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Chart: Spotify vs. Apple Music9 years ago
Published July 13, 2016 by Philip Elmer-DeWitt

Chart: Spotify vs. Apple Music

There's good news and bad. Neil Cybart's deep dive into what he calls Apple's Plan to Own the Entire Music Industry is illustrated with a chart that compares Spotify's paid subscriber…

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Apple as tensegrity structure9 years ago
Published June 23, 2016 by Philip Elmer-DeWitt

Apple as tensegrity structure

A new business model for a new age of computing. "Apple's strategy for eventually moving beyond the iPhone is coming into focus," writes Neil Cybert in…

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Why has Apple tripled its R&D spending to $10 billion?9 years ago
Published May 12, 2016 by Philip Elmer-DeWitt

Why has Apple tripled its R&D spending to $10 billion?

Neil Cybart makes the case for a car. From Cybart's Above Avalon: "People are focusing on the wrong thing when analyzing Apple's path forward in the…

Read More Why has Apple tripled its R&D spending to $10 billion?

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

How many Watches did Apple sell in Q2 2016?

We could get an answer on Monday. If Tim Cook were of a mind to reveal sales numbers for the first product developed under his watch, 5 p.m. Monday…

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

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Here's What Wall Street Doesn't Get About Apple9 years ago
Published January 15, 2016 by Philip Elmer-DeWitt

Here's What Wall Street Doesn't Get About Apple

Apple blogger Neil Cybart nails it. “There are two Apples: AAPL, the stock, and Apple, the company.” So wrote Neil Cybart, an insurance industry analyst turned…

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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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