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Neil Cybart: AirPod sales grew 115% last quarter, HomePod shrank 5%apple airpods homepods Cybart6 years ago
Published August 29, 2019 by Philip Elmer-DeWitt

Neil Cybart: AirPod sales grew 115% last quarter, HomePod shrank 5%

Cybart's pretty good at thus stuff.

Read More Neil Cybart: AirPod sales grew 115% last quarter, HomePod shrank 5%

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Neil Cybart: Tim Cook Continues to Thread the Needleapple thread needle tariffs6 years ago
Published August 26, 2019 by Philip Elmer-DeWitt

Neil Cybart: Tim Cook Continues to Thread the Needle

Suffering just some minor cuts and scrapes so far.

Read More Neil Cybart: Tim Cook Continues to Thread the Needle

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Neil Cybart: Apple's wearables business gets no respectcybart apple wearables respect6 years ago
Published August 12, 2019 by Philip Elmer-DeWitt

Neil Cybart: Apple's wearables business gets no respect

Respect on the Street may last only as long as Trump's next tweet.

Read More Neil Cybart: Apple's wearables business gets no respect

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Neil Cybart: 921 million iPhones in the wild as of March 30, 2019apple cybart 921 million iphones7 years ago
Published May 10, 2019 by Philip Elmer-DeWitt

Neil Cybart: 921 million iPhones in the wild as of March 30, 2019

One of best trackers of Apple unit sales shows his math.

Read More Neil Cybart: 921 million iPhones in the wild as of March 30, 2019

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Apple blogger calls BS on IDC's iPhone unit sales estimatecybart iPhone IDC BS7 years ago
Published May 2, 2019 by Philip Elmer-DeWitt

Apple blogger calls BS on IDC's iPhone unit sales estimate

"IDC isn't close with their iPhone unit sales estimate for the quarter that Apple just reported." — Neil Cybart, Above Avalon

Read More Apple blogger calls BS on IDC's iPhone unit sales estimate

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How to read the meter on Apple's June quarter guidance7 years ago
Published April 29, 2019 by Philip Elmer-DeWitt

How to read the meter on Apple's June quarter guidance

Neil Cybart, like Charles Dickens, has seen the best of times and the worst.

Read More How to read the meter on Apple's June quarter guidance

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Blogger calls Bloomberg out for anti-Apple biasblogger bloomberg bias7 years ago
Published December 5, 2018 by Philip Elmer-DeWitt

Blogger calls Bloomberg out for anti-Apple bias

Join the club.

Read More Blogger calls Bloomberg out for anti-Apple bias

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Neil Cybart's grand unified theory of Apple, now with glassesgrand theory7 years ago
Published September 20, 2018 by Philip Elmer-DeWitt

Neil Cybart's grand unified theory of Apple, now with glasses

No analyst I track is more certain about these glasses than Cybart.

Read More Neil Cybart's grand unified theory of Apple, now with glasses

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Cybart: New iPhone X, X+ will spur upgrades not seen since iPhone 6, 6+neil cybart iPhone upgrades7 years ago
Published August 30, 2018 by Philip Elmer-DeWitt

Cybart: New iPhone X, X+ will spur upgrades not seen since iPhone 6, 6+

If 160 million iPhone owners upgrade in the next 12 months, that's 21% of the installed base.

Read More Cybart: New iPhone X, X+ will spur upgrades not seen since iPhone 6, 6+

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How many Watches did Apple sell last quarter (Q3 2018)apple watch q3 20187 years ago
Published July 26, 2018 by Philip Elmer-DeWitt

How many Watches did Apple sell last quarter (Q3 2018)

Nobody outside Apple really knows how many Watches the company sells each quarter.

Read More How many Watches did Apple sell last quarter (Q3 2018)

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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.]

Apple 3.0 Archives

Apple 2.0 Archives

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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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