." -- Megan Mohr, 14 years at Apple

Read More Apple HR's me-too moment

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Mizuho: Apple's strength in China looks to continue in 2H 2022apple mizuho4 years ago
Published August 4, 2022 by Philip Elmer-DeWitt

Mizuho: Apple's strength in China looks to continue in 2H 2022

"Chinese mobile phone makers have struggled to stir excitement for their handset demand this year" -- Analyst Anthony Huang

Read More Mizuho: Apple's strength in China looks to continue in 2H 2022

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Auto makers oughta feel threatened by CarPlayapple carplay scared robb4 years ago
Published August 4, 2022 by Philip Elmer-DeWitt

Auto makers oughta feel threatened by CarPlay

From  Basem Wasef's "Apple's Aggressive New Version of CarPlay Is Scaring the Car Industry. Here's Why." posted Wednesday in the Robb Report.

Read More Auto makers oughta feel threatened by CarPlay

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Apple desperately seeking digital ad manapple digital ad man4 years ago
Published August 4, 2022 by Philip Elmer-DeWitt

Apple desperately seeking digital ad man

From Danny Vena's "Why Apple Stock Popped Today" posted Wednesday on the Motley Fool.

Read More Apple desperately seeking digital ad man

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Premarket: Apple is greenapple premarket green 2-18-264 years ago
Published August 4, 2022 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall Street Journal’s "Stock Futures Edge Up Ahead of Jobless Data" posted early Thursday.

Read More Premarket: Apple is green

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Tim Wu, not the biggest Apple critic, is leaving Biden's antitrust teamapple tim wu leaving4 years ago
Published August 3, 2022 by Philip Elmer-DeWitt

Tim Wu, not the biggest Apple critic, is leaving Biden's antitrust team

From Bloomberg's "Biden Adviser Tim Wu to Leave After Shaping Antitrust Policy" posted Tuesday.

Read More Tim Wu, not the biggest Apple critic, is leaving Biden's antitrust team

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Buckminster Fuller didn't think much of Steve Jobs' Appleapple steve jobs buckminster fuller4 years ago
Published August 3, 2022 by Philip Elmer-DeWitt

Buckminster Fuller didn't think much of Steve Jobs' Apple

From Alex Nevala-Lee's "What Steve Jobs learned from Buckminster Fuller during their only meeting" posted Tuesday by Fast Company.

Read More Buckminster Fuller didn't think much of Steve Jobs' Apple

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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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