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NYTimes: 'Something has to be done about the technology sector'Apple nytimes broad brush5 years ago
Published October 31, 2020 by Philip Elmer-DeWitt

NYTimes: 'Something has to be done about the technology sector'

Apple gets tarred -- once again -- by a broad anti-tech brush. 

Read More NYTimes: 'Something has to be done about the technology sector'

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Datapoint: Apple Wearables revenue grew 76% in the space of two yearsapple wearables explosive growth5 years ago
Published October 31, 2020 by Philip Elmer-DeWitt

Datapoint: Apple Wearables revenue grew 76% in the space of two years

"Our wearables business showed explosive growth and generated more annual revenue than two-thirds of the companies in the Fortune 500." — Tim Cook

Read More Datapoint: Apple Wearables revenue grew 76% in the space of two years

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Is the dumb money getting out of Apple?apple dumb money5 years ago
Published October 30, 2020 by Philip Elmer-DeWitt

Is the dumb money getting out of Apple?

The markets are falling, but not as fast as Apple.

Read More Is the dumb money getting out of Apple?

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Best and worst Apple analysts: Q4 2020 editionapple best worst analysts q420205 years ago
Published October 30, 2020 by Philip Elmer-DeWitt

Best and worst Apple analysts: Q4 2020 edition

For once it was a Wall Street analyst  -- not an independent -- who turned in the most accurate estimates.

Read More Best and worst Apple analysts: Q4 2020 edition

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Apple's mixed Q4 2020 results: What the analysts are sayingapple q42020 analysts saying5 years ago
Published October 30, 2020 by Philip Elmer-DeWitt

Apple's mixed Q4 2020 results: What the analysts are saying

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

Read More Apple's mixed Q4 2020 results: What the analysts are saying

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Premarket: Apple is redapple premarket red 11-105 years ago
Published October 30, 2020 by Philip Elmer-DeWitt

Premarket: Apple is red

From Investor's Business Daily's "Dow Jones Futures Tumble As Apple Slides On China Sales Dive; Market Rally Still Under Pressure."

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Apple's mixed September 2020 quarter in five easy chartsApple earnings q32023 charts5 years ago
Published October 29, 2020 by Philip Elmer-DeWitt

Apple's mixed September 2020 quarter in five easy charts

The ups and downs of Apple’s revenue, diluted earnings, iPhone sales, services and wearables.

Read More Apple's mixed September 2020 quarter in five easy charts

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Bernstein's Toni Sacconaghi on Apple's Q4: It's all about the Q1 guidanceapple bernstein sacconaghi q420205 years ago
Published October 29, 2020 by Philip Elmer-DeWitt

Bernstein's Toni Sacconaghi on Apple's Q4: It's all about the Q1 guidance

From a note sent to clients last week that landed on my desktop Thursday: Historically, FY Q4 earnings haven't mattered very much, and we are largely…

Read More Bernstein's Toni Sacconaghi on Apple's Q4: It's all about the Q1 guidance

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Apple: Katy Huberty warns that her Q4 iPhone sales estimates were too lowapple huberty warns iphone5 years ago
Published October 29, 2020 by Philip Elmer-DeWitt

Apple: Katy Huberty warns that her Q4 iPhone sales estimates were too low

Glad she corrected herself.

Read More Apple: Katy Huberty warns that her Q4 iPhone sales estimates were too low

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Goldman Sachs reiterates Sell rating on Appleapple goldman sachs 1305 years ago
Published October 29, 2020 by Philip Elmer-DeWitt

Goldman Sachs reiterates Sell rating on Apple

"We continue to believe that expectations for 2021 are too high on both units and ASPs with Services growth also likely to slow." — Analyst Rod Hall

Read More Goldman Sachs reiterates Sell rating on Apple

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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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