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How many iPads did Apple sell in Q2 2016?9 years ago
Published April 20, 2016 by Philip Elmer-DeWitt

How many iPads did Apple sell in Q2 2016?

The analysts' estimates range from 8 million to 12 million. Apple will report iPad sales next week and they don't look great. The consensus among the…

Read More How many iPads did Apple sell in Q2 2016?

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How many Macs did Apple sell last quarter?9 years ago
Published April 19, 2016 by Philip Elmer-DeWitt

How many Macs did Apple sell last quarter?

And does Apple even care? Despite Apple's best efforts to cannibalize it, the Mac just keeps chugging along. It generated sales of more than $25 billion…

Read More How many Macs did Apple sell last quarter?

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Apple, paint and gunpowder9 years ago
Published April 19, 2016 by Philip Elmer-DeWitt

Apple, paint and gunpowder

Tim Cook at a crossroads. In a provocative essay posted today on his Stratechery blog, Ben Thompson takes a 3,000-word look at Apple's organizational structure. He makes a strong…

Read More Apple, paint and gunpowder

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How many iPhones did Apple sell last quarter?9 years ago
Published April 19, 2016 by Philip Elmer-DeWitt

How many iPhones did Apple sell last quarter?

Fewer than last year, that's for sure. Next week, when Apple reports its March quarter earnings, reporters who haven't been paying attention will express surprise and…

Read More How many iPhones did Apple sell last quarter?

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Cowan calls the Apple fears sown by Nikkei 'overblown'9 years ago
Published April 18, 2016 by Philip Elmer-DeWitt

Cowan calls the Apple fears sown by Nikkei 'overblown'

Seeking to calm panicky investors. Analyst Timothy Arcuri, who tracks Apple's semiconductor supply chain for Cowan and Co., took issue Monday with the Nikkei Asian Review…

Read More Cowan calls the Apple fears sown by Nikkei 'overblown'

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Dear Cyrus: Wake up and smell the flowers9 years ago
Published April 18, 2016 by Philip Elmer-DeWitt

Dear Cyrus: Wake up and smell the flowers

We live in the golden age of surveillance. Manhattan D.A. Cyrus Vance took to the New York airwaves yesterday to spread his fearful message of crypto terror. From…

Read More Dear Cyrus: Wake up and smell the flowers

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Anatomy of an Apple takedown9 years ago
Published April 17, 2016 by Philip Elmer-DeWitt

Anatomy of an Apple takedown

Why did the share price do a belly flop Friday? Here's what I've learned so far. Two days ago Nikkei Asian Review, a well-respected Tokyo-based business daily, posted…

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Here's the Nikkei Asian Review story that just dinged Apple9 years ago
Published April 15, 2016 by Philip Elmer-DeWitt

Here's the Nikkei Asian Review story that just dinged Apple

A lightly sourced "exclusive" can do a lot of damage on a Friday afternoon. I quote: TOKYO -- Apple will continue its reduced production of iPhones in…

Read More Here's the Nikkei Asian Review story that just dinged Apple

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Apple's Q2 earnings: The estimates are coming in (updated)9 years ago
Published April 15, 2016 by Philip Elmer-DeWitt

Apple's Q2 earnings: The estimates are coming in (updated)

Apple analysts place their bets. Here are excerpts from the notes we've seen, ranked by estimated revenue. More as they come in. Kulbinder Garcha, Credit Suisse. Given high retention…

Read More Apple's Q2 earnings: The estimates are coming in (updated)

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Encryption: Everything you need to know in 3 charming minutes9 years ago
Published April 15, 2016 by Philip Elmer-DeWitt

Encryption: Everything you need to know in 3 charming minutes

This is what Apple vs. FBI was all about. Nobody explains the Internet better than CGP Grey. In a YouTube video posted Thursday, he lays out the difference between…

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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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