Apple 3.0

Apple investor news from outside the reality distortion field.

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Apple
From friend-of-the-blog Richard Wanderman
Apple 3.0 - Philip Elmer-DeWitt
“This is going to be a tough post to write.” Posted with permission from Richard’s Notes: Brain Cancer. Dictation sucks. My wife is currently typing …
Apple Pay
While Apple Pay is booming, 88% of its users are overseas
Apple 3.0 - Philip Elmer-DeWitt
One factor, says Gene Munster, is greater acceptance on public transportation in China, Japan, the UK, and Russia. From a note to Loup Ventures …
Apple
Ben Thompson: Why Apple’s heart isn’t in HomePod
Apple 3.0 - Philip Elmer-DeWitt
A strategy credit/tax analysis of why Apple trails. From Thompson’s daily Stratechery mailblast ($): An Update on the Battle for the Home. [Quoting …
Apple
Apple: Loop Capital cuts 2019 iPhone estimates
Apple 3.0 - Philip Elmer-DeWitt
But keep holding on to the stock, says analyst Ananda Baruah. TheFly has the scoop: Loop Capital lowers estimates on Apple’s 2019 iPhone revenue, unit …
Apple
Simone Leboulanger Elmer Faflick, 1922-2019
Apple 3.0 - Philip Elmer-DeWitt
My mother died yesterday. She led a long, interesting life. Among other things, she danced with Camus in Algiers. I took some time away from worrying …
Apple
Apple at an inflection point: Tripp Mickle delivers for the Wall Street Journal
Apple 3.0 - Philip Elmer-DeWitt
A reporter better known for snark and Apple FUD has pulled together several threads of change into a coherent corporate narrative. From “Apple …
Japan
Canalys: In Japan, the iPhone rules
Apple 3.0 - Philip Elmer-DeWitt
From “Apple dominates in Japan with 56% share as market falls 3.8% in Q4 2018,” a press release that landed on my desktop Monday evening. Despite a …
Apple
Apple’s 2019 iPhones: Ming-Chi Kuo has spoken
Apple 3.0 - Philip Elmer-DeWitt
The latest from the Apple rumor mill’s favorite tattler. From MacRumors: In a thorough research note outlining Apple’s plans for 2019, analyst Ming-Chi …
Tim Cook
Inside Tim Cook’s new warehouse (video)
Apple 3.0 - Philip Elmer-DeWitt
Last year, Cook grabbed a shovel in Reno to showcase Apple’s pledge to create 20,000 U.S. jobs within five years. Last week, the local press toured …
Apple
New Apple hire started Otto, the belly-up ‘Apple of smart locks’
Apple 3.0 - Philip Elmer-DeWitt
From “Apple just hired ex-Microsoft exec Sam Jadallah to revamp its smart home business, and catch up to Google and Amazon,” posted Saturday on …
Apple
Apple’s Bokeh’d ad: 2.6 million views in two days (video)
Apple 3.0 - Philip Elmer-DeWitt
Two friends divided by depth control in a 38-second comedy that debuted Friday. My take: The marketing department’s video team has set a high standard …
Apple
Did Apple buy Netflix? It did not.
