Category Archives: Microsoft

Week 117 News Roundup – Amazon, Alphabet, Twitter, and Microsoft Earnings

This week’s episode is entirely devoted to Q3 2017 earnings reports which were released this week from four big companies: Amazon, Alphabet, Twitter, and Microsoft. We talk through the highlights of each company’s earnings, the strengths and weaknesses (and warning signs) and the broader competitive landscape around these companies. We’ll likely do a deep dive on Apple earnings among other things in our next episode.

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 109 News Roundup – Fitbit Ionic, Uber CEO, Google ARCore & EU, Cortana – Alexa

This week Aaron was traveling and so you get a solo episode from Jan again, with five news items from this week. First up is Fitbit’s announcement of its Ionic smartwatch, which will be available in October. Second is Uber’s new CEO Dara Khosrowshahi and what he means for the company. Third is Google’s surprise announcement of ARCore, its response to Apple’s ARKit developer tools for augmented reality apps on the smartphone. Fourth is another Google story, this time its intent to comply with the European Commission’s order for changes to its Google Shopping service in Europe. And lastly, the announcement by Amazon and Microsoft that their two voice assistants will work together starting later this year.

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 108 QotW – Mary Jo Foley on Microsoft

After a couple of weeks off for the Question of the Week episode, we have an interview with Mary Jo Foley, a reporter who’s been covering Microsoft pretty much exclusively for 20 years, and who’s one of the most knowledgeable and respected journalists on the Microsoft beat. We talk through the state of Microsoft and the various transitions and cultural shifts it’s going through at the moment, whether things really are changing at Microsoft, how, and why. But we also talk through some more topical items about Microsoft including the recent Consumer Reports controversy over the Surface line, layoffs in the sales team, and the launch of Windows 10 S.

Thank you very much to Mary Jo for joining us, and we hope our listeners find this interview interesting. We’re hoping to do more of this kind of thing going forward with our Question of the Week episode, so if you have suggestions for people we should interview, let us know!

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 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 96 News Roundup – New Surface Pro, LeEco Meltdown, Assistant Ads, Apple News Editor

This is our News Roundup episode for the week. Having discussed the week’s big Google news in the Question of the Week deep dive episode, this one covers the other tech news, including Spotify’s 2016 financials, developments in the Uber/Waymo lawsuit, and a grab bag of Apple news including its acquisition of Lattice Data, reports of Tim Cook wearing an Apple Watch-connected glucose monitor, and manufacturing iPhones in India.

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 94 QotW – Microsoft Build 2017

This is our Question of the Week episode, with a deep dive on Microsoft’s Build developer conference and the announcements it made there. As Aaron is away this week, Jan – who attended Build in person – talks through the major announcements from the two keynotes. The first part of the episode discusses the first-day keynote, which focused on cloud and AI as well as Satya Nadella’s new vision for the company, which is all about the Intelligent Cloud and Intelligent Edge. The second half of the episode discusses the second day’s keynote, where the focus was on Windows and Microsoft’s vision for mixed reality.

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 93 News Roundup – Microsoft Event, Hulu Live TV, YouTube & Twitter TV Shows

Earlier this week, our Question of the Week episode was our quarterly deep dive on Apple’s earnings. This News Roundup episode covers some of the week’s other big tech news:

  • The first eighteen minutes or so of the episode are a discussion of Microsoft’s education-focused event in New York, and we talk both about Windows 10 S and the Surface Laptop, and Jan shares his theory about what’s really going on with Windows 10 S.
  • Our second topic is Hulu’s long-awaited launch of its Live TV offering, which was announced this week and which sparks a discussion about the state of online pay TV, which Jan also wrote about this week
  • Lastly, we have a brief discussion on two other TV announcements made this week by Twitter and YouTube, both of which unveiled new shows for their respective platforms.

