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Beyond Devices

A blog about consumer technology from Jan Dawson and Jackdaw Research. Original home at www.beyonddevic.es. Jan Dawson is an analyst and consultant who helps consumer technology companies understand market trends and devise strategies for success.

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Jan Dawson in Beyond Devices

Sep 27, 2017

Google Pulling YouTube from Echo Show Signals Asymmetrical Value

Cross Posted from Tech Narratives

Jan Dawson in Beyond Devices

Feb 15, 2017

Putting Some Numbers Around Amazon Prime

And comparing Amazon Prime Video’s Revenue to Netflix

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…

Jan Dawson in Beyond Devices

Oct 27, 2015

Amazon’s exploding workforce

One of the things that struck me the most about Amazon’s earnings last quarter was the rate at which it’s hiring, as that rate has always been high, but accelerated significantly this past quarter. Below, I’m going to share a few key charts to illustrate this trend.

Jan Dawson in Beyond Devices

Apr 23, 2015

Comparing Microsoft and Amazon’s cloud businesses

Amazon finally provided the first direct visibility over the finances associated with its AWS business today, and it provides an opportunity to compare them with one of the other two big enterprise cloud businesses which compete with it…

Jan Dawson in Beyond Devices

Jan 28, 2015

Quick thoughts on Microsoft and Amazon in the cloud

At the end of last year, I wrote a piece for Techpinions Insiders about what to expect for Amazon in 2015, as part of a series on major tech companies. As part of that piece, I wrote the following about Amazon’s AWS business:

Jan Dawson in Beyond Devices

Jan 5, 2015

Amazon’s changing hardware pricing strategy

I’ve referred to this in passing in several different posts, but I wanted to really devote some time to both researching and writing up a particular trend: Amazon’s changing approach to hardware, and especially the pricing of its hardware.

Jan Dawson in Beyond Devices

Oct 24, 2014

Amazon and the cost of growth

Note to new readers: This is part of a series on major tech companies’ Q3 2014 earnings. Prior analysis on Amazon can be seen here.

Last quarter I did a pretty deep dive on Amazon and many of its financial metrics, and specifically addressed the…

Jan Dawson in Beyond Devices

Aug 25, 2014

Why Amazon wants Twitch

After weeks of reporting that Google would acquire game-streaming site Twitch to bolster its YouTube empire, it appears those talks have fallen through and Amazon will now acquire the site. The YouTube logic was so obvious that it didn’t even require explaining, but Amazon’s acquisition…

Jan Dawson in Beyond Devices

Jul 24, 2014

Thoughts on Amazon earnings for Q2 2014

Note: This is part of a series on major tech companies’ Q2 2014 earnings (e.g. Google here, Microsoft here, Apple here and here, Netflix here and Facebook here). My post about Amazon’s earnings last quarter is here.

Jan Dawson in Beyond Devices

Jun 11, 2014

Why an Amazon smartphone makes sense

It seems highly likely that Amazon will finally announce its long-rumored smartphone next week at a special event. From what I’ve seen on Twitter and elsewhere, there’s a lot of skepticism about Amazon’s entry into this market, so I thought I’d review some of the…