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Analyst: One iPhone X bottleneck down, one to go8 years ago
Published October 26, 2017 by Philip Elmer-DeWitt

Analyst: One iPhone X bottleneck down, one to go

From a note to clients by Rosenblatt Securities analyst Jun Zhang.

Read More Analyst: One iPhone X bottleneck down, one to go

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Who's afraid of Apple?apple suffocating corporate dominance8 years ago
Published October 26, 2017 by Philip Elmer-DeWitt

Who's afraid of Apple?

One of the "Frightful Five" is not like the others.

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Waiting for Apple: Activations down 5%carrier activations down8 years ago
Published October 25, 2017 by Philip Elmer-DeWitt

Waiting for Apple: Activations down 5%

From a note to clients that landed in my inbox Wednesday.

Read More Waiting for Apple: Activations down 5%

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Bloomberg: To deliver iPhone X on time, Apple crippled Face ID—Update: Apple calls BSface recognition Face ID8 years ago
Published October 25, 2017 by Philip Elmer-DeWitt

Bloomberg: To deliver iPhone X on time, Apple crippled Face ID—Update: Apple calls BS

The iPhone X's singular feature smeared by a single source.

Read More Bloomberg: To deliver iPhone X on time, Apple crippled Face ID—Update: Apple calls BS

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Android users racked up 325 billion app hours in three monthsApp Annie Android Apple8 years ago
Published October 24, 2017 by Philip Elmer-DeWitt

Android users racked up 325 billion app hours in three months

And that doesn't include China.

Read More Android users racked up 325 billion app hours in three months

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The new face of Apple PayJennifer Bailey Apple Pay is pivoting8 years ago
Published October 24, 2017 by Philip Elmer-DeWitt

The new face of Apple Pay

Having overtaken its chief competitor, Apple Pay pivots.

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Apple: Six takeaways from a Toni Sacconaghi surveysacconaghi survey8 years ago
Published October 24, 2017 by Philip Elmer-DeWitt

Apple: Six takeaways from a Toni Sacconaghi survey

Excerpted from a note to clients by Bernstein's top Apple analyst that landed in my inbox Monday:

Read More Apple: Six takeaways from a Toni Sacconaghi survey

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Apple COO Jeff Williams: We bet the company on TSMC8 years ago
Published October 23, 2017 by Philip Elmer-DeWitt

Apple COO Jeff Williams: We bet the company on TSMC

Rare public remarks by the man who runs Tim Cook's supply chain. 

Read More Apple COO Jeff Williams: We bet the company on TSMC

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Apple's iPhone 8 'sells like an S'iphone 8 plus8 years ago
Published October 23, 2017 by Philip Elmer-DeWitt

Apple's iPhone 8 'sells like an S'

Consumer Intelligence Research Partners ask "Did Apple Misname the iPhone 8/8 Plus?"

Read More Apple's iPhone 8 'sells like an S'

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Apple: Beyond the iPhone supercyclesuper long cycle tour de france8 years ago
Published October 22, 2017 by Philip Elmer-DeWitt

Apple: Beyond the iPhone supercycle

"Forget the SuperCycle," say RBC's Amit Daryanani. "Let's talk Super Long Cycle." 

Read More Apple: Beyond the iPhone supercycle

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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