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Melius' Ben Reitzes: It's the Apple narrative of 2003 all over againapple reitzes ai store2 years ago
Published March 26, 2024 by Philip Elmer-DeWitt

Melius' Ben Reitzes: It's the Apple narrative of 2003 all over again

"The Apple we know is likely not paying for anything – Google is the one who needs them."

Read More Melius' Ben Reitzes: It's the Apple narrative of 2003 all over again

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Meet four new friends of the court who don't like Appleapple four friends court2 years ago
Published March 20, 2024 by Philip Elmer-DeWitt

Meet four new friends of the court who don't like Apple

"The Apple Plan comports with neither the letter nor the spirit of this Court’s mandate." — Amicus brief filed Wednesday

Read More Meet four new friends of the court who don't like Apple

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Apple's App Store fees, safety concerns not passing EU enforcer's smell testapple vestager smell test2 years ago
Published March 19, 2024 by Philip Elmer-DeWitt

Apple's App Store fees, safety concerns not passing EU enforcer's smell test

"I would think of it as unwise to say that the services are not safe to use, because that has nothing to do with the DMA." — Margrethe Vestager

Read More Apple's App Store fees, safety concerns not passing EU enforcer's smell test

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Epic asks US judge for relief from something Apple did in the EUapple epic us contempt2 years ago
Published March 13, 2024 by Philip Elmer-DeWitt

Epic asks US judge for relief from something Apple did in the EU

From Reuters' "Epic Games accuses Apple of violating App Store injunction, seeks contempt order" posted Wednesday.

Read More Epic asks US judge for relief from something Apple did in the EU

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Evercore: Apple App Store revenue grew 15% last monthapple evercore august app store2 years ago
Published March 4, 2024 by Philip Elmer-DeWitt

Evercore: Apple App Store revenue grew 15% last month

"Gaming turned to double-digit positive territory at +10% in February vs. -3% in January and flattish in CY23." — Analyst Amit Daryanani

Read More Evercore: Apple App Store revenue grew 15% last month

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The biggest 'Apple tax' case of all gets the green lightapple tax class action2 years ago
Published February 7, 2024 by Philip Elmer-DeWitt

The biggest 'Apple tax' case of all gets the green light

Brett Kavanaugh joined the liberals on the Supreme Court, opening the door to a class action suit on behalf of 113 million iPhone owners.

Read More The biggest 'Apple tax' case of all gets the green light

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Microsoft's Steven Sinofsky feels Apple's EU painapple sinofsky eu regulations2 years ago
Published January 29, 2024 by Philip Elmer-DeWitt

Microsoft's Steven Sinofsky feels Apple's EU pain

"The reason the iPhone became so successful was not a fluke."

Read More Microsoft's Steven Sinofsky feels Apple's EU pain

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Evercore: The impact on Apple's EPS of its EU capitulation is -1% at mostapple dma costly2 years ago
Published January 26, 2024 by Philip Elmer-DeWitt

Evercore: The impact on Apple's EPS of its EU capitulation is -1% at most

"In certain scenarios [it] could be positive." — Analyst Amit Daryanani

Read More Evercore: The impact on Apple's EPS of its EU capitulation is -1% at most

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This is why Apple took a small after-lunch diveapple eu lunch dive2 years ago
Published January 25, 2024 by Philip Elmer-DeWitt

This is why Apple took a small after-lunch dive

From "Apple announces changes to iOS, Safari, and the App Store in the European Union" posted Thursday in the Apple Newsroom.

Read More This is why Apple took a small after-lunch dive

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Apple to Epic: That will be $73.4 million, pleaseapple epic legal fees2 years ago
Published January 17, 2024 by Philip Elmer-DeWitt

Apple to Epic: That will be $73.4 million, please

From William Gallagher's "Apple bills Epic Games $73 million in legal costs" posted Wednesday by AppleInsider.

Read More Apple to Epic: That will be $73.4 million, please

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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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