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Neil Cybart calls BS on Mark Gurman's Apple Vision Pro scoopapple cybart gurman bs2 months ago
Published October 3, 2025 by Philip Elmer-DeWitt

Neil Cybart calls BS on Mark Gurman's Apple Vision Pro scoop

"In what is a trademark for Gurman, the article was dripping with narrative while lacking context.The reader was purposely left to make a lot of assumptions."

Read More Neil Cybart calls BS on Mark Gurman's Apple Vision Pro scoop

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Neil Cybart: iPhone upgrades headed into perfect stormapple iphone upgrade storm3 months ago
Published September 5, 2025 by Philip Elmer-DeWitt

Neil Cybart: iPhone upgrades headed into perfect storm

"There are 125M iPhone users still using an iPhone that they purchased new in 2021, 2022, or 2023."

Read More Neil Cybart: iPhone upgrades headed into perfect storm

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Neil Cybart: What's behind Buffett's sale of Apple sharesapple buffett cybart sales4 months ago
Published August 27, 2025 by Philip Elmer-DeWitt

Neil Cybart: What's behind Buffett's sale of Apple shares

"My confidence level is growing that the selling has little to do with Apple’s business or valuation and more about Buffett wanting to give his successor Greg Abel the best chance of success." 

Read More Neil Cybart: What's behind Buffett's sale of Apple shares

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Analysts walk up to Apple's June quarter earnings reportapple q32025 walkups analysts5 months ago
Published July 30, 2025 by Philip Elmer-DeWitt

Analysts walk up to Apple's June quarter earnings report

"A growing list of headwinds have contributed to Apple shares experiencing some of their worst underperformance relative to peers and the market in recent memory."

Read More Analysts walk up to Apple's June quarter earnings report

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Neil Cybart: Qualcomm sounds nervous about Appleapple qualcomm nervous cybart9 months ago
Published March 7, 2025 by Philip Elmer-DeWitt

Neil Cybart: Qualcomm sounds nervous about Apple

"What this will do will set a huge delta between the performance of premium Android devices, and iOS devices, when you compare what Qualcomm can do versus what Apple is doing." — Qualcomm CEO Cristiano Amon

Read More Neil Cybart: Qualcomm sounds nervous about Apple

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Neil Cybart: Why Android got an Apple TV appapple tv android cybart10 months ago
Published February 13, 2025 by Philip Elmer-DeWitt

Neil Cybart: Why Android got an Apple TV app

"As for iOS vs. Android implications, the war between the two platforms subsided years ago."

Read More Neil Cybart: Why Android got an Apple TV app

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Neil Cybart on Tim Cook's place in the President's pecking orderapple cook trump cybart11 months ago
Published January 22, 2025 by Philip Elmer-DeWitt

Neil Cybart on Tim Cook's place in the President's pecking order

"To have Cook be in this frame is… interesting."

Read More Neil Cybart on Tim Cook's place in the President's pecking order

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Zuck's master planapple meta master plan11 months ago
Published January 15, 2025 by Philip Elmer-DeWitt

Zuck's master plan

"My stance has always been that Meta has developed great skill in copying software features, although the company remains cagey about publicizing this skill." — Neil Cybart

Read More Zuck's master plan

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Neil Cybart: Apple is saving a fortune in capex spendingapple Capex ai cybart1 year ago
Published November 14, 2024 by Philip Elmer-DeWitt

Neil Cybart: Apple is saving a fortune in capex spending

"Apple Intelligence offers a real-world example."

Read More Neil Cybart: Apple is saving a fortune in capex spending

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Neil Cybart: What Trump's blowout means for Appleapple cybart trump blowout1 year ago
Published November 6, 2024 by Philip Elmer-DeWitt

Neil Cybart: What Trump's blowout means for Apple

"Instead of helping Apple fight against the EU’s power move, the Biden administration turned its back on Apple."

Read More Neil Cybart: What Trump's blowout means for Apple

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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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