Category Archives: Earnings

Episode 30 – News Roundup, Media M&A, Apple Earnings Preview

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.

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 21 – Apple September Quarter Earnings, Mashable Article/Interview

This episode is devoted almost entirely to Apple’s September quarter earnings (Apple’s Fiscal 2015 fourth quarter, and calendar quarter Q3 2015). Following up on last week’s preview episode, we discuss the guidance for next quarter and what it signifies, but also individual results for iPhone, iPad, Mac, Apple Watch (such as we can glean them), and so on. We also discuss Tim Cook’s remarks on China and Apple’s rapidly-growing enterprise business. We wrap up the episode with a discussion of Mashable’s excellent article on Apple’s design process, based on interviews with Phil Schiller and VP of Mac and iPad engineering John Ternus. And of course there’s our Weekly Pick as usual, with Jan recommending an album he’s discovered recently.

As usual, the SoundCloud player is embedded below, and under that you’ll find some links to content relating to this episode.

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.

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 20 – New iMacs and Peripherals, Apple Earnings Preview, Surface Book Reviews

This week, we kick things off with a discussion of Apple’s new iMacs and associated peripherals – Aaron has been using the new Magic Keyboard and Magic Trackpad and talks about his experience with them. We also discuss the surprisingly basic hard drives which ship with the new iMacs, and what this signifies about Apple’s strategy for its lowest-tier products. Our Question of the Week is, “What should we be expecting from Apple’s earnings next week?” and we discuss expectations for the iPhone, Apple Watch and other products, and what Tim Cook is likely to say about China. And our final topic is a quick run-through of the reviews of the new Microsoft Surface Book, which we discussed in some depth two weeks ago in Episode 18. As usual, we wrap up with our Weekly Pick, in which Aaron recommends a Bluetooth speakerphone he uses with his iPhone for conference calls.

The SoundCloud player is embedded below, and under that are links to some stuff relating to today’s episode.

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.

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 7 – Apple June quarter earnings, Apple Watch and the iPod

With Apple reporting its results for the June 2015 quarter earlier this week, that’s the focus of this episode of the podcast. We kick of the discussion with a focus on the Apple Watch and what we learned about it from Apple’s earnings. Next up is our Question of the Week, which is “How is the Apple Watch more like the iPod than the iPhone?”, off the back of a post Aaron wrote this week. We wrap up the discussion with a review of the rest of Apple’s earnings report, including the iPhone, the iPad, and China. And then there’s our pick of the week – this time, a book Jan’s just finished.

Some useful links, including the link to Aaron and Jan’s posts from this week, under the SoundCloud widget 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).

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.

Episode 6 – Apple earnings preview, new iPods, iPhone ads

We took a break last week as we were both traveling, but we’re back this week with Episode 6. We moved our Question of the Week to the beginning of the episode this week, as it provides useful context for our discussion of Apple’s earnings, which are due next week. Jan talks through Apple’s earnings release process, and provides some beginner’s notes on what to look for and how Apple reports, as well as providing a deeper dive into Apple’s reporting trends. We also talk about some specifics of what to expect next Tuesday.

Our other topics this week are the new iPods Apple announced, the iPhone ads the company recently released, and the public betas of iOS and OS X, which Aaron has been trying out. Our Pick of the Week feature also returns, this time around with something rather different.

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).

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.