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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Nearly half of all global smartphone revenue in the March quarter went to Appleapple revenue 48 counterpoint4 weeks ago
Published May 6, 2026 by Philip Elmer-DeWitt

Nearly half of all global smartphone revenue in the March quarter went to Apple

"Unlike its peers, Apple mostly maintained stable pricing despite rising BOM costs, reflecting its ability to absorb cost pressures and remain insulated from the memory crisis." — Counterpoint's Jeff Fieldhack

Read More Nearly half of all global smartphone revenue in the March quarter went to Apple

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In Siri settlement, Apple could pay iPhone owners up to $95 per deviceapple aisiri payout4 weeks ago
Published May 6, 2026 by Philip Elmer-DeWitt

In Siri settlement, Apple could pay iPhone owners up to $95 per device

The lawsuit claimed that in 2024 Apple "promoted AI capabilities that did not exist at the time, do not exist now, and will not exist for two or more years."

Read More In Siri settlement, Apple could pay iPhone owners up to $95 per device

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Premarket: Apple is redapple premarket red 5-29-264 weeks ago
Published May 6, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures rise on renewed hopes for Iran deal" posted early Wednesday.

Read More Premarket: Apple is red

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Bernstein raises its Apple target $10 to $350Apple bernstein newman 3504 weeks ago
Published May 5, 2026 by Philip Elmer-DeWitt

Bernstein raises its Apple target $10 to $350

Impressed by the Q2 FY26 print, top Bernstein analyst Mark Newman reiterated a Buy rating on Apple stock.

Read More Bernstein raises its Apple target $10 to $350

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Carter Worth on Apple: 'It feels like there's very little downside'apple carter worth bullish4 weeks ago
Published May 5, 2026 by Philip Elmer-DeWitt

Carter Worth on Apple: 'It feels like there's very little downside'

Stop the presses. The "chart master" has turned bullish.

Read More Carter Worth on Apple: 'It feels like there's very little downside'

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Bloomberg: Apple is flirting with Intel and Samsung behind TSMC's back (video)apple intel samsung bloomberg4 weeks ago
Published May 5, 2026 by Philip Elmer-DeWitt

Bloomberg: Apple is flirting with Intel and Samsung behind TSMC's back (video)

"A move that would offer a secondary option beyond longtime partner Taiwan Semiconductor Manufacturing Co."

Read More Bloomberg: Apple is flirting with Intel and Samsung behind TSMC's back (video)

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Premarket: Apple is redapple premarket red 5-29-264 weeks ago
Published May 5, 2026 by Philip Elmer-DeWitt

Premarket: Apple is red

From Reuters' "US stock futures rise as oil dips; Middle East tensions linger" posted early Tuesday.

Read More Premarket: Apple is red

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Evercore: Gaming is dragging down the App Storeapple gaming productivity evercore4 weeks ago
Published May 4, 2026 by Philip Elmer-DeWitt

Evercore: Gaming is dragging down the App Store

"Notably, Gaming revenue has now declined y/y in five of the past six months. — Analyst Amit Daryanani

Read More Evercore: Gaming is dragging down the App Store

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Mark Gurman's Apple misses and hits (two lists)apple gurman hits misses4 weeks ago
Published May 4, 2026 by Philip Elmer-DeWitt

Mark Gurman's Apple misses and hits (two lists)

Bloomberg's Apple "Scoop Machine" has been getting some blowback for reporting that the Apple Vision Pro team had been disbanded.

Read More Mark Gurman's Apple misses and hits (two lists)

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Look at the cool things Nvidia is doing with the Apple Vision Pro (video)apple vision pro nvidia4 weeks ago
Published May 4, 2026 by Philip Elmer-DeWitt

Look at the cool things Nvidia is doing with the Apple Vision Pro (video)

From Justin Ryan's "Apple Vision Pro Just Took a Massive Leap (NVIDIA Interview)" posted last week by Spatial Insider.

Read More Look at the cool things Nvidia is doing with the Apple Vision Pro (video)

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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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