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Philip Elmer-DeWitt

@philiped

Former newsmagazine writer and editor (Time, Fortune) now writing daily blog about Apple (ped30.com). It's an experiment in ad-free jounalism on the net.

Media & News CompanyGreenfield, Mass.ped30.comJoined April 2007

14.1K Followers

Philip Elmer-DeWitt’s Tweets

Philip Elmer-DeWitt

Mark Gurman: Apple’s next industrial design chief doesn’t work at Apple

Mark Gurman: Apple's next industrial design chief doesn't work at Apple | Philip Elmer‑DeWitt

From Gurman's Power Up column, mailed Sunday morning to Bloomberg Technology subscribers.

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Philip Elmer-DeWitt

With 18% of the smartphone market, Apple took 85% of the profits last quarter

With 18% of the smartphone market, Apple took 85% of the profits last quarter | Philip Elmer‑DeWitt

From "Apple Regained No. 1 Rank with Highest-Ever Operating Profit Share of 85%" posted Friday by Counterpoint Research.

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Philip Elmer-DeWitt

This week’s Apple trading strategies (2/6-2/10/23)

This week's Apple trading strategies (2/6-2/10/23) | Philip Elmer‑DeWitt

A place for Apple traders and investors to share their best ideas.

Philip Elmer-DeWitt

Apple’s results: The Register puts the F word in a headline

Apple's results: The Register puts the F word in a headline | Philip Elmer‑DeWitt

From Jude Karabus' "As Apple sales slide, Tim Cook says fanbois will tolerate higher iPhone prices" posted Friday by The Register.

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Philip Elmer-DeWitt

The Chartmaster says to ‘fade’ Apple (video) youtube.com/watch?v=eTTLtH

The Chartmaster says to 'fade' Apple (video) | Philip Elmer‑DeWitt

From "Why Carter Worth sees more pain for Apple shares after earnings" which aired Friday on CNBC.

Philip Elmer-DeWitt

What President Biden could learn from Apple’s keynotes

What President Biden could learn from Apple's keynotes | Philip Elmer‑DeWitt

From Josh Tyrangiel's "How to Turn a Boring Speech Into Something Americans Will Actually Want to Watch" in Saturday's New York Times.

Philip Elmer-DeWitt

NYT: Apple’s crash alerts are a public nuisance

NYT: Apple's crash alerts are a public nuisance | Philip Elmer‑DeWitt

From Matt Richtel's "‘My Watch Thinks I’m Dead’" in Saturday's New York Times.

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Philip Elmer-DeWitt

Apple’s awful Q1 2023: What the talking heads are saying (videos)

Apple's awful Q1 2023: What the talking heads are saying (videos) | Philip Elmer‑DeWitt

From the YouTube videos I've seen. More as they come in.

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Philip Elmer-DeWitt

Apple’s guidance for the March quarter (transcript)

Apple's guidance for the March quarter (transcript) | Philip Elmer‑DeWitt

From Jason Snell's "Apple Q1 2023 analyst call transcript" posted Thursday on Six Colors.

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Philip Elmer-DeWitt

UPDATE: Morgan Stanley and Raymond James have weighed in.

Apple's awful Q1 2023: What the analysts are saying | Philip Elmer‑DeWitt

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

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Philip Elmer-DeWitt

Apple’s awful Q1 2023: What the analysts are saying

Apple's awful Q1 2023: What the analysts are saying | Philip Elmer‑DeWitt

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

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Philip Elmer-DeWitt

Premarket: Apple is red

Premarket: Apple is red | Philip Elmer‑DeWitt

From CNBC's "Stock futures fall after earnings reports from Apple and Alphabet disappoint investors, jobs report ahead" posted early Friday.

Philip Elmer-DeWitt

Best and Worst Apple analysts: Q1 2023

Best and Worst Apple analysts: Q1 2023 | Philip Elmer‑DeWitt

It was an awful quarter for Apple and an even worse one for my panel of independent analysts.

