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The dance of the megacaps: Apple and Microsoft (video)dance megacaps apple microsoft elephants7 years ago
Published February 12, 2019 by Philip Elmer-DeWitt

The dance of the megacaps: Apple and Microsoft (video)

You'll be surprised how often they traded places.

Read More The dance of the megacaps: Apple and Microsoft (video)

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Apple's new AR czar: Bloomberg had it backwardsapple ar czar7 years ago
Published February 12, 2019 by Philip Elmer-DeWitt

Apple's new AR czar: Bloomberg had it backwards

What Frank Casanova's elevation to chief of product marketing at Apple for augmented reality really means.

Read More Apple's new AR czar: Bloomberg had it backwards

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Goldman Sachs: 'Apple Prime' bundle coming this spring or summergoldman sachs apple media bundle tac7 years ago
Published February 12, 2019 by Philip Elmer-DeWitt

Goldman Sachs: 'Apple Prime' bundle coming this spring or summer

From a note to clients that landed on my desktop Monday evening.

Read More Goldman Sachs: 'Apple Prime' bundle coming this spring or summer

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IDC: As Huawei grew 23% in China, Apple fell 20%apple oppenheimer march june seesaw7 years ago
Published February 11, 2019 by Philip Elmer-DeWitt

IDC: As Huawei grew 23% in China, Apple fell 20%

Thanks to WeChat, Apple in China is just another vendor.

Read More IDC: As Huawei grew 23% in China, Apple fell 20%

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Ben Thompson: Why Apple let Gimlet Media get awayapple spotify gimlet media7 years ago
Published February 11, 2019 by Philip Elmer-DeWitt

Ben Thompson: Why Apple let Gimlet Media get away

By swallowing up Gimlet, Spotify can now put the HBO of podcast studios behind its own garden walls.

Read More Ben Thompson: Why Apple let Gimlet Media get away

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Filloux: Don't pooh-pooh Apple's ARPUapple arpu7 years ago
Published February 11, 2019 by Philip Elmer-DeWitt

Filloux: Don't pooh-pooh Apple's ARPU

$194 per user is nothing to sneeze at.

Read More Filloux: Don't pooh-pooh Apple's ARPU

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Why Apple quit Stockholm7 years ago
Published February 10, 2019 by Philip Elmer-DeWitt

Why Apple quit Stockholm

This was one of Angela Ahrendts' last projects.

Read More Why Apple quit Stockholm

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Apple's Grammy Memoji ads: What's the business idea?grammy memoji7 years ago
Published February 9, 2019 by Philip Elmer-DeWitt

Apple's Grammy Memoji ads: What's the business idea?

I like 'em. They're cool. But they're also sufficiently self-indulgent to make me wonder why. 

Read More Apple's Grammy Memoji ads: What's the business idea?

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A snapshot of Apple's installed basesnapshot billion uses7 years ago
Published February 8, 2019 by Philip Elmer-DeWitt

A snapshot of Apple's installed base

This is what 1.4 billion active devices looks like.

Read More A snapshot of Apple's installed base

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Who hacked Jeff's sexts? And how? (video)who hacked jeff's sexts7 years ago
Published February 8, 2019 by Philip Elmer-DeWitt

Who hacked Jeff's sexts? And how? (video)

Updated, with an Apple angle.

Read More Who hacked Jeff's sexts? And how? (video)

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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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