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Apple 3.0: Dear Tim, from David Drinkwaterapple advisor david drinkwater3 weeks ago
Published October 20, 2025 by Philip Elmer-DeWitt

Apple 3.0: Dear Tim, from David Drinkwater

The tenth entry in the "If you were a consultant who had Tim Cook's ear" series.

Read More Apple 3.0: Dear Tim, from David Drinkwater

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Counterpoint: Apple iPhone 17 blowout in Chinaapple counterpoint iphone17 china3 weeks ago
Published October 20, 2025 by Philip Elmer-DeWitt

Counterpoint: Apple iPhone 17 blowout in China

"Simply put, it provides extremely good value-for-money, and Chinese consumers are rewarding Apple for that." — Counterpoint's Mengmeng Zhang

Read More Counterpoint: Apple iPhone 17 blowout in China

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Premarket: Apple is greenapple premarket green 11-5-253 weeks ago
Published October 20, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall Street Journal's "AWS Outage Hits Internet; Dow Futures Tick Up" posted early Monday.

Read More Premarket: Apple is green

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Evercore adds Apple to its 'Tactical Outperform' listapple tactical outperform evercore 20253 weeks ago
Published October 19, 2025 by Philip Elmer-DeWitt

Evercore adds Apple to its 'Tactical Outperform' list

"Our survey work points to a strong demand environment, with a higher-than-average number of respondents indicating that they plan to purchase a new iPhone this year." — Analyst Amit Daryanani

Read More Evercore adds Apple to its 'Tactical Outperform' list

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Mark Gurman trashes last week's Apple upgradesapple gurman M5 upgrades3 weeks ago
Published October 19, 2025 by Philip Elmer-DeWitt

Mark Gurman trashes last week's Apple upgrades

"If you’re a recent buyer of any of those devices, there’s little to no need to upgrade."

Read More Mark Gurman trashes last week's Apple upgrades

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Why is Apple helping pay for Trump's $250 million White House ballroom?apple trump ballroom dinner3 weeks ago
Published October 19, 2025 by Philip Elmer-DeWitt

Why is Apple helping pay for Trump's $250 million White House ballroom?

Tim Cook skipped Wednesday's candlelight dinner, sent Global Affairs VP Nick Ammann instead, but still...

Read More Why is Apple helping pay for Trump's $250 million White House ballroom?

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This week's Apple trading strategies (10/20-10/24/25)apple trading strategies 10-20-253 weeks ago
Published October 19, 2025 by Philip Elmer-DeWitt

This week's Apple trading strategies (10/20-10/24/25)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (10/20-10/24/25)

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Apple No. 1 salesman — flown to China — lands the saleapple iphone air cook china3 weeks ago
Published October 18, 2025 by Philip Elmer-DeWitt

Apple No. 1 salesman — flown to China — lands the sale

Apple’ s iPhone Air sold out within minutes of its launch in China on Friday.

Read More Apple No. 1 salesman — flown to China — lands the sale

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Saturday Apple video: Design is how it works (2025)saturday apple video design3 weeks ago
Published October 18, 2025 by Philip Elmer-DeWitt

Saturday Apple video: Design is how it works (2025)

"Most people make the mistake of thinking design is what it looks like… Design is not just what it looks like and feels like. Design is how it works." —Steve Jobs, The New York Times, 2003

Read More Saturday Apple video: Design is how it works (2025)

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Eddy Cue snags F1 streaming for Apple TVapple f1 eddy cue3 weeks ago
Published October 17, 2025 by Philip Elmer-DeWitt

Eddy Cue snags F1 streaming for Apple TV

Apple is paying about $140 million per year for the racing rights, according to people familiar with the matter.

Read More Eddy Cue snags F1 streaming for Apple TV

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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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