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After Apple's Glowtime, Gene Munster sees double digit growthapple glowtime munster video10 months ago
Published September 14, 2024 by Philip Elmer-DeWitt

After Apple's Glowtime, Gene Munster sees double digit growth

From "DeepTech315: iPhone 16 Launch / OpenAI Valuation / OpenAI's Strawberry Model" posted Friday.

Read More After Apple's Glowtime, Gene Munster sees double digit growth

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Three Apple Intelligence promotional videosapple intelligence promotional videos10 months ago
Published September 13, 2024 by Philip Elmer-DeWitt

Three Apple Intelligence promotional videos

These dropped overnight in advance of the Friday morning preorder opportunity.

Read More Three Apple Intelligence promotional videos

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Low-hanging fruitapple ai low-hanging fruit10 months ago
Published September 11, 2024 by Philip Elmer-DeWitt

Low-hanging fruit

From Ethan Wolff-Mann's "Apple picks the low-hanging fruit in iPhone unveil" posted Wednesday by Yahoo!Finance.

Read More Low-hanging fruit

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This year, non-Pro iPhones are invited to the partyapple regular iphones ai11 months ago
Published September 8, 2024 by Philip Elmer-DeWitt

This year, non-Pro iPhones are invited to the party

"It’s very likely that all of the iPhone 16 models will be able to run Apple Intelligence, which Apple is hoping will be a big upgrade driver."

Read More This year, non-Pro iPhones are invited to the party

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J.P. Morgan: Unknowns make Apple event more eventful than typicalApple jpmorgan better 24511 months ago
Published September 8, 2024 by Philip Elmer-DeWitt

J.P. Morgan: Unknowns make Apple event more eventful than typical

"The magnitude of variability relative to expectations is likely a lot higher given that the focus on software features is higher than the hardware configurations." — Analyst Samik Chatterjee

Read More J.P. Morgan: Unknowns make Apple event more eventful than typical

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Mark Gurman: 'Allow me to provide a dose of reality'apple gurman ai supercycle11 months ago
Published September 8, 2024 by Philip Elmer-DeWitt

Mark Gurman: 'Allow me to provide a dose of reality'

An iPhone super cycle is "simply unlikely this year."

Read More Mark Gurman: 'Allow me to provide a dose of reality'

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'What to expect' at Apple's Glowtime event was a must-post videoapple glowtime expect videos11 months ago
Published September 7, 2024 by Philip Elmer-DeWitt

'What to expect' at Apple's Glowtime event was a must-post video

The clips that caught my eye. More as they come in.

Read More 'What to expect' at Apple's Glowtime event was a must-post video

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Daniel Ives: On Monday Sep. 9, Apple will set off an AI tidal waveapple tidal wave ives11 months ago
Published September 6, 2024 by Philip Elmer-DeWitt

Daniel Ives: On Monday Sep. 9, Apple will set off an AI tidal wave

"Apple and its golden iOS ecosystem hold the only keys to the castle of 2.2 billion iOS devices worldwide."

Read More Daniel Ives: On Monday Sep. 9, Apple will set off an AI tidal wave

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This portfolio manager likes Apple, but not Apple Intelligence (video)apple coons cash ai11 months ago
Published September 4, 2024 by Philip Elmer-DeWitt

This portfolio manager likes Apple, but not Apple Intelligence (video)

"What we like is that it's a sustained business that pushes off a lot of cash flow without a lot of effort." — Winthrop's Adam Coons

Read More This portfolio manager likes Apple, but not Apple Intelligence (video)

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The great iPhone 16 splitapple EU iphone split11 months ago
Published September 3, 2024 by Philip Elmer-DeWitt

The great iPhone 16 split

"The iPhone 16 or iPhone 16 Pro in Europe will be a very different device from the one available in the United States."

Read More The great iPhone 16 split

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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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