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How to estimate Apple Watch salesApple Watch calculator8 years ago
Published May 2, 2017 by Philip Elmer-DeWitt

How to estimate Apple Watch sales

Every analyst has his or her own formula. This is Neil Cybart's.

Read More How to estimate Apple Watch sales

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Apple iPhone expectation meter, fiscal Q2 2017 editionmeter8 years ago
Published May 1, 2017 by Philip Elmer-DeWitt

Apple iPhone expectation meter, fiscal Q2 2017 edition

Are 37 million iPhones too few? Is 57 million a blowout?

Read More Apple iPhone expectation meter, fiscal Q2 2017 edition

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Apple: Neil Cybart sees OK quarter, no blowout8 years ago
Published April 26, 2017 by Philip Elmer-DeWitt

Apple: Neil Cybart sees OK quarter, no blowout

From a note to Above Avalon subscribers posted Wednesday morning.

Read More Apple: Neil Cybart sees OK quarter, no blowout

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At $159, Apple made AirPods too cheap8 years ago
Published March 19, 2017 by Philip Elmer-DeWitt

At $159, Apple made AirPods too cheap

"The action instantly removed all available oxygen from the wireless headphone space."

Read More At $159, Apple made AirPods too cheap

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Apple Watch: Neil Cybart vs. IDC8 years ago
Published March 5, 2017 by Philip Elmer-DeWitt

Apple Watch: Neil Cybart vs. IDC

Neil Cybart has a running beef with IDC's Apple Watch estimates.

Read More Apple Watch: Neil Cybart vs. IDC

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Apple 3.0 Podcast: The Neil Cybart story8 years ago
Published February 8, 2017 by Philip Elmer-DeWitt

Apple 3.0 Podcast: The Neil Cybart story

How Sammy the Walrus became one of the rising stars of Apple analysis.

Read More Apple 3.0 Podcast: The Neil Cybart story

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iPhone expectation metersignal meter8 years ago
Published January 30, 2017 by Philip Elmer-DeWitt

iPhone expectation meter

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

Read More iPhone expectation meter

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For Apple, this week is pure gravy8 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.

Read More For Apple, this week is pure gravy

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How Apple's car project turned on a dimeapple autonomous taxi service8 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…

Read More How Apple's car project turned on a dime

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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…

Read More Apple: The expectations game, Q3 2016

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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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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 ($)
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