Inviting friends-of-the-blog to Apple’s Q4 2025 Earnings Smackdown

Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0.

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Apple races past $264 to hit new all-time intraday highs

6 months ago

Published October 20, 2025 by Philip Elmer-DeWitt

Apple races past $264 to hit new all-time intraday highs

From GuruFocus' "Apple Stock Reaches All-Time High on Strong iPhone 17 Sales" posted earlier Monday.

31 Comments

FT: Apple upgrade frenzy!

6 months ago

Published October 20, 2025 by Philip Elmer-DeWitt

FT: Apple upgrade frenzy!

“Clearly it’s a very strong quarter for Apple,” said the IDC’s Francisco Jeronimo. “I don’t remember the last time I saw queues outside the Apple store like I’ve seen this year.”

Apple 3.0: Dear Tim, from David Drinkwater

The tenth entry in the "If you were a consultant who had Tim Cook's ear" series.

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Counterpoint: Apple iPhone 17 blowout in China

6 months ago

Published October 20, 2025 by Philip Elmer-DeWitt

Counterpoint: Apple iPhone 17 blowout in China

"Simply put, it provides extremely good value-for-money, and Chinese consumers are rewarding Apple for that." — Counterpoint's Mengmeng Zhang

6 Comments

Premarket: Apple is green

6 months ago

Published October 20, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall Street Journal's "AWS Outage Hits Internet; Dow Futures Tick Up" posted early Monday.

Evercore adds Apple to its 'Tactical Outperform' list

"Our survey work points to a strong demand environment, with a higher-than-average number of respondents indicating that they plan to purchase a new iPhone this year." — Analyst Amit Daryanani