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Watch Jon Fortt push back on Tom Forte's Apple is 'dead money' thesisapple jon fortt tom forte1 year ago
Published April 18, 2024 by Philip Elmer-DeWitt

Watch Jon Fortt push back on Tom Forte's Apple is 'dead money' thesis

"Yeah, Apple is overweight iPhone, but it happens to be the most dominant consumer product of our lifetime."

Read More Watch Jon Fortt push back on Tom Forte's Apple is 'dead money' thesis

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'Apple struck gold — or maybe oil — with Messi' (video)apple messi cnbc fortt2 years ago
Published August 29, 2023 by Philip Elmer-DeWitt

'Apple struck gold — or maybe oil — with Messi' (video)

From "Apple TV+'s MLS deal sets the tone for streaming companies vying for live sports rights" which aired Monday on CNBC.

Read More 'Apple struck gold — or maybe oil — with Messi' (video)

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Apple earnings preview with CNBC's Jon Fortt and Melius' Ben Reitzes (video)apple q32023 fortt reitzes2 years ago
Published August 3, 2023 by Philip Elmer-DeWitt

Apple earnings preview with CNBC's Jon Fortt and Melius' Ben Reitzes (video)

From "The Street is looking for a modest revenue decline from Apple, says Melius' Ben Reitzes" which aired Wednesday on CNBC.

Read More Apple earnings preview with CNBC's Jon Fortt and Melius' Ben Reitzes (video)

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Four minutes on Apple with Gene Munster and Jon Fortt (video)apple munster fortt fed3 years ago
Published August 26, 2022 by Philip Elmer-DeWitt

Four minutes on Apple with Gene Munster and Jon Fortt (video)

"[Apple] is arguably the world's greatest company." -- Loup Ventures' Munster

Read More Four minutes on Apple with Gene Munster and Jon Fortt (video)

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Ads: Apple's next $450 billion TAM (total addressable market)apple laura martin advertising3 years ago
Published August 5, 2022 by Philip Elmer-DeWitt

Ads: Apple's next $450 billion TAM (total addressable market)

"Apple is trying to step in and solve the ad-revenue problem for its app developers that are ad-driven." -- Needham analyst Laura Martin

Read More Ads: Apple's next $450 billion TAM (total addressable market)

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Everbody's asking Tony Fadell about Apple, Steve Jobs and the iPodapple tony fadell interviews3 years ago
Published May 5, 2022 by Philip Elmer-DeWitt

Everbody's asking Tony Fadell about Apple, Steve Jobs and the iPod

Fadell has written a new book. So far I've seen long interviews with Ben Thompson and Jon Fortt.

Read More Everbody's asking Tony Fadell about Apple, Steve Jobs and the iPod

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Jon Fortt on AirTags: 'Apple should shut this down'apple airtags stalking Fortt3 years ago
Published January 27, 2022 by Philip Elmer-DeWitt

Jon Fortt on AirTags: 'Apple should shut this down'

From "Should Apple Ditch AirTags Because of Stalkers: On the Other Hand" which aired Thursday on CNBC.

Read More Jon Fortt on AirTags: 'Apple should shut this down'

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Gene Munster: The latest iPhone 13 shipments may have arrived too lateapple munster iphone supplies3 years ago
Published December 23, 2021 by Philip Elmer-DeWitt

Gene Munster: The latest iPhone 13 shipments may have arrived too late

From "Apple's supply chain issues could cost $2 billion: Gene Munster" which aired Wednesday.

Read More Gene Munster: The latest iPhone 13 shipments may have arrived too late

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Apple at $2T: Merrill Lynch's Wamsi Mohan makes a lot of sense (video)apple 2T wamsi mohan5 years ago
Published August 20, 2020 by Philip Elmer-DeWitt

Apple at $2T: Merrill Lynch's Wamsi Mohan makes a lot of sense (video)

It helps to have a host as smart as Squawk Alley's Jon Fortt asking the questions.

Read More Apple at $2T: Merrill Lynch's Wamsi Mohan makes a lot of sense (video)

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Why Deutsche Bank raised its Apple target 3 times in a month (video)apple deutsche 3 targets5 years ago
Published July 8, 2020 by Philip Elmer-DeWitt

Why Deutsche Bank raised its Apple target 3 times in a month (video)

From CNBC's "Deutsche Bank's Jeriel Ong on why he raised Apple's price target to $400 per share."

Read More Why Deutsche Bank raised its Apple target 3 times in a month (video)

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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 ($)
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