This week, we again kick off with a quick roundup of a few news items, and we’re feeling like this is probably how we’ll start all our episodes going forward. One side effect is that many of our episodes will end up being a little shorter than before – closer to 45 minutes than an hour.
This week, the three news topics we discussed up front were Netflix’s earnings, reports that Apple is applying to open its own stores in India, and the launch on Wednesday morning of an updated GarageBand app for iOS as well as a new Music Memos app. We discuss each of these items briefly and highlight what we think are the most significant aspects. Our Question of the Week this week is about M&A activity in the video content world, and specifically whether big tech companies should expect to be able to fix their streaming video rights issues by acquiring media companies. The context here is the continuing reports that Time Warner might be for sale, and that big tech companies like Apple or Amazon might be buyers. Aaron dives deep for us on which assets are actually for sale, why someone might want them, and what else they’d get by buying one of these companies, as well as the potential downsides.
Our last topic is a preview of Apple’s earnings next week. We run through both what to expect and what to look for as Apple reports iPhone and iPad sales, highlights Apple Watch performance, and provides other tidbits for observers and analysts. As usual, we wrap up with our Weekly Pick, and this week Jan recommends a couple of game apps for iOS.
As ever, you can find links to related content and other useful stuff under the SoundCloud player below.
We invite listeners to submit questions for subsequent weeks in the comments below, on Twitter (@jandawson, @aaronmiller), or via email (jan at jackdawresearch dot com). We also now have a dedicated Podcast Twitter handle at @BDPcast.
Here are some useful links relating to this week’s episode:
- Netflix earnings
- Report about Apple seeking permission to open stores in India
- Apple press release on music apps
- “Why Apple might want to buy HBO” from Macworld.
- Time Warner’s operating divisions, as listed on its website.
- Bloomberg Gadfly piece on “The Great Media Shakeup“
- Jan’s Weekly Picks, Easy Music and Little Broken Robots on the iOS App Store.
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