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Beyond Devices | A blog about consumer technology from Jackdaw ResearchA blog about consumer technology from Jackdaw Research
http://www.beyonddevic.es/
A blog about consumer technology from Jackdaw Research
http://www.beyonddevic.es/
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Beyond Devices | A blog about consumer technology from Jackdaw Research | beyonddevic.es Reviews
https://beyonddevic.es
A blog about consumer technology from Jackdaw Research
Beyond Devices Podcast | A Podcast from Jan Dawson and Aaron Miller
Episode 76 2017 Predictions and 2016 Predictions Review. December 22, 2016. 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. 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.
beyonddevic.es
Jan Dawson | Beyond Devices
http://www.beyonddevic.es/author/jandawson1gmail-com
All posts by Jan Dawson. Apple, Microsoft, and the Future of Touch. October 27, 2016. If you want to contact me directly, you’ll find various ways to do so here. This is one of those rare weeks when two of the tech industry’s major players have back to back events and in the process illustrate their different takes on an important product category, in this case the PC. I’ve already written quite a bit about all this this week:. My Techpinions Insiders piece on Monday. My weekly public Techpinions column.
Thoughts on the new AT&T | Beyond Devices
http://www.beyonddevic.es/2015/08/12/thoughts-on-the-new-att
Thoughts on the new AT&T. August 12, 2015. AT&T this morning held a conference for financial analysts in Dallas, at which it outlined both its strategy and its financial guidance following the closing of the acquisition of DirecTV a few weeks ago. The event was live-streamed, and the slides from the various presentations are available to download from this page. Note: for broader context on the TV business that’s central to much of what’s below, see my post yesterday. Putting the new AT&T in context.
Android | Beyond Devices
http://www.beyonddevic.es/category/android
Google, Andromeda, Mythology and Hubris. September 28, 2016. Why do I bring this up? Well, given Andromeda is also the name of the hybrid OS due to be announced next week by Google, there are some interesting parallels. This past weekend Hiroshi Lockheimer, who owns Android and ChromeOS at Google, tweeted as follows:. We announced the 1st version of Android 8 years ago today. I have a feeling 8 years from now we’ll be talking about Oct 4, 2016. Hiroshi Lockheimer (@lockheimer) September 24, 2016. Once th...
An update on cord-cutting | Beyond Devices
http://www.beyonddevic.es/2015/08/11/an-update-on-cord-cutting
An update on cord-cutting. August 11, 2015. The last of the major pay TV, broadband, and phone companies has now reported, so we have a pretty good sense of how the industry fared in Q2. As I do every quarter, I’ve put together a series of charts on the industry for subscribers to the Jackdaw Research Quarterly Decks service. A lot depends on what you measure. A longer list of publicly-traded companies in those categories, which adds Cable ONE, Consolidated Communications, Frontier, Mediacom, Suddenlink,...
M&A | Beyond Devices
http://www.beyonddevic.es/category/ma
AT&T Doubles Down on the Ampersand. October 22, 2016. AT&T now sees itself as an entertainment company. AT&T is doubling down on the ampersand. Let me explain what I mean by both of those. AT&T as an entertainment company. That actually jibes pretty closely with something I wrote in my first post on this blog. Doubling down on the ampersand. From a 2004 presentation given by an earlier incarnation of AT&T. But even beyond this ad campaign, AT&T is talking up the value of getting this and. AT&T’s ac...
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deagol's AAPL model: October 2012
http://aaplmodel.blogspot.com/2012_10_01_archive.html
Here you'll find my latest AAPL estimates based on my financial model of Apple Inc's business. This should not be considered financial advice, do your own diligence, no guarantee from past performance, and all of that, etc. The idea is for you to figure out as much as you can, and when stuck on something just ask me. Enjoy! Wednesday, October 24, 2012. Revised: Fiscal 4Q 2012 Final Estimates. Monday, October 15, 2012. Long-term Apple Segmented Revenue Visualizations and Projections. About the very long-t...
deagol's AAPL model: July 2013
http://aaplmodel.blogspot.com/2013_07_01_archive.html
Here you'll find my latest AAPL estimates based on my financial model of Apple Inc's business. This should not be considered financial advice, do your own diligence, no guarantee from past performance, and all of that, etc. The idea is for you to figure out as much as you can, and when stuck on something just ask me. Enjoy! Tuesday, July 23, 2013. Fiscal 3Q 2013 Final Estimates. 3mo ending Jun-2013 Rev($M) EPS($) - - - - - - - - - - - - - - - - -. Subscribe to: Posts (Atom). View my complete profile.