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):
    • Microsoft Windows 10 S launch:
      https://www.technarratives.com/2017/05/02/★-microsoft-introduces-windows-10-s-a-streamlined-and-soulful-version-of-windows/
    • Microsoft Surface Laptop launch:
      https://www.technarratives.com/2017/05/02/★-microsoft-unveils-surface-laptop-an-odd-mix-of-power-and-constraints/
    • Hulu With Live TV launch:
      https://www.technarratives.com/2017/05/03/★-hulu-launches-live-tv-offering-with-50-channels-ads-limited-dvr/
    • Twitter TV announcements:
      https://www.technarratives.com/2017/05/01/★-twitter-announces-a-dozen-new-video-deals/
    • YouTube TV announcements:
      https://www.technarratives.com/2017/05/04/★-youtube-announces-six-new-original-content-series-for-its-free-service/.
  • You might also be interested in reading Jan’s piece on the state of online pay TV.

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.

Episode 85 – Uber’s Ethical Vacuum, Mac vs PC

This week’s News Roundup covers the Wikileaks CIA leak on device hacking and the misreporting that’s been happening around it this week; two “fake news” stories – Facebook’s commencement of its flagging of fake news and Google’s failure to surface true news in its search snippets feature; and reports that Nest is working on some new smart home gear.

Our Question of the Week is “Can Uber be saved from itself?” Uber has been through the ringer the last few weeks as a result of a set of mishaps largely of its own making, but there’s also a long history of questionable, immoral, and illegal behavior as well as poor treatment of both employees and drivers at Uber. Aaron walks us through the ethical shortcomings that lead to behavior like this, and how Uber could change for the better, based on experience from other companies and his expertise as an ethics expert.

Our Third Segment is a conversation about the narrative that seems to be emerging about Windows PCs gaining on the Mac and to some extent becoming “cool” based on a few recent articles. We have a brief discussion about how much of this is real and how much of it is confined to a narrow set of users who happen to be influential.

Our Weekly Pick is a TV show recommended by 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:

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 83 – State of Online Advertising, US Wireless Market Update

Our News Roundup this week covers former Uber employee Susan Fowler’s revelations about how she was treated as a female engineer at the company, and the subsequent announcement of an investigation by a semi-independent panel; Waze’s expansion into becoming a carpooling service; and Microsoft’s launch of Skype Lite, an innovative low-bandwidth version of Skype for emerging markets which launched in India this week.

Our Question of the Week is “What is the true state of online advertising?” We’ve all heard lots about Google and Facebook’s massive revenues from online advertising, and their increasing dominance of the space, but we’ve also seen recent news about increasing calls for independent audits of their advertising metrics, and questions from big advertisers about the effectiveness of online advertising. So Aaron takes us through some of the complex dynamics, challenges, and prospects for the online advertising industry and the potential for companies like Snap, Twitter, and Yahoo/AOL under Verizon.

Our Third Segment is an update on the US wireless market following last week’s announcements by Verizon and AT&T that they will begin offering unlimited plans broadly after several years of trying to kill them off. We talk about the likely impact on these companies of offering these plans and potentially opening the floodgates to higher usage, as well as the competitive impact on the two smaller carriers, Sprint and T-Mobile.

Our Weekly Pick is a puzzle app recommended by 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:

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 78 – Autonomous Driving, Q4 2016 Earnings Preview Part 1

This week, we’re back to our usual format. Our News Roundup features three topics: in streaming video, Netflix reported earnings this week and Hulu indicated that its download feature is coming soon; in the Android world, The Information reported that Android One might be coming to the US, while Pixels are still in short supply; and in the ongoing saga of Apple and its pro users, Apple updated Logic Pro X and GarageBand for iOS.

Our Question of the Week is “what is the state of autonomous driving and where does it go from here?” We do a deep dive into the definitions and current state of play when it comes to self-driving cars, talk about when we might see various levels of autonomous driving, and discuss the many barriers and hurdles that have to be overcome for autonomous driving to become a reality. All of this builds off Jan’s recent in-depth research on the topic.

Our third segment is part 1 of our preview of Q4 2016 earnings season, with a discussion of Samsung, Alphabet and Microsoft and what they’re likely to report next week. We’ll likely follow up with more next week of both preview and review of Q4 earnings.

Lastly, our Weekly Pick is a double 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:

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.