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Apple reaches $290 in Bernstein's bull caseapple sacconaghi bull case 29010 months ago
Published November 20, 2024 by Philip Elmer-DeWitt

Apple reaches $290 in Bernstein's bull case

"Apple is less expensive than it appears."  — Analyst Toni Sacconaghi

Read More Apple reaches $290 in Bernstein's bull case

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Counterpoint: iPhone unit sales down double digits during China's 2024 Singles' Dayapple singles day 2024 china10 months ago
Published November 20, 2024 by Philip Elmer-DeWitt

Counterpoint: iPhone unit sales down double digits during China's 2024 Singles' Day

"However, the iPhone 16 Pro and iPhone 16 Pro Max were the best-selling models during the two-week festival."

Read More Counterpoint: iPhone unit sales down double digits during China's 2024 Singles' Day

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Black Friday expected to be a red letter day for Apple porch piratesapple porch pirate friday10 months ago
Published November 20, 2024 by Philip Elmer-DeWitt

Black Friday expected to be a red letter day for Apple porch pirates

The Wall Street Journal reports that thieves have begun targeting iPhone deliveries across the U.S. by gaining access to AT&T tracking numbers.

Read More Black Friday expected to be a red letter day for Apple porch pirates

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Premarket: Apple is redapple premarket red 8-21-2510 months ago
Published November 20, 2024 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Stock Futures Rise as Markets Focus on Nvidia Earnings, Downplay Nuclear Fears" posted early Wednesday.

Read More Premarket: Apple is red

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Apple launches 'All Systems Pro ad' (video)apple all systems pro10 months ago
Published November 19, 2024 by Philip Elmer-DeWitt

Apple launches 'All Systems Pro ad' (video)

From "iPhone 16 Pro | All Systems Pro" posted Tuesday by Apple Singapore.

Read More Apple launches 'All Systems Pro ad' (video)

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'The Studio' debuts on Apple TV+ in March 2025apple tv studio trailer10 months ago
Published November 19, 2024 by Philip Elmer-DeWitt

'The Studio' debuts on Apple TV+ in March 2025

From Ryan Christoffel's "The next big Apple TV+ comedy just dropped its first trailer" posted Tuesday by 9to5Mac.

Read More 'The Studio' debuts on Apple TV+ in March 2025

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J.P. Morgan: Apple App Store revenue grew 15% in Octoberapple jpmorgan appstore october10 months ago
Published November 19, 2024 by Philip Elmer-DeWitt

J.P. Morgan: Apple App Store revenue grew 15% in October

"We view the latest monthly revenue trends for the App Store as supportive of the robust forecasts for Apple’s Service revenue for F1Q25." — Analyst Samik Chatterjee

Read More J.P. Morgan: Apple App Store revenue grew 15% in October

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Why KeyBanc is still underweight Apple with an underwater $200 targetapple keybanc 200 target10 months ago
Published November 19, 2024 by Philip Elmer-DeWitt

Why KeyBanc is still underweight Apple with an underwater $200 target

"Consensus expectations appear too high... given we have rarely found times in history where AAPL grows its revenue across all products and geographies." — Analyst Brandon Nispel

Read More Why KeyBanc is still underweight Apple with an underwater $200 target

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Why Apple Silicon was ready for on-device AI years in advanceapple intelligence millet Boger10 months ago
Published November 19, 2024 by Philip Elmer-DeWitt

Why Apple Silicon was ready for on-device AI years in advance

"As somebody who has been been building chips in various domains for 30 years, Apple is the best place [to work] because because you know exactly what to build. There's no guesswork."

Read More Why Apple Silicon was ready for on-device AI years in advance

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Bloomberg: To defray rising costs, Apple may let foreign networks stream its filmsapple license movies streaming10 months ago
Published November 19, 2024 by Philip Elmer-DeWitt

Bloomberg: To defray rising costs, Apple may let foreign networks stream its films

"The company isn’t planning to license its original TV shows to third parties. (At least not yet.)"

Read More Bloomberg: To defray rising costs, Apple may let foreign networks stream its films

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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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