Skip to content

Philip Elmer‑DeWittPhilip Elmer‑DeWitt

Apple 3.0

  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services
Two dubious Apple predictionsapple martin ives ACTIVE3 weeks ago
Published June 11, 2025 by Philip Elmer-DeWitt

Two dubious Apple predictions

As I drove home yesterday from an Apple investors conference in Boston, I kept thinking about two things our guest analysts said.

Read More Two dubious Apple predictions

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

19 Comments

Headed to Boston for ACTIVE: The Apple Investor Conferenceapple investor conference 20253 weeks ago
Published June 10, 2025 by Philip Elmer-DeWitt

Headed to Boston for ACTIVE: The Apple Investor Conference

Horace Dediu will do the heavy lifting. I'll be interviewing Apple analysts and giving a presentation about AAPL in the Trump era.

Read More Headed to Boston for ACTIVE: The Apple Investor Conference

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

4 Comments

Apple bull Daniel Ives heads to WWDC with a $270 targetApple ives wwdc walkup4 weeks ago
Published June 6, 2025 by Philip Elmer-DeWitt

Apple bull Daniel Ives heads to WWDC with a $270 target

"Of course, Apple is late to AI, but they are essentially a toll collector on its unmatched global ecosystem."

Read More Apple bull Daniel Ives heads to WWDC with a $270 target

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

18 Comments

Could Apple build an off-ramp to placate Trump?apple offramp trump placate1 month ago
Published May 27, 2025 by Philip Elmer-DeWitt

Could Apple build an off-ramp to placate Trump?

Apple’s chief executive may have wiggle room to get back in the president’s good graces. It starts with the iPhone.

Read More Could Apple build an off-ramp to placate Trump?

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

9 Comments

Daniel Ives: The U.S.-made iPhone is a fairy taleapple ives fairies india1 month ago
Published May 27, 2025 by Philip Elmer-DeWitt

Daniel Ives: The U.S.-made iPhone is a fairy tale

"One of the smartest move that Cook and Cupertino made over the last few months was quickly pivoting to iPhone production/assembly in India."

Read More Daniel Ives: The U.S.-made iPhone is a fairy tale

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

16 Comments

Wedbush still 'Outperform' on Apple despite Trump's 25% iPhone tariff threatapple wedbush trump shot1 month ago
Published May 23, 2025 by Philip Elmer-DeWitt

Wedbush still 'Outperform' on Apple despite Trump's 25% iPhone tariff threat

"Trump Takes Shot Across the Bow at Apple; Frustrating Situation for Investors." — Analyst Daniel Ives

Read More Wedbush still 'Outperform' on Apple despite Trump's 25% iPhone tariff threat

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

48 Comments

Daniel Ives: Apple bulls need to look past the next 3 monthsapple wedbush ives may2 months ago
Published May 16, 2025 by Philip Elmer-DeWitt

Daniel Ives: Apple bulls need to look past the next 3 months

"We maintain our OUTPERFORM and $270 PT reflecting incremental confidence in the India and China iPhone supply chain situation."

Read More Daniel Ives: Apple bulls need to look past the next 3 months

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

4 Comments

Despite tariff tornado, Daniel Ives expects 'very strong results' from Appleapple tariff tornado wedbush2 months ago
Published April 30, 2025 by Philip Elmer-DeWitt

Despite tariff tornado, Daniel Ives expects 'very strong results' from Apple

"Apple bulls need to look past the next 3 months and assume China tariff negotiations take a positive turn to stop this tariff tornado from hitting iPhone prices."

Read More Despite tariff tornado, Daniel Ives expects 'very strong results' from Apple

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

4 Comments

Daniel Ives: Bullish on Apple despite tariff black cloudapple wedbush q22025 clouds2 months ago
Published April 28, 2025 by Philip Elmer-DeWitt

Daniel Ives: Bullish on Apple despite tariff black cloud

"Tariff uncertainty is the black cloud overhang on the tech sector with semis and Apple in the eye of the Category 5 storm on this trade war with China."

Read More Daniel Ives: Bullish on Apple despite tariff black cloud

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

19 Comments

Apple still bruised by Trump tariffs (video)apple ives snowball video3 months ago
Published April 15, 2025 by Philip Elmer-DeWitt

Apple still bruised by Trump tariffs (video)

"We've already set in motion a snowball that's going downhill, and that's the economy." — Wedbush's Daniel Ives.

Read More Apple still bruised by Trump tariffs (video)

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

5 Comments

Posts navigation

1 2 … 28 Next
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

  • 2015
  • 2014
  • 2013 and earlier

Blog Roll

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)

Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
Apple 3.0
  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services

© 2022 Philip Elmer-DeWitt