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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Horace Dediu: The triumph of the walled gardenapple walled garden grapeshot7 years ago
Published September 25, 2019 by Philip Elmer-DeWitt

Horace Dediu: The triumph of the walled garden

Tim Cook said he would double Services revenue in four years. He did it in three. From a note posted Wednesday on Asymco.com: Click to enlarge. …

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Disney CEO: Why I had to quit Apple's board (video)iger cramer apple board7 years ago
Published September 25, 2019 by Philip Elmer-DeWitt

Disney CEO: Why I had to quit Apple's board (video)

"Our paths were conflicting rather than converging." — Disney CEO Bob Iger

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Do Apple and Amazon have an edge in the streaming wars?Apple amazon edge streaming wars7 years ago
Published September 24, 2019 by Philip Elmer-DeWitt

Do Apple and Amazon have an edge in the streaming wars?

Making money on their own services—and everybody else’s as well.

Read More Do Apple and Amazon have an edge in the streaming wars?

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Why Jefferies flipped its Apple bit from Neutral to Buy7 years ago
Published September 24, 2019 by Philip Elmer-DeWitt

Why Jefferies flipped its Apple bit from Neutral to Buy

Not so doomed anymore.

Read More Why Jefferies flipped its Apple bit from Neutral to Buy

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Buy or Sell? Jefferies hikes Apple price target to $260 from $210apple hike jefferies 2367 years ago
Published September 24, 2019 by Philip Elmer-DeWitt

Buy or Sell? Jefferies hikes Apple price target to $260 from $210

New analysts, new attitude.

Read More Buy or Sell? Jefferies hikes Apple price target to $260 from $210

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Credit Suisse: After solid uptick, iPhone 11 wait time trends have softenedcredit suisse apple softened7 years ago
Published September 24, 2019 by Philip Elmer-DeWitt

Credit Suisse: After solid uptick, iPhone 11 wait time trends have softened

Could be increased supply, could be weakening demand. Could be noise.

Read More Credit Suisse: After solid uptick, iPhone 11 wait time trends have softened

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Apple got its waivers, Trump got his U.S. assembly linemac pro made usa7 years ago
Published September 23, 2019 by Philip Elmer-DeWitt

Apple got its waivers, Trump got his U.S. assembly line

Quid pro quo.

Read More Apple got its waivers, Trump got his U.S. assembly line

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Apple lifts the kimono--briefly--on its TV+ fall season (video)Apple TV plus trailers7 years ago
Published September 23, 2019 by Philip Elmer-DeWitt

Apple lifts the kimono--briefly--on its TV+ fall season (video)

The quality of Apple's trailers has improved dramatically.

Read More Apple lifts the kimono--briefly--on its TV+ fall season (video)

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Oprah's Book Club opens a new chapter on Apple TV+ with Ta-Nehisi CoatesApple Oprah Ta-Nihisi Coates7 years ago
Published September 23, 2019 by Philip Elmer-DeWitt

Oprah's Book Club opens a new chapter on Apple TV+ with Ta-Nehisi Coates

Building the value proposition of Apple's newest service, one author at a time.

Read More Oprah's Book Club opens a new chapter on Apple TV+ with Ta-Nehisi Coates

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Meet Joshua Cohen, Apple University's resident philosopher (podcast)apple university joshua cohen philosopher7 years ago
Published September 23, 2019 by Philip Elmer-DeWitt

Meet Joshua Cohen, Apple University's resident philosopher (podcast)

He's quite a guy. I can see why Apple snagged him.

Read More Meet Joshua Cohen, Apple University's resident philosopher (podcast)

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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.]

Apple 3.0 Archives

Apple 2.0 Archives

  • 2015
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  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
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  • Tommo.fyi

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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