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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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Evercore makes a $300 bull case for Apple in a 120-page deep diveapple evercore antitrust deep dive4 years ago
Published March 25, 2022 by Philip Elmer-DeWitt

Evercore makes a $300 bull case for Apple in a 120-page deep dive

From a note to clients by analyst Amit Daryanani that landed on my desktop Thursday.

Read More Evercore makes a $300 bull case for Apple in a 120-page deep dive

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Premarket: Apple is redapple premarket red 8-21-254 years ago
Published March 25, 2022 by Philip Elmer-DeWitt

Premarket: Apple is red

From the Wall Street Journal’s "Stock Futures Waver on Ukraine Concerns" posted early Friday.

Read More Premarket: Apple is red

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Toni Sacconaghi has nothing bad to say about Apple (video)apple sacconaghi subscriptions game changer4 years ago
Published March 25, 2022 by Philip Elmer-DeWitt

Toni Sacconaghi has nothing bad to say about Apple (video)

From "Apple's new hardware subscription model may be a game changer, says Bernstein's Sacconaghi" which aired Thursday on CNBC.

Read More Toni Sacconaghi has nothing bad to say about Apple (video)

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Mark Gurman: Apple may offer iPhone hardware subscriptions this yearapple iphone subscription gurman4 years ago
Published March 24, 2022 by Philip Elmer-DeWitt

Mark Gurman: Apple may offer iPhone hardware subscriptions this year

Or maybe next year. Or maybe never.

Read More Mark Gurman: Apple may offer iPhone hardware subscriptions this year

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Apple Mac/iPad sales doubled in India's booming PC marketapple india stumbling blocks4 years ago
Published March 24, 2022 by Philip Elmer-DeWitt

Apple Mac/iPad sales doubled in India's booming PC market

From Canalys’ "India’s PC market grows at its fastest rate in a decade as shipments jump 45% in 2021" posted Thursday.

Read More Apple Mac/iPad sales doubled in India's booming PC market

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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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