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Apple's June quarter: The handwringing on the wall8 years ago
Published April 20, 2018 by Philip Elmer-DeWitt

Apple's June quarter: The handwringing on the wall

"To be clear, our estimates are still below consensus, but the gap is much smaller than it was a few months ago."

Read More Apple's June quarter: The handwringing on the wall

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Time for Apple analysts to panicpanic volatility eps8 years ago
Published April 20, 2018 by Philip Elmer-DeWitt

Time for Apple analysts to panic

The upside of a down week in April is that lowered expectations are easier to beat in May.

Read More Time for Apple analysts to panic

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Morgan Stanley slashes June iPhones, trims Apple targetapple slash kuo iphone8 years ago
Published April 20, 2018 by Philip Elmer-DeWitt

Morgan Stanley slashes June iPhones, trims Apple target

Huberty now concedes that the iPhone super cycle she promoted didn't come to pass.

Read More Morgan Stanley slashes June iPhones, trims Apple target

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Merrill Lynch is a buy on Apple, despite June weaknessweaker quarter8 years ago
Published April 20, 2018 by Philip Elmer-DeWitt

Merrill Lynch is a buy on Apple, despite June weakness

From a note to clients by analyst Wamsi Mohan that landed in my inbox Thursday.

Read More Merrill Lynch is a buy on Apple, despite June weakness

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A portrait of the Apple artist: The iconic Susan KareSusan Kare8 years ago
Published April 20, 2018 by Philip Elmer-DeWitt

A portrait of the Apple artist: The iconic Susan Kare

Pegged to her award Friday of the prestigious AIGA gold medal.

Read More A portrait of the Apple artist: The iconic Susan Kare

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Did you see the iMac Pro video?iMac Pro repair Linus Tech Tips8 years ago
Published April 19, 2018 by Philip Elmer-DeWitt

Did you see the iMac Pro video?

Apple haters and lovers do battle over a top-of-the-line iMac in need of repair.

Read More Did you see the iMac Pro video?

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Analyst: Street expects Apple to hike buybacks $100 billion/yearapple hike jpmorgan 2808 years ago
Published April 19, 2018 by Philip Elmer-DeWitt

Analyst: Street expects Apple to hike buybacks $100 billion/year

From a note to clients by Wells Fargo's Aaron Rakers that landed in my inbox Wednesday.

Read More Analyst: Street expects Apple to hike buybacks $100 billion/year

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Neil Cybart: Apple's got a new story to tell the Streetapple's new narrative8 years ago
Published April 19, 2018 by Philip Elmer-DeWitt

Neil Cybart: Apple's got a new story to tell the Street

Apple is a capital utilization machine spitting out more than $50 billion of free cash flow every year.

Read More Neil Cybart: Apple's got a new story to tell the Street

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Analyst: Apple share buybacks already priced into the stockapple buybacks excise tax8 years ago
Published April 19, 2018 by Philip Elmer-DeWitt

Analyst: Apple share buybacks already priced into the stock

From a note to clients by Mizuho's Abhey Lamba that landed in my inbox Wednesday.

Read More Analyst: Apple share buybacks already priced into the stock

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Yes, Christina, there is no $200 HomePodno 200 dollar homepod8 years ago
Published April 18, 2018 by Philip Elmer-DeWitt

Yes, Christina, there is no $200 HomePod

What Apple needs is a smarter HomePod, not a cheaper one. 

Read More Yes, Christina, there is no $200 HomePod

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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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