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Inviting friends-of-the-blog to Apple’s Q4 2025 Earnings Smackdownapple smackdown invite q420256 hours ago
Published October 20, 2025 by Philip Elmer-DeWitt

Inviting friends-of-the-blog to Apple’s Q4 2025 Earnings Smackdown

Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0.

Read More Inviting friends-of-the-blog to Apple’s Q4 2025 Earnings Smackdown

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With June earnings hours away, Bloomberg sets Apple up for a fallapple bloomberg humpty q320253 months ago
Published July 31, 2025 by Philip Elmer-DeWitt

With June earnings hours away, Bloomberg sets Apple up for a fall

"It is valued like a growth stock, but I’m very skeptical about the potential for a significant inflection in growth, and I think it will eventually lose that premium." — Andersen Capital's Peter Anderson

Read More With June earnings hours away, Bloomberg sets Apple up for a fall

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Apple Earnings Smackdown: Final estimates Q3 2025apple q32025 final spreadsheet3 months ago
Published July 31, 2025 by Philip Elmer-DeWitt

Apple Earnings Smackdown: Final estimates Q3 2025

Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s June quarter results.

Read More Apple Earnings Smackdown: Final estimates Q3 2025

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Handicapping Apple's fiscal Q3 2025 earningsapple handicapping earnings q320253 months ago
Published July 30, 2025 by Philip Elmer-DeWitt

Handicapping Apple's fiscal Q3 2025 earnings

The independents are more bullish than the pros, as usual, but not by much.

Read More Handicapping Apple's fiscal Q3 2025 earnings

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Morgan Stanley: Expecting a solid quarter from Apple, but...apple 298 morgan stanley3 months ago
Published July 21, 2025 by Philip Elmer-DeWitt

Morgan Stanley: Expecting a solid quarter from Apple, but...

"We still need key overhangs to dissipate before getting more structurally bullish." — Analyst Erik Woodring

Read More Morgan Stanley: Expecting a solid quarter from Apple, but...

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Inviting friends-of-the-blog to Apple’s Q3 2025 Earnings Smackdownapple smackdown q32025 invitation3 months ago
Published July 18, 2025 by Philip Elmer-DeWitt

Inviting friends-of-the-blog to Apple’s Q3 2025 Earnings Smackdown

Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0.

Read More Inviting friends-of-the-blog to Apple’s Q3 2025 Earnings Smackdown

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Apple's Q2 2025 results: What the analysts are sayingapple q22025 analysts saying6 months ago
Published May 2, 2025 by Philip Elmer-DeWitt

Apple's Q2 2025 results: What the analysts are saying

Excerpts from the notes I've seen. More as they come in.

Read More Apple's Q2 2025 results: What the analysts are saying

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Best and worst Apple analysts: Fiscal Q2 2025apple best worst q220256 months ago
Published May 2, 2025 by Philip Elmer-DeWitt

Best and worst Apple analysts: Fiscal Q2 2025

This quarter the amateurs — with four exceptions — got their spreadsheets handed to them by the pros.

Read More Best and worst Apple analysts: Fiscal Q2 2025

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Apple Earnings Smackdown: Final estimates Q2 2025apple q22025 eanings smackdown final6 months ago
Published May 1, 2025 by Philip Elmer-DeWitt

Apple Earnings Smackdown: Final estimates Q2 2025

Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s March quarter results.

Read More Apple Earnings Smackdown: Final estimates Q2 2025

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Inviting friends-of-the-blog to Apple’s Q2 2025 Earnings Smackdownapple smackdown invitation q220256 months ago
Published April 21, 2025 by Philip Elmer-DeWitt

Inviting friends-of-the-blog to Apple’s Q2 2025 Earnings Smackdown

Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0.

Read More Inviting friends-of-the-blog to Apple’s Q2 2025 Earnings Smackdown

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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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