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Goldman Sachs: Search revenue is gaining on the App Store7 years ago
Published October 1, 2018 by Philip Elmer-DeWitt

Goldman Sachs: Search revenue is gaining on the App Store

Fast as App Store revenue is growing, the money Google pays Apple to be its search engine of choice is growing even faster.

Read More Goldman Sachs: Search revenue is gaining on the App Store

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Goldman Sachs' Rod Hall eats hat, raises Apple price target to $240goldman sachs 2407 years ago
Published September 7, 2018 by Philip Elmer-DeWitt

Goldman Sachs' Rod Hall eats hat, raises Apple price target to $240

From a note to clients that landed in my inbox Friday: Apple is set to announce new products on September 12 in Cupertino, CA. In this…

Read More Goldman Sachs' Rod Hall eats hat, raises Apple price target to $240

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Goldman Sachs sees iPhone 'demand deterioration'demand deterioration8 years ago
Published March 28, 2018 by Philip Elmer-DeWitt

Goldman Sachs sees iPhone 'demand deterioration'

Goldman analyst Rod Hall just cut his iPhone estimates and trimmed his Apple price target by $2.

Read More Goldman Sachs sees iPhone 'demand deterioration'

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Apple: JP Morgan cuts $7 billion from Sept. revenue estimateapple keybanc cuts 1738 years ago
Published July 19, 2017 by Philip Elmer-DeWitt

Apple: JP Morgan cuts $7 billion from Sept. revenue estimate

A slow start in OLED iPhone production sends ripples through the bank's Apple model.

Read More Apple: JP Morgan cuts $7 billion from Sept. revenue estimate

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Apple: J.P.Morgan invokes the 'Osborne effect'9 years ago
Published April 24, 2017 by Philip Elmer-DeWitt

Apple: J.P.Morgan invokes the 'Osborne effect'

From a note to clients issued last week by J.P.Morgan analyst Rod Hall.

Read More Apple: J.P.Morgan invokes the 'Osborne effect'

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J.P. Morgan: What Apple sees in 3D scanning9 years ago
Published February 15, 2017 by Philip Elmer-DeWitt

J.P. Morgan: What Apple sees in 3D scanning

The iPhone 8 will use it to recognize faces, says analyst Rod Hall, not to augment reality.

Read More J.P. Morgan: What Apple sees in 3D scanning

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Store parking lots are emptier since Trump got elected9 years ago
Published December 9, 2016 by Philip Elmer-DeWitt

Store parking lots are emptier since Trump got elected

"We find this interesting as it is counter to prevailing thought."

Read More Store parking lots are emptier since Trump got elected

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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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