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Bernstein analyst sees billions in Apple's ad businessbillions ad business7 years ago
Published October 22, 2018 by Philip Elmer-DeWitt

Bernstein analyst sees billions in Apple's ad business

"We do not believe that Apple has been oblivious to this opportunity." —Toni Sacconaghi

Read More Bernstein analyst sees billions in Apple's ad business

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What's Apple got to show for a 5X increase in R&D?sacconaghi innovation7 years ago
Published July 14, 2018 by Philip Elmer-DeWitt

What's Apple got to show for a 5X increase in R&D?

Bernstein's Toni Sacconaghi looks at Apple's pace of innovation and wonders where $12.7 billion in annual R&D spending is going.

Read More What's Apple got to show for a 5X increase in R&D?

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Buybacks represented 6% of Apple's volume last quarterapple buybacks excise tax7 years ago
Published June 11, 2018 by Philip Elmer-DeWitt

Buybacks represented 6% of Apple's volume last quarter

From Dan Gallagher's "Apple and the Art of the Buyback" in Monday's Wall Street Journal.

Read More Buybacks represented 6% of Apple's volume last quarter

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Sacconaghi rains on Apple's paradesacconaghi rains7 years ago
Published May 15, 2018 by Philip Elmer-DeWitt

Sacconaghi rains on Apple's parade

From a note to clients by Bernstein's Toni Sacconaghi that landed in my inbox Tuesday.

Read More Sacconaghi rains on Apple's parade

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Toni Sacconaghi: 'Have we seen this movie before?'sacconaghi7 years ago
Published April 30, 2018 by Philip Elmer-DeWitt

Toni Sacconaghi: 'Have we seen this movie before?'

From a note to clients—Sacconaghi's second in four days—that landed in my inbox Monday.

Read More Toni Sacconaghi: 'Have we seen this movie before?'

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Apple: Six takeaways from a Toni Sacconaghi surveysacconaghi survey8 years ago
Published October 24, 2017 by Philip Elmer-DeWitt

Apple: Six takeaways from a Toni Sacconaghi survey

Excerpted from a note to clients by Bernstein's top Apple analyst that landed in my inbox Monday:

Read More Apple: Six takeaways from a Toni Sacconaghi survey

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Apple: 4 things Toni Sacconaghi will be watching next weekwatching Apple8 years ago
Published September 5, 2017 by Philip Elmer-DeWitt

Apple: 4 things Toni Sacconaghi will be watching next week

And 3 reasons he thinks the stock will keep rising.

Read More Apple: 4 things Toni Sacconaghi will be watching next week

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Sacconaghi: Apple Smartglasses could be bigger than the iPadapple glasses cameras airpods8 years ago
Published August 28, 2017 by Philip Elmer-DeWitt

Sacconaghi: Apple Smartglasses could be bigger than the iPad

"I am so excited about [augmented reality], I just want to yell out and scream.” —Tim Cook

Read More Sacconaghi: Apple Smartglasses could be bigger than the iPad

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Apple's iPhone: Why pay less?heart iPhone8 years ago
Published August 24, 2017 by Philip Elmer-DeWitt

Apple's iPhone: Why pay less?

In a New York Times' 10-year retrospective, Bernstein Apple analyst Toni Sacconaghi has the money quote.

Read More Apple's iPhone: Why pay less?

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How Toni figures Google pays Apple $3B for default searchchalkboard math for sacconaghi8 years ago
Published August 15, 2017 by Philip Elmer-DeWitt

How Toni figures Google pays Apple $3B for default search

He did the math three ways.

Read More How Toni figures Google pays Apple $3B for default search

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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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