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Coming to San Francisco for the Sept. 7 Apple event?9 years ago
Published September 1, 2016 by Philip Elmer-DeWitt

Coming to San Francisco for the Sept. 7 Apple event?

Stick around to find out where Apple goes from here. "There is a time to disrupt and there is a time to sustain," says Asymco's Horace Dediu. "The…

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Apple 3.0 now has 53,761 LinkedIn followers9 years ago
Published September 1, 2016 by Philip Elmer-DeWitt

Apple 3.0 now has 53,761 LinkedIn followers

But the geographical spread is a mystery to me. My top 5 regions: Nigeria: 1,472 Greater New York City: 1,420 Pakistan: 1,214 Egypt: 1,062 United Arab Emirates: 885…

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Apple: If it looks like a tax haven and quacks like a tax haven...9 years ago
Published September 1, 2016 by Philip Elmer-DeWitt

Apple: If it looks like a tax haven and quacks like a tax haven...

"We didn’t look for a tax haven or something to put it somewhere." —Tim Cook, to The Washington Post Okay. Maybe Apple didn't go looking for…

Read More Apple: If it looks like a tax haven and quacks like a tax haven...

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How big is the coming iPhone 'supercycle'?9 years ago
Published August 31, 2016 by Philip Elmer-DeWitt

How big is the coming iPhone 'supercycle'?

Analysts have started placing their bets. iPhone sales go up and down, but the installed base just keeps growing. Click to enlarge. Not seeing the graphic?…

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How Apple's tax bill stacks up against its peers (graphic)9 years ago
Published August 31, 2016 by Philip Elmer-DeWitt

How Apple's tax bill stacks up against its peers (graphic)

Apple pays the most taxes, but not at the highest rates. "As our business has grown over the years, we have become the largest taxpayer in Ireland, the…

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Apple's Irish tax bill: What the analysts are saying-updated9 years ago
Published August 30, 2016 by Philip Elmer-DeWitt

Apple's Irish tax bill: What the analysts are saying-updated

Excerpts from the notes I've seen. More as they come in. Kulbinder Garcha, Credit Suisse: Ireland ordered to collect ~$14.5bn from Apple. We would note that from 2003-2014,…

Read More Apple's Irish tax bill: What the analysts are saying-updated

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Here's Tim Cook on the EC's $14.5 billion Irish tax ruling9 years ago
Published August 30, 2016 by Philip Elmer-DeWitt

Here's Tim Cook on the EC's $14.5 billion Irish tax ruling

This is well argued, but the optics are still terrible. A Message to the Apple Community in Europe Thirty-six years ago, long before introducing iPhone, iPod…

Read More Here's Tim Cook on the EC's $14.5 billion Irish tax ruling

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Apple's Sept. 7 invitations arrive, market says 'meh'9 years ago
Published August 29, 2016 by Philip Elmer-DeWitt

Apple's Sept. 7 invitations arrive, market says 'meh'

Could expectations for this year's September special event be any lower? Piper Jaffray's Gene Munster, as usual, sees a silver lining: "We believe that investor expectations for the iPhone…

Read More Apple's Sept. 7 invitations arrive, market says 'meh'

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Trump campaign CEO is a long-time Apple basher9 years ago
Published August 29, 2016 by Philip Elmer-DeWitt

Trump campaign CEO is a long-time Apple basher

Steve Bannon's Breibart News has a thing about Tim Cook. I spent couple hours this morning reading Breibart News' coverage of Apple—something I'd never done before Donald…

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Apple Watch prices fall below $181 at Best Buy9 years ago
Published August 28, 2016 by Philip Elmer-DeWitt

Apple Watch prices fall below $181 at Best Buy

MacDailyNews Take: Get ’em while you can! "Apple Watch prices have been in a relative free-fall in recent months," writes 9to5Mac publisher Seth Weintraub. "A launch alongside…

Read More Apple Watch prices fall below $181 at Best Buy

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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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