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Mizuho is neutral on Apple, sees 'modest downside' aheadneutral gear9 years ago
Published July 21, 2017 by Philip Elmer-DeWitt

Mizuho is neutral on Apple, sees 'modest downside' ahead

From a note to clients by Mizuho analyst Abhey Lamba.

Read More Mizuho is neutral on Apple, sees 'modest downside' ahead

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Apple's motley quarter: What the analysts are sayingApple Motley huge warning9 years ago
Published May 3, 2017 by Philip Elmer-DeWitt

Apple's motley quarter: What the analysts are saying

Cupertino beat some numbers, missed some numbers, but landed mostly in-line.

Read More Apple's motley quarter: What the analysts are saying

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How to estimate Apple Watch salesApple Watch calculator9 years ago
Published May 2, 2017 by Philip Elmer-DeWitt

How to estimate Apple Watch sales

Every analyst has his or her own formula. This is Neil Cybart's.

Read More How to estimate Apple Watch sales

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Apple Earnings Smackdown: Final spreadsheet, Q2 2017Finish line9 years ago
Published May 2, 2017 by Philip Elmer-DeWitt

Apple Earnings Smackdown: Final spreadsheet, Q2 2017

The pros vs. the indies, now in their ninth year.

Read More Apple Earnings Smackdown: Final spreadsheet, Q2 2017

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How many iPads did Apple sell last quarter?microsoft surface and Apple ipad9 years ago
Published May 1, 2017 by Philip Elmer-DeWitt

How many iPads did Apple sell last quarter?

If it's any comfort in Cupertino, Microsoft's Surface had a worse quarter.

Read More How many iPads did Apple sell last quarter?

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Apple: How fast did Services grow last quarter?Apple pay9 years ago
Published April 30, 2017 by Philip Elmer-DeWitt

Apple: How fast did Services grow last quarter?

This is the revenue stream Tim Cook has been urging investors to watch.

Read More Apple: How fast did Services grow last quarter?

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Apple's June quarter is the easy comparethe Staples easy button9 years ago
Published April 29, 2017 by Philip Elmer-DeWitt

Apple's June quarter is the easy compare

There's more than one way to achieve double digit earnings growth.

Read More Apple's June quarter is the easy compare

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Handicapping Apple's earnings, fiscal Q2 2017Handicapping Guys and Dolls9 years ago
Published April 27, 2017 by Philip Elmer-DeWitt

Handicapping Apple's earnings, fiscal Q2 2017

What’s the consensus on the Street? Take your pick.

Read More Handicapping Apple's earnings, fiscal Q2 2017

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How many watches did Apple sell last quarter?9 years ago
Published April 25, 2017 by Philip Elmer-DeWitt

How many watches did Apple sell last quarter?

The analysts' mean estimate says one thing, the median says another.

Read More How many watches did Apple sell last quarter?

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Apple smackdown: The bloggers clobber the pros9 years ago
Published February 1, 2017 by Philip Elmer-DeWitt

Apple smackdown: The bloggers clobber the pros

Independent Apple analysts this quarter took six out of 10 top spots. When Apple beats expectations, the congenitally bullish independent analysts tend to shine, throwing shade on…

Read More Apple smackdown: The bloggers clobber the pros

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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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