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iPhone: Morgan Stanley sees blowout Marchsupply chain noise blowout7 years ago
Published January 24, 2018 by Philip Elmer-DeWitt

iPhone: Morgan Stanley sees blowout March

Katy Huberty dismisses as "supply chain noise" recent reports of iPhone X production cuts. 

Read More iPhone: Morgan Stanley sees blowout March

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Apple lowers expectations for HomePod's I.Q.HomePod Apple lowers expectations Homepod7 years ago
Published January 23, 2018 by Philip Elmer-DeWitt

Apple lowers expectations for HomePod's I.Q.

I don't need another speaker, or another voice-controlled assistant. But I'd pay more for a smarter one.

Read More Apple lowers expectations for HomePod's I.Q.

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Canalys: iPhone X shipments 'slightly below' industry expectationscanalys iPhone x7 years ago
Published January 23, 2018 by Philip Elmer-DeWitt

Canalys: iPhone X shipments 'slightly below' industry expectations

Singapore-based Canalys does not say how it determined iPhone X expectations. 

Read More Canalys: iPhone X shipments 'slightly below' industry expectations

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Exclusive: Average Apple price target hits $193, up $63 in 12 months7 years ago
Published January 23, 2018 by Philip Elmer-DeWitt

Exclusive: Average Apple price target hits $193, up $63 in 12 months

I've been tracking these analysts for years, and I can tell you they follow the stock, they don't lead it.

Read More Exclusive: Average Apple price target hits $193, up $63 in 12 months

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Analyst sees huge Apple buyback and dividend hikewells fargo apple buyback moratorium7 years ago
Published January 22, 2018 by Philip Elmer-DeWitt

Analyst sees huge Apple buyback and dividend hike

From a note to clients by Wells Fargo analyst Aaron Rakers.

Read More Analyst sees huge Apple buyback and dividend hike

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Why Atlantic Equities downgraded Appleapple downgrade oppenheimer perform7 years ago
Published January 22, 2018 by Philip Elmer-DeWitt

Why Atlantic Equities downgraded Apple

From a note to clients by research analyst James Cordwell.

Read More Why Atlantic Equities downgraded Apple

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Which iPhones sold best in Apple's Christmas quarter?which iphones sold best7 years ago
Published January 22, 2018 by Philip Elmer-DeWitt

Which iPhones sold best in Apple's Christmas quarter?

The Consumer Intelligence Research Parters (CIRP) have some numbers.

Read More Which iPhones sold best in Apple's Christmas quarter?

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NYT: What Apple's bonuses and Amazon's bake-off have in commonApple Amazon Trump7 years ago
Published January 22, 2018 by Philip Elmer-DeWitt

NYT: What Apple's bonuses and Amazon's bake-off have in common

Donald Trump, according to Farhad Manjoo, gets to take some of the credit.

Read More NYT: What Apple's bonuses and Amazon's bake-off have in common

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Forbes: Apple's $350 billion was already in the cardsrepatriation pledge tim cook donald trump7 years ago
Published January 21, 2018 by Philip Elmer-DeWitt

Forbes: Apple's $350 billion was already in the cards

A hard look at Apple's squishy repatriation pledge.

Read More Forbes: Apple's $350 billion was already in the cards

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Looking Apple's repatriation gift horse in the mouthrepatriation Gift horse7 years ago
Published January 20, 2018 by Philip Elmer-DeWitt

Looking Apple's repatriation gift horse in the mouth

Apple's windfall has become Exhibit A in defense of Trump's tax bill.

Read More Looking Apple's repatriation gift horse in the mouth

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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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