This week, we once again did our brief news roundup on several topic items, but then we spent the bulk of the time on Apple’s fiscal Q1 2016 earnings, which came out earlier this week (and skipped our Question of the Week and Weekly Pick features).
Our news roundup covered three items: the FCC’s move to open up the cable set-top box market, the disclosure of what are purported to be Google’s revenues from Android as part of the Oracle-Google court case, and insights from the earnings of the US wireless carriers.
In our discussion of Apple’s earnings, we covered the iPhone and guidance for the March quarter, what’s going on with iPhone growth and when it’s likely to turn around again. We talked about the significant foreign exchange impact Apple has been facing, and the fact that it’s been forced to talk about it now that its growth has slowed dramatically. We discussed Apple Watch sales briefly, talked about China and India specifically, and also discussed the iPad, Mac, and the potential for new products in 2017. Lastly, we also covered Apple’s new emphasis on its Services business and the power of its installed base (something Jan wrote about this week on the Beyond Devices blog).
As ever, you’ll find links to related content and various 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 now have a dedicated Podcast Twitter handle at @BDPcast.
Here are some useful links relating to this week’s episode:
- FCC Chairman Tom Wheeler’s article about his proposed action on cable set top boxes
- The Bloomberg article citing the $31 billion figure for Android revenues since its inception
- Jan’s “Monthlification of Apple” piece in which he talks about Apple’s move to more predictable, annuity-based revenue streams
- Jan’s post this week on the power of Apple’s installed base
- Apple’s quarterly earnings press release.
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