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Will the EU's Digital Markets Act be taking 10% bites out of Apple?apple eu digital markets act5 years ago
Published December 16, 2020 by Philip Elmer-DeWitt

Will the EU's Digital Markets Act be taking 10% bites out of Apple?

From "Tech Giants Face New Rules in Europe, Backed by Huge Fines" ($) in Wednesday's Wall Street Journal.

Read More Will the EU's Digital Markets Act be taking 10% bites out of Apple?

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Tough love from Apple for big-spending 6-year-old's momapple refund game play5 years ago
Published December 16, 2020 by Philip Elmer-DeWitt

Tough love from Apple for big-spending 6-year-old's mom

From Hypebeast's "Apple Rejects Refund from Parent Whose 6-Year-Old Spent $16K USD on 'Sonic Forces'" posted Wednesday.

Read More Tough love from Apple for big-spending 6-year-old's mom

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Premarket: Apple is greenapple premarket green 9-15-255 years ago
Published December 16, 2020 by Philip Elmer-DeWitt

Premarket: Apple is green

From TheStreet's "Dow Futures Extend Gains On Stimulus Progress With Fed Meeting In Focus" posted early Wednesday.

Read More Premarket: Apple is green

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Evercore: So much for those Apple production cutsapple evercore production cuts charlie chaplin5 years ago
Published December 15, 2020 by Philip Elmer-DeWitt

Evercore: So much for those Apple production cuts

Don't worry about iPhone or MacBook demand, says analyst Amit Daryanani. Worry about component shortages. From a note to clients that landed on my desktop Tuesday…

Read More Evercore: So much for those Apple production cuts

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Nikkei: Apple has ordered enough parts to build 230 million iPhones next yearapple nikkei production dial5 years ago
Published December 15, 2020 by Philip Elmer-DeWitt

Nikkei: Apple has ordered enough parts to build 230 million iPhones next year

From "Apple plans 30% boost in iPhone production for first half of 2021" posted early Tuesday.

Read More Nikkei: Apple has ordered enough parts to build 230 million iPhones next year

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With iPhone sales doubling in China, Rod Hall sees 'stagnation' ahead for Appleapple storm cloud encryption5 years ago
Published December 15, 2020 by Philip Elmer-DeWitt

With iPhone sales doubling in China, Rod Hall sees 'stagnation' ahead for Apple

How did Goldman Sachs' top Apple analyst become the Street's doomsayer-in-chief?

Read More With iPhone sales doubling in China, Rod Hall sees 'stagnation' ahead for Apple

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Premarket: Apple is greenapple premarket green 9-15-255 years ago
Published December 15, 2020 by Philip Elmer-DeWitt

Premarket: Apple is green

From TheStreet's "Dow Futures Higher As Markets Remain Focused on Vaccine Rollout, Stimulus Talks" posted early Tuesday.

Read More Premarket: Apple is green

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Apple 3.0 exclusive: Zoom with Gene Munsterapple 3.0 gene munster zoom5 years ago
Published December 14, 2020 by Philip Elmer-DeWitt

Apple 3.0 exclusive: Zoom with Gene Munster

An ask-me-anything with the dean of Apple analysts — free for friends of the blog.

Read More Apple 3.0 exclusive: Zoom with Gene Munster

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Evercore: Apple iPhone shipments to China up 95% y/y last monthapple evecore iphone 12 china5 years ago
Published December 14, 2020 by Philip Elmer-DeWitt

Evercore: Apple iPhone shipments to China up 95% y/y last month

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

Read More Evercore: Apple iPhone shipments to China up 95% y/y last month

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UBS: Apple iPhone 12 sales in China up 50% over the 11apple ubs china iphone 125 years ago
Published December 14, 2020 by Philip Elmer-DeWitt

UBS: Apple iPhone 12 sales in China up 50% over the 11

But in the U.S., demand for the iPhone 12 Pro Max and Pro may have peaked says analyst David Vogt.

Read More UBS: Apple iPhone 12 sales in China up 50% over the 11

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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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