Category Archives: Earnings

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 103 News Roundup – Netflix Earnings, Lyft Self-Driving System, Google Glass, Twitter Abuse

Here’s our News Roundup episode for the week, with a deeper dive on a few of the big news items from the past few days. We kick off earnings season with a discussion of Netflix earnings and what if anything it has to worry about in future. Secondly, we discuss Lyft’s announcement that it’s working on a self-driving system, as a complement to recent announcements on working with partners on this area. Third, we talk about the rebirth of Google Glass as an enterprise and industrial product, and the broader implications for related products like Microsoft’s HoloLens and AR headsets in general. We wrap things up with a discussion of abuse and harassment on Twitter, which continues to be a problem despite the progress the company touted this week.

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 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 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 92 News Roundup – Amazon News, Apple Payments, Mobile & Twitter Earnings

Earlier this week, we did our Question of the Week episode, which covered the state of retail, while this News Roundup episode covers some of the week’s big tech news:

  • Three Amazon topics: its announcement of the Echo Look fashion-focused device; its launch of its “Subscribe with Amazon” hub; and its Q1 earnings
  • Recode’s report that Apple is working on a peer to peer payments service a la Venmo and possibly also a debit card
  • Mobile earnings from Verizon (last week), AT&T, and T-Mobile, and a brief discussion on bundling and TV too
  • Twitter’s earnings, which featured the best user growth in two years but also the first year on year revenue decline for the company.

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 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.

Week 89 News Roundup – Apple GPU and Mac, Comcast Mobile, Facebook Content, Samsung Results

Here is this week’s News Roundup episode, which is a solo effort from Jan as Aaron is traveling. This week, we cover:

  • Two unusual announcements of future plans from Apple: its intention to build its own GPU, and its roadmap for pro Macs
  • Comcast’s announcement of its wireless service, Xfinity Mobile
  • Facebook’s testing of a tab surfacing recommended content not shared by your friends
  • Samsung’s preliminary financial results for Q1 2017.

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:

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 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 79 – Apple Employee Departures, Q4 2016 Earnings Preview Part 2

This week, our News Roundup features three topics: the conclusion and announcement of the findings of Samsung’s Note7 investigation; Samsung and LG’s earnings for Q4 2016; and Snap’s various preparations and signs of increasing maturity ahead of an IPO.

Our Question of the Week is “Are the recent departures from Apple a sign of trouble?” Aaron talks us through some of the recent departures across several parts of Apple’s business, talks about possible explanations, provides some historical context with a discussion of earlier departures, and draws some conclusions about the significance of the current round. We also talk particularly about the Apple-Tesla poaching war.

Our third segment is part 2 of our preview of Q4 2016 earnings season, with a brief discussion of Amazon, Apple, Facebook, and Twitter and what they’re likely to report in the next couple of weeks.

Lastly, our Weekly Pick is a book 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:

  • News Roundup:
  • Question of the Week:
    • Article on the effects of Apple’s privacy stance
    • Article on Matt Casebolt’s departure to Tesla
    • Article on Tesla’s PR hire from Apple
    • Article on the Tesla-Apple poaching war
    • MacRumors interview with Chris Lattner
    • Article on Apple hiring Dropcam founder Greg Duffy
  • Jan’s Weekly Pick was Go Like Hell, by AJ Baime (Amazon affiliate link), which recounts the Ford-Ferrari rivalry in racing in the 1960s.

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 69 – Q3 2016 Tech Earnings Review

This week’s episode is a review of earnings for the biggest tech companies that have reported earnings for Q3 2016 so far: Alphabet, Amazon, Apple, Microsoft, Samsung, and Twitter. We cover each for a few minutes in alphabetical order, discussing the highlights and trends they suggest.

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.