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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.

Read More Who's afraid of Apple?

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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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Steve Jobs' widow severs ties with literary editorWieseltier8 years ago
Published October 25, 2017 by Philip Elmer-DeWitt

Steve Jobs' widow severs ties with literary editor

Former New Republic editor Leon Wieseltier has acknowledged 'misdeeds' with female colleagues.

Read More Steve Jobs' widow severs ties with literary editor

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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.

Read More The new face of Apple Pay

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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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Analyst: iPhone X sticker shock is a 'fallacy'sticker shock8 years ago
Published October 23, 2017 by Philip Elmer-DeWitt

Analyst: iPhone X sticker shock is a 'fallacy'

From a note to subscribers that landed in my inbox Monday.

Read More Analyst: iPhone X sticker shock is a 'fallacy'

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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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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 ($)
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