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Evercore: Apple supplier Foxconn expects to lose a week of workapple foxconn coronavirus shake off5 years ago
Published February 5, 2020 by Philip Elmer-DeWitt

Evercore: Apple supplier Foxconn expects to lose a week of work

Apple will shake off any delay in production, says analyst Amit Daryanani. From a note to clients that landed on my desktop Wednesday: ALL YOU NEED…

Read More Evercore: Apple supplier Foxconn expects to lose a week of work

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The trouble with Apple News+trouble apple news plus5 years ago
Published February 5, 2020 by Philip Elmer-DeWitt

The trouble with Apple News+

The business model of Apple's weakest Services offering is back in the spotlight.

Read More The trouble with Apple News+

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Woz says Jobs went a little nuts about moneywoz steve jobs money apple5 years ago
Published February 5, 2020 by Philip Elmer-DeWitt

Woz says Jobs went a little nuts about money

Apple co-founder Steve Wozniak speaks ill of the dead in the latest episode of Guy Kawasaki's Remarkable People. 

Read More Woz says Jobs went a little nuts about money

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Could Bernstein's Toni Sacconaghi be wrong about Apple TV+?Apple TV+ Toni sacconaghi5 years ago
Published February 4, 2020 by Philip Elmer-DeWitt

Could Bernstein's Toni Sacconaghi be wrong about Apple TV+?

It wouldn't be the first time.

Read More Could Bernstein's Toni Sacconaghi be wrong about Apple TV+?

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Apple shares rebound on China production newsapple china production resumption5 years ago
Published February 4, 2020 by Philip Elmer-DeWitt

Apple shares rebound on China production news

From Bloomberg's "Apple Suppliers Aim to Resume Full China Production Feb. 10": Apple Inc.’s major suppliers in China, including iPhone-maker Hon Hai Precision Industry Co., plan…

Read More Apple shares rebound on China production news

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The ups and downs of Apple's stock buybacksApple buybacks ups downs5 years ago
Published February 4, 2020 by Philip Elmer-DeWitt

The ups and downs of Apple's stock buybacks

Neil Cybart has done us a favor and extracted the share repurchase data from Apple's 10-Q.

Read More The ups and downs of Apple's stock buybacks

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Evercore: Worldwide surge in Apple App Store revenueapple app store surge5 years ago
Published February 4, 2020 by Philip Elmer-DeWitt

Evercore: Worldwide surge in Apple App Store revenue

The 32% pop in China last month may be a "quarantine uptick," says analyst Amit Daryanani. From a note to clients that landed on my desktop…

Read More Evercore: Worldwide surge in Apple App Store revenue

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WSJ: iPhone renders Trump trade deficit complaints 'laughable'apple trade deficit lighthizer5 years ago
Published February 3, 2020 by Philip Elmer-DeWitt

WSJ: iPhone renders Trump trade deficit complaints 'laughable'

From "The iPhone Isn’t Made in China—It’s Made Everywhere" in Friday's Wall Street Journal.

Read More WSJ: iPhone renders Trump trade deficit complaints 'laughable'

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Wuhan: Ming-Chi Kuo cuts iPhone estimate by 10%apple coronavirus ming-chi kuo5 years ago
Published February 3, 2020 by Philip Elmer-DeWitt

Wuhan: Ming-Chi Kuo cuts iPhone estimate by 10%

Kuo is not always right, but he tends to have his ear to the ground.

Read More Wuhan: Ming-Chi Kuo cuts iPhone estimate by 10%

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More Apple circuit board production moves to Indiaapple india coronavirus grasshopper ant5 years ago
Published February 3, 2020 by Philip Elmer-DeWitt

More Apple circuit board production moves to India

When winter comes and viruses strike, advance planning pays off.

Read More More Apple circuit board production moves to India

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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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