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Rod Hall: Very tough for Apple to grow revenue and earnings in this scenario (video)apple goldman video rod hall4 years ago
Published December 3, 2021 by Philip Elmer-DeWitt

Rod Hall: Very tough for Apple to grow revenue and earnings in this scenario (video)

From CNBC's "Lead times suggest iPhone demand a little weaker than expected, says Goldman's Rod Hall," which aired Thursday.

Read More Rod Hall: Very tough for Apple to grow revenue and earnings in this scenario (video)

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Bernstein: Half of Apple's earnings growth is due to buybacks (video)apple sacconaghi 50% buybacks4 years ago
Published December 3, 2021 by Philip Elmer-DeWitt

Bernstein: Half of Apple's earnings growth is due to buybacks (video)

From CNBC's "Apple can buy back 3-4% of its shares in the next five years, Bernstein analyst Sacconaghi," which aired Thursday.

Read More Bernstein: Half of Apple's earnings growth is due to buybacks (video)

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Raymond James doesn't buy Bloomberg's Apple itemapple bloomberg raymond james4 years ago
Published December 2, 2021 by Philip Elmer-DeWitt

Raymond James doesn't buy Bloomberg's Apple item

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

Read More Raymond James doesn't buy Bloomberg's Apple item

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Macalope deja vu: 'Apple has reportedly cut iPhone orders and all is lost'apple search engine macalope4 years ago
Published December 2, 2021 by Philip Elmer-DeWitt

Macalope deja vu: 'Apple has reportedly cut iPhone orders and all is lost'

From “Short-term memory: Annual iPhone order slippage news” posted six years ago today on Macworld”…

Read More Macalope deja vu: 'Apple has reportedly cut iPhone orders and all is lost'

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Rod Hall: iPhone 13 lead times down worldwide, steady in China and U.S.apple iphone 13 rod hall4 years ago
Published December 2, 2021 by Philip Elmer-DeWitt

Rod Hall: iPhone 13 lead times down worldwide, steady in China and U.S.

"We suspect this signals solid demand driven by more aggressive promotional activity around Black Friday compared to 2020."

Read More Rod Hall: iPhone 13 lead times down worldwide, steady in China and U.S.

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Premarket: Apple is redapple premarket red 7-3-254 years ago
Published December 2, 2021 by Philip Elmer-DeWitt

Premarket: Apple is red

From the Wall Street Journal’s "Stock Futures Rise After Omicron-Driven Selloff" posted early Thursday.

Read More Premarket: Apple is red

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Bloomberg: Apple bears getting burned, despite Bloomberg crying wolfapple bloomberg crying wolf4 years ago
Published December 2, 2021 by Philip Elmer-DeWitt

Bloomberg: Apple bears getting burned, despite Bloomberg crying wolf

A one-two punch that didn't land. UPDATE: The Bloomberg punch has landed. 

Read More Bloomberg: Apple bears getting burned, despite Bloomberg crying wolf

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Wedbush raises Apple target $15 to (Street high) $200apple target 256 morgan stanley4 years ago
Published December 2, 2021 by Philip Elmer-DeWitt

Wedbush raises Apple target $15 to (Street high) $200

"A 'safety blanket' name in a near-term market storm" -- Analyst Daniel Ives.

Read More Wedbush raises Apple target $15 to (Street high) $200

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Needham's Laura Martin: Why Apple was green in yesterday's sea of red (video)apple green red sea laura martin4 years ago
Published December 1, 2021 by Philip Elmer-DeWitt

Needham's Laura Martin: Why Apple was green in yesterday's sea of red (video)

From CNBC's "Why Apple was the only tech stock that went up on Tuesday" posted mid-afternoon Tuesday:

Read More Needham's Laura Martin: Why Apple was green in yesterday's sea of red (video)

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Premarket: Apple is green. Set to open at record high.apple premarket green 7-2-254 years ago
Published December 1, 2021 by Philip Elmer-DeWitt

Premarket: Apple is green. Set to open at record high.

From the Wall Street Journal’s "Stock Futures, Oil Rise, Pointing to More Seesaw Moves on Omicron Uncertainty" posted early Wednesday: U.S. stock futures and oil prices…

Read More Premarket: Apple is green. Set to open at record high.

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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 ($)
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