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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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LTE Apple Watch: This year or next?LTE Apple Watch Gurman8 years ago
Published August 5, 2017 by Philip Elmer-DeWitt

LTE Apple Watch: This year or next?

Color me cautious on the timing.

Read More LTE Apple Watch: This year or next?

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Where Apple Services would fit in the Fortune 100the new fortune 1008 years ago
Published August 4, 2017 by Philip Elmer-DeWitt

Where Apple Services would fit in the Fortune 100

Sometimes it helps to see these things in context.

Read More Where Apple Services would fit in the Fortune 100

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Chart of the day: Who owns what iPhones in the U.Swhat iphone8 years ago
Published August 3, 2017 by Philip Elmer-DeWitt

Chart of the day: Who owns what iPhones in the U.S

According to CIRP, the U.S. installed base now consists virtually entirely of phones sold in the past 33 months.

Read More Chart of the day: Who owns what iPhones in the U.S

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Apple at $157: Look whose price targets are still underwaterapple underwater 3-29-2458 years ago
Published August 3, 2017 by Philip Elmer-DeWitt

Apple at $157: Look whose price targets are still underwater

Believe it or not, Wells Fargo, Deutsche, Barclays and Rosenblatt all raised their price targets this week.

Read More Apple at $157: Look whose price targets are still underwater

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Apple: 16 moving targetsApple targets changed q2 20208 years ago
Published August 3, 2017 by Philip Elmer-DeWitt

Apple: 16 moving targets

Look who used Tuesday's easy beat as an opportunity to raise their price targets.

Read More Apple: 16 moving targets

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Why the iPad is making a comebackcomeback kid8 years ago
Published August 2, 2017 by Philip Elmer-DeWitt

Why the iPad is making a comeback

Guggenheim's Robert Cihra has the most coherent explanation.

Read More Why the iPad is making a comeback

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Best and worst Apple analysts, Q3 2017 editionbest and worst apple analysts 10 best q3 20178 years ago
Published August 2, 2017 by Philip Elmer-DeWitt

Best and worst Apple analysts, Q3 2017 edition

For the third quarter in a row, the bloggers clobber the pros.

Read More Best and worst Apple analysts, Q3 2017 edition

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Easy beat, strong guide: What the Apple analysts are saying—updatedapple analysts Tim Cook easy beat strong guide8 years ago
Published August 2, 2017 by Philip Elmer-DeWitt

Easy beat, strong guide: What the Apple analysts are saying—updated

Excerpts from the notes I've seen.

Read More Easy beat, strong guide: What the Apple analysts are saying—updated

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Apple's Q3 results in five easy chartsFive easy charts8 years ago
Published August 1, 2017 by Philip Elmer-DeWitt

Apple's Q3 results in five easy charts

Revenue, Earnings, iPhones, Services and Greater China.

Read More Apple's Q3 results in five easy charts

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Apple: CNBC lays a stinkerstink bomb bomshell8 years ago
Published August 1, 2017 by Philip Elmer-DeWitt

Apple: CNBC lays a stinker

I promise you, dear readers, there is no bombshell. 

Read More Apple: CNBC lays a stinker

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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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