Category Archives: T-Mobile

Week 90 News Roundup – Spectrum, Apple R&D, Uber Finances, Bixby Delay, LeEco

There won’t be a Question of the Week episode this week as we’ve both been busy. Here is this week’s News Roundup episode, in which we cover the following five topics in quick-fire order:

  • Spectrum news including the conclusion of the FCC’s spectrum auction and AT&T’s proposed purchase of Straight Path
  • Two pieces of news about Apple R&D efforts: it appeared on the California DMV’s list of companies with permission to test self-driving cars on public roads, and CNBC reported that it’s been working on glucose monitoring technology for several years
  • Uber released some of its finances for 2016 to Bloomberg, while The Information reported on a Lyft-hacking program called Hell Uber used to run, and the company’s PR head left
  • Samsung announced that its Bixby voice assistant won’t ship with the Galaxy S8 and S8+ when they’re released next week in the US
  • LeEco announced the end of its bid to acquire Vizio and the killing off of its EcoPass content service, and was also reported to have fallen far short of its revenue targets in the US last 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:

  • News stories we covered (Tech Narratives links):
    • FCC spectrum auction: https://www.technarratives.com/2017/04/13/t-mobile-dish-and-comcast-among-big-winners-in-fcc-spectrum-auction/
    • AT&T buys Straight Path: https://www.technarratives.com/2017/04/10/att-buys-straight-path-in-1-6-billion-deal-for-5g-arsenal-bloomberg/
    • Apple self-driving cars license: https://www.technarratives.com/2017/04/14/apple-receives-permission-to-test-autonomous-vehicles-in-california/
    • Apple glucose monitoring story: https://www.technarratives.com/2017/04/12/apple-has-been-working-on-glucose-monitoring-technology-for-diabetes-for-five-years/
    • Uber shares finances with Bloomberg: https://www.technarratives.com/2017/04/14/uber-shares-partial-flattering-financial-data-for-2016-with-bloomberg/
    • Uber’s Hell program: https://www.technarratives.com/2017/04/13/uber-had-a-program-called-hell-designed-to-undermine-lyft/
    • Uber PR head leaves: https://www.technarratives.com/2017/04/11/uber-comms-head-rachel-whetstone-is-departing-recode/
    • Samsung Bixby voice delay: https://www.technarratives.com/2017/04/11/samsung-says-bixby-voice-assistant-wont-ship-with-galaxy-s8-axios/
    • LeEco Vizio deal falls through: https://www.technarratives.com/2017/04/10/leecos-acquisition-of-vizio-officially-called-off-variety/
    • LeEco US sales fall short: https://www.technarratives.com/2017/04/10/leeco-is-said-to-miss-u-s-sales-forecasts-plan-more-job-cuts-bloomberg/
    • LeEco kills off content subscription: https://www.technarratives.com/2017/04/14/leeco-kills-ecopass-video-streaming-and-services-subscription-plan/

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 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 82 – Original Video Content, Snap’s S-1 Filing

We’re back to our usual format this week. Our News Roundup kicks off with a couple of US wireless stories – Verizon Wireless reintroducing unlimited plans, and T-Mobile reporting its results. Next up, we discuss Apple joining the Wireless Power Consortium, and what it might mean. And lastly, we discuss Facebook’s announcement that it’s working on an app for TV boxes like the Apple TV and Amazon Fire TV.

Our Question of the Week is “Who is investing in original video content and why?” The topic has been in the news this week with Apple showing off trailers for two new original series that will be part of Apple Music, and YouTube star PewDiePie being dropped from its original content lineup after making some anti-semitic videos. We discuss who’s investing in this area, why, and what they’re spending, as well as whether it will all be worth it.

Our Weekly Pick is a musician recommended by 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.

Episode 74 – Music Streaming, Are Gadgets Dead?

Our News Roundup this week covers three topics. First, T-Mobile’s announcement of Digits, a service which will allow customers to use their single number on multiple devices, or multiple numbers on a single device. Second, we discuss two news items relating to Apple and AI: the announcement that its researchers will now be able to publish their research, and second the slides from its talk this week at an AI conference. Third, Amazon’s announcement of Amazon Go, a sort of grocery store of the future.

Our Question of the Week is “How is streaming changing the music industry?” Jan talks about the size and composition of the music industry and its revenues, and the rise of streaming. We discuss the differences between ad-supported and paid streaming, and what’s happening with each. And we talk about where the industry will go from here.

Our third segment is a conversation about Farhad Manjoo’s article this week in the New York Times about the increasingly tough landscape for hardware vendors, and whether we agree with his conclusions.

We wrap up with our Weekly Pick, which this week is a holiday gift guide recommended by 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.

Episode 18 – Microsoft event, US wireless market, Steve Jobs

This week, we follow up last week’s coverage of Google’s event with discussion of Microsoft’s big Windows 10 event, which had a very different feel to it. We evaluate the big announcements, but we also talk about the presentations and demos and the overall tone of the event, which felt much more energetic and compelling than previous Microsoft events. Our Question of the Week this week is “What’s going on in the US wireless market, and who’s winning?” Jan provides some context by discussing each of the major US wireless providers and their background, and then talks through some different definitions for measuring which of them is “winning”. We also talk about what’s next for the US wireless market. Our final topic is Steve Jobs – both the man and the movie that’s coming out soon, along with the controversy over the movie, and the reaction from both Steve Jobs’ widow and from Apple executives. And Aaron has our Weekly Pick for this episode, which is a book recommendation.

As ever, the SoundCloud player is embedded below, and there are quite a few links to blog posts and other things we discussed in the episode underneath that. One thing of particular note is Jan’s slide deck on the US wireless market in Q2 2015, which provides a lot of depth beyond what we discussed on the podcast.

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.