Category Archives: Apple Watch

Week 98 QotW – WWDC 2017

This is our annual deep-dive episode on announcements from Apple’s WWDC developer conference. We handle the news from today’s keynote in more or less chronological order:

  • Introduction, tvOS, watchOS
  • macOS and new Mac hardware
  • iOS and iPad
  • HomePod.

We discuss each of the announcements and share our thoughts and what we think the implications and prospects are for the products announced.

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 93 QotW – Apple March Quarter Earnings

This is our Question of the Week episode, with the question being what we should make of Apple’s March quarter earnings, reported on Tuesday this week, so this is our quarterly deep dive on Apple’s earnings. We talk through each of the major product segments – iPhone, iPad, Apple Watch (and wearables generally), Mac, and Services, and also talk a little about trends in China and in R&D spending, among other things.

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:

  • Jan’s Tech Narratives post (free even if you’re not a subscriber) on Apple earning
  • Jan’s tweets immediately after the earnings call, in this thread.

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 87 QotW – Apple Pricing Strategy

As we announced last week, we’re embarking on a change in the format of the podcast, and from here on out you’ll see two episodes from us weekly, with each encapsulating one of the segments of the old format – the Question of the Week, and the News Roundup. The News Roundup will generally go up on Fridays so that we can capture the week’s news, while the QotW episode will probably go up earlier in the week.

Here, then, is this week’s Question of the Week (QotW) episode, which answers the question “Is Apple undertaking a new low price strategy?” This assertion has been in the news lately, with analyst Neil Cybart penning a piece arguing that Apple Watches and AirPods are underpriced and several people arguing this week that the new iPad is another sign that Apple is going downmarket. In our episode, Aaron evaluates these assertions and brings in some of Apple’s pricing history in order to answer the question of whether we’re seeing a departure from Apple or whether something else is going on.

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 80 – Tech Narratives, Apple Earnings

A quick note: we had an glitch at Aaron’s end, which dramatically reduced the quality of his side of the audio, so he sounds like he’s on the other end of a phone line rather than using a high powered mic. We’re not sure what happened, but it wasn’t fixable, unfortunately. Our apologies, but things should be back to normal next week.

The three topics in our News Roundup this week are pretty diverse. We start with Fitbit’s preliminary earnings, which were below guidance and triggered layoffs at the company, undermining the company’s argument that its recent slowing growth is temporary. Secondly, we discuss the Comcast-Roku partnership which puts Xfinity TV on Roku as an app as a potential replacement for a set top box, with some significant caveats. Lastly, we talk about Slack’s launch of Enterprise Grid, a more sophisticated version of the app for larger, complex enterprises.

Our Question of the Week is “What are narratives in tech and where do they come from?” We talk about the prevalence of narratives in tech news – the stories that get woven around companies and trends in the industry, and which often take on a life of their own, limiting companies’ ability to shape people’s perceptions. We use this topic as a jumping-off point for talking about Jan’s new website, Tech Narratives (www.technarratives.com), which aims to evaluate these narratives and put the day’s tech news in context.

Our third segment is a review of Apple’s earnings for the December quarter. We discuss individual product lines like iPhone, iPad, Mac, and Watch, but also talk about broader issues like the extra week in the quarter, currency headwinds, the potential for finally repatriating some of Apple’s overseas cash in 2017, and what’s really going on in China.

Lastly, our Weekly Pick is a children’s book recommendation from 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:

  • News Roundup:
  • Question of the Week:
  • Aaron’s Weekly Pick was The Wild Robot, by Peter Brown (Amazon affiliate link), a children’s book Aaron has been enjoying with one of his sons recently (and which, he revealed later on Wednesday, has an emotional ending).

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 73 – Apple Structure, State of Smartwatches

Our News Roundup this week covers three topics. First, two stories about home assistants, with a report that Amazon will make an Echo with a screen, and another that Microsoft will add features to Windows 10 to allow PCs to serve as ambient voice assistants. Secondly, two pieces of news from the digital video market, with AT&T launching the long-awaited DirecTV Now service, and Netflix announcing a download feature. Lastly, we discuss Bloomberg’s report that Apple will begin using drones for mapping data.

Our Question of the Week is “Should Apple change from a functional organization to a divisional structure?” Aaron talks us through the differences in these two organizational structures and the conventional wisdom on which is better for different kinds of businesses, and then we discuss how these arguments apply (or don’t) to Apple. We don’t come to a firm conclusion one way or another, but hopefully you’ll be better armed to make up your own mind about this topic by the end of the discussion!

Our third segment is a conversation about the state of smartwatches, in which we talk about Fitbit’s reported acquisition of Pebble, Motorola’s announcement that it won’t be making any more Android Wear watches in the near term, and the Apple Watch, including Aaron’s recent experience trying one for a while.

We wrap up with our Weekly Pick, which this week is a book recommended by Jan.

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 63 – Research on Product Recalls, iPhone 7 & Watch 2 Review

Our News Roundup this week covers the reports that Apple has been considering an investment in or outright acquisition of British supercar manufacturer McLaren; the release of Google’s Allo messaging app; and Comcast’s announcement that it will finally launch its long-rumored cellular wireless service sometime in 2017.

