Philip Elmer-DeWitt
24/7 Wall St.
Greenfield, MA, United States
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Past articles by Philip:
Horace Dediu takes a deep dive into Apple’s ‘pivot’
“The iPhone is the most successful product of all time.” From Dediu’s “The Pivot,” posted on Asymco Thursday: There are about 1 billion iPhone users. Economically speaking, iPhone sales have reached one trillion dollars. Since the iPhone launched, Apple’s sales have totaled $1.918 trillion. Of those trillions about one half a trillion was accumulated in the form of income. Of that half trillion… → Read More
Apple, Amazon and the scourge of homelessness
A Stanford academic with a European perspective is aghast. Recently, a CEO of a roaring unicorn in Silicon Valley drew my attention to the following: “If you compare Amazon’s stock price over the recent years against the cost of housing and the rise of homelessness in Seattle, the progression is identical.” He is mostly right. Over the last five years, Amazon stock has grown 5.6 times. In the… → Read More
What Donald Trump, Mark Cuban and Other Leaders Said About Apple's Refusal to Unlock an iPhone
The four-digit pin code to a terrorist's iPhone 5C has become the flashpoint for a long-simmering conflict. → Read More
How Apple Sucks the Profit Out of Mobile Phones
With 17.2% of the smartphone market, Apple captured 91% of the profit. → Read More
Here's What Will Replace the iPhone
Gene Munster has seen Apple's future and he calls it "mixed reality" → Read More
How Many Watches Did Apple Sell Last Quarter?
How many watches did Apple sell in the Christmas quarter? → Read More
How many iPhones did Apple sell last quarter?
How many iPhones did Apple sell last quarter? Probably enough to set a new record. → Read More
Apple: How Much Does It Pay Jony Ive?
How Much Does Apple Pay Jony Ive? That's a Secret. → Read More
Morgan Stanley Lowers Its Apple Price Target by 12%
Morgan Stanley lowered its Apple price target on weaker iPhone sales → Read More
This Is Phil Schiller's Grand Unified Theory of Apple
Apple's senior vice president Phil Schiller articulates his theory connecting Apple Watch, iPhone, iPad, and Mac. → Read More
Best Shark Tank salespitch ever: The $300 iPhone/Android drone
xCraft raised three times as much as they asked for. → Read More
The new Apple TV: Here's what the reviewers are saying
What Steve Jobs once called a "hobby" has now turned into a serious product. The new set-top box will start shipping this week, just in time for the holidays. → Read More
Bloggers clobber pros in Apple Earnings Smackdown
Why is it so hard for Wall Street's analysts to get Apple right? → Read More
Apple's record fourth quarter: What the analysts are saying
Daniel Ives, FBR: Better-Than-Feared Results. With Cook & Co. forecasting year-over-year iPhone unit growth off Herculean comps in the December quarter with China remaining white hot, we believ... → Read More
Apple was supposed to get killed in China last quarter
Remember what happened to Apple when it reported its third-quarter earnings last July? Despite a sharp increase in global sales and profits, traders the next day wiped $40 billion off Apple’s... → Read More
Apple Breaks Earnings Record With Strong iPhone Sales
The tech giant's latest earnings report beat expectations. → Read More
The Apple guys at IBM are smiling. Here's why. (Update with video)
A chorus of "I told you so"s greets the news that Macs are making life easier at IBM. → Read More
Apple Earnings Smackdown, fiscal Q4 2015 edition
Once again, amateur analysts take on the Wall Street professionals. → Read More
The new Apple TV just went on sale
So far, no signs of pent-up demand for the new set-top box. → Read More
Why 'Steve Jobs' bombed at the box office
Expectations were high for the nationwide opening of the new Steve Jobs movie last weekend. Its limited release in New York and Los Angeles two weeks ago set a pre-theater release record, the 15th ... → Read More