Category Archives: Wireless

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 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 37 – A 5G Primer and Samsung’s New Phones

Our News Roundup this week covers three new items: Android’s early developer preview of Android N; the conclusion of the Apple eBooks trial; and the debut of Amazon’s first live TV show. Our Question of the Week is “What is 5G? And should you care?” and piggybacks on an article Jan wrote for Techpinions on Monday offering something of a primer on the technology. We talk through the first four Gs briefly, and in particular talk about what’s unique about 4G, before moving on to where the process of defining 5G has got to, and when you’re likely to be able to actually use it. Our third topic is Samsung’s new phones, which were reviewed by many publications this week. We discuss the consensus from the reviews as well as what the phones seem to signify about the state of Samsung. We wrap up as ever with our Weekly Pick, which is another cooking-themed 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.

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 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.