deagol's AAPL model: Fiscal 3Q 2014 Final Estimates
http://aaplmodel.blogspot.com/2014/07/fiscal-3q-2014-final-estimates.html
Here you'll find my latest AAPL estimates based on my financial model of Apple Inc's business. This should not be considered financial advice, do your own diligence, no guarantee from past performance, and all of that, etc. The idea is for you to figure out as much as you can, and when stuck on something just ask me. Enjoy! Monday, July 14, 2014. Fiscal 3Q 2014 Final Estimates. 3mo ending Jun-2014 Rev($M) EPS($) GM(%) - - - - - - - - - - - - - - - - - - - -. Trailing (Jun-2014) 6.25 9% 62 22 2 86 Fai...
deagol's AAPL model: July 2012
http://aaplmodel.blogspot.com/2012_07_01_archive.html
Here you'll find my latest AAPL estimates based on my financial model of Apple Inc's business. This should not be considered financial advice, do your own diligence, no guarantee from past performance, and all of that, etc. The idea is for you to figure out as much as you can, and when stuck on something just ask me. Enjoy! Tuesday, July 24, 2012. What is Apple Worth? Part 1: Regarding Large Numbers. Sunday, July 8, 2012. Fiscal 3Q 2012 Final Estimates. Subscribe to: Posts (Atom). View my complete profile.
Services | Jackdaw Research
http://jackdawresearch.com/services
Jackdaw Research offers research and consulting. Clients may work with us in any of the following ways (click on the links for more information on each set of services):. Which packages up some of this data in slide form for a small monthly or annual fee. Two of these decks are also available on a one-off basis read more here. Speaking engagements, consulting, strategy sessions, white papers and other custom engagements are available, and are priced competitively based on the value and work required.
Full Episode Listing | Beyond Devices Podcast
http://podcast.beyonddevic.es/full-episode-listing
This page will always show a full listing of all previous episodes, in reverse chronological order. Episode 85 Uber’s Ethical Vacuum, Mac vs PC. Episode 84 AWS and Outages, MWC Announcements. Episode 83 State of Online Advertising, US Wireless Market Update. Episode 82 Original Video Content, Snap’s S-1 Filing. Episode 81 Business and Politics, News Roundup. Episode 80 Tech Narratives, Apple Earnings. Episode 79 Apple Employee Departures, Q4 2016 Earnings Preview Part 2. Episode 60 Social Media Insights,...
Episode 76 – 2017 Predictions and 2016 Predictions Review | Beyond Devices Podcast
http://podcast.beyonddevic.es/2016/12/episode-76-2017-predictions-and-2016-predictions-review
Episode 76 2017 Predictions and 2016 Predictions Review. December 22, 2016. 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. 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.
Media comments | Jackdaw Research
http://jackdawresearch.com/category/media
Category Archives: Media comments. Listed here are the comments released to media on significant news events. In all cases, the remarks may be attributed to Jan Dawson, Chief Analyst at Jackdaw. Cord Cutting Continues to Accelerate in Q2 2016. There is a lot more analysis and several more charts on the accompanying post published today on the Beyond Devices. This data is based on public reporting from the seventeen largest pay TV providers in the US:. Verizon Adjusts its Wireless Plans. T-Mobile’s ...
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Beyond Devices | A blog about consumer technology from Jackdaw Research
Lenovo’s tough quarter. August 13, 2015. Lenovo reported this week that it had just concluded a tough quarter, and was going to be taking actions to streamline its business and operations, including laying off a significant number of employees and cutting costs in the mobile business in particular. This post runs through some of the components of Lenovo’s tough quarter and examines where the business is likely to go from here. Note: this is my second post on Lenovo the first. Note: Lenovo changed its rep...
Beautiful Days.
TASHRYN BMB saxophonist im pretty uncouth. life is always moving. Ashita no kioku - Arashi. Friday, January 01, 2010. Gosh im reading everyone's resolutions and i feel so. retarded. Haaah. First day of 2010 huh. why does the number seem so exceedingly huge? The more i look at it, the scarier it gets. Hmmm. I dont know what to think of anymore. Its funny bacause there's so much to say of 2009. see! The number is less scary. haha. okay, im exaggerating. Think of Olevels as an Arashi concert in heaven.
Beyond Dewey – Ideas.Inspiration.Libraries.Books
Text Text. Text. October 31, 2013. Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
Beyond Deweyville
All the content on my old blog is still over there. To visit, click here. Tuesday, January 28, 2014. Pecan-Honey Raw Energy Balls. I recently dug my heels in, shook my fists and declared I was not buying anymore granola bars for the kids. It's the snack I feel guilty about packing. Damn it. Sometimes they're a little reluctant to try new things. They're onto my sneaking-good-things-in kind of ways. This one is slightly adapted from "Raw Energy" by Stephanie Tourles. INGREDIENTS (mostly from Trader Joe's):.
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