Philip Elmer‑DeWitt
Apple 3.0
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Latest posts
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Bloomberg calls Apple's Ternus 'timid' and 'scripted'
"He spoke like a man glancing at the clock and wishing the minutes away."
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Apple's solid Q4 2026: What the analysts are saying
Excerpts from the notes I've seen. More as they come in.
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Apple's solid Q4 2026: What the talking heads are saying
The videos that caught my eye. More as they come in,
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Premarket: Apple is red
From Reuters' "US stock futures mixed as Apple slides, midterms loom" posted early Tuesday.
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Best and worst Apple analysts: Fiscal Q4 2026
The independents this quarter dominated the handful of professional analysts still brave enough to play.
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Apple's solid fiscal Q4 2026 in five easy charts
Apple beat the Street's estimates on both the top and bottom lines.
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Apple Earnings Smackdown: Final estimates Q4 2026
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s September quarter results.
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Why Apple's robot arm has been delayed and delayed
"Much of the hardware needed for the robot has been finished for around two years, but the software team has found it difficult to keep pace."
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What Steve Jobs said about touchscreens on Macs (video)
Plus Marques Brownlee's hands-on review of the MacBook PROLED XDR.
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Premarket: Apple is red
From Barron's' "Markets Rebound. Elections and Earnings Threaten to Reignite Fears." posted early Monday
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Daniel Ives: 'Ternus takes the mic'
"We believe the setup into 2027 is a compelling one: a new form factor, an AI monetization story moving from slides to revenue, and a CEO with the product cadence to deliver on both."
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Mark Gurman's been waiting years for a touchscreen Mac, but...
"Apple has done plenty of good things in Chief Executive Officer John Ternus’ early tenure, but this launch offers little evidence of a bold new vision for computing."
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Handicapping Apple's fiscal Q4 2026 earnings
Everybody's bullish this quarter, the Indies, as usual, more than the Pros.
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This week's Apple trading strategies (11/2-11/6/26)
A place for Apple traders and investors to share their best ideas.
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Apple's John Ternus: The Wired interview
"Every time I tried to pin down Ternus on what mark he wants to make at Apple, he deflected the question and told me how he will continue Apple’s commitment to internal collaboration." — Steven Levy
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In defense of the Apple iPhone Duo
"You’ve never had a foldable before, have you? I’ve had four and this is the best made foldable I’ve ever seen."
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Saturday Apple audio: Steve Jobs wows the 1983 Aspen design conference
"Apple's strategy is really simple. We want to make an incredibly great computer in a book that you can carry around with you that you can learn how to use in 20 minutes."
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BofA: Record (and lenient) carrier trade-ins are a tailwind for Apple
"Customers must subscribe to higher-tier unlimited plans that carry higher monthly service revenue than entry-level offerings." — Analyst Wamsi Mohan
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Apple secretly buys an agent
"The acquisition occurred in June and continues a trend of recent small-scale acquisitions by Apple."
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Evercore expects Apple to beat its conservative guidance
"We see ASPs being the bigger upside lever." — Analyst Amit Daryanani