Category Archives: Amazon

Week 104 News Roundup – Twitter and Amazon Earnings, iPod Line Culled, Death of Flash

This is the week’s News Roundup episode. We’d hoped to have a Question of the Week for you too, but we had a technical hitch in recording and it’ll be out at some point in the next couple of weeks instead, with a deep dive on Apple earnings as usual next week. For today, we cover two other companies’ earnings: Twitter and Amazon. Both offered more of the same, albeit in very different ways, with Twitter seeing more revenue declines and anemic user growth, while Amazon posted rapid growth but a big drop in margins. We also talk about Apple’s culling of the iPod line and the iPod’s historical significance, and Adobe’s announcement of the end of life for Flash.

As always, you’ll find links to these stories and other things we discussed underneath the SoundCloud player embedded below.

As ever, you can also find the podcast on iTunes, in the Overcast app, or your own favorite podcast app. Here is the RSS feed for the podcast if you want to add it manually to your app of choice.

Show notes:

Here are some useful links relating to this week’s episode (Tech Narratives links unless otherwise stated):

As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. You can reach the individual hosts on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast. And we’d love it if you would leave a review of the podcast on iTunes or in your podcast app of choice.

Week 101 News Roundup – Jawbone; Samsung, LG, Xiaomi in Q2; Amazon Prime Subs; Touch ID Reports

There’s no Question of the Week episode this week, but here’s our roundup of the major news of the week. We kick things off with a discussion of Jawbone’s reported liquidation and what it might mean for the broader wearables market. Secondly, we discuss preliminary disclosure of financial or operating results from Samsung, LG, and Xiaomi, which emerged this week. Third is a quick evaluation of a report from CIRP that Amazon now has 85 million Prime subscribers in the US, which Jan is skeptical of. And last is a discussion of the reports this week that Apple might ditch the Touch ID sensor in at least one of this fall’s new iPhones.

As always, you’ll find links to these stories and other things we discussed underneath the SoundCloud player embedded below.

As ever, you can also find the podcast on iTunes, in the Overcast app, or your own favorite podcast app. Here is the RSS feed for the podcast if you want to add it manually to your app of choice.

Show notes:

Here are some useful links relating to this week’s episode (Tech Narratives links unless otherwise stated):

  • Jawbone liquidation:
    https://www.technarratives.com/2017/07/06/jawbone-has-begun-liquidation-proceedings/
  • Samsung preliminary results:
    www.technarratives.com/2017/06/27/fa…active-users/
  • LG preliminary results:
    https://www.technarratives.com/2017/07/07/lg-preliminary-q2-results-suggest-revenue-and-earnings-miss-despite-growth/
  • Xiaomi Q2 smartphone shipments:
    https://www.technarratives.com/2017/07/07/xiaomi-claims-70-quarter-on-quarter-smartphone-shipment-growth/
  • Amazon Prime subscribers:
    https://www.technarratives.com/2017/07/07/amazon-said-to-have-85-million-prime-subs-in-the-us-but-probably-has-fewer/
  • Touch ID reports:
    https://www.technarratives.com/2017/07/03/kgi-and-bloomberg-report-leaks-on-iphone-8-security-features/

 

 

Additionally:

  • Jan mentioned the new Tech Narratives Podcast, which offers a daily roundup of the big tech news on weekdays. You can find it on SoundCloud here, iTunes here, and Overcast here, and which should be available in many other podcast apps too.

As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. You can reach the individual hosts on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast. And we’d love it if you would leave a review of the podcast on iTunes or in your podcast app of choice.

Week 100 News Roundup – Google & EU, Facebook at 2 Billion, Amazon Echo Show Reviews

This week’s News Roundup episode focused on three major news items, plus one smaller related one. First up, we discuss the European Commission’s action against Google over Google Shopping integration in search, including a 2.4 billion Euro fine. Secondly, we discuss Facebook’s announcement of 2 billion monthly active users and its significance, as well as a subtle shift recently in Facebook’s focus. In the context of those two items about giant companies, we also talk briefly about the Canadian Supreme Court’s ruling that Google needs to take down links in search to IP-infringing product listings not just in Canada but globally and the ramifications of that ruling. Lastly, we discuss both the formal reviews released this week of Amazon’s Echo Show and Jan’s own first impressions on using the device for a couple of days.

As always, you’ll find links to these stories and other things we discussed underneath the SoundCloud player embedded below.

As ever, you can also find the podcast on iTunes, in the Overcast app, or your own favorite podcast app. Here is the RSS feed for the podcast if you want to add it manually to your app of choice.

