introduction to jackdaw research
TRANSCRIPT
Jan Dawson, Chief Analyst• 14 years of experience as a
technology analyst
• Formerly led telecoms research at Ovum, largest non-US headquartered analyst firm
• One of the most quoted consumer tech analysts in the media (see slide in appendix)
• Relationships with the world's largest carriers, device vendors and other major players
What makes Jackdaw different?
• The default analyst model is to employ specialists in every part of the market – smartphones, broadband, video services and so on
• These analysts go deep in their respective areas, but they work in silos, and can’t see the big picture
• Jackdaw takes a big-picture, strategic approach to the consumer technology market, its players and their business models
• This allows us to identify trends and predict future developments much more effectively than the traditional siloed analyst firms
Six major domains in consumer technology
Content Comms ConnectivitySoftwareHardware
Smartphone
Tablet/PC
Console
Smart TV/STB
Wearables
Operating system
Productivity
Anti virus
Mobile apps
Other
Video
Music
Books
Search
Games
Text
Audio
Video
Social
Photo sharing
Wired
Cellular
WiFi
Satellite
Digital layer
Commerce
Payments
Transport
Hotels
HomeOther
Major consumer tech companies have expanded out of their coresHardware Software Connectivity Comms Content
Apple
Microsoft
Digital layer
Amazon
Many of them now compete across four or more domains
Hardware Software Content Comms Connectivity Digital Layer
Amazon Kindle, Fire Phone, TV Fire OS Instant Video,
MP3, Kindle – AT&T 3G/4G in devices
E-Commerce Payments
Apple iPhone, iPad, Mac, Watch
OS X, iOS, iLife, iWork
iTunes, App Stores
iMessage, FaceTime – Payments
HomeKit
Facebook Oculus, HTC First Parse Richer News
Feed contentMessenger, Whatsapp Internet.org Payments
Google Motorola, Nexus
Android, Chrome OS
Play Store, YouTube
Hangouts, Google Voice Google Loon Google
Shopping
Microsoft Surface, Lumia, Xbox
Windows, Office
Windows Store, Xbox Skype – –
They employ a variety of business models to do this
Direct Platform Advertising
Definition Sell 1st party products to end users
Sell 3rd party products to end users
Sell eyeballs to advertisers
User Customer Alignment 100% 50/50 0%
Amazon Kindles E-commerce IMDB
Apple iPhone, iPad, Mac iTunes, App Stores iTunes Radio
Facebook – Payments Core product
Google Google Business Apps Google Play Search
Microsoft Office Windows Store Bing
As such, they generate revenue in very different ways
Revenue split by business model, last four quarters
0%
25%
50%
75%
100%
Amazon Apple Facebook Google Microsoft
Direct Platform Advertising
Connectivity Digital Layer
Vital to look at the market in a new way – across silos
Hardware CommsSoftware Content
Amazon
Apple
Microsoft
Samsung
Questions answered• What are the keys to success in consumer
technology?
• Which companies exhibit these traits?
• What must each company do to better foster growth and success?
• What are the most lucrative segments and niches in the market and how can you take advantage?
What we offer - content• Breaking news analysis
• A set of key companies including major carriers, device vendors, online service providers
• One-slide analysis of the news and its implications for the company and others
• Delivered within 24 hours by email
• Company profiles analyzing assets and capabilities across major consumer technology categories - updated annually
• Quarterly “state of the market” presentation summarizing changes in positioning, rankings and competitiveness
• Other reports on industry topics, events etc.
Company profiles• Key questions answered:
• Competitiveness across five domains
• Integration strategies
• Business models
• Prospects for growth
• Recommendations for company and competitors
• Two parts: written profile and slide-format data review
Companies included in company profiles
Other reports in 2014-2015• Smartwatches: Market Prospects (published August)
• The impact of changing device subsidies in the US
• The future of TV
• State of the market: connected car
• State of the market: connected home
• (suggestions welcome)
For further information
• I blog at http://www.beyonddevic.es and http://www.techpinions.com
• Jackdaw website at www.jackdawresearch.com
• Twitter: @jandawson
• LinkedIn: http://www.linkedin.com/in/jandawson
Press Coverage
Note: the above represents press coverage for Jackdaw Research, since November 2013. A listing of press coverage may be found at http://jackdawresearch.com/in-the-news/