Apple 3.0 - Philip Elmer-DeWitt
What it did buy was the technology—and the talent—behind Hello Barbie. From Axios Apple buys voice app startup Pullstring: Pullstring was founded in …
Apple
As Apple sank, hedge funds bought
Apple 3.0 - Philip Elmer-DeWitt
The more conservative institutions, by contrast, trimmed their positions. Here’s how Apple performed in calendar Q4 2018 (Apple’s fiscal Q1 ’19): Here, …
Apple
Wedbush: Apple will buy a large film studio in 2019 (video)
Apple 3.0 - Philip Elmer-DeWitt
Analyst Daniel Ives mentions Sony, Lion’s Gate, A24, CBS/Viacom and, of course, Netflix. Apple’s biggest mistake was not buying Netflix, strategist …
Apple
UBS reiterates $185 Apple target, despite weak China
Apple 3.0 - Philip Elmer-DeWitt
“In our conversations with management…” — Analyst Timothy Arcuri From a note to clients that landed on my desktop Friday morning: China iPhones are not …
Apple
It wasn’t Warren Buffett who dumped $40 million Apple last quarter
Apple 3.0 - Philip Elmer-DeWitt
“None of the shares under Warren’s direction have ever been sold.” — Debbie Bosanek, Berkshire Hathaway From Jonathan Stempel’s Berkshire trims Apple …
Qualcomm
What Apple said about using Qualcomm chips again
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“We have no choice but to stop using Intel chips and ship our phones with Qualcomm chips in Germany.” — Apple PR Full text of Apple’s statement, from …
Jesus
On watching Steve Jobs introduce the iPhone (video)
Apple 3.0 - Philip Elmer-DeWitt
“Had I known what he was doing I would have stuck a pencil in his chest.” —Dave Chappelle Three minutes of tragic-comic relief, from Sway’s …
Apple
Apple: Anatomy of three inside trades (full text)
Apple 3.0 - Philip Elmer-DeWitt
Gene Daniel Levoff, the lawyer in charge of Apple’s insider-trading policy, has been charged with insider trading. Here’s how he did it. From the SEC …
Apple
CNBC: Apple’s TV bundle to launch in April (video)
Apple 3.0 - Philip Elmer-DeWitt
Bloomberg reports that a flock of Hollywood celebrities have been invited to the Steve Jobs theater for a March 25 event. From CNBC’s Apple is …
Apple
Canalys: Apple’s share of China smartphones fell 18% last quarter
Apple 3.0 - Philip Elmer-DeWitt
That’s not what Canalys told us last month. From a Canalys mailblast Wednesday: We’ve had many requests for our latest China smartphone market share …
Tim Cook
Apple’s Tim Cook joins Trump’s artificial intelligence board
Apple 3.0 - Philip Elmer-DeWitt
Write your own punch line. From CNBC: “Apple and IBM CEOs join Trump’s advisory board to make sure AI doesn’t kill jobs” Two prominent tech leaders are …
Apple
Publishers rain on Apple’s March 25th parade
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If this was to be the launch of Apple’s much-anticipated media bundle, the company has started on the wrong foot. From BuzzFeed’s Apple Plans News …
Apple
Canalys: Apple’s smartphone share in Thailand fell 52%
Apple 3.0 - Philip Elmer-DeWitt
Another chapter in Apple’s Greater China tale of woe. From a Canalys press release issued Wednesday: Thailand, the second largest smartphone market in …
Apple
Apple’s AR efforts: Not the rolling thunder Gene Munster expected
Apple 3.0 - Philip Elmer-DeWitt
More like a “light drizzle,” he says. From a note to Loup Ventures subscribers posted Tuesday: Apple has appointed longtime marketing leader Frank …
Market Capitalization
The dance of the megacaps: Apple and Microsoft (video)
Apple 3.0 - Philip Elmer-DeWitt
Market capitalization = share price times number of shares. My first Keynote. That’s an hour of my life I won’t get back. Related
Apple
Apple’s new AR czar: Bloomberg had it backwards
Apple 3.0 - Philip Elmer-DeWitt
What Frank Casanova’s elevation at Apple to chief of product marketing for augmented reality really means. From Mark Gurman’s “Apple Taps iPhone …
Apple
IDC: As Huawei grew 23% in China, Apple fell 20%
Apple 3.0 - Philip Elmer-DeWitt
From Reuters’ “Apple iPhone sales in China fell by a fifth in fourth quarter: IDC.” Apple Inc iPhone sales in China fell 20 percent year-on-year in …
Apple
Filloux: Don’t pooh-pooh Apple’s ARPU
Apple 3.0 - Philip Elmer-DeWitt
According to Frederic Filloux’ Monday Note, average revenue per user (ARPU) is the most important metric of all. From The ARPUs of the Big Four Dwarf …
Apple
Why Apple quit Stockholm
Apple 3.0 - Philip Elmer-DeWitt
“It’s possible that Apple overestimated the favor it holds with citizens and underestimated the resistance it would face to approval.” From Michael …