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Softbank 'whale' gobbling up calls in all the FAANG except Apple (video)apple 142.92 underwater high5 years ago
Published October 3, 2020 by Philip Elmer-DeWitt

Softbank 'whale' gobbling up calls in all the FAANG except Apple (video)

It's back! From CNBC's Faber Report Friday.

Read More Softbank 'whale' gobbling up calls in all the FAANG except Apple (video)

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Why app developers prefer Apple over Googleapple google app developers5 years ago
Published October 3, 2020 by Philip Elmer-DeWitt

Why app developers prefer Apple over Google

More analysis of Sensor Tower data from friend-of-the-blog Bartley Yee.

Read More Why app developers prefer Apple over Google

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Morgan Stanley: Apple's App Store revenue grew 31% in Septemberevercore apple app store5 years ago
Published October 3, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Apple's App Store revenue grew 31% in September

That's 4 percentage points more than Evercore estimated only this morning.

Read More Morgan Stanley: Apple's App Store revenue grew 31% in September

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Evercore: App Store revenue grew 27% in Septemberevercore apple app store5 years ago
Published October 2, 2020 by Philip Elmer-DeWitt

Evercore: App Store revenue grew 27% in September

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

Read More Evercore: App Store revenue grew 27% in September

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House antitrust report on Apple et al. due next weekapple antitrust cicilline staff report5 years ago
Published October 2, 2020 by Philip Elmer-DeWitt

House antitrust report on Apple et al. due next week

From Bloomberg's "House Antitrust Chair Says Big Tech Abuses Gatekeeper Power" updated Friday.

Read More House antitrust report on Apple et al. due next week

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Apple kept iPhone recycling scandal secret for monthsapple recycling scandal5 years ago
Published October 2, 2020 by Philip Elmer-DeWitt

Apple kept iPhone recycling scandal secret for months

Apple sued Geep Canada for selling scrap iPhones in January. The news broke this week.

Read More Apple kept iPhone recycling scandal secret for months

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Premarket: Apple is red. POTUS positive editionapple premarket red 11-105 years ago
Published October 2, 2020 by Philip Elmer-DeWitt

Premarket: Apple is red. POTUS positive edition

From Barron's' "Global Markets Rattled After President Trump Says He Has Contracted Coronavirus" posted early Friday.

Read More Premarket: Apple is red. POTUS positive edition

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Does Apple's growth rate support its valuation? Katy Huberty says yesApple valuation Katy Huberty5 years ago
Published October 2, 2020 by Philip Elmer-DeWitt

Does Apple's growth rate support its valuation? Katy Huberty says yes

From a Q&A with Morgan Stanley clients that landed on my desktop Thursday.

Read More Does Apple's growth rate support its valuation? Katy Huberty says yes

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Apple Earnings CallApple earnings Q4 20205 years ago
Published October 2, 2020 by Philip Elmer-DeWitt

Apple Earnings Call

Set your calendars for the last Thursday in October.

Read More Apple Earnings Call

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Morgan Stanley: Apple Macs and Sonos speakers are hotApple morgan stanley sonos5 years ago
Published October 1, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Apple Macs and Sonos speakers are hot

Long lead times suggests strong demand, says analyst Katy Huberty.

Read More Morgan Stanley: Apple Macs and Sonos speakers are hot

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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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