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Apple's Services revenue, adjusted for this and thatapple services revenue adjusted found $640 million under the couch7 years ago
Published February 4, 2018 by Philip Elmer-DeWitt

Apple's Services revenue, adjusted for this and that

The Services growth chart makes more sense when you subtract 2017's extra week and the $640 million Apple found under the couch.

Read More Apple's Services revenue, adjusted for this and that

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Apple press fail: iPhone sales were up last quarter, not downapple press fail iphone weekly7 years ago
Published February 3, 2018 by Philip Elmer-DeWitt

Apple press fail: iPhone sales were up last quarter, not down

Tim Cook and Luca Maestri only mentioned the per-week discrepancy 16 times in last week's earnings call.

Read More Apple press fail: iPhone sales were up last quarter, not down

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Why Toni Sacconaghi downgraded Apple (video)sacconaghi downgraded apple7 years ago
Published February 2, 2018 by Philip Elmer-DeWitt

Why Toni Sacconaghi downgraded Apple (video)

One man's "very reasonable" valuation is another man's opportunity.

Read More Why Toni Sacconaghi downgraded Apple (video)

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Best and worst Apple analysts: Q1 2018 editionbest worst apple analysts q1 20187 years ago
Published February 2, 2018 by Philip Elmer-DeWitt

Best and worst Apple analysts: Q1 2018 edition

REVISED VERSION: The pros and the independents find some middle ground.

Read More Best and worst Apple analysts: Q1 2018 edition

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Apple's not-disastrous Q1: What the analysts are sayingapple Q1 2018 analysts saying7 years ago
Published February 1, 2018 by Philip Elmer-DeWitt

Apple's not-disastrous Q1: What the analysts are saying

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

Read More Apple's not-disastrous Q1: What the analysts are saying

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Apple's not disastrous Q1 results in five easy chartsq1 2018 five easy charts7 years ago
Published February 1, 2018 by Philip Elmer-DeWitt

Apple's not disastrous Q1 results in five easy charts

The ups and downs of Apple’s revenue, earnings, iPhone sales, services and revenue from greater China.

Read More Apple's not disastrous Q1 results in five easy charts

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With 5 hours to spare, Mizuho bumps Apple price targetlast minute mizuho raises7 years ago
Published February 1, 2018 by Philip Elmer-DeWitt

With 5 hours to spare, Mizuho bumps Apple price target

Never too late.

Read More With 5 hours to spare, Mizuho bumps Apple price target

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Apple Park for visitors: A thoroughly enjoyable video tourapple park visitors tour7 years ago
Published February 1, 2018 by Philip Elmer-DeWitt

Apple Park for visitors: A thoroughly enjoyable video tour

My favorite detail: The visitor center stairs are surfaced with crushed up Hewlett Packard buildings. 

Read More Apple Park for visitors: A thoroughly enjoyable video tour

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Earnings Smackdown: Final spreadsheet Q1 2018final spreadsheet Q1 2018 finish line7 years ago
Published February 1, 2018 by Philip Elmer-DeWitt

Earnings Smackdown: Final spreadsheet Q1 2018

Exclusive: The individual analysts’ estimates—as complete, accurate and up-to-date as I can make them.

Read More Earnings Smackdown: Final spreadsheet Q1 2018

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Merrill Lynch: Wall Street 'too pessimistic' on Appletoo pessimistic Merrill Lynch7 years ago
Published February 1, 2018 by Philip Elmer-DeWitt

Merrill Lynch: Wall Street 'too pessimistic' on Apple

Apple's current share price, says analyst Wamsi Mohan, assumes declining future hardware sales.

Read More Merrill Lynch: Wall Street 'too pessimistic' on Apple

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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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