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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Daniel Ives: Apple has a lot riding on tonight's Oscarsapple Coda oscars Daniel Ives4 years ago
Published March 27, 2022 by Philip Elmer-DeWitt

Daniel Ives: Apple has a lot riding on tonight's Oscars

"If Apple was to win the coveted Best Picture award with CODA it would catalyze more A+ talent coming to Apple first." 

Read More Daniel Ives: Apple has a lot riding on tonight's Oscars

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Mark Gurman: Apple has little to lose putting Apple TV+ on Androidapple services android gurman4 years ago
Published March 27, 2022 by Philip Elmer-DeWitt

Mark Gurman: Apple has little to lose putting Apple TV+ on Android

Gurman keeps tossing ideas to Apple management hoping something will stick.

Read More Mark Gurman: Apple has little to lose putting Apple TV+ on Android

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This week's Apple trading strategies (3/28-4/1/22)apple trading strategies 3-28-224 years ago
Published March 27, 2022 by Philip Elmer-DeWitt

This week's Apple trading strategies (3/28-4/1/22)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (3/28-4/1/22)

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What the Digital Markets Act means for Appleapple digital markets act siege4 years ago
Published March 26, 2022 by Philip Elmer-DeWitt

What the Digital Markets Act means for Apple

Europe is laying siege to two bulwarks of the walled garden -- iMessage and the App Store. Apple is pushing back.

Read More What the Digital Markets Act means for Apple

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Amit Daryanani: Google search deal is Apple's big regulatory risk (video)apple amit daryanani google4 years ago
Published March 26, 2022 by Philip Elmer-DeWitt

Amit Daryanani: Google search deal is Apple's big regulatory risk (video)

From CNBC's "Evercore's Daryanani breaks down $210 price target on Apple shares" posted Friday.

Read More Amit Daryanani: Google search deal is Apple's big regulatory risk (video)

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CNBC roundtable: Apple as bellwether (video)apple bellwether cnbc roundtable4 years ago
Published March 26, 2022 by Philip Elmer-DeWitt

CNBC roundtable: Apple as bellwether (video)

From CNBC's "Apple and Tim Cook should continue to execute: Bryn Talkington" posted Friday.

Read More CNBC roundtable: Apple as bellwether (video)

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Wamsi Mohan: What's new about Apple's new subscriptions? (video)apple hardware subscriptions wamsi mohan4 years ago
Published March 26, 2022 by Philip Elmer-DeWitt

Wamsi Mohan: What's new about Apple's new subscriptions? (video)

From CNBC's "Apple wants iPhone users to upgrade more frequently and more reliably" posted Friday.

Read More Wamsi Mohan: What's new about Apple's new subscriptions? (video)

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Gene Munster: How fast can Apple get out of China?apple china get out4 years ago
Published March 25, 2022 by Philip Elmer-DeWitt

Gene Munster: How fast can Apple get out of China?

"The Russian invasion of Ukraine has put an end to the globalization we have experienced over the last three decades. -- Blackstone CEO Larry Fink

Read More Gene Munster: How fast can Apple get out of China?

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Cowen: iPhone sales to Russia were <5% of unitsApple kremlin iphone4 years ago
Published March 25, 2022 by Philip Elmer-DeWitt

Cowen: iPhone sales to Russia were <5% of units

"Our field work saw C1Q22 iPhone builds increase slightly owing to healthy iPhone SE demand with Android builds unchanged." -- Analyst Krish Sankar

Read More Cowen: iPhone sales to Russia were <5% of units

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Apple is the IBM, Exxon and GM of our timeapple ibm exxon gm4 years ago
Published March 25, 2022 by Philip Elmer-DeWitt

Apple is the IBM, Exxon and GM of our time

From Dana Blankenhorn's "Apple’s Time Is Now, But it Won’t Always Be" posted Friday on InvestorPlace.

Read More Apple is the IBM, Exxon and GM of our time

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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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