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Benedict Evans: Does Apple have market dominance?apple teens claim chowder5 years ago
Published November 5, 2020 by Philip Elmer-DeWitt

Benedict Evans: Does Apple have market dominance?

That depends, says the independent analyst, formerly at Andreessen Horowitz, on how you define the market.

Read More Benedict Evans: Does Apple have market dominance?

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Evercore: 'Survey says... iPhone Mix going higher, ASPs To Shift Higher'apple evercore iphone asp5 years ago
Published November 5, 2020 by Philip Elmer-DeWitt

Evercore: 'Survey says... iPhone Mix going higher, ASPs To Shift Higher'

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

Read More Evercore: 'Survey says... iPhone Mix going higher, ASPs To Shift Higher'

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Bloomberg: Apple grapples with power chip shortageapple grapple chip shortage5 years ago
Published November 5, 2020 by Philip Elmer-DeWitt

Bloomberg: Apple grapples with power chip shortage

From "Apple Faces Shortages in Power Chips for iPhone 12" posted late Wednesday.

Read More Bloomberg: Apple grapples with power chip shortage

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Premarket: Apple is greenapple premarket green 9-11-255 years ago
Published November 5, 2020 by Philip Elmer-DeWitt

Premarket: Apple is green

From Investor's Business Daily's "Dow Jones Futures Rise Sharply As Election Results Drive Decisive Market Rally," posted early Thursday: Dow Jones futures rose sharply Thursday morning,…

Read More Premarket: Apple is green

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Samsung moved up Galaxy S21 launch to steal Apple's spotlight, reportapple samsung Galaxy spotlight5 years ago
Published November 4, 2020 by Philip Elmer-DeWitt

Samsung moved up Galaxy S21 launch to steal Apple's spotlight, report

From SlashGear's "Galaxy S21 early launch reportedly influenced by iPhone 12" posted Monday.

Read More Samsung moved up Galaxy S21 launch to steal Apple's spotlight, report

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Counterpoint: iPhone 12s 'finally' seeing more tractionapple counterpoint iphone traction5 years ago
Published November 4, 2020 by Philip Elmer-DeWitt

Counterpoint: iPhone 12s 'finally' seeing more traction

From "A Week of iPhone 12 Sales at US Carrier Stores" posted Wednesday.

Read More Counterpoint: iPhone 12s 'finally' seeing more traction

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Premarket: Apple is greenapple premarket green 9-11-255 years ago
Published November 4, 2020 by Philip Elmer-DeWitt

Premarket: Apple is green

From the wsj's "Tech Stocks Lead Volatile Overnight Trading as Election Results Come In" posted early Wednesday.

Read More Premarket: Apple is green

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Morgan Stanley: Apple's App Store grew another 30% year over year in Octoberevercore apple app store5 years ago
Published November 3, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Apple's App Store grew another 30% year over year in October

Two charts from a note to clients by analyst Katy Huberty that landed on my desktop Tuesday.

Read More Morgan Stanley: Apple's App Store grew another 30% year over year in October

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Premarket: Apple is greenapple premarket green 9-11-255 years ago
Published November 3, 2020 by Philip Elmer-DeWitt

Premarket: Apple is green

From the wsj's "Stock Futures Rise Heading Into Election Day" posted early Tuesday.

Read More Premarket: Apple is green

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Morgan Stanley: Apple's 2020 10-K highlights government regulatory risksapple morgan stanley revisions5 years ago
Published November 3, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Apple's 2020 10-K highlights government regulatory risks

But analyst Katy Huberty doesn't view the scrutiny as a "material near to medium term risk to Apple's services business.

Read More Morgan Stanley: Apple's 2020 10-K highlights government regulatory risks

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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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