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Horace Dediu is back in the Apple earnings estimates gameapple dediu smackdown q120215 years ago
Published January 14, 2021 by Philip Elmer-DeWitt

Horace Dediu is back in the Apple earnings estimates game

For the first time in a year, the once and future king of Apple analysts is publishing quarterly estimates.

Read More Horace Dediu is back in the Apple earnings estimates game

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Cool Graphic: Horace Dediu's stairway to Apple heavenapple iphone stairway heaven5 years ago
Published October 15, 2020 by Philip Elmer-DeWitt

Cool Graphic: Horace Dediu's stairway to Apple heaven

Click a couple times to watch the average iPhone selling price climb almost to the sky before taking a baby step down.

Read More Cool Graphic: Horace Dediu's stairway to Apple heaven

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Apple 3.0 in the newsapple 3.0 analysts targets dediu6 years ago
Published January 4, 2020 by Philip Elmer-DeWitt

Apple 3.0 in the news

From Horace Dediu's "Analyst, analyze yourself" posted on Thursday (before $300) on Asymco.com.

Read More Apple 3.0 in the news

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Horace Dediu: The triumph of the walled gardenapple walled garden grapeshot6 years ago
Published September 25, 2019 by Philip Elmer-DeWitt

Horace Dediu: The triumph of the walled garden

Tim Cook said he would double Services revenue in four years. He did it in three. From a note posted Wednesday on Asymco.com: Click to enlarge. …

Read More Horace Dediu: The triumph of the walled garden

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WWDC19: Eight base hits, no home runsapple dediu wwdc19 8 hits6 years ago
Published June 13, 2019 by Philip Elmer-DeWitt

WWDC19: Eight base hits, no home runs

The score is the same, according to Horace Dediu, who did not grow up playing baseball.

Read More WWDC19: Eight base hits, no home runs

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Horace Dediu takes a deep dive into Apple's 'pivot'apple car evercore deep dive6 years ago
Published May 16, 2019 by Philip Elmer-DeWitt

Horace Dediu takes a deep dive into Apple's 'pivot'

No business is good if it is static

Read More Horace Dediu takes a deep dive into Apple's 'pivot'

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Horace Dediu: What Apple Watch (and AirPods) have wrought (chart)dediu watch airpods6 years ago
Published March 29, 2019 by Philip Elmer-DeWitt

Horace Dediu: What Apple Watch (and AirPods) have wrought (chart)

In my home town, they still look goofy and strange.

Read More Horace Dediu: What Apple Watch (and AirPods) have wrought (chart)

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The tornado funnel of civilizations, the S-curve of technologiesdediu civilizations technologies6 years ago
Published March 5, 2019 by Philip Elmer-DeWitt

The tornado funnel of civilizations, the S-curve of technologies

Nothing lasts forever, but things last shorter now.

Read More The tornado funnel of civilizations, the S-curve of technologies

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A snapshot of Apple's installed basesnapshot billion uses6 years ago
Published February 8, 2019 by Philip Elmer-DeWitt

A snapshot of Apple's installed base

This is what 1.4 billion active devices looks like.

Read More A snapshot of Apple's installed base

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The smartest take I've seen on Apple v. Pepperben thompson apple v pepper7 years ago
Published November 27, 2018 by Philip Elmer-DeWitt

The smartest take I've seen on Apple v. Pepper

"To be frank," writes Ben Thompson, "Apple is an abusive monopoly in terms of iOS apps."

Read More The smartest take I've seen on Apple v. Pepper

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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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