Show notes:

Here are some useful links relating to this week’s episode:

  • Google & EU:
    • Jan’s Tech Narratives piece (no paywall): https://www.technarratives.com/2017/06/27/eu-fines-google-e2-4bn-2-7bn-over-favoring-google-shopping-in-search-results/
    • The EU’s announcement: http://europa.eu/rapid/press-release_IP-17-1784_en.htm
  • Facebook’s 2 Billion:
    • Jan’s Tech Narratives piece: https://www.technarratives.com/2017/06/27/facebook-hits-2-billion-monthly-active-users/
    • Jan’s longer blog post (no paywall): https://medium.com/beyond-devices/facebooks-first-second-and-third-billions-2dffc63e20e7
  • Canadian Supreme Court ruling against Google:
    • CNET article: https://www.cnet.com/news/google-must-yank-search-results-globally-says-canada-court/
  • Amazon Echo Show reviews:
    • Jan’s review:
      https://medium.com/beyond-devices/five-thoughts-on-the-amazon-echo-show-86de415ac632
    • Tech Narratives piece: https://www.technarratives.com/2017/06/26/★-amazon-echo-show-reviews-suggest-solid-performance-limitations-creepy-factor/
    • Techmeme: http://www.techmeme.com/170626/p8#a170626p8

Additionally:

  • Jan mentioned the new Tech Narratives Podcast, which offers a daily roundup of the big tech news on weekdays. You can find it on SoundCloud here, iTunes here, and Overcast here, and which should be available in many other podcast apps too.

As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. You can reach the individual hosts on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast. And we’d love it if you would leave a review of the podcast on iTunes or in your podcast app of choice.

Week 100 QotW – Voice and Amazon

This is our Question of the Week episode for this week, with our News Roundup to follow on Friday. This week’s question is “Is Voice the Next Big User Interface, and is Amazon Really Winning? ” The question comes from the prevailing narrative in the media, which often seems to hold both that voice is going to be the user interface that replaces current ones like touch screens and smartphones, and that Amazon is dominating that voice interface market. We pour some cold water on both assertions and use survey and other data to evaluate the true state of the market, what’s really going on, and whether anyone is really “winning”.

As usual, you’ll find some links to related content as well as other ways to listen to the podcast beneath the embedded 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 have a dedicated Podcast Twitter handle at @BDPcast.

As ever, you can also find the podcast on iTunes, in the Overcast app, or your own favorite podcast app. Here is the RSS feed for the podcast if you want to add it manually to your app of choice.

Show notes:

Here are some useful links relating to this week’s episode:

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. Also, we’d love it if you would leave a review of the podcast on iTunes.Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. You can reach the individual hosts on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast. And we’d love it if you would leave a review of the podcast on iTunes or in your podcast app of choice.

Week 99 News Roundup – Uber Changes, Amazon Whole Foods, New Xbox, Apple TV Execs, Gmail Scanning

This is our first episode for two weeks, as Jan’s been traveling, and since Aaron is now busy this is a solo News Roundup from Jan on some of the big news stories from the last two weeks. On the agenda today are all the big Uber news including the Holder Report and the resignation of Travis Kalanick as CEO; Amazon’s acquisition of Whole Foods; a new Xbox from Microsoft; the hiring of two former Sony TV execs by Apple; and an end to email scanning for the purposes of targeting ads by Gmail.

As always, you’ll find links to these stories and other things we discussed underneath the SoundCloud player embedded below.

As ever, you can also find the podcast on iTunes, in the Overcast app, or your own favorite podcast app. Here is the RSS feed for the podcast if you want to add it manually to your app of choice.

Show notes:

Here are some useful links relating to this week’s episode:

  • Uber:
    • Holder investigation: https://www.technarratives.com/2017/06/13/★-uber-investigation-recommends-many-changes-travis-kalanick-takes-leave-of-absence/
    • Emil Michael leaves: https://www.technarratives.com/2017/06/12/uber-svp-emil-michael-leaves-company-and-board-gets-a-new-female-member-from-nestle/
    • Travis Kalanick resigns:
    https://www.technarratives.com/2017/06/21/★-uber-ceo-travis-kalanick-finally-does-the-right-thing-and-resigns/
  • Amazon-Whole Foods and related topics:
    • Amazon-Whole Foods:

    ★ Amazon Announces Intention to Buy Whole Foods for $13.7 billion


    • Walmart Bonobos:

    Walmart to Acquire Online Men’s Clothing Retailer Bonobos for $310 million


    • Amazon Prime Wardrobe:
    https://www.technarratives.com/2017/06/20/amazon-launches-prime-wardrobe-a-mix-of-home-try-on-and-clothing-box-service/

  • New Xbox: https://www.technarratives.com/2017/06/12/★-microsoft-debuts-xbox-one-x-smallest-and-most-powerful-xbox-at-es/
  • Apple Sony TV execs:
    https://www.technarratives.com/2017/06/16/apple-poaches-two-sony-tv-execs-to-lead-video-programming/
  • Gmail email scanning:
    https://www.technarratives.com/2017/06/23/gmail-will-stop-scanning-emails-to-target-ads-due-to-enterprise-confusion/

Additionally:

  • Episode 85 was our deep dive on Uber – find it in your podcast app or on the site at: podcast.beyonddevic.es/2017/03/episo…um-mac-vs-pc/

As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. You can reach the individual hosts on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast. And we’d love it if you would leave a review of the podcast on iTunes or in your podcast app of choice.

