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No, Amazon's 2017 R&D spending was not 2X Apple'sAmazon apple R&D spending7 years ago
Published April 10, 2018 by Philip Elmer-DeWitt

No, Amazon's 2017 R&D spending was not 2X Apple's

Can you really call money spent acquiring video for Amazon Prime research & development?

Read More No, Amazon's 2017 R&D spending was not 2X Apple's

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Indie analyst: IDC is 'off their rocker' (with interactive chart)idc off their rocker7 years ago
Published March 7, 2018 by Philip Elmer-DeWitt

Indie analyst: IDC is 'off their rocker' (with interactive chart)

According to Neil Cybart, Apple took 51% of the wrist wearable market last quarter (vs. IDC's 21% estimate) and 70% of the revenue. From Deep Dive into…

Read More Indie analyst: IDC is 'off their rocker' (with interactive chart)

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Bloomberg's 3-iPhone scoop: Sound familiar? (video)three iphones7 years ago
Published February 27, 2018 by Philip Elmer-DeWitt

Bloomberg's 3-iPhone scoop: Sound familiar? (video)

Mark Gurman and Debby Wu's report that Apple has three new iPhones on tap for 2018 was the tech media's lead story this morning.

Read More Bloomberg's 3-iPhone scoop: Sound familiar? (video)

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Apple souffle: Who's behind Nikkei's supply chain leaks?foxconn7 years ago
Published January 30, 2018 by Philip Elmer-DeWitt

Apple souffle: Who's behind Nikkei's supply chain leaks?

Neil Cybart has a theory.

Read More Apple souffle: Who's behind Nikkei's supply chain leaks?

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Apple's Dec. quarter: Neil Cybart sticks his neck outnosebleed neil cybart7 years ago
Published January 25, 2018 by Philip Elmer-DeWitt

Apple's Dec. quarter: Neil Cybart sticks his neck out

An Apple Earnings Smackdown winner just posted the industry-high Apple revenue estimate.

Read More Apple's Dec. quarter: Neil Cybart sticks his neck out

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iPhone expectation metersignal meter8 years ago
Published July 31, 2017 by Philip Elmer-DeWitt

iPhone expectation meter

Are 36 million iPhones too few? Is 42 million a blowout?

Read More iPhone expectation meter

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Seven reasons Apple glasses are 'inevitable'apple ar headset8 years ago
Published July 28, 2017 by Philip Elmer-DeWitt

Seven reasons Apple glasses are 'inevitable'

Smart glasses, says Neil Cybart, are right in Apple's wheelhouse.

Read More Seven reasons Apple glasses are 'inevitable'

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How many Watches did Apple sell last quarter?apple watches8 years ago
Published July 27, 2017 by Philip Elmer-DeWitt

How many Watches did Apple sell last quarter?

The mystery deepens.

Read More How many Watches did Apple sell last quarter?

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How many iPads did Apple sell in the June quarter?iPad and pen8 years ago
Published July 25, 2017 by Philip Elmer-DeWitt

How many iPads did Apple sell in the June quarter?

Here are the iPad unit sales estimates of 25 Apple analysts—17 Wall Street professionals and 8 independents.

Read More How many iPads did Apple sell in the June quarter?

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Best estimate: Apple sold 3.2 million Watches in Q2Apple watch owns wrist8 years ago
Published May 3, 2017 by Philip Elmer-DeWitt

Best estimate: Apple sold 3.2 million Watches in Q2

From a note to Above Avalon subscribers posted Wednesday by Neil Cybart.

Read More Best estimate: Apple sold 3.2 million Watches in Q2

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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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