Category Archives: Predictions

Episode 76 – 2017 Predictions and 2016 Predictions Review

This episode is all about predictions. First off, we review the predictions we made a year ago for 2016, including a raft of Apple-related predictions as well as some other company-specific ones and then some industry level forecasts. But most of the episode, from about 15 minutes onward, we focus on predictions for the year ahead. We again start with some company-specific predictions, concerning Apple, Alphabet, Microsoft, Facebook, Twitter, Uber, and Snapchat. But we also include some industry-level predictions again. As last year, the predictions are a mix of those where we feel we’re on solid ground, and those where we’re sticking our necks out a bit. This will be our last episode until sometime in the New Year, so happy holidays!

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 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 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.