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Neil Cybart disses Bloomberg's Apple supply chain scoop machineapple cybart bloomberg iphone3 years ago
Published June 1, 2022 by Philip Elmer-DeWitt

Neil Cybart disses Bloomberg's Apple supply chain scoop machine

"Given Bloomberg's poor track record on Apple production plans and other supply chain scoops, my stance is to keep my iPhone growth estimate unchanged."

Read More Neil Cybart disses Bloomberg's Apple supply chain scoop machine

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Neil Cybart: Apple steps back on the buyback acceleratorapple buybacks cybart chart3 years ago
Published May 4, 2022 by Philip Elmer-DeWitt

Neil Cybart: Apple steps back on the buyback accelerator

From a note to Above Avalon subscribers ($) that landed on my desktop Tuesday.

Read More Neil Cybart: Apple steps back on the buyback accelerator

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Neil Cybart expects Apple to hike buybacks by $75 billionapple buybacks cybart q220223 years ago
Published April 28, 2022 by Philip Elmer-DeWitt

Neil Cybart expects Apple to hike buybacks by $75 billion

As for dividends, he's looking for $0.23 cash per share quarterly (up $0.01 or 5%).

Read More Neil Cybart expects Apple to hike buybacks by $75 billion

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Apple: Neil Cybart handicaps tomorrow's iPhone SE price pointsapple iphone SE cybart price3 years ago
Published March 7, 2022 by Philip Elmer-DeWitt

Apple: Neil Cybart handicaps tomorrow's iPhone SE price points

Cybart's best guess: The new iPhone SE3 will likely start at $399.

Read More Apple: Neil Cybart handicaps tomorrow's iPhone SE price points

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Neil Cybart: Why Apple's market value trails its share priceapple cybart market cap3 years ago
Published January 6, 2022 by Philip Elmer-DeWitt

Neil Cybart: Why Apple's market value trails its share price

In the time it took Apple’s market cap to grow 200%, its share price climbed 264%.

Read More Neil Cybart: Why Apple's market value trails its share price

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Neil Cybart: No, that Bloomberg report did not send Apple to record highsapple cybart intraday 165.703 years ago
Published November 23, 2021 by Philip Elmer-DeWitt

Neil Cybart: No, that Bloomberg report did not send Apple to record highs

From a note that reached Above Avalon subscribers Monday before Apple broke through $165.

Read More Neil Cybart: No, that Bloomberg report did not send Apple to record highs

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Neil Cybart: Why Apple spent only $33 million on acquisitions in 2021apple cybart acquisitions 20213 years ago
Published November 17, 2021 by Philip Elmer-DeWitt

Neil Cybart: Why Apple spent only $33 million on acquisitions in 2021

That's less than any other year in the Tim Cook era.

Read More Neil Cybart: Why Apple spent only $33 million on acquisitions in 2021

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Why an indie Apple analyst with a stellar track record is betting so high on Q3apple q32021 neil cybart4 years ago
Published July 27, 2021 by Philip Elmer-DeWitt

Why an indie Apple analyst with a stellar track record is betting so high on Q3

Neil Cybart's $80.37 billion revenue number tops anything I've seen outside Estimize.

Read More Why an indie Apple analyst with a stellar track record is betting so high on Q3

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What if Apple hadn't been buying back shares?apple buybacks excise tax4 years ago
Published July 15, 2021 by Philip Elmer-DeWitt

What if Apple hadn't been buying back shares?

Above Avalon's Neil Cybart does the math.

Read More What if Apple hadn't been buying back shares?

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Who can compete with the Apple Watch? (video)apple wearables cybart decade4 years ago
Published May 31, 2021 by Philip Elmer-DeWitt

Who can compete with the Apple Watch? (video)

From Neil Cybart's "Apple Has a Decade-long Lead in Wearables" posted last week on Above Avalon:.

Read More Who can compete with the Apple Watch? (video)

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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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