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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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AT&T | Beyond Devices

http://www.beyonddevic.es/category/att

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...

beyonddevic.es

Motorola | Beyond Devices

http://www.beyonddevic.es/category/motorola

Lenovo’s Increasingly International Smartphone Business. February 3, 2016. Note: For two previous posts on Lenovo on this blog, see here. See also this post. I wrote for Techpinions a while back. The charts in this post are based on the slide deck on Lenovo’s results available as part of the Jackdaw Research Quarterly Decks Service. The impact of Motorola. First up, it’s important to note the significant impact of Motorola here, something I wrote about a year ago. Was the rapid decline of Lenovo’s ...

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DirecTV | Beyond Devices

http://www.beyonddevic.es/category/directv

Cord Cutting Continues to Accelerate in Q2 2016. August 9, 2016. TL;DR: Cord-Cutting Continues to Accelerate. This is going to be a longish post, in which I’ll dive into lots of the detail around what’s really happening in the US pay TV market. But the headline here is that cord-cutting continues to accelerate, a trend that’s been fairly consistent for quite some time. Avoiding false trends with a proper methodology. Focusing on quarterly net adds rather than annual changes this is problematic because th...

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Cable companies | Beyond Devices

http://www.beyonddevic.es/category/cable-companies

Category Archives: Cable companies. Cord Cutting Continues to Accelerate in Q2 2016. August 9, 2016. TL;DR: Cord-Cutting Continues to Accelerate. This is going to be a longish post, in which I’ll dive into lots of the detail around what’s really happening in the US pay TV market. But the headline here is that cord-cutting continues to accelerate, a trend that’s been fairly consistent for quite some time. Avoiding false trends with a proper methodology. Focusing on quarterly net adds rather than annual ch...

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Earnings | Beyond Devices

http://www.beyonddevic.es/category/earnings

Twitter’s Terrible New Metric. October 27, 2016. If you want to contact me directly, you’ll find various ways to do so here. In the shareholder letter that accompanied Twitter’s Q3 earnings today, the company said:. Consider that each day there are millions of people that come to Twitter to sign up for a new account or reactivate an existing account that has not been active in the last 30 days. That sounds great, right? Over the course of this past quarter, Twitter only added 4 million new MAUs. In other...

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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,...

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TV | Beyond Devices

http://www.beyonddevic.es/category/tv

Cord Cutting Continues to Accelerate in Q2 2016. August 9, 2016. TL;DR: Cord-Cutting Continues to Accelerate. This is going to be a longish post, in which I’ll dive into lots of the detail around what’s really happening in the US pay TV market. But the headline here is that cord-cutting continues to accelerate, a trend that’s been fairly consistent for quite some time. Avoiding false trends with a proper methodology. Focusing on quarterly net adds rather than annual changes this is problematic because th...

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Smartphones | Beyond Devices

http://www.beyonddevic.es/category/smartphones

Microsoft’s Evolving Hardware Business. October 21, 2016. Microsoft reported earnings yesterday, and the highlights were all about the cloud business (Alex Wilhelm has a good summary of some of the key numbers there in this post on Mattermark. The More Personal Computing segment is made up of:. Windows licensing of all versions of Windows other than Windows server. Devices including Surface, phones, and accessories. Gaming including Xbox hardware, Xbox Live services, and game revenue. Surface has been on...

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Q2 2015 | Beyond Devices

http://www.beyonddevic.es/category/q2-2015

Category Archives: Q2 2015. 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.