Category Archives: Apple

Week 107 News Roundup – Essential Phone Launch, Apple Watch LTE & Aetna, Netflix and Apple Original Content

Aaron’s back, and so we’re back to our usual back and forth format, this time around three major topics. First up, we talk about the belated launch of the Essential Phone from Andy Rubin’s company, and the reviews which came out on Friday. Secondly, we discuss recent reports about the Apple Watch, including the possibility of an imminent LTE version and suggestions that Apple is talking to health insurer Aetna about subsidizing devices for its members. Lastly, we talk original video content, in the context of Netflix’s hiring of Shonda Rhimes and Apple’s reported $1 billion investment this year in originals.

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 105 News Roundup – GoPro & Fitbit Earnings, FB Hardware, iPhone Leaks, Market Share Numbers

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):

Jan also mentioned his recent podcast episode on Samsung with Bernard Leong on Analyse Asia – that episode can be found here.

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 105 QotW – Apple June 2017 Quarter Earnings

We’re back with another deep dive, this time around our quarterly review of Apple’s earnings for the June 2017 quarter, Apple’s fiscal Q3. We talk through three sets of things: the numbers announced for the quarter, the guidance offered for next quarter, and additional comments on topics like China, augmented reality, autonomy, and original video content. We dive into the performance of Apple’s various business lines, both in terms of what’s been happening and what we expect to happen going forward, and quite a bit more.

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 links relevant to today’s discussion:

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 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 103 QotW – Apple Health and Wellness

After a couple of weeks’ break, we’re back with another Question of the Week, this time focused on Apple’s health and wellness products and services and the ecosystem it’s built around them. Jan attended a set of briefings last week in which Apple laid out its portfolio and that of its device and software partners, and it makes for a good jumping off point for an evaluation of the breadth of Apple’s portfolio in this space, and the value third parties add. We run through a brief history of Apple’s efforts in this area, then discuss the current state of things across five major domains – Activity, Mindfulness, Nutrition, Sleep, and Medical. Lastly, we talk about where things might go from here.

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 Techpinions column summarizing the recent briefings is here.
  • Jan also mentioned the new Tech Narratives Podcast, which you can find on SoundCloud here, iTunes here, and Overcast here, and which should be available in many other podcast apps too.

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 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 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 98 News Roundup – Uber Hires & Fires, Boston Dynamics Sold, Apple Business Chat & Gigabit iPhone

Following our deep dive on Apple’s WWDC news on Monday, here is our News Roundup episode for the week. We kick things off with a bunch of Uber news, much of it involving hiring and firing of executives and others, in a sign that Uber may finally be taking its cultural problems seriously. Secondly, we talk about Alphabet’s sale of its Boston Dynamics and Schaft robotics businesses to SoftBank. And third, we talk about two other bits of Apple news from later in the week: Apple’s launch of Business Chat, and news that it won’t include “gigabit” modems in its next 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:

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 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 97 News Roundup – Essential Phone, Nest Cam IQ, Apple AI Chip and More

This is our News Roundup episode for the week. Our three topics this time around were the Essential Phone and related products and services announced by Android creator Andy Rubin; the Nest Cam IQ announced by Nest; and a set of minor news items regarding Apple, including a report from late last week about a dedicated AI chip, another that manufacturing has begun on Apple’s home speaker; and two press releases from Apple around Swift Playgrounds and $70 billion paid out to developers cumulatively.

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.