Our Question of the Week this week is “What can the research on past product recalls teach us about the Samsung Galaxy Note7 recall?” We’ve talked several times previously about Samsung’s recall of the Note7, but this week Aaron spent some time looking at the history of product recalls and reading some of the academic research on the topic with a view to understand a couple of things. Firstly, we talk about what the history suggests about how Samsung will be impacted by the recall, and secondly we discuss the general lessons for product recalls that come out of the research.

Our third segment is a review of the new iPhone 7 Plus and Watch Series 2, both of which Jan has been using for the past five days or so. This builds on the meta-review we did last week of all the published reviews of both products.

Our Weekly Pick is a set of iPhone apps recommended by Jan.

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 62 – Verily Overview, iPhone Reviews Review

Our News Roundup this week covers the ongoing fallout from the Samsung Galaxy Note7 battery problems; the story that Amazon is going to be experimenting with a 30-hour work week for some of its employees; and the expansion of comment filtering functionality to all users by Instagram. We discuss each of these topics for a few minutes and talk about the context and implications. We’ll likely do a Question of the Week next week on consumer product recalls using the Note7 recall as a jumping-off point.

Our Question of the Week this week is “What is Verily and what does it do?” This question builds on a piece Jan wrote for Techpinions Insiders contrasting Alphabet and Apple’s approaches to the healthcare space, with Verily being Alphabet’s Life Sciences subsidiary (formerly Google Life Sciences). We talk through what Verily is, who runs it, what it’s intended to accomplish, its internal projects and its partnerships with other organizations, and lastly how it’s perceived within the broader life sciences community. It’s a fascinating business and we both learned a lot from doing this segment.

Our third segment is a discussion of the reviews for the iPhone 7 and Apple Watch Series 2, which will be available for sale on Friday, as well as a brief discussion of iOS and watchOS 3, which were released to the general public this week.

Our Weekly Pick is a TV show recommendation from 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 61 – Apple September 2016 Event Review

This week’s episode is entirely taken up with a discussion of Apple’s September 2016 iPhone and Apple Watch event. Jan attended in person and Aaron watched remotely, and we recorded this discussion a couple of hours after the conclusion of the event while Jan was still in San Francisco.

We talked about the event in the order in which it unfolded, with the first 10 minutes of our discussion devoted to Tim Cook’s various up-front “Updates” and then an in-depth discussion of the Apple Watch Series 2 and iPhone 7.

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 60 – Social Media Insights, Apple Event Preview

In our News Roundup this week, we talk about the EU’s action against Apple with regard to its Irish tax arrangements; Facebook’s firing of the editors who used to handle its Trending Topics section, and the somewhat predictable results; and the news from the first day of German tech trade show IFA, which kicked off on Wednesday.

Our Question of the Week this week is a little different, in that instead of asking each other questions as we usually do, we’ve brought a guest on. Alison Faulkner is the creator of the Alison Show, who’s an event producer, a writer and an Instagram and social media personality. We had Alison on because she knows far more about social media and making money on social media than either of us do (she has over 80,000 Instagram followers and 15,000 YouTube subscribers, among other things). Aaron interviewed Alison – who happens to be a neighbor of his – and asked her about what she does, how she does it, and the business of social media.

Our third segment is a preview of Apple’s event next week, at which it’s expected to unveil the iPhone 7 and Apple Watch 2. We round up the various rumors and reports of what will be announced, add our own predictions, and talk about the importance of how Apple positions some of the expected changes, including the removal of the 3.5mm headphone jack, new cameras, and more.
Lastly, we wrap up with a Weekly Pick, which is a movie recommendation from Jan.

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:

  • Jan’s post on Apple and the EU from Tuesday
  • Alison Faulkner’s website, the Alison Show, where you can find a link to her YouTube channel, her Instagram account, as well as her writing and other online activities
  • Jan’s Weekly Pick was the movie The Man Who Knew Infinity, which is a true story about Indian mathematician Srinivasa Ramanujan. The movie is available to buy and rent on iTunes, Amazon, and all the usual places where you’d rent and buy movies (affiliate links).

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 57 – Business Ethics, Verizon-Yahoo Acquisition

We’re back to our usual format this week, with a News Roundup, Question of the Week, and a third topic, as well as a Weekly Pick. In our News Roundup, we cover what’s been happening with Nintendo’s share price recently, this week’s reports about Apple devices due in the fall, and the acquisition of Jet.com by Wal-Mart. Our Question of the Week this week is a little unusual in that it’s focused on a new book of which Aaron is a co-author, on the subject of business ethics. We talk about the book but also about ethics in business more generally, and some tech-specific examples, as well as discussing why we should be ethical in the first place. Our third topic is the recently announced acquisition of the core Yahoo internet business by Verizon, which had previously acquired AOL. This week’s Weekly Pick is a movie recommendation from Jan.

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:

  • Aaron’s book is the Business Ethics Field Guide, and you can learn more about it and buy a copy at the book’s website (it should be on Amazon within the next week or so too)
  • Relating to the Verizon-Yahoo discussion:
  • Jan’s Weekly Pick was the movie Concussion, with Will Smith, which you can find on iTunes and Amazon (affiliate links), among other places.

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.