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Philip Elmer-DeWitt

Apple’s awful Q1 2023 in five easy charts

Apple's awful Q1 2023 in five easy charts | Philip Elmer‑DeWitt

Revenue and earnings were expected to fall year-over-year. And they did. More than feared.

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Philip Elmer-DeWitt

Bernstein’s Toni Sacconaghi: Will Apple have a lull? (video) youtube.com/watch?v=FeaNQs

Bernstein's Toni Sacconaghi: Will Apple have a lull? (video) | Philip Elmer‑DeWitt

From "Apple earnings: What to expect from the tech giant" which aired Thursday morning on CNBC.

Philip Elmer-DeWitt

Barron’s: Crosscurrents make Apple’s December quarter a difficult call

Barron's: Crosscurrents make Apple's December quarter a difficult call | Philip Elmer‑DeWitt

From Erik Savitz' "Apple’s Earnings Are Today. IPhone Sales Will Be Key for the Stock." posted Thursday.

Philip Elmer-DeWitt

Apple Earnings Smackdown: Final Spreadsheet FQ1 2023

Apple Earnings Smackdown: Final Spreadsheet FQ1 2023 | Philip Elmer‑DeWitt

Exclusive: The analysts (pros and indies) have placed their bets in advance of today’s September quarter results.

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Philip Elmer-DeWitt

The Journal walks up to Apple’s Q1 2023 earnings

The Journal walks up to Apple's Q1 2023 earnings | Philip Elmer‑DeWitt

From Aaron Tilley's "Apple Sales Are Expected to Show First Decline in Nearly Four Years" posted early Thursday.

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Philip Elmer-DeWitt

Premarket: Apple is green ahead of fQ1 2023 earnings

Premarket: Apple is green ahead of fQ1 2023 earnings | Philip Elmer‑DeWitt

From CNBC's "Nasdaq-100 futures rise as Meta surges on quarterly revenue beat" posted early Thursday.

Philip Elmer-DeWitt

Handicapping Apple’s December 2022 earnings

Handicapping Apple's December 2022 earnings | Philip Elmer‑DeWitt

Expectations are so low it wouldn't take a very big surprise tomorrow for Apple to beat them.

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Philip Elmer-DeWitt

Premarket: Apple is red

Premarket: Apple is red | Philip Elmer‑DeWitt

From CNBC's "Stock futures fall as traders await the Federal Reserve’s latest rate hike decision" posted early Wednesday.

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Philip Elmer-DeWitt

Why one friend-of-the blog went negative on Apple

Why one friend-of-the blog went negative on Apple | Philip Elmer‑DeWitt

This unsolicited item came over the transom Monday from Tommo_UK.

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Philip Elmer-DeWitt

No dogs have died from eating an Apple AirTag

No dogs have died from eating an Apple AirTag | Philip Elmer‑DeWitt

From Dalvin Brown's "When Your Dog Eats Your Apple AirTag" posted in Tuesday's Wall Street Journal.

Philip Elmer-DeWitt

Premarket: Apple is red

Premarket: Apple is red | Philip Elmer‑DeWitt

From CNBC's "Stock futures fall on Tuesday, but S&P 500 headed for best January since 2019" posted early Tuesday.

Philip Elmer-DeWitt

Evercore: Apple offers a compelling buying opportunity

Evercore: Apple offers a compelling buying opportunity | Philip Elmer‑DeWitt

From a note to Evercore clients that landed on my desktop Monday.

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Philip Elmer-DeWitt

Daniel Ives: Apple and the tech superbowl of earnings (video) youtube.com/watch?v=ZGHAiw

Daniel Ives: Apple and the tech superbowl of earnings (video) | Philip Elmer‑DeWitt

From "Why Apple is ‘no different than Rocky’ ahead of earnings: Dan Ives" which aired Monday on Yahoo!Finance.