Week 94 News Roundup – Amazon Echo Show, Snap Earnings, Uber’s Court Case

This is our News Roundup episode for the week, in which we discuss the announcement of Amazon’s Echo Show device with a screen; Snap’s first earnings as a public company; and Uber’s failure to have its court case with Waymo settled in arbitration and related news. Aaron’s away this week, so this is a solo effort from Jan.

As always, you’ll find links to these stories and other things we discussed underneath the SoundCloud player embedded below.

As ever, you can also find the podcast on iTunes, in the Overcast app, or your own favorite podcast app. Here is the RSS feed for the podcast if you want to add it manually to your app of choice.

Show notes:

Here are some useful links relating to this week’s episode:

As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. You can reach the individual hosts on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast. And we’d love it if you would leave a review of the podcast on iTunes or in your podcast app of choice.

Week 92 QotW – State of Physical Retail

This is the Question of the Week episode for this week, and the News Roundup episode should be up on Friday.

This week’s question is about whether the death of physical retail has been exaggerated, and ultimately what the state of physical retail is in a world where Amazon and e-commerce in general seems to be wreaking havoc. We talk through recent trends in retail, from the supposed apocalypse to those companies investing despite the downturn including Apple and T-Mobile. Aaron uses the jobs-to-be-done framework to talk through what people hire retail to do for them, and how physical retail might be able to hold its own against online retail. And we talk about the experimental nature of much of what’s being done in physical retail to stem the tide of e-commerce.

As usual, you’ll find some links to related content as well as other ways to listen to the podcast beneath the embedded 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 have a dedicated Podcast Twitter handle at @BDPcast.

As ever, you can also find the podcast on iTunes, in the Overcast app, or your own favorite podcast app. Here is the RSS feed for the podcast if you want to add it manually to your app of choice.

Show notes:

Here are some useful links relating to this week’s episode:

  • Article on Amazon’s book stores:
    http://www.retaildive.com/news/why-amazon-is-betting-big-on-brick-and-mortar/431499/
  • Introduction to jobs-to-be-done theory:
    https://hbr.org/2016/09/know-your-customers-jobs-to-be-done
  • T-Mobile store expansion:
    http://fortune.com/2016/04/26/t-mobile-store-openings-iphone/
  • New York Times piece on Amazon retail technology:
    https://www.nytimes.com/2017/03/25/technology/amazon-wants-to-crush-your-store-with-its-technology-might.html?_r=1
  • Quartz piece on retail innovations:
    https://qz.com/956745/retail-experiments-from-farfetch-nike-and-amazon-offer-visions-of-the-store-of-the-future/
  • Blog post on JTBD framework applied to retail:
    https://bhc3.com/2012/01/11/carving-up-the-retail-industry-by-customer-jobs-to-be-done/.

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. Also, we’d love it if you would leave a review of the podcast on iTunes.Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. You can reach the individual hosts on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast. And we’d love it if you would leave a review of the podcast on iTunes or in your podcast app of choice.

Week 91 News Roundup – Apple tidbits, Google Home Multi-user, Netflix Earnings, S8 Reviews

Earlier this week, we did our Question of the Week episode, which covered the Facebook F8 announcements, so this News Roundup episode covers some of the other big news for the week:

  • Several Apple news tidbits, including a set of environmental announcements, hires of satellite experts from Google, the purchase of a music documentary at the Tribeca Film Festival, web embedding of Live Photos, and purported shots of the chassis for the next iPhone
  • Google Home announcing multi-user support, as well as two announcements relating two Amazon Echo and Alexa
  • Netflix Q1 2017 earnings
  • Samsung Galaxy S8 reviews, which came out this week, and news that Google Music will be the default music service on the devices.

As always, you’ll find links to these stories and other things we discussed underneath the SoundCloud player embedded below.

As ever, you can also find the podcast on iTunes, in the Overcast app, or your own favorite podcast app. Here is the RSS feed for the podcast if you want to add it manually to your app of choice.

