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).
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.
Here are some links relevant to today's discussion:
• Apple's earnings press release:
https://www.apple.com/newsroom/2017/08/apple-reports-third-quarter-results/
• Jan's take for Tech Narratives:
https://www.technarratives.com/2017/08/01/★-apple-reports-accelerating-growth-first-ipad-unit-growth-in-four-years/
Jan also mentioned the new Tech Narratives Podcast, which you can find on SoundCloud (https://soundcloud.com/user-500920953), iTunes (https://itunes.apple.com/us/podcast/tech-narratives-podcast/id1252808525?mt=2), and Overcast (https://overcast.fm/itunes1252808525/tech-narratives-podcast), and which should be available in many other podcast apps too.
You should also check out the Analyse Asia Podcast run by Bernard Leong. You can find the first of two episodes featuring Jan on SoundCloud here: https://soundcloud.com/analyseasia/episode-197-tech-narratives-with-bat-softbank-in-asia-with-jan-dawson. The podcast is also available on iTunes, in Overcast, and all the usual places. Well worth a listen if you're interested in tech in Asia.
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).
