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Ben Thompson: Most commentary gets HomePod wrongHomePod commentary wrong8 years ago
Published February 6, 2018 by Philip Elmer-DeWitt

Ben Thompson: Most commentary gets HomePod wrong

Apple's smart speaker, arriving Friday, is the best answer yet to the question "why Apple Music?"

Read More Ben Thompson: Most commentary gets HomePod wrong

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Apple shares plunged 6.62% in two days. The Dow, 7.97%apple dow plunge8 years ago
Published February 5, 2018 by Philip Elmer-DeWitt

Apple shares plunged 6.62% in two days. The Dow, 7.97%

A good day to buy.

Read More Apple shares plunged 6.62% in two days. The Dow, 7.97%

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Katy vs Toni: Pulling Apple in opposite directionskaty vs toni8 years ago
Published February 5, 2018 by Philip Elmer-DeWitt

Katy vs Toni: Pulling Apple in opposite directions

It's like watching my parents fight.

Read More Katy vs Toni: Pulling Apple in opposite directions

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Apple's Q1 2018's results, adjusted for last year's extra weekapple results adjusted extra week8 years ago
Published February 5, 2018 by Philip Elmer-DeWitt

Apple's Q1 2018's results, adjusted for last year's extra week

Thanks to friend-of-the-blog Jeff F for doing the math.

Read More Apple's Q1 2018's results, adjusted for last year's extra week

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The new Apple 3.0: Faster, smarter, more stablefaster Apple 3.08 years ago
Published February 5, 2018 by Philip Elmer-DeWitt

The new Apple 3.0: Faster, smarter, more stable

Virtual private servers are not free. Support ad-free independent business journalism on the Internet: subscribe to Apple 3.0.

Read More The new Apple 3.0: Faster, smarter, more stable

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Apple vs. Spotify: It's complicatedapple music vs. spotify8 years ago
Published February 5, 2018 by Philip Elmer-DeWitt

Apple vs. Spotify: It's complicated

Counting people with free subscriptions as "paid subscribers" is not a working business model.

Read More Apple vs. Spotify: It's complicated

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Apple's Services revenue, adjusted for this and thatapple services revenue adjusted found $640 million under the couch8 years ago
Published February 4, 2018 by Philip Elmer-DeWitt

Apple's Services revenue, adjusted for this and that

The Services growth chart makes more sense when you subtract 2017's extra week and the $640 million Apple found under the couch.

Read More Apple's Services revenue, adjusted for this and that

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Apple press fail: iPhone sales were up last quarter, not downapple press fail iphone weekly8 years ago
Published February 3, 2018 by Philip Elmer-DeWitt

Apple press fail: iPhone sales were up last quarter, not down

Tim Cook and Luca Maestri only mentioned the per-week discrepancy 16 times in last week's earnings call.

Read More Apple press fail: iPhone sales were up last quarter, not down

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Why Toni Sacconaghi downgraded Apple (video)sacconaghi downgraded apple8 years ago
Published February 2, 2018 by Philip Elmer-DeWitt

Why Toni Sacconaghi downgraded Apple (video)

One man's "very reasonable" valuation is another man's opportunity.

Read More Why Toni Sacconaghi downgraded Apple (video)

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Best and worst Apple analysts: Q1 2018 editionbest worst apple analysts q1 20188 years ago
Published February 2, 2018 by Philip Elmer-DeWitt

Best and worst Apple analysts: Q1 2018 edition

REVISED VERSION: The pros and the independents find some middle ground.

Read More Best and worst Apple analysts: Q1 2018 edition

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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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