Category Archives: Autonomous Driving

Apple, Apple Watch, Augmented reality, Autonomous Driving, China, Earnings, Episodes, iPad, iPhone

Week 105 QotW – Apple June 2017 Quarter Earnings

We’re back with another deep dive, this time around our quarterly review of Apple’s earnings for the June 2017 quarter, Apple’s fiscal Q3. We talk through three sets of things: the numbers announced for the quarter, the guidance offered for next quarter, and additional comments on topics like China, augmented reality, autonomy, and original video content. We dive into the performance of Apple’s various business lines, both in terms of what’s been happening and what we expect to happen going forward, and quite a bit more.

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.

Apple, Assistants, AT&T, Autonomous Driving, Episodes, Health, LeEco, News Roundup, Samsung, Spectrum, T-Mobile, Uber

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.

Alphabet, Android, Apple, Apps, Autonomous Driving, Cars, Episodes, Hulu, Microsoft, Netflix, Samsung

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.