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Morgan Stanley: Apple's Chinese App Store popped in Julyapple pop bloomberg ai7 years ago
Published August 7, 2019 by Philip Elmer-DeWitt

Morgan Stanley: Apple's Chinese App Store popped in July

In retrospect, says analyst Katy Huberty, June's sharp slowdown was a blip, not a trend.

Read More Morgan Stanley: Apple's Chinese App Store popped in July

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Merrill Lynch: Apple App Store sales accelerating—and deceleratingmerrill lynch china app store7 years ago
Published July 19, 2019 by Philip Elmer-DeWitt

Merrill Lynch: Apple App Store sales accelerating—and decelerating

From a note to clients by analyst Wamsi Mohan that landed on my desktop Friday.

Read More Merrill Lynch: Apple App Store sales accelerating—and decelerating

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Evercore: Apple's Chinese App Store returns to double digit growthchinese apple app store7 years ago
Published July 9, 2019 by Philip Elmer-DeWitt

Evercore: Apple's Chinese App Store returns to double digit growth

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

Read More Evercore: Apple's Chinese App Store returns to double digit growth

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Meet 'Bill,' Apple's anonymous App Store hatchet manapple app store rejected7 years ago
Published June 22, 2019 by Philip Elmer-DeWitt

Meet 'Bill,' Apple's anonymous App Store hatchet man

We don't get his last name, but we do get his voice.

Read More Meet 'Bill,' Apple's anonymous App Store hatchet man

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Barron's: Worst case, DOJ regulation of Apple would not be so badapple epic you be judge7 years ago
Published June 10, 2019 by Philip Elmer-DeWitt

Barron's: Worst case, DOJ regulation of Apple would not be so bad

From "Weighing the Antitrust Case Against Google, Apple, Amazon, and Facebook" ($) in last weekend's magazine: Apple CEO Tim Cook said this past week that the…

Read More Barron's: Worst case, DOJ regulation of Apple would not be so bad

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Apple: Monopoly? What monopoly? (video)apple monopoly performance smartphone7 years ago
Published June 5, 2019 by Philip Elmer-DeWitt

Apple: Monopoly? What monopoly? (video)

Tim Cook keeps it simple, plays the Walmart card.

Read More Apple: Monopoly? What monopoly? (video)

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Developers sue Apple along lines Ben Thompson drewdevelopers sue apple ben thompson7 years ago
Published June 5, 2019 by Philip Elmer-DeWitt

Developers sue Apple along lines Ben Thompson drew

Pressure on Apple to loosen its App Store rules is mounting. I expect they will.

Read More Developers sue Apple along lines Ben Thompson drew

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Apple v. Pepper: SCOTUS rules for Pepper (full text)apple monopoly judge dismissal7 years ago
Published May 13, 2019 by Philip Elmer-DeWitt

Apple v. Pepper: SCOTUS rules for Pepper (full text)

What this means immediately is that Pepper's suit can proceed. Whether he can win is another matter.

Read More Apple v. Pepper: SCOTUS rules for Pepper (full text)

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NYTimes calls for William Barr to investigate Applenytimes Barr investigate apple7 years ago
Published May 3, 2019 by Philip Elmer-DeWitt

NYTimes calls for William Barr to investigate Apple

Calls the status quo at the App Store "untenable."

Read More NYTimes calls for William Barr to investigate Apple

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Merrill Lynch: Apple App Store downloads down, revenue upmerrill lynch app store q2 20197 years ago
Published April 30, 2019 by Philip Elmer-DeWitt

Merrill Lynch: Apple App Store downloads down, revenue up

The game changer last quarter was the lifting of China's ban on new video game titles.

Read More Merrill Lynch: Apple App Store downloads down, revenue up

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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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