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Q2 2015

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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Q2 2015

Jan Dawson in Beyond Devices

Aug 13, 2015

Lenovo’s tough quarter

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…

Jan Dawson in Beyond Devices

Aug 11, 2015

An update on cord-cutting

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…

Jan Dawson in Beyond Devices

Aug 3, 2015

A deep dive on Microsoft’s Q2 2015 numbers

Following Microsoft’s earnings is always interesting, because like any other company it releases many of the key data points in its press release, but to a greater extent than others it releases lots more little details in its regular quarterly SEC…

Jan Dawson in Beyond Devices

Jul 30, 2015

The key to T-Mobile’s growth

T-Mobile reported its earnings this morning, and as usual lately there was a strong component of growth — across subscribers, revenues, and even average revenue per subscriber. I’m going to run through the highlights quickly, but then I’m going to drill down around what drives…

Jan Dawson in Beyond Devices

Jul 29, 2015

Thoughts on Facebook’s Q2 2015 earnings

Yesterday, I covered Twitter’s earnings, and today I’m following up with a post on Facebook’s earnings. The two companies are very different — one is a social network that’s first and foremost about connecting with people you know in real life, and the other…

Jan Dawson in Beyond Devices

Jul 28, 2015

Thoughts on Twitter’s Q2 2015 earnings

Twitter is one of the companies I’ve written about most here on Beyond Devices. Some examples from the past year include:

Thoughts on Twitter’s Q1 2015 earnings
Thoughts on Twitter’s Q4 2014 earnings

Jan Dawson in Beyond Devices

Jul 21, 2015

Apple Watch sales

So, after yesterday’s preview post on Apple Watch sales, I thought I’d have a stab at interpreting today’s earnings report and call on this specific point. Yesterday’s post highlighted the challenges and pitfalls inherent in such an exercise, so I’ll walk you through all my assumptions so you can…

Jan Dawson in Beyond Devices

Jul 20, 2015

Evaluating Apple Watch sales

There’s going to be tons of noise this week about Apple’s earnings, with a particular focus on the sales of the Apple Watch. However, there are two key problems with all of this, and they are:

Apple almost certainly won’t give us the number of Watches…