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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Apple's formula is showingapple world thinnest supercut5 years ago
Published May 12, 2021 by Philip Elmer-DeWitt

Apple's formula is showing

Watch the MacBooks "practically disappear."

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How Apple's warm relationship with Facebook slid into cold warapple facebook nyt daily5 years ago
Published May 11, 2021 by Philip Elmer-DeWitt

How Apple's warm relationship with Facebook slid into cold war

A satisfyingly deep dive, and one of the most even-handed analyses I've heard.

Read More How Apple's warm relationship with Facebook slid into cold war

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Apple: Evercore sticks with $175 target despite slowing iPhone salesevercore daryanani slowing 1755 years ago
Published May 11, 2021 by Philip Elmer-DeWitt

Apple: Evercore sticks with $175 target despite slowing iPhone sales

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

Read More Apple: Evercore sticks with $175 target despite slowing iPhone sales

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Apple: Bernstein sticks with $132 price target, despite rising iPhone ASPsapple sacconaghi 132 catalyst5 years ago
Published May 11, 2021 by Philip Elmer-DeWitt

Apple: Bernstein sticks with $132 price target, despite rising iPhone ASPs

"We struggle to see a catalyst for the stock." -- Analyst Toni Sacconaghi From a note to clients that landed on my desktop Tuesday: Phone ASPs…

Read More Apple: Bernstein sticks with $132 price target, despite rising iPhone ASPs

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Naked Peely makes a cameo in Epic vs. Appleapple epic naked banana5 years ago
Published May 11, 2021 by Philip Elmer-DeWitt

Naked Peely makes a cameo in Epic vs. Apple

From The Verge's "Epic and Apple are now fighting over a naked banana" posted Monday.

Read More Naked Peely makes a cameo in Epic vs. Apple

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Premarket: Apple is redapple premarket red 8-21-255 years ago
Published May 11, 2021 by Philip Elmer-DeWitt

Premarket: Apple is red

From the Wall Street Journal's "Stocks Poised to Extend Decline, Led by Tech" posted early Tuesday.

Read More Premarket: Apple is red

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Apple picks up Facebook's beans-spilling admanapple bean spilling adman5 years ago
Published May 11, 2021 by Philip Elmer-DeWitt

Apple picks up Facebook's beans-spilling adman

Five years after killing off iAds and three weeks after it made ad-tracking opt-in, Apple is getting back into the advertising business.

Read More Apple picks up Facebook's beans-spilling adman

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UBS: Apple services survey highlights stickiness of the ecosystemUSB services stickiness5 years ago
Published May 10, 2021 by Philip Elmer-DeWitt

UBS: Apple services survey highlights stickiness of the ecosystem

From a note to clients by analyst David Vogt that landed on my desktop Monday.

Read More UBS: Apple services survey highlights stickiness of the ecosystem

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WSJ: How Apple’s Find My AirTags Worksapple find my airtags5 years ago
Published May 10, 2021 by Philip Elmer-DeWitt

WSJ: How Apple’s Find My AirTags Works

From "Amazon and Apple Built Vast Wireless Networks Using Your Devices. Here’s How They Work." posted in Friday's Wall Street Journal.

Read More WSJ: How Apple’s Find My AirTags Works

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Premarket: Apple is redapple premarket red 8-21-255 years ago
Published May 10, 2021 by Philip Elmer-DeWitt

Premarket: Apple is red

From the Wall Street Journal's "Stock Futures Wobble After S&P 500 Closes at Record" posted early Monday.

Read More Premarket: Apple is red

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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.]

Apple 3.0 Archives

Apple 2.0 Archives

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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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