Category Archives: Twitter

Episode 56 – Q2 2016 Tech Company Earnings Review

We’re back after a two-week break, and this episode is exclusively devoted to a review of major tech companies earnings for Q2 2016, which were reported over the last several weeks. We take a thematic approach to the topic, focusing first on hardware companies, principally Apple and Samsung; then on the big ad-focused companies: Google, Facebook, and Twitter; and then two companies that stand somewhat apart: Microsoft and Amazon. We discuss the themes that emerged from earnings this quarter, and also some of the surprising elements in each company’s results.

Next week, we’ll be back to our usual structure, with a News Roundup, Question of the Week, and Weekly Pick.

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:

  • The only external link we discussed on the show was a piece in the Atlantic by Ian Bogost entitled “Facebook is not a technology company”. We discussed this right at the end of the 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 55: Pokemon Go Prospects, Facebook Live Video

Our News Roundup this week covers Amazon’s Prime Day, Twitter’s recent deals and experiments around professionally produced live video, and Microsoft’s announcement of Surface as a Service.

Our Question of the Week is “What do the economics of the mobile gaming industry tell us about the future of Pokemon Go?” The game has burst dramatically onto the scene, and already provided a nice boost for Nintendo’s share price, but past experience suggests massive hits can be short-lived in the mobile gaming market. We discuss the potential hurdles and challenges for the game, and for Nintendo as it finally embraces the mobile gaming market. We also talk about the implications for augmented reality.

Our third segment is about Facebook Live Video and how it’s been used in recent weeks for some harrowing footage very different from what it was originally conceived to do, and in contrast to the type of live video Twitter is now pursuing. We talk about the responsibilities that come with such power for Facebook, and the benefits to society from the increased openness the technology brings.

As always, we wrap up with our Weekly Pick, which is an app recommendation from Aaron.

Programming note: we’ll be taking a two-week break while Jan is on vacation, but we’ll be back the first week of August.

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 53 – Apple in India, Facebook News Feed Changes

Our News Roundup this week covers three topics: Microsoft’s announcement that Windows 10 now has 350 installations; Twitter’s addition of stickers to photos shared through the platform; and Amazon’s new strategy for selling third-party Android phones with ads on the lock screen.

Our Question of the Week is “How is Apple doing in India, and how can it do better?” It builds on research Jan has been doing over the last few weeks on what Apple might do to boost its fortunes – and specifically the iPhone’s fortunes – in India. We talk about the unique characteristics of the Indian market, and how it’s different from China; the state of the smartphone market in India; Apple’s current position there; and four major themes around how Apple can accelerate growth and increase its addressable market there.

Our third segment covers the changes Facebook announced to its News Feed algorithm on Wednesday, the reasons for the move, and the likely implications for users, for publishers, and for Facebook. As usual, we wrap up with a Weekly Pick, this week two items recommended by Aaron.

I want to briefly thank all those who helped me in my research for this episode and my weekly Techpinions column, which also went up today on the same topic, including Shibesh, Harshil Shah, Sudeep Mishra, Sascha Pallenberg, Viranch Damani, Varun Krishnan, Nitin Alabur, and others. Your help and insight is much appreciated.

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 48 – Consumer Tech in Africa, Apple & AI

We’re back to our usual format for this week, with a News Roundup, Question of the Week, and a third topic, plus a Weekly Pick.

Our News Roundup covered three topics: Spotify’s financials, which Jan wrote about earlier in the week; Microsoft’s decision to exit the consumer smartphone market; and Twitter’s planned change to the 140-character limit. Our Question of the Week piggybacks off Aaron’s recent trip to Ghana, which is one of a number of trips he’s made there over the last nine years. The question is “What’s the state of consumer technology in Africa?” and we spent a good amount of timing doing a deep dive into this topic, based not just on Aaron’s personal observations but on additional research (see the show notes for a couple of good sources).

Our third topic this episode was Apple’s efforts in AI, and a narrative that seems to have emerged recently about a perception that Apple is behind in AI, and that this will be problematic for the company. We talk about the pros and cons of this argument, how it relates to Siri specifically, and how Siri might evolve at this year’s WWDC. Lastly, we have our Weekly Pick, which is actually a double recommendation from Jan this time around.

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 41 – Apple News for Publishers, Tesla Model 3

Our News Roundup this week covered the following topics:

  • Conflicting reports on early iPhone SE sales
  • Samsung’s decent preliminary Q1 financials
  • Twitter’s deal for NFL rights.

Our Question of the Week is “What is Apple News like for a small publisher?” and focuses on our experience publishing to Apple News over the last several weeks. We talk through the reasons why Apple launched Apple News, the different ways publishers can get content onto Apple News, and the pros and cons of each. We also talk about how Apple needs to evolve Apple News to remain competitive against other options like Facebook Instant Articles, Google’s AMP project, and platforms like Medium.

Our third topic this week was Tesla’s Model 3 announcement and the pre-order process that accompanied it. We talk about the significance of those preorders, the convergence of cars and tech and Tesla’s role in that, and the interesting questions Tesla raises about how car design could change in a world without gasoline-powered engines. As usual, we wrap up with a Weekly Pick, this week one 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.

Episode 33 – iMessage as a Platform, Twitter Earnings

We kick off this week’s episode with our usual news roundup. This week, our topics are 5G (and AT&T’s announcement on this topic earlier today), Apple’s rumored March event, and ASICS’ acquisition of the Runkeeper fitness app. Our Question of the Week is finally back after a two-week hiatus for earnings season, and this week we talk about whether Apple should turn iMessage into a platform, and what that would mean. The context here is the Asian messaging apps, such as WeChat, LINE, and Kakao, and the way in which they’ve built platforms around the core messaging experience. As this trend continues, the question becomes whether Apple needs to follow suit, albeit not as a business model but as a way to stay competitive. We talk about what this might actually look like in practice, were Apple to announce it, including user and developer/business features, and the potential for more social elements. Our last topic is Twitter’s earnings this week, and what they signify. We wrap up with our Weekly Pick, which this week is a video service recommended by Aaron.

As ever, there are links to related contents and various formats for the podcast itself 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.