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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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The Sony guys just signed their 6th TV series for AppleApple sony guys witherspon8 years ago
Published January 26, 2018 by Philip Elmer-DeWitt

The Sony guys just signed their 6th TV series for Apple

Apple is buying the kind of prestige Hollywood likes to sell.

Read More The Sony guys just signed their 6th TV series for Apple

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Apple's Dec. quarter: Neil Cybart sticks his neck outnosebleed neil cybart8 years ago
Published January 25, 2018 by Philip Elmer-DeWitt

Apple's Dec. quarter: Neil Cybart sticks his neck out

An Apple Earnings Smackdown winner just posted the industry-high Apple revenue estimate.

Read More Apple's Dec. quarter: Neil Cybart sticks his neck out

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Doing business in China: Tim Cook vs. Ivanka Trumptim cook vs. ivanka trump8 years ago
Published January 25, 2018 by Philip Elmer-DeWitt

Doing business in China: Tim Cook vs. Ivanka Trump

How do they manage their supply chains? A team from the Associated Press stood them side by side. 

Read More Doing business in China: Tim Cook vs. Ivanka Trump

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Health record security: Apple plays the long gamehealth record security8 years ago
Published January 25, 2018 by Philip Elmer-DeWitt

Health record security: Apple plays the long game

Concerned about the security of health secrets stored on an iPhone? You're 5 years too late.

Read More Health record security: Apple plays the long game

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The science of bearish iPhone supply chain rumorsapple barclays bear 1838 years ago
Published January 25, 2018 by Philip Elmer-DeWitt

The science of bearish iPhone supply chain rumors

From a note to clients by Bernstein analyst Toni Sacconaghi.

Read More The science of bearish iPhone supply chain rumors

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Published January 24, 2018 by Philip Elmer-DeWitt

Canaccord raises Apple price target

Increasing December quarter iPhone estimates, lowering March.

Read More Canaccord raises Apple price target

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How many iPhones did Apple sell last quarter? (fiscal Q1 2018)Guggenheim buying opportunity8 years ago
Published January 24, 2018 by Philip Elmer-DeWitt

How many iPhones did Apple sell last quarter? (fiscal Q1 2018)

Unit sales may matter less to Apple this time around than the average selling price of the iPhones its customers were buying.

Read More How many iPhones did Apple sell last quarter? (fiscal Q1 2018)

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iPhone: Morgan Stanley sees blowout Marchsupply chain noise blowout8 years ago
Published January 24, 2018 by Philip Elmer-DeWitt

iPhone: Morgan Stanley sees blowout March

Katy Huberty dismisses as "supply chain noise" recent reports of iPhone X production cuts. 

Read More iPhone: Morgan Stanley sees blowout March

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Apple lowers expectations for HomePod's I.Q.HomePod Apple lowers expectations Homepod8 years ago
Published January 23, 2018 by Philip Elmer-DeWitt

Apple lowers expectations for HomePod's I.Q.

I don't need another speaker, or another voice-controlled assistant. But I'd pay more for a smarter one.

Read More Apple lowers expectations for HomePod's I.Q.

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Canalys: iPhone X shipments 'slightly below' industry expectationscanalys iPhone x8 years ago
Published January 23, 2018 by Philip Elmer-DeWitt

Canalys: iPhone X shipments 'slightly below' industry expectations

Singapore-based Canalys does not say how it determined iPhone X expectations. 

Read More Canalys: iPhone X shipments 'slightly below' industry expectations

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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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