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Did Samsung crush Apple?apple samsung crush6 months ago
Published February 11, 2025 by Philip Elmer-DeWitt

Did Samsung crush Apple?

Perhaps, if your only measure is 10 years of unit sales (and you willfully ignore both revenue and which way the wind is blowing).

Read More Did Samsung crush Apple?

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Premarket: Apple is redapple premarket red 8-21-256 months ago
Published February 11, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Stock Futures Fall as Trump Tariffs Drive Up Market Uncertainty" posted early Tuesday.

Read More Premarket: Apple is red

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Apple Music Super Bowl LIX Halftime Show — analysisapple superbowl LIX halftime show7 months ago
Published February 10, 2025 by Philip Elmer-DeWitt

Apple Music Super Bowl LIX Halftime Show — analysis

"As the halftime show reached its full, delirious peak, the weight of righteousness seemed to melt away—leaving, simply, a great entertainer."

Read More Apple Music Super Bowl LIX Halftime Show — analysis

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Tesla’s brand is toxic and its sales are in the toiletapple tesla musk toilet7 months ago
Published February 10, 2025 by Philip Elmer-DeWitt

Tesla’s brand is toxic and its sales are in the toilet

"Normally I warn you if things are going to be dark. Today, I’m warning you not to overdose on schadenfreude." — Jonathan V. Last

Read More Tesla’s brand is toxic and its sales are in the toilet

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The race to AI: Why Apple may have the last laughapple last laugh ai7 months ago
Published February 10, 2025 by Philip Elmer-DeWitt

The race to AI: Why Apple may have the last laugh

"Apple could have the last laugh since it is a true ‘toll road’ to mobile AI." — Melius analyst Ben Reitzes

Read More The race to AI: Why Apple may have the last laugh

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The second-hand market is driving smartphone growthapple used iphones7 months ago
Published February 10, 2025 by Philip Elmer-DeWitt

The second-hand market is driving smartphone growth

"Used phones have grown from just 4% of the market in 2014 to 22% last year."

Read More The second-hand market is driving smartphone growth

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IDC: The iPhone's market share in India grew 34.6%apple idc india 20247 months ago
Published February 10, 2025 by Philip Elmer-DeWitt

IDC: The iPhone's market share in India grew 34.6%

"Apple entered the Top 5 brands in India for the first time with a 10% share."

Read More IDC: The iPhone's market share in India grew 34.6%

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Is Apple overvalued?apple overvalued DW Martins7 months ago
Published February 10, 2025 by Philip Elmer-DeWitt

Is Apple overvalued?

"I think that paying 28x next-year EPS is fair, even if not a once-in-a-lifetime bargain, for a stock like Apple."

Read More Is Apple overvalued?

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Premarket: Apple is greenapple premarket green 8-22-257 months ago
Published February 10, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From Reuters' "Futures rise as markets shrug off Trump's latest tariff threat; steelmakers jump" posted early Monday.

Read More Premarket: Apple is green

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Mark Gurman: Why Apple changed AppleCare, iCloud+applecare+ cloud+ gurman7 months ago
Published February 9, 2025 by Philip Elmer-DeWitt

Mark Gurman: Why Apple changed AppleCare, iCloud+

With AppleCare, the company is changing the way it offers protection.

Read More Mark Gurman: Why Apple changed AppleCare, iCloud+

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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.]

Apple 3.0 Archives

Apple 2.0 Archives

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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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