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Apple's stunning Q1 2022 quarter: What the analysts are sayingapple underowned morgan stanley5 years ago
Published January 28, 2022 by Philip Elmer-DeWitt

Apple's stunning Q1 2022 quarter: What the analysts are saying

Excepts from the notes I've seen. More as they come in, new ones on top. 

Read More Apple's stunning Q1 2022 quarter: What the analysts are saying

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Best and worst Apple analysts: Q1 2022apple best worst analysts q420225 years ago
Published January 28, 2022 by Philip Elmer-DeWitt

Best and worst Apple analysts: Q1 2022

Apple had a boffo quarter, and once again the indies clobbered the pros. 

Read More Best and worst Apple analysts: Q1 2022

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Apple Earnings Smackdown: Final spreadsheet FQ1 2022apple final smackdown q420225 years ago
Published January 27, 2022 by Philip Elmer-DeWitt

Apple Earnings Smackdown: Final spreadsheet FQ1 2022

Exclusive: The analysts (pros and indies) have placed their bets in advance of today’s September quarter results. The fun starts at 4:30 p.m. Eastern.

Read More Apple Earnings Smackdown: Final spreadsheet FQ1 2022

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Handicapping Apple's December 2021 earningsApple handicapping q420225 years ago
Published January 25, 2022 by Philip Elmer-DeWitt

Handicapping Apple's December 2021 earnings

The Street is low. Thomson Financial is looking for 6.2% revenue growth; the congenitally bullish indies almost double that. 

Read More Handicapping Apple's December 2021 earnings

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Amit Daryanani asks: 'Is Consensus Too High for March?'apple underowned morgan stanley5 years ago
Published January 23, 2022 by Philip Elmer-DeWitt

Amit Daryanani asks: 'Is Consensus Too High for March?'

"We suspect current street models are under-appreciating the typical seasonality Apple witnesses in the March quarter."

Read More Amit Daryanani asks: 'Is Consensus Too High for March?'

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Inviting friends-of-the-blog to Apple’s Q1 2022 Earnings Smackdownapple smackdown FOB Q120225 years ago
Published January 19, 2022 by Philip Elmer-DeWitt

Inviting friends-of-the-blog to Apple’s Q1 2022 Earnings Smackdown

Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0 (a $200 value).

Read More Inviting friends-of-the-blog to Apple’s Q1 2022 Earnings Smackdown

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Win Daniel Ives' one-year subscription to Apple 3.0 (a $200 value)apple 3.0 smackdown trivia5 years ago
Published January 17, 2022 by Philip Elmer-DeWitt

Win Daniel Ives' one-year subscription to Apple 3.0 (a $200 value)

Wedbush's Ives came in first in last quarter's Earning Smackdown. He's generously offered his prize as the reward for a trivia contest.

Read More Win Daniel Ives' one-year subscription to Apple 3.0 (a $200 value)

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Best and worst Apple analysts: Q4 2021 editionapple best worst analysts q420225 years ago
Published October 29, 2021 by Philip Elmer-DeWitt

Best and worst Apple analysts: Q4 2021 edition

Apple missed, and the radically bullish indies got schooled by the more conservative pros. It's the world turned upside down! A tip of the hat to...…

Read More Best and worst Apple analysts: Q4 2021 edition

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Apple disappointing fiscal Q4 2021: What the analysts are sayingapple q42021 analysts saying5 years ago
Published October 29, 2021 by Philip Elmer-DeWitt

Apple disappointing fiscal Q4 2021: What the analysts are saying

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

Read More Apple disappointing fiscal Q4 2021: What the analysts are saying

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Apple Earnings Smackdown: Final spreadsheet FQ4 2021apple final smackdown q420225 years ago
Published October 28, 2021 by Philip Elmer-DeWitt

Apple Earnings Smackdown: Final spreadsheet FQ4 2021

Exclusive: The analysts (pros and indies) have placed their bets in advance of today’s September quarter results. The fun starts at 4:30 p.m. Eastern.

Read More Apple Earnings Smackdown: Final spreadsheet FQ4 2021

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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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