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iPhones now cost nearly 5X more than non-Apple phonesiphone price elasticity7 years ago
Published November 12, 2018 by Philip Elmer-DeWitt

iPhones now cost nearly 5X more than non-Apple phones

Apple may have stretched iPhone price elasticity about as far as it can go, says Bernstein’s Toni Sacconaghi.

Read More iPhones now cost nearly 5X more than non-Apple phones

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Toni Sacconaghi (finally) hikes his Apple price targetapple hike jefferies 2367 years ago
Published October 24, 2018 by Philip Elmer-DeWitt

Toni Sacconaghi (finally) hikes his Apple price target

From a note to Sanford C. Bernstein clients that landed on my desktop Wednesday.

Read More Toni Sacconaghi (finally) hikes his Apple price target

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What made this Apple bull run different?sacconaghi apple bull run7 years ago
Published October 23, 2018 by Philip Elmer-DeWitt

What made this Apple bull run different?

What does Toni Sacconaghi see that the market doesn't?

Read More What made this Apple bull run different?

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Bernstein analyst sees billions in Apple's ad businessbillions ad business7 years ago
Published October 22, 2018 by Philip Elmer-DeWitt

Bernstein analyst sees billions in Apple's ad business

"We do not believe that Apple has been oblivious to this opportunity." —Toni Sacconaghi

Read More Bernstein analyst sees billions in Apple's ad business

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Toni Sacconaghi: 'Have we seen this movie before?'sacconaghi8 years ago
Published April 30, 2018 by Philip Elmer-DeWitt

Toni Sacconaghi: 'Have we seen this movie before?'

From a note to clients—Sacconaghi's second in four days—that landed in my inbox Monday.

Read More Toni Sacconaghi: 'Have we seen this movie before?'

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Why Toni Sacconaghi downgraded Apple (video)sacconaghi downgraded apple8 years ago
Published February 2, 2018 by Philip Elmer-DeWitt

Why Toni Sacconaghi downgraded Apple (video)

One man's "very reasonable" valuation is another man's opportunity.

Read More Why Toni Sacconaghi downgraded Apple (video)

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Apple: Six takeaways from a Toni Sacconaghi surveysacconaghi survey8 years ago
Published October 24, 2017 by Philip Elmer-DeWitt

Apple: Six takeaways from a Toni Sacconaghi survey

Excerpted from a note to clients by Bernstein's top Apple analyst that landed in my inbox Monday:

Read More Apple: Six takeaways from a Toni Sacconaghi survey

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Sacconaghi raises Apple price target ahead of Q3 earningsapple loop raise 3259 years ago
Published July 26, 2017 by Philip Elmer-DeWitt

Sacconaghi raises Apple price target ahead of Q3 earnings

"Apple investors focus will be squarely on Q4 guidance."

Read More Sacconaghi raises Apple price target ahead of Q3 earnings

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Bernstein: Don't be spooked by Apple's gross margin guidancespook9 years ago
Published May 2, 2017 by Philip Elmer-DeWitt

Bernstein: Don't be spooked by Apple's gross margin guidance

From a note to clients by Bernstein analyst Toni Sacconaghi that crossed my desk today.

Read More Bernstein: Don't be spooked by Apple's gross margin guidance

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Sacconaghi hikes Apple price target to $160Hike9 years ago
Published March 21, 2017 by Philip Elmer-DeWitt

Sacconaghi hikes Apple price target to $160

When Bernstein's Toni Sacconaghi talks, Apple investors listen.

Read More Sacconaghi hikes Apple price target to $160

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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
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  • AppleInsider
  • Apple Investor News
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  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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