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Philip Elmer-DeWitt

Two discouraging takes on Apple’s unreal headset (video) youtube.com/watch?v=fxTkIC

Two discouraging takes on Apple's unreal headset (video) | Philip Elmer‑DeWitt

From Matthew Ball's "Why VR/AR Gets Farther Away as It Comes Into Focus" posted last week.

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Philip Elmer-DeWitt

Foldable Apple iPad coming next year, says Ming-Chi Kuo

Foldable Apple iPad coming next year, says Ming-Chi Kuo | Philip Elmer‑DeWitt

From Jon Porter's "Foldable iPad could arrive as early as next year, claims noted Apple analyst" posted Monday by The Verge.

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Philip Elmer-DeWitt

Highlights and lowlifes from AppleInsider’s latest crime blotter

Highlights and lowlifes from AppleInsider's latest crime blotter | Philip Elmer‑DeWitt

From Stephen Silver's "iPhone thefts at Disneyland, Ohio Apple Store update" posted Sunday.

Philip Elmer-DeWitt

Yo, dude. This Apple Watch is way gnarly.

Yo, dude. This Apple Watch is way gnarly. | Philip Elmer‑DeWitt

From Victoria Song's "World Surf League adopts Apple Watch as its ‘official wearable’ for competitions" posted Friday by The Verge.

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Philip Elmer-DeWitt

Premarket: Apple is red

Premarket: Apple is red | Philip Elmer‑DeWitt

From CNBC's "Dow futures fall 200 points as traders brace for a busy week of earnings, Fed rate decision" posted early Monday: Stock futures traded lower…

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Philip Elmer-DeWitt

Wedbush’s Daniel Ives: All eyes on Apple and Cook

Wedbush's Daniel Ives: All eyes on Apple and Cook | Philip Elmer‑DeWitt

From a note to clients that landed on my desktop Sunday.

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Philip Elmer-DeWitt

How Apple’s headset could bomb

How Apple's headset could bomb | Philip Elmer‑DeWitt

From Gurman's Power On column emailed Sunday morning to Bloomberg Technology ($) subscribers.

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Philip Elmer-DeWitt

Is Apple at risk for enshittification?

Is Apple at risk for enshittification? | Philip Elmer‑DeWitt

From Cory Doctorow's "Tiktok's enshittification" posted recently on Pluralistic.

Philip Elmer-DeWitt

This week’s Apple trading strategies (1/30-2/3/23)

This week's Apple trading strategies (1/30-2/3/23) | Philip Elmer‑DeWitt

A place for Apple traders and investors to share their best ideas -- Q1 2023 earnings week.

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Philip Elmer-DeWitt

Apple Emergency SOS a ‘game changer’

Apple Emergency SOS a 'game changer' | Philip Elmer‑DeWitt

From "First use of Apple Emergency SOS in B.C. may have saved two lives" posted Friday by the Times Colonist.

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Philip Elmer-DeWitt

BofA’s Wamsi Mohan trims his Apple target $1 to $143

BofA's Wamsi Mohan trims his Apple target $1 to $153 | Philip Elmer‑DeWitt

From a note to BofA clients that landed on my desktop Friday.

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Philip Elmer-DeWitt

Apple took a record 23.7% share of Chinese phone sales last quarter — report

Apple took a record 23.7% share of Chinese phone sales last quarter -- report | Philip Elmer‑DeWitt

From Counterpoint's "China Smartphone Sales in 2022 Reach Lowest Level in a Decade; Apple Becomes #2 Brand for First Time" posted Friday.

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Philip Elmer-DeWitt

Trefis is bullish on Apple

Trefis is bullish on Apple | Philip Elmer‑DeWitt

From Trefis Team's "Why Apple Is Poised For A Tough Holiday Quarter" posted Friday by Forbes.

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Philip Elmer-DeWitt

Ming-Chi Kuo: Apple has stopped work its own modems, for now

Ming-Chi Kuo: Apple has stopped work on its own modems, for now | Philip Elmer‑DeWitt

From Kuo's "Apple has halted developing its own Wi-Fi chips" posted Thursday on Medium.