• What Romney and Obama said about Apple's iPhone jobs

    Q: How do you convince a great American company to bring that manufacturing back?

    FORTUNE -- Toward the end of the second presidential debate, moderator Candy Crowley asked Mitt Romney and Barack Obama about Apple (AAPL).

    "iPad, the Macs, the iPhones, they are all manufactured in China," she began. "One of the major reasons is labor is so much cheaper [there]. How do you convince a great American company to bring that manufacturing back here?"


    - Oct 17, 2012 5:28 AM ET
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  • iPhone 5, Mac concerns lead to lowered Apple estimates

    Already this week three analysts have trimmed their forecasts for fiscal Q4

    FORTUNE -- When Apple (AAPL) is about to release its quarterly earnings we usually see analysts scrambling to raise their estimates so as not to get sandbagged by numbers that were better than they could have imagined.

    But with the company set to report fiscal Q4 results next Thursday Oct. 25, we're seeing the opposite. Three analysts trimmed their estimates MORE

    - Oct 16, 2012 9:56 AM ET
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  • Apple's surprise-free iPhone 5 launch: How Mr. Market reacted

    Were traders watching the live blogs? You be the judge.

    FORTUNE -- How does Apple's (AAPL) share price respond to a high-profile media event in which there are few surprises?

    You can read too much into a chart like the one above, but it suggests that Mr. Market was:

    Disappointed with the unsurprising name of the new iPhone
    Pleased with the engineering specs and other details as they unfolded
    Lost interest during the rehashing MORE

    - Sep 12, 2012 3:39 PM ET
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  • Apple's iPhone 5 launch by the numbers

    The company rolled out a lot of stats Wednesday -- some fresh, some not so much

    FORTUNE -- Here they are, as they cross the wires:


    Prices: The new iPhone 5 starts at $199 for 16G, $299 for 32G, $399 for 64G with 2-year contract
    The  16G iPhone 4S falls to $99, the 8G iPhone 4 is free on contract
    Preorders start Sept. 14
    Sales start Sept. 21 in the U.S. and 8 more countries
    Ships MORE

    - Sep 12, 2012 1:23 PM ET
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  • Where the Bank of Apple has put its manufacturing money

    An analyst picks three U.S. winners among 156 companies in Cupertino's supply chain

    FORTUNE -- In a long note to clients posted early Monday, RBC Capital's Amit Daryanani analyzes the implications of the sharp rise in spending reported last June by what Asymco's Horace Dediu once called The Bank of Apple.

    For some time, Apple (AAPL) has been using its huge cash hoard ($117 billion as of June) as a loan facility to MORE

    - Sep 10, 2012 7:47 AM ET
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  • Apple's reinvention, filtered through its favorite blogger

    How John Gruber's choice of topics reflects Cupertino's shift from Macs to iPhones

    FORTUNE -- Most of the commentary on the Web about the profile of Daring Fireball's John Gruber in Bloomberg Businessweek ("Meet Apple's favorite blogger") over the weekend focused on the magazine's bottom line: The $500,000 per year Gruber's one-man operation is reported to be generating these days. (A figure his wife promptly disputed -- but did not correct MORE

    - Sep 9, 2012 7:30 AM ET
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  • Apple could buy 60 Pandoras

    So why would it bother to roll its own Internet radio service?

    FORTUNE -- Once Apple (AAPL) approached the music publishers about licensing their content for an Internet radio service like Pandora's (P) -- one that would stream music customized to iTunes users' taste -- it didn't take long for the news to leak to the press. The Wall Street Journal had the story Thursday evening and before Barack Obama had MORE

    - Sep 7, 2012 6:23 AM ET
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  • Charlie Wolf: Apple's iPad is clearly cannibalizing PC sales

    The impact is being felt first, says the analyst, in the home and education markets

    FORTUNE -- Although Mac shipments grew faster than the overall PC market in calendar Q3 for the 25th quarter in a row, Needham's Charlie Wolf sees cause for concern in latest data.

    In his regular quarterly review of Apple's (AAPL) Mac business, he notes:

    The difference in Mac vs. PC growth rates -- up 1.9% for the Mac MORE

    - Sep 4, 2012 7:55 AM ET
  • Early retirement isn't all that it's cracked up to be. Just ask Apple's Bob Mansfield.

    Apple watchers are scratching their heads over a surprise executive decision

    FORTUNE -- It was like a game of musical chairs in which a seat is added rather than removed when the music stops.

    In a press release that came two months to the day after Tim Cook announced the retirement of Apple's (AAPL) long-time hardware chief, Bob Mansfield, Cook let it be known Monday that Mansfield isn't leaving the company after MORE

    - Aug 28, 2012 8:42 AM ET
  • Does a demographic shift explain Apple's Olympics ads?

    The "Genius" spots may have targeted older users, but that doesn't make them good

    FORTUNE -- According to a YouGov  BrandIndex survey released Friday, Apple's "fans" have gotten older -- a demographic shift the firm suggests may have been the company's motivation for releasing the three "Genius" ads that got so roundly panned when they aired in prime time during NBC's Olympics coverage.

    YouGov's evidence: The "Buzz" chart above, which shows positive MORE

    - Aug 10, 2012 12:00 PM ET
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