Category Archives: iPad

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 46 – Christopher Mims Interview

As a reminder, Aaron is still out of the country for one more week, working with students and fellow faculty on various projects in Ghana, Africa. He’ll be back for next week’s episode.

In the meantime, this week’s episode is an interview with Christopher Mims, tech columnist at the Wall Street Journal, which he joined in April 2014. Christopher writes about a whole range of tech-related topics for the Journal, and we discussed three recent columns of his in particular. The first of those columns was published this week, and talks about what governments can learn from the tech industry, and cites the example of Estonia, which has successfully embraced this new way of working. The second column we discussed was last week’s, which was widely shared and generated quite a bit of discussion, and argued that there’s a bubble in the tech industry. Lastly, we discussed a column from the end of March, in which Christopher argued that the iPad Pro wasn’t quite ready to replace PCs for most people yet. Up front, we also talked a little about how Christopher got to where he is today, and in-between talking about the specific columns we also talked a little bit about what his job is like. Our thanks to Christopher for being a guest this week – it made for a very interesting conversation.

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 44 – Apple March 2016 Quarter Earnings

For the next few weeks, we’re going to be messing with our usual format as Aaron will be traveling. This week, the only topic was Apple’s earnings for the March quarter. The first twenty minutes or so are mostly Aaron, who had just a brief window before heading to the airport, and the second twenty minutes are just Jan sharing his take on the earnings report and riffing off his two posts on the blog this week. Aaron also explains at the beginning why he’s heading off to Ghana for two and a half weeks.

Over the next couple of weeks, while Aaron is away, Jan will be having conversations with guests instead, so the format will be different from usual, but we’ll still have an episode for you each week.

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 39 – Apple’s March 2016 Event

This episode of the podcast is a slight departure from our usual pattern. We dispensed with our News Roundup, Question of the Week, and Weekly Pick segments and simply spent the whole episode talking about today’s Apple event in Cupertino. Jan was at the event, and so we recorded with Jan sitting in a car just outside 1 Infinite Loop – as such, apologies for any audio issues this time around. We covered the content of the event pretty much in order, with a discussion up front of the three non-product-related topics: privacy and security, the environment, and health; followed by discussions of the Apple Watch News, iPhone SE, and iPad Pro. We’ll be back to our usual structure (and a broader range of topics beyond Apple)  in next week’s episode.

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 38 – Apple Event Preview, Apple News Opens Up

Our News Roundup this week covers:

  • The announcement by navigation company HERE that it will discontinue its apps for Windows 8 and Windows 10
  • Sony’s big PlayStation VR announcement
  • A Recode article about a healthcare startup that’s working on an electrocardiogram that will work with the Apple Watch (and is led by Vic Gundotra, who formerly ran Google+).

We decided to forgo our usual Question of the Week this week and instead make a preview of Apple’s event next week our main topic for discussion. We discussed Jan’s Techpinions post last week about the iPhone SE and how that might be priced and positioned, and also talked about the prospects for a revamped iPad Air. Our final topic for the week was the announcement about Apple News being opened to all comers. We realized we haven’t really discussed Apple News much on the podcast so far, so we had somewhat of a broader discussion about its prospects too. Next week, Jan will be at the Apple event in person, and we hope to do a quick episode shortly after the event ends focused on the day’s announcements.

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 31 – News Roundup, Apple Earnings

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.

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 27 – News Roundup, 2016 Predictions

For our final episode of the year, we decided to focus on our predictions for 2016. We kick off the episode with a review of three news items from the past few days: the Apple management changes announced on Thursday, December 17th; the recent Morgan Stanley report calling for lower iPhone sales; and the open-sourcing of Swift and the related interview of Craig Federighi by John Gruber. Following a roughly 15-minute roundup of these news items, we spend the rest of the time discussing our predictions for 2016, starting with our predictions for Apple’s various product lines, and then broadening out to cover other industry trends and companies, including Google, Facebook, Twitter, and Microsoft. We hope you enjoy this last episode of 2015 – we’ll be taking a break for the weeks of Christmas and the New Year, and will be back the week of CES, which Jan will be attending January 4-7. Enjoy the holidays and we’ll see you in January!

As ever, the SoundCloud player is embedded below, and under that you can find a list of links relating to this week’s episode along with links to other formats for the 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:

  • Apple’s press release about the executive changes
  • An article covering the Morgan Stanley iPhone estimates
  • Apple’s press release about open-sourcing Swift
  • Craig Federighi’s interview on John Gruber’s Talk Show podcast, and the transcript of the conversation
  • Episode 2 of the Beyond Devices Podcast, in which we first discussed the open-sourcing of Swift and talked about many of the same topics covered by the Federighi interview.

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 23 – iPad Pro Reviews, Apple Watch vs. Apple TV, Cord-Cutting

We kick off this week’s episode with a discussion of the iPad Pro reviews that came out on Wednesday. We talk through the common themes – both the consistent gripes and the things that were consistently praised – as well as some of the unique things particular reviews picked up on. Our second topic is our Question of the Week, in which we pick up on a conversation we started last week around the Apple Watch and Apple TV and the prospects for these two devices. In particular, we talk about the total addressable market, the developer-related challenges each device faces, and the other constraints holding each device back, as well as the ultimate potential of each device. Lastly, we discuss cord-cutting, in the light of a post Jan wrote this week, and whether it’s likely to accelerate. We also talk some more about Apple’s potential TV service and how that might factor into all this.

The SoundCloud player is embedded below, and under that you’ll find some relevant links and links to alternative versions of the podcast (iTunes, Overcast, etc.).

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.