Show notes:

Here are some useful links relating to this week’s episode:

  • News stories we covered (Tech Narratives links):
    • Apple’s environmental news:
      https://www.technarratives.com/2017/04/20/apple-makes-big-environmental-push-for-earth-day/
    • Apple hires Google satellite execs:
      https://www.technarratives.com/2017/04/21/apple-hires-google-satellite-execs-likely-for-mapping-or-broadband/
    • Apple acquires a music documentary:
      https://www.technarratives.com/2017/04/20/apple-acquires-first-movie-at-tribeca-film-festival/
    • Apple enables web embedding of Live Photos:
      https://www.technarratives.com/2017/04/20/apple-enables-web-embedding-of-live-photos-for-developers/
    • Google Home multi-user support:
      https://www.technarratives.com/2017/04/20/★-google-home-now-recognizes-multiple-users-by-voice/
    • Amazon opens Lex platform to all developers:
      https://www.technarratives.com/2017/04/19/amazon-scales-alexa-back-end-by-opening-lex-voice-and-text-service-to-all-developers/
    • Amazon bans most ads in Alexa Skills:
      https://www.technarratives.com/2017/04/21/amazon-bans-almost-all-ads-in-alexas-third-party-skills-apps/
    • Netflix reports Q1 2017 earnings:
      https://www.technarratives.com/2017/04/17/netflix-reports-q1-2017-gains-5m-subs-makes-first-profit-internationally/
    • Galaxy S8 reviews:
      https://www.technarratives.com/2017/04/18/samsung-galaxy-s8-reviews-say-hardware-is-great-software-not-so-much/

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. You can reach the individual hosts on Twitter (@jandawson@aaronmiller), or via email (jan at jackdawresearch dot com). We also have a dedicated Podcast Twitter handle at @BDPcast. And we’d love it if you would leave a review of the podcast on iTunes or in your podcast app of choice.

Episode 86 – State of AI, News Roundup

This week’s format is a little shorter than usual – we dispense with our third segment and stick to just the News Roundup and Question of the Week, partly in preparation for some format changes we’re planning. More about this in the episode, but we’re considering a split of the News Roundup and Question of the Week portions into separate episodes. That change – or something like it – should be happening in the next week or two, so look out for that.

This week’s News Roundup covers our usual trio of topics. First up, Intel’s proposed acquisition of Israeli tech company Mobileye for its autonomous driving technology. Secondly, a few additional details that have emerged about Hulu’s over the top pay TV service which is launching soon. And lastly, a pair of home speaker-related announcements: Google plays its first ad on Google Home, while Amazon puts Alexa in the Amazon app on iPhones.

Our Question of the Week is “What is the state of AI?” There’s been a bit of a backlash recently agains the alleged overuse of “AI” to describe all kinds of technologies, and certainly evidence that the term has been used increasingly on earnings calls and elsewhere. So what is the definition of AI, and what counts and what doesn’t? Is it being overused (or underused)? And what is it actually being used for today?

Our Weekly Pick is a TV show recommended by Aaron.

As usual, you’ll find some links to related content as well as other ways to listen to the podcast beneath the embedded 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 have a dedicated Podcast Twitter handle at @BDPcast.

As ever, you can also find the podcast on iTunes, in the Overcast app, or your own favorite podcast app. Here is the RSS feed for the podcast if you want to add it manually to your app of choice.

Show notes:

Here are some useful links relating to this week’s episode:

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. Also, we’d love it if you would leave a review of the podcast on iTunes.

Episode 84 – AWS and Outages, MWC Announcements

This week’s News Roundup covers YouTube’s announcement of the appropriately named YouTube TV service, which will offer a bundle of broadcast and cable channels from four major companies for $35; rumors that Apple would replace the Lightning connector on iPhones with USB-C in the fall; and Snap Inc’s debut on the New York Stock Exchange on Thursday.

Our Question of the Week is “What is AWS and why are so many people so dependent on it?” Naturally the prompt here is this week’s AWS S3 outage, which caused many sites and services to go down for several hours on Tuesday. We talk through what AWS is, the major products and services that are part of it, how big this is, and the details of Tuesday’s outage, in terms of both the causes and the impact, and whether it’s healthy that so much of the Internet depends on one company.

Our Third Segment is a discussion of some of the phone announcements made at Mobile World Congress this week, from Nokia, BlackBerry, Oppo, LG, and Motorola, and what they tell us about the state of the smartphone market.

Our Weekly Pick is a life hack of sorts recommended by Aaron.

As usual, you’ll find some links to related content as well as other ways to listen to the podcast beneath the embedded 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 have a dedicated Podcast Twitter handle at @BDPcast.

As ever, you can also find the podcast on iTunes, in the Overcast app, or your own favorite podcast app. Here is the RSS feed for the podcast if you want to add it manually to your app of choice.

Show notes:

Here are some useful links relating to this week’s episode:

Please leave us a comment or get in touch via Twitter to give us feedback. We’d love to hear from you. Also, we’d love it if you would leave a review of the podcast on iTunes.