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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Premarket: Apple is greenapple premarket green 4-8-265 months ago
Published October 31, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's' "Stock Futures Rise as Amazon, Apple Earnings Reignite Tech Rally" posted early Friday.

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Apple's record Q4 2025: What the analysts are sayingapple q42025 analysts saying5 months ago
Published October 31, 2025 by Philip Elmer-DeWitt

Apple's record Q4 2025: What the analysts are saying

Excerpts from the notes I've seen. More as they come in.

Read More Apple's record Q4 2025: What the analysts are saying

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Apple's record Q4 2025: What the talking heads are sayingapple q42025 talking heads5 months ago
Published October 31, 2025 by Philip Elmer-DeWitt

Apple's record Q4 2025: What the talking heads are saying

The videos that caught my eye. More as they come in.

Read More Apple's record Q4 2025: What the talking heads are saying

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Best and worst Apple analysts: Fiscal Q4 2025apple q42025 best worst5 months ago
Published October 30, 2025 by Philip Elmer-DeWitt

Best and worst Apple analysts: Fiscal Q4 2025

The independents beat the professionals once again, but not quite as cleanly as in quarters past. 

Read More Best and worst Apple analysts: Fiscal Q4 2025

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Apple's record Q4 2025 in five easy chartsapple q42025 five charts5 months ago
Published October 30, 2025 by Philip Elmer-DeWitt

Apple's record Q4 2025 in five easy charts

Apple beat on the top and bottom lines. iPhone sales were a bit of a disappointment, but Services had its best quarterly growth in two years.  

Read More Apple's record Q4 2025 in five easy charts

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Omdia: Apple's iPhone was No. 2 again last quarterapple omdia september iphone5 months ago
Published October 30, 2025 by Philip Elmer-DeWitt

Omdia: Apple's iPhone was No. 2 again last quarter

"Apple shipped 56.5 million units, up 4% YoY as the brand readied itself for the festive 4Q."

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Apple Earnings Smackdown: Final estimates Q4 20255 months ago
Published October 30, 2025 by Philip Elmer-DeWitt

Apple Earnings Smackdown: Final estimates Q4 2025

Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s September quarter results.

Read More Apple Earnings Smackdown: Final estimates Q4 2025

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Premarket: Apple is greenapple premarket green 4-8-265 months ago
Published October 30, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures climb marginally after Trump-Xi meeting in South Korea" posted early Thursday.

Read More Premarket: Apple is green

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Reuters: Apple shows it can spark a strong iPhone upgrade cycle without AIapple mag7 reuters5 months ago
Published October 29, 2025 by Philip Elmer-DeWitt

Reuters: Apple shows it can spark a strong iPhone upgrade cycle without AI

From Akash Sriram and Zaheer Kachwala's "Apple poised for iPhone sales boost on strong Pro demand" posted Wednesday.

Read More Reuters: Apple shows it can spark a strong iPhone upgrade cycle without AI

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BofA Securities raises its Apple target $50 to $320apple bofa raise 3206 months ago
Published October 29, 2025 by Philip Elmer-DeWitt

BofA Securities raises its Apple target $50 to $320

"In this note, we attempt to quantify the 5-year (C25-30) earnings potential of Apple based on gaining/losing share in each of its respective product categories, and services segments."

Read More BofA Securities raises its Apple target $50 to $320

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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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