Jan's taking on a new full-time job and stepping away from his role as an independent analyst, which means we're taking a bit of a break from the podcast after this episode, and will post less frequent episodes in future. With that context, we're in a contemplative mood and decided to make this episode a discussion about the state of the tech industry. We tackle a few distinct themes: the power of incrementalism in the face of a bias towards big inventions; the maturity of key markets and the market structures that's driving us to; changing competitive dynamics and the increasing power of a few big players; and the role that regulation might play in the future of the industry and changing all that.
The show notes below include links to some of the things we mentioned on today's episode.
• Jan's blog post about his job change: https://medium.com/beyond-devices/seventeen-years-an-analyst-a5e9d215b48c
• Jan's last Techpinions post, on the state of the tech industry: https://techpinions.com/some-thoughts-on-the-state-of-the-tech-market/51643
• Vivint Smart Home website: https://www.vivint.com
You can also find the Beyond Devices Podcast on iTunes (https://itunes.apple.com/us/podcast/beyond-devices-podcast/id1002197313), in the Overcast app (https://overcast.fm/itunes1002197313/beyond-devices-podcast), or in your podcast app of choice.
As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).
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Jan's taking on a new full-time job and stepping away from his role as an independent analyst, which means we're taking a bit of a break from the podcast after this episode, and will post less frequent episodes in future. With that context, we're in a contemplative mood and decided to make this episode a discussion about the state of the tech industry. We tackle a few distinct themes: the power of incrementalism in the face of a bias towards big inventions; the maturity of key markets and the market structures that's driving us to; changing competitive dynamics and the increasing power of a few big players; and the role that regulation might play in the future of the industry and changing all that.
The show notes below include links to some of the things we mentioned on today's episode.
• Jan's blog post about his job change: https://medium.com/beyond-devices/seventeen-years-an-analyst-a5e9d215b48c
• Jan's last Techpinions post, on the state of the tech industry: https://techpinions.com/some-thoughts-on-the-state-of-the-tech-market/51643
• Vivint Smart Home website: https://www.vivint.com
You can also find the Beyond Devices Podcast on iTunes (https://itunes.apple.com/us/podcast/beyond-devices-podcast/id1002197313), in the Overcast app (https://overcast.fm/itunes1002197313/beyond-devices-podcast), or in your podcast app of choice.
As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).
This week's News Roundup episode features a discussion of GoPro and Fitbit earnings, how they're similar and how they're different; Bloomberg's reporting on potential Facebook hardware for the home; iPhone details emerging from the HomePod firmware leak; and a discussion of recent numbers on market share and shipments in the smartphone, tablet, and wearables markets. As usual, we spend a few minutes on each topic, with each of us chiming in.
The show notes below include links to all these stories on Tech Narratives and original sources as appropriate.
News stories we covered:
• GoPro and Fitbit earnings:
1. GoPro earnings release: https://investor.gopro.com/press-releases/press-release-details/2017/GoPro-Announces-Second-Quarter-2017-Results/default.aspx
2. Jan's take: https://www.technarratives.com/2017/08/03/gopro-recovery-continues-in-q2-but-still-losing-money-well-off-past-highs/
3. Fitbit earnings release: https://investor.fitbit.com/press/press-releases/press-release-details/2017/Fitbit-Reports-353M-in-Revenue-Sells-34M-Devices-in-Q217-Up-14-Sequentially/default.aspx
4. Jan's take: https://www.technarratives.com/2017/08/02/fitbit-reports-more-shipment-revenue-declines-losses-in-q2/
• Facebook hardware:
1. Bloomberg report: https://www.bloomberg.com/news/articles/2017-08-01/facebook-is-said-to-work-on-video-chat-device-in-hardware-push
2. Jan's take: https://www.technarratives.com/2017/08/01/★-facebook-reportedly-working-on-video-chat-device-voice-speaker/
• iPhone leaks:
1. Mac Rumors: https://www.macrumors.com/2017/07/30/homepod-firmware-face-detection/
Jan's take: https://www.technarratives.com/2017/07/31/iphone-design-and-feature-details-show-up-in-homepod-firmware/
• Market share numbers:
1. Jan's take: https://www.technarratives.com/2017/08/03/tablet-and-wearables-numbers-for-q2-show-rise-of-chinese-vendors/
Jan also mentioned his recent podcast episode on Samsung with Bernard Leong on Analyse Asia – that episode can be found here: https://analyse.asia/2017/08/03/episode-198-samsung-group-2017-jan-dawson/
You can also find the Beyond Devices Podcast on iTunes (https://itunes.apple.com/us/podcast/beyond-devices-podcast/id1002197313), in the Overcast app (https://overcast.fm/itunes1002197313/beyond-devices-podcast), or in your podcast app of choice.
As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).
Beyond Devices Podcast
Jan's taking on a new full-time job and stepping away from his role as an independent analyst, which means we're taking a bit of a break from the podcast after this episode, and will post less frequent episodes in future. With that context, we're in a contemplative mood and decided to make this episode a discussion about the state of the tech industry. We tackle a few distinct themes: the power of incrementalism in the face of a bias towards big inventions; the maturity of key markets and the market structures that's driving us to; changing competitive dynamics and the increasing power of a few big players; and the role that regulation might play in the future of the industry and changing all that.
The show notes below include links to some of the things we mentioned on today's episode.
• Jan's blog post about his job change: https://medium.com/beyond-devices/seventeen-years-an-analyst-a5e9d215b48c
• Jan's last Techpinions post, on the state of the tech industry: https://techpinions.com/some-thoughts-on-the-state-of-the-tech-market/51643
• Vivint Smart Home website: https://www.vivint.com
You can also find the Beyond Devices Podcast on iTunes (https://itunes.apple.com/us/podcast/beyond-devices-podcast/id1002197313), in the Overcast app (https://overcast.fm/itunes1002197313/beyond-devices-podcast), or in your podcast app of choice.
As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).
