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J.P. Morgan forecasts a 'blockbuster beat' for Applejpmorgan apple blockbuster beat5 years ago
Published January 25, 2021 by Philip Elmer-DeWitt

J.P. Morgan forecasts a 'blockbuster beat' for Apple

But the buy side may already have baked the beat into Apple's valuation, says analyst Samik Chatterjee.

Read More J.P. Morgan forecasts a 'blockbuster beat' for Apple

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Horace Dediu is back in the Apple earnings estimates gameapple dediu smackdown q120215 years ago
Published January 14, 2021 by Philip Elmer-DeWitt

Horace Dediu is back in the Apple earnings estimates game

For the first time in a year, the once and future king of Apple analysts is publishing quarterly estimates.

Read More Horace Dediu is back in the Apple earnings estimates game

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Inviting friends-of-the-blog to Apple’s Q1 2021 Earnings Smackdownapple smackdown FOBs q420215 years ago
Published January 12, 2021 by Philip Elmer-DeWitt

Inviting friends-of-the-blog to Apple’s Q1 2021 Earnings Smackdown

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

Read More Inviting friends-of-the-blog to Apple’s Q1 2021 Earnings Smackdown

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Best and worst Apple analysts: Q4 2020 editionapple best worst analysts q420206 years ago
Published October 30, 2020 by Philip Elmer-DeWitt

Best and worst Apple analysts: Q4 2020 edition

For once it was a Wall Street analyst  -- not an independent -- who turned in the most accurate estimates.

Read More Best and worst Apple analysts: Q4 2020 edition

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Apple's mixed Q4 2020 results: What the analysts are sayingapple q42020 analysts saying6 years ago
Published October 30, 2020 by Philip Elmer-DeWitt

Apple's mixed Q4 2020 results: What the analysts are saying

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

Read More Apple's mixed Q4 2020 results: What the analysts are saying

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Apple's mixed September 2020 quarter in five easy chartsApple earnings q32023 charts6 years ago
Published October 29, 2020 by Philip Elmer-DeWitt

Apple's mixed September 2020 quarter in five easy charts

The ups and downs of Apple’s revenue, diluted earnings, iPhone sales, services and wearables.

Read More Apple's mixed September 2020 quarter in five easy charts

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Apple: Katy Huberty warns that her Q4 iPhone sales estimates were too lowapple huberty warns iphone6 years ago
Published October 29, 2020 by Philip Elmer-DeWitt

Apple: Katy Huberty warns that her Q4 iPhone sales estimates were too low

Glad she corrected herself.

Read More Apple: Katy Huberty warns that her Q4 iPhone sales estimates were too low

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Apple Earnings Smackdown: Final spreadsheet FQ4 2020apple final smackdown q420226 years ago
Published October 29, 2020 by Philip Elmer-DeWitt

Apple Earnings Smackdown: Final spreadsheet FQ4 2020

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 2020

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Apple reports todayapple q42020 coiled spring6 years ago
Published October 28, 2020 by Philip Elmer-DeWitt

Apple reports today

You'd never know it from this chart.

Read More Apple reports today

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Handicapping Apple's earnings: Fiscal Q4 2020Apple handicapping q420226 years ago
Published October 28, 2020 by Philip Elmer-DeWitt

Handicapping Apple's earnings: Fiscal Q4 2020

Apple gave Wall Street no guidance last quarter, so the analysts' best guesses are the best we have.

Read More Handicapping Apple's earnings: Fiscal Q4 2020

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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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