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A snapshot of Apple $269 billion cash, before repatriationApple 10-q q22021 evercore scrooge7 years ago
Published January 18, 2018 by Philip Elmer-DeWitt

A snapshot of Apple $269 billion cash, before repatriation

Q: Why does Apple need to pay shareholders? A: Because it’s their money.

Read More A snapshot of Apple $269 billion cash, before repatriation

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Dediu: Apple's App Store will overtake Hollywood's Box Office in 2018Dediu apple app store hollywood box office7 years ago
Published January 8, 2018 by Philip Elmer-DeWitt

Dediu: Apple's App Store will overtake Hollywood's Box Office in 2018

Dediu: By weight of users and their propensity to engage, iOS enables about 50% to 60% of mobile economic activity.

Read More Dediu: Apple's App Store will overtake Hollywood's Box Office in 2018

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What's Apple hiding in its Other Products drawer?other products watch drawer8 years ago
Published November 12, 2017 by Philip Elmer-DeWitt

What's Apple hiding in its Other Products drawer?

Horace Dediu unpacked Apple’s catch-all Other Products category last week. He found, among other things, 40 million Apple Watches.

Read More What's Apple hiding in its Other Products drawer?

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Where Apple keeps its cash and cash equivalentsApple 10-q q22021 evercore scrooge8 years ago
Published May 3, 2017 by Philip Elmer-DeWitt

Where Apple keeps its cash and cash equivalents

"Watching Apple's cash at hand misses the entire picture." —Horace Dediu

Read More Where Apple keeps its cash and cash equivalents

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Dediu: Don't be fooled by the Apple iPad's optics8 years ago
Published March 24, 2017 by Philip Elmer-DeWitt

Dediu: Don't be fooled by the Apple iPad's optics

And isn’t the goal of the iPad to become a computer? If so then perhaps Mission Accomplished.

Read More Dediu: Don't be fooled by the Apple iPad's optics

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Dediu: Apple is doomed8 years ago
Published March 16, 2017 by Philip Elmer-DeWitt

Dediu: Apple is doomed

And yet it seems to be saying, somewhat faintly, “I’m not dead yet"

Read More Dediu: Apple is doomed

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Podcast: Horace Dediu's unified theory of Apple8 years ago
Published January 18, 2017 by Philip Elmer-DeWitt

Podcast: Horace Dediu's unified theory of Apple

A new perspective on disruptive innovation.

Read More Podcast: Horace Dediu's unified theory of Apple

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Dediu: With 7% of market, the Mac captures 60% of profit9 years ago
Published November 3, 2016 by Philip Elmer-DeWitt

Dediu: With 7% of market, the Mac captures 60% of profit

Horace Dediu came not to praise the MacBook Pro but to bury it.

Read More Dediu: With 7% of market, the Mac captures 60% of profit

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Chart of the day: The five horsemen of tech9 years ago
Published September 11, 2016 by Philip Elmer-DeWitt

Chart of the day: The five horsemen of tech

One of these companies is not like the others. The highlight of a presentation Horace Dediu delivered at a private conference in San Francisco last Thursday was…

Read More Chart of the day: The five horsemen of tech

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Apple chart of the day9 years ago
Published August 17, 2016 by Philip Elmer-DeWitt

Apple chart of the day

A billion devices is a gift that keeps on giving. “Apple customers deliver an astronomical $40 per month apiece to the company, versus the pennies per month…

Read More Apple chart of the day

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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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