Author Archives: Philip Elmer-DeWitt

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Molly Wood: What Apple and Comcast are up to

Watching American Public Media’s cord-cutting radio host work through the repercussions. From @mollywood‘s twitter feed: Ok I have just read this: Apple’s plan for its new TV service: Sell ...
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Peter Kafka: What Apple’s got up its sleeve for Monday

“One thing Apple won’t do is unveil a serious competitor to Netflix, Hulu, Disney…”   From Apple’s plan for its new TV service, posted Thursday on Recode: On Monday it ...
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Apple is once again the world’s most valuable public company

Apple’s market cap overtook Microsoft’s Thursday, if only briefly.   Reminder: Market cap = share price x shares outstanding. My take: Apple and Microsoft could switch places again before ...
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Citi catapults Apple price target 30%

Analyst Jim Suva rises from deep underwater “despite dour sell side sentiment.”   TheFly has the scoop: Citi analyst Jim Suva raised his price target for Apple to $220 ...
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Apple tweets a product release

The official announcement of the much-delayed wireless AirPods case landed 20 minutes later.   Posted Wednesday by @tim_cook at 5:31 a.m. Pacific Time: pic.twitter.com/x3OGOekxc0 — Tim Cook (@tim_cook) March ...
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Why Apple’s pitch to big newspapers is falling flat

Apple reportedly set to relaunch Apple News on Monday as a $9.99 monthly service without the New York Times and Washington Post.   From Lucia Moses’ Apple is pitching its ...
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More Apple deck clearing: Two new iMacs

Look for a lot of headlines with the adverb “finally.”   From Mashable’s “Apple finally updates iMacs with powerful performance after almost two years“: Apple’s changed nothing about the ...
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Clearing decks, Apple updates 2 minor iPads

Primed for disappointment, Paul Therrott writes: Apple this morning announced a new 10.5-inch iPad Air, which oddly doesn’t replace the 9.7-inch iPad, and a new iPad Mini. Both products support ...
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NYTimes: Filming has wrapped on five Apple shows

Two are in the can. Nine more could be ready for the fall 2019 season.   From John Koblin’s Apple’s Big Spending Plan to Challenge Netflix Takes Shape in Monday’s New ...
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Apple breaks $187; pressure mounts on analysts still at $140

With a special event in 10 days and the end of the quarter two weeks away, look who’s underwater now.   Below: My full list of Apple price targets, as ...
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Apple ad with urinals

A major TV advertising buy, just in time for March Madness.   From Matthew Panzarino’s “Apple ad focuses on iPhone’s most marketable feature — privacy,” posted last week on ...
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Howard Lindzon is shedding some Apple

The co-founder of StockTwits saw an opportunity this week to take his oversized position back to normal.   From Shedding Some Apple and Crazy Investment Facts, a note posted ...
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Apple wins one against Qualcomm

One billion dollars, that is.   From Reuters: US judge rules Qualcomm owes Apple nearly $1 billion rebate payment A U.S. federal judge has issued a preliminary ruling that Qualcomm ...
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Apple vs. Spotify: Apple brings a gun to a knife fight

Daniel Ek’s complaint to the European Commission must have cut pretty deep. From Addressing Spotify’s claims, posted Thursday on Apple Newsroom: After using the App Store for years to dramatically ...
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It’s not easy being an Apple supplier

From Wayne Ma’s “As Apple goes, so go its suppliers—but worse” in Thursday’s The Information ($): The gift of a big Apple contract can, for suppliers, later turn into ...
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