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Putting Some Numbers Around Amazon Prime
Amazon filed its 10-K report for 2016 late last week, and it adds a few bits of additional information which haven’t been in previous versions. Most notably, it provides a breakdown of revenue...
Yet Another Reset for Twitter
Here we are, almost eleven years into Twitter’s history and a little over 18 months into Jack Dorsey’s second term at the company, and Twitter is heading for yet another reset. The company sa...
Digesting Snap's S-1
Snap Inc (maker of Snapchat) finally made its long-awaited S-1 filing public on Thursday evening. I’ve been dying to get my hands on this filing for months, and spent some time diving into it l...
Hey Jan, I just stumbled upon the article “Dissecting AT&...rgin/MB served is lower for business customers? Thanks, Jerome
Thanks for your question – I wouldn’t assume that a business customer uses more data than a consumer one. Netflix, Hulu, and YouTube are going to consume a lot more bandwidth than PowerPoint ...
Cord Cutting in Q3 2016
I do a piece most quarters after the major cable, satellite, and telecoms operators have reported their TV subscriber numbers, providing an update on what is at this point a very clear cord-cutti...
The US Wireless Market in Q3 2016
One of the markets I follow most closely is the US wireless market. Every quarter, I collect dozens of metrics for the five largest operators, churn out well over a hundred charts, and provide an...
Facebook, Ad Load, and Revenue Growth
Note: this blog is published by Jan Dawson, Founder and Chief Analyst at Jackdaw Research. Jackdaw Research provides research, analysis, and consulting on the consumer technology market, and work...
Apple, Microsoft, and the Future of Touch
Note: this blog is published by Jan Dawson, Founder and Chief Analyst at Jackdaw Research. Jackdaw Research provides research, analysis, and consulting on the consumer technology market, and work...
Twitter's Terrible New Metric
Note: this blog is published by Jan Dawson, Founder and Chief Analyst at Jackdaw Research. Jackdaw Research provides research, analysis, and consulting on the consumer technology market, and work...
AT&T Doubles Down on the Ampersand
Note: this blog is published by Jan Dawson, Founder and Chief Analyst at Jackdaw Research. Jackdaw Research provides research, analysis, and consulting on the consumer technology market, and work...
Microsoft's Evolving Hardware Business
Note: this blog is published by Jan Dawson, Founder and Chief Analyst at Jackdaw Research. Jackdaw Research provides research, analysis, and consulting on the consumer technology market, and work...
Growth at Netflix Comes at a Cost
Note: this blog is published by Jan Dawson, Founder and Chief Analyst at Jackdaw Research. Jackdaw Research provides research, analysis, and consulting on the consumer technology market, and work...
Google's Schizophrenic Pixel Positioning
This is my second post about Google’s event this week, and there will likely be more. The first tackled Google’s big strategy shift: moving from a strategy of gaining the broadest possible d...
Google's Big Strategy Shift
There’s so much to say about today’s Google hardware event, and it’s tempting to pour it all into this one post. Instead, though, I’m going to be focused here and probably write several s...
Google, Andromeda, Mythology and Hubris
Next week, Google is expected to unveil a new operating system named Andromeda, which in some ways combines the existing Android and ChromeOS operating systems. The choice of name is interesting ...
Four Quick Thoughts on Snap’s Spectacles
Over the weekend, Snapchat (now Snap, Inc.) announced its video-recording glasses, Spectacles. In talking to reporters on Saturday and spending some time pondering the move, four main thoughts ha...
The Problem With a Twitter Acquisition
As I’ve said before, I’m both a heavy user of Twitter and a critic of the way it’s currently being run. The lack of growth and the slow pace of change to the product are closely intertwin...
Refocusing the Apple Watch
As part of my media comment on the Apple event , I talked a little about how Apple has rethought the Watch since its initial introduction two years ago. That thought deserves a deeper dive, and a...
Apple’s Headphone Transition Marries Pragmatism and Vision
Today’s Apple event was notable for the fact that so much of what was to be announced had leaked ahead of time. On paper, that left very few surprises for the event itself, but of course what t...
The Death of Project Ara Signals a Return to Adult Supervision at Google under Ruth Porat
Julia Love at Reuters reported Thursday night that Google has suspended Project Ara, which was its modular phone initiative, as part of a broader tightening of the belt across Google’s hardwar...