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Goldman Sachs' Rod Hall looks at Apple through his ARPU lens4 years ago
Published August 25, 2021 by Philip Elmer-DeWitt

Goldman Sachs' Rod Hall looks at Apple through his ARPU lens

"Shorter term we believe predicting what Apple users will spend is very difficult."

Read More Goldman Sachs' Rod Hall looks at Apple through his ARPU lens

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Bernstein says Google's FY21 payments to Apple might reach nearly $15Bapple google payments 15B4 years ago
Published August 25, 2021 by Philip Elmer-DeWitt

Bernstein says Google's FY21 payments to Apple might reach nearly $15B

"We have noted in prior research that GOOG is likely paying to ensure Microsoft doesn’t outbid it." -- Analyst Toni Sacconaghi

Read More Bernstein says Google's FY21 payments to Apple might reach nearly $15B

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Ten years ago, Steve Jobs' admirers had grave doubts about Tim Cook as CEOapple tim cook statista4 years ago
Published August 25, 2021 by Philip Elmer-DeWitt

Ten years ago, Steve Jobs' admirers had grave doubts about Tim Cook as CEO

Since then, Apple's market value has grown nearly sevenfold  -- from $348 billion to $2.475 trillion.

Read More Ten years ago, Steve Jobs' admirers had grave doubts about Tim Cook as CEO

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Smoke from Samsung Galaxy fire forces Alaska Airline evacuationapple samsung smoke alaska4 years ago
Published August 25, 2021 by Philip Elmer-DeWitt

Smoke from Samsung Galaxy fire forces Alaska Airline evacuation

From the Seattle Times' "Flight to Seattle evacuated after passenger’s Samsung Galaxy phone ignites" posted Tuesday.

Read More Smoke from Samsung Galaxy fire forces Alaska Airline evacuation

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Nobel winner for lithium-ion battery expects mobility news from Apple this yearapple battery car Yoshino4 years ago
Published August 25, 2021 by Philip Elmer-DeWitt

Nobel winner for lithium-ion battery expects mobility news from Apple this year

From Reuters' "Battery pioneer Akira Yoshino on Tesla, Apple and the electric future" posted Tuesday.

Read More Nobel winner for lithium-ion battery expects mobility news from Apple this year

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Premarket: Apple is greenapple premarket green 5-12-20254 years ago
Published August 25, 2021 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall Street Journal’s “Stock Futures Pause After S&P 500, Nasdaq Hit Records" posted early Wednesday.

Read More Premarket: Apple is green

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Apple's ad tracking: The Machiavellian takeapple ad tracking machievelli4 years ago
Published August 24, 2021 by Philip Elmer-DeWitt

Apple's ad tracking: The Machiavellian take

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

Read More Apple's ad tracking: The Machiavellian take

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Motley Fool: Apple is now Robinhood's top stonkapple robinhood stonk4 years ago
Published August 24, 2021 by Philip Elmer-DeWitt

Motley Fool: Apple is now Robinhood's top stonk

From Sean Williams' "Move Over, Tesla: There's a New Most-Held Stock on Robinhood" posted Tuesday.

Read More Motley Fool: Apple is now Robinhood's top stonk

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Bernstein's Toni Sacconaghi: Who's Apple's next CEO? (video)apple sacconaghi next ceo4 years ago
Published August 24, 2021 by Philip Elmer-DeWitt

Bernstein's Toni Sacconaghi: Who's Apple's next CEO? (video)

From CNBC's Squawk Box Tuesday morning.

Read More Bernstein's Toni Sacconaghi: Who's Apple's next CEO? (video)

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Tim Cook's Apple IIapple gallagher tim cook4 years ago
Published August 24, 2021 by Philip Elmer-DeWitt

Tim Cook's Apple II

And other fun facts from William Gallagher's "How Tim Cook reshaped Apple in his first decade as CEO" posted Monday on AppleInsider.

Read More Tim Cook's Apple II

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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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