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iPhone expectation metersignal meter9 years ago
Published January 30, 2017 by Philip Elmer-DeWitt

iPhone expectation meter

Just in time for tomorrow's Apple earnings call...

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For Apple, this week is pure gravy9 years ago
Published December 27, 2016 by Philip Elmer-DeWitt

For Apple, this week is pure gravy

The late arrival of the AirPod puts an odd twist on Apple's fiscal Q1.

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How Apple's car project turned on a dimeapple autonomous taxi service9 years ago
Published November 20, 2016 by Philip Elmer-DeWitt

How Apple's car project turned on a dime

Above Avalon's Neil Cybart weaves a mosaic of rumors into a coherent narrative. In the summer of 2015, Apple's Project Titan seemed to be firing on all…

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Apple: The expectations game, Q3 20169 years ago
Published July 25, 2016 by Philip Elmer-DeWitt

Apple: The expectations game, Q3 2016

Nobody's looking for a big surprise tomorrow, one way or the other. You have to go back seven quarters—to Sept. 2014—to find Wall Street's expectations for Apple…

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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?10 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…

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How many Watches did Apple sell in Q2 2016?10 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…

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Here's What Wall Street Doesn't Get About Apple10 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 ($)
  • Tommo.fyi
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