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Analyst: 'Apple services snowball — gathering mass'Apple services snowball7 years ago
Published March 19, 2018 by Philip Elmer-DeWitt

Analyst: 'Apple services snowball — gathering mass'

From a deep dive into Apple services by RBC's Amit Daryanani.

Read More Analyst: 'Apple services snowball — gathering mass'

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Analyst: How Apple gets to net cash neutralnet cash neutral free cash flow7 years ago
Published March 9, 2018 by Philip Elmer-DeWitt

Analyst: How Apple gets to net cash neutral

Forget the iPhone X cycle, says RBC's Amit Daryanani, keep your eye on Apple's free cash flow of $59 billion.

Read More Analyst: How Apple gets to net cash neutral

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Analyst: Think beyond the Apple 'noise'noise8 years ago
Published January 28, 2018 by Philip Elmer-DeWitt

Analyst: Think beyond the Apple 'noise'

Daryanani: Apple's March quarter guidance, while "tepid," will be nowhere near the noise/fear levels are suggesting."

Read More Analyst: Think beyond the Apple 'noise'

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RBC: Apple's EPS headed for $14+ in fiscal 2019apple evercore double digit8 years ago
Published January 9, 2018 by Philip Elmer-DeWitt

RBC: Apple's EPS headed for $14+ in fiscal 2019

From a bullish note to clients by Royal Bank of Canada analyst Amit Daryanani that landed in my inbox Tuesday.

Read More RBC: Apple's EPS headed for $14+ in fiscal 2019

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Apple has never purchased so many iPhone componentscomponents8 years ago
Published November 14, 2017 by Philip Elmer-DeWitt

Apple has never purchased so many iPhone components

From a note to clients by RBC’s Amit Daryanani that landed in my inbox Tuesday.

Read More Apple has never purchased so many iPhone components

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Apple: Beyond the iPhone supercyclesuper long cycle tour de france8 years ago
Published October 22, 2017 by Philip Elmer-DeWitt

Apple: Beyond the iPhone supercycle

"Forget the SuperCycle," say RBC's Amit Daryanani. "Let's talk Super Long Cycle." 

Read More Apple: Beyond the iPhone supercycle

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RBC: Apple headed into a multiyear supercyclemultiyear supercycle pelaton8 years ago
Published October 13, 2017 by Philip Elmer-DeWitt

RBC: Apple headed into a multiyear supercycle

From a note to clients by Royal Bank of Canada analyst Amit Daryanani that landed in my inbox Thursday.

Read More RBC: Apple headed into a multiyear supercycle

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Analyst: Apple's tax reform tailwind could be hugetax reform tailwind8 years ago
Published October 10, 2017 by Philip Elmer-DeWitt

Analyst: Apple's tax reform tailwind could be huge

The Royal Bank of Canada puts Apple's potential 2018 earnings boost at roughly 40%. (see math)

Read More Analyst: Apple's tax reform tailwind could be huge

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iPhone survey: A shift to richer ASPs and fatter marginsmix shift to richer ASPs8 years ago
Published October 1, 2017 by Philip Elmer-DeWitt

iPhone survey: A shift to richer ASPs and fatter margins

From a note to clients by RBC analyst Amit Daryanani that landed in my inbox Sunday.

Read More iPhone survey: A shift to richer ASPs and fatter margins

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Why iPhone trade-ins are so stingy this yearstingy8 years ago
Published September 14, 2017 by Philip Elmer-DeWitt

Why iPhone trade-ins are so stingy this year

Last year the carriers were offering $650 for an old iPhone. This year it's more like $300.

Read More Why iPhone trade-ins are so stingy this year

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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
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  • AppleInsider
  • Apple Investor News
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  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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