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Apple: 'The worst is likely yet to come' says Bernstein's Toni Sacconaghiapple bernstein sacconaghi worst5 years ago
Published April 24, 2020 by Philip Elmer-DeWitt

Apple: 'The worst is likely yet to come' says Bernstein's Toni Sacconaghi

From a note to clients Wednesday that landed on my desktop Friday.

Read More Apple: 'The worst is likely yet to come' says Bernstein's Toni Sacconaghi

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Oppenheimer pushes Apple March quarter estimates up a bit, June downapple oppenheimer march june seesaw5 years ago
Published April 24, 2020 by Philip Elmer-DeWitt

Oppenheimer pushes Apple March quarter estimates up a bit, June down

From a note to clients by analyst Andrew Uerkwitz that landed on my desktop Friday.

Read More Oppenheimer pushes Apple March quarter estimates up a bit, June down

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Heading into March earnings, Apple is Morgan Stanley's top pick5 years ago
Published April 24, 2020 by Philip Elmer-DeWitt

Heading into March earnings, Apple is Morgan Stanley's top pick

June guidance will be better than expected next week, says analyst Katy Huberty.

Read More Heading into March earnings, Apple is Morgan Stanley's top pick

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President Trump liked Oracle's COVID platform. Apple/Google's, not so muchapple oracle ellison trump5 years ago
Published April 23, 2020 by Philip Elmer-DeWitt

President Trump liked Oracle's COVID platform. Apple/Google's, not so much

The president says the Apple/Google contact-tracing app poses "big constitutional issues."

Read More President Trump liked Oracle's COVID platform. Apple/Google's, not so much

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Premarket: Apple is redpremarket red apple 4-235 years ago
Published April 23, 2020 by Philip Elmer-DeWitt

Premarket: Apple is red

From "U.S. Stock Futures Waver as European Economy Dims" ($) on WSJ.com.

Read More Premarket: Apple is red

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Wedbush: Apple to launch 4 iPhones—a mix of 4G and 5G—before Decemberapple wedbush iphone 12 dark skies5 years ago
Published April 23, 2020 by Philip Elmer-DeWitt

Wedbush: Apple to launch 4 iPhones—a mix of 4G and 5G—before December

Wedbush's Daniel Ives checks in with his sources, sees dark skies and iPhones ahead.

Read More Wedbush: Apple to launch 4 iPhones—a mix of 4G and 5G—before December

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Apple's new iPhone SE: The reviews are in (video)apple iphone se reviews5 years ago
Published April 22, 2020 by Philip Elmer-DeWitt

Apple's new iPhone SE: The reviews are in (video)

"Simply, it’s a super value for the price, just smashing really."

Read More Apple's new iPhone SE: The reviews are in (video)

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Fortune: CEOs expect work-at-home rules until Christmas, earliestFortune CEO Daily Murray5 years ago
Published April 22, 2020 by Philip Elmer-DeWitt

Fortune: CEOs expect work-at-home rules until Christmas, earliest

“We aren’t going to return just because the government says it’s okay.”

Read More Fortune: CEOs expect work-at-home rules until Christmas, earliest

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CIRP: The iPhone 11 is the new iPhone XRcirp iphone 11 boomers5 years ago
Published April 22, 2020 by Philip Elmer-DeWitt

CIRP: The iPhone 11 is the new iPhone XR

Meanwhile, like boomers, aging iPhones continue to put off retirement.

Read More CIRP: The iPhone 11 is the new iPhone XR

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Evercore: Apple to return $400B to shareholders over the next five yearsapple biden buyback tax5 years ago
Published April 22, 2020 by Philip Elmer-DeWitt

Evercore: Apple to return $400B to shareholders over the next five years

Most of that cash will be spent on stock buybacks, says analyst Amit Daryanani, with dividend increases of 4%-7%. 

Read More Evercore: Apple to return $400B to shareholders over the next five years

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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 ($)
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