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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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Earnings

Jan Dawson in Beyond Devices

Feb 9, 2017

Yet Another Reset for Twitter

How much longer does Dorsey need to turn it around?

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…

Jan Dawson in Beyond Devices

Nov 18, 2016

Cord Cutting in Q3 2016

Still accelerating, and there’s cord shaving too

Jan Dawson in Beyond Devices

Nov 17, 2016

The US Wireless Market in Q3 2016

How AT&T, Sprint, T-Mobile and Verizon fared

Jan Dawson in Beyond Devices

Nov 8, 2016

Facebook, Ad Load, and Revenue Growth

Evaluating the impact of saturated ad load on Facebook’s growth prospects

Jan Dawson in Beyond Devices

Oct 27, 2016

Twitter’s Terrible New Metric

Why millions of new users per day is a bad thing, not a good thing

Jan Dawson in Beyond Devices

Oct 21, 2016

Microsoft’s Evolving Hardware Business

Surface, phones, and Xbox, plus the role of search

Note: this blog is published by Jan Dawson, Founder and Chief Analyst at Jackdaw Research. Jackdaw Research provides research, analysis, and consulting…

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Jan Dawson in Beyond Devices

Oct 17, 2016

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 works with some of the largest consumer technology companies in the world. We…

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Jan Dawson in Beyond Devices

Aug 9, 2016

Cord Cutting Continues to Accelerate in Q2 2016

One of the data sets I maintain is a database on the major cable, satellite, and telecoms operators in the US and their pay TV, broadband, and voice subscribers. As such, each quarter, I dig through those numbers and churn out a bunch of charts on…

Jan Dawson in Beyond Devices

Aug 4, 2016

Google’s Increasing Reliance on its Own Sites

After a couple of weeks on vacation, I’m still playing catchup with some of the tech earnings reports that came out while I was gone. Today, I’m tackling an interesting aspect of Alphabet’s earnings, which is the increasing dominance of ad revenue…

Jan Dawson in Beyond Devices

Aug 2, 2016

Quick Take on Fitbit Q2 2016 Results

Fitbit released its results for Q2 2016 today, and the market seems to be responding pretty positively in the short term. However, based on the numbers reported today, there’s not a lot of reason for cheer — the positive reaction seems to be at least in part about…