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Beyond Devices Podcast
Jan Dawson and Aaron Miller
136 episodes
1 week ago
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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Technology
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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).
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Technology
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Week 118 – NR – Apple And Facebook Q3 2017 Earnings
Beyond Devices Podcast
36 minutes 32 seconds
8 years ago
Week 118 – NR – Apple And Facebook Q3 2017 Earnings
We're a couple of days late with this episode – Jan was traveling late last week, but we still wanted to cover Apple earnings, so we recorded first thing on Monday morning, and should still have another episode later this week. Apple earnings are the major focus for this episode, as we go through the various reporting segments in order of size by revenue. But we also spend a few minutes towards the end of the episode talking about Facebook's earnings. The show notes below include links for the various stories we covered on today's episode. News stories we covered: • Apple Earnings Release: https://www.apple.com/newsroom/2017/11/apple-reports-fourth-quarter-results/ • Facebook Earnings release: https://s21.q4cdn.com/399680738/files/doc_financials/2017/Q3/Q3'17-Earnings-Release.pdf 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).