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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 12-23-255 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 12-23-255 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 iphone175 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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Evercore issues a tactical retreat on Appleapple evercore tactical retreat5 years ago
Published November 2, 2020 by Philip Elmer-DeWitt

Evercore issues a tactical retreat on Apple

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

Read More Evercore issues a tactical retreat on Apple

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One more thing: Apple's Silicon Mac expected to take a bow next Tuesday5 years ago
Published November 2, 2020 by Philip Elmer-DeWitt

One more thing: Apple's Silicon Mac expected to take a bow next Tuesday

Apple's big fall product line-up is about to get even bigger. Mr. Market doesn't seem to care.

Read More One more thing: Apple's Silicon Mac expected to take a bow next Tuesday

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Ben Thompson: Has the iPhone in China retreated to a 'rump of true fans'?apple ben thompson china rump fans5 years ago
Published November 2, 2020 by Philip Elmer-DeWitt

Ben Thompson: Has the iPhone in China retreated to a 'rump of true fans'?

From "Tech Earnings, Google’s Earnings, Apple’s China Question" ($) posted Monday to Stratechery subscribers.

Read More Ben Thompson: Has the iPhone in China retreated to a 'rump of true fans'?

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Premarket: Apple is greenapple premarket green 12-23-255 years ago
Published November 2, 2020 by Philip Elmer-DeWitt

Premarket: Apple is green

From the wsj's "S&P Futures Steady as Election Looms; Oil Falls Further" posted early Monday.

Read More Premarket: Apple is green

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Goldman Sachs' Rod Hall cuts Apple target $5 to $75, reiterates Sell ratingapple goldman sachs 1305 years ago
Published November 2, 2020 by Philip Elmer-DeWitt

Goldman Sachs' Rod Hall cuts Apple target $5 to $75, reiterates Sell rating

Hall came away from last week's earnings call with a "feeling" Tim Cook was signaling disappointing single-digit iPhone growth this quarter.

Read More Goldman Sachs' Rod Hall cuts Apple target $5 to $75, reiterates Sell rating

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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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