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Asymco's Horace Dediu: Services is the foundationapple q22026 dediu services6 days ago
Published May 3, 2026 by Philip Elmer-DeWitt

Asymco's Horace Dediu: Services is the foundation

"It’s the tide that lifts all the boats, and the boats being all the products."

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Apple record Q2 2026: What the analysts are sayingapple q22026 analysts saying1 week ago
Published May 1, 2026 by Philip Elmer-DeWitt

Apple record Q2 2026: What the analysts are saying

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

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Apple's record Q2 2026: What the talking heads are sayingapple q22026 talking heads1 week ago
Published May 1, 2026 by Philip Elmer-DeWitt

Apple's record Q2 2026: What the talking heads are saying

Video clips that caught my eye. More as they come in.

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J.P. Morgan: Apple will beat its own bullish guidance next weekapple jpmorgan beat q220262 weeks ago
Published April 22, 2026 by Philip Elmer-DeWitt

J.P. Morgan: Apple will beat its own bullish guidance next week

"Our expectations for March-Q (F2Q) earnings include beats on revenue relative to the telegraphed outlook, helped by both better demand for iPhones... as well as better demand for Macs." — Analyst Samik Chatterjee

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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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