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What's next for Apple? Neil Cybart thinks he knowsapple cybart next glasses7 years ago
Published June 24, 2018 by Philip Elmer-DeWitt

What's next for Apple? Neil Cybart thinks he knows

"There are certain ideas that we have, and we're waiting for the technology to catch up." —Jony Ive

Read More What's next for Apple? Neil Cybart thinks he knows

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Neil Cybart: 36 million wrists now sport an Apple Watchcybart apple watch8 years ago
Published May 23, 2018 by Philip Elmer-DeWitt

Neil Cybart: 36 million wrists now sport an Apple Watch

One of the best of the indie analysts shows his math.

Read More Neil Cybart: 36 million wrists now sport an Apple Watch

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Neil Cybart sets the table for Apple's Q2 earnings next weekNeil cybart Q2 2018 sets the table8 years ago
Published April 23, 2018 by Philip Elmer-DeWitt

Neil Cybart sets the table for Apple's Q2 earnings next week

Cybart is a past Earning Smackdown winner, but his estimates last quarter were the worst. Literally.

Read More Neil Cybart sets the table for Apple's Q2 earnings next week

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Neil Cybart: Apple's got a new story to tell the Streetapple's new narrative8 years ago
Published April 19, 2018 by Philip Elmer-DeWitt

Neil Cybart: Apple's got a new story to tell the Street

Apple is a capital utilization machine spitting out more than $50 billion of free cash flow every year.

Read More Neil Cybart: Apple's got a new story to tell the Street

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No, Amazon's 2017 R&D spending was not 2X Apple'sAmazon apple R&D spending8 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 rocker8 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 iphones8 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?foxconn8 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 cybart8 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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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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