Week 105 – NR – GoPro & Fitbit Earnings, FB Hardware, iPhone Leaks, Market Share Numbers
Summary: This week's News Roundup episode features a discussion of GoPro and Fitbit earnings, how they're similar and how they're different; Bloomberg's reporting on potential Facebook hardware for the home; iPhone details emerging from the HomePod firmware leak; and a discussion of recent numbers on market share and shipments in the smartphone, tablet, and wearables markets. As usual, we spend a few minutes on each topic, with each of us chiming in. The show notes below include links to all these stories on Tech Narratives and original sources as appropriate. News stories we covered: • GoPro and Fitbit earnings: 1. GoPro earnings release: https://investor.gopro.com/press-releases/press-release-details/2017/GoPro-Announces-Second-Quarter-2017-Results/default.aspx 2. Jan's take: https://www.technarratives.com/2017/08/03/gopro-recovery-continues-in-q2-but-still-losing-money-well-off-past-highs/ 3. Fitbit earnings release: https://investor.fitbit.com/press/press-releases/press-release-details/2017/Fitbit-Reports-353M-in-Revenue-Sells-34M-Devices-in-Q217-Up-14-Sequentially/default.aspx 4. Jan's take: https://www.technarratives.com/2017/08/02/fitbit-reports-more-shipment-revenue-declines-losses-in-q2/ • Facebook hardware: 1. Bloomberg report: https://www.bloomberg.com/news/articles/2017-08-01/facebook-is-said-to-work-on-video-chat-device-in-hardware-push 2. Jan's take: https://www.technarratives.com/2017/08/01/★-facebook-reportedly-working-on-video-chat-device-voice-speaker/ • iPhone leaks: 1. Mac Rumors: https://www.macrumors.com/2017/07/30/homepod-firmware-face-detection/ Jan's take: https://www.technarratives.com/2017/07/31/iphone-design-and-feature-details-show-up-in-homepod-firmware/ • Market share numbers: 1. Jan's take: https://www.technarratives.com/2017/08/03/tablet-and-wearables-numbers-for-q2-show-rise-of-chinese-vendors/ Jan also mentioned his recent podcast episode on Samsung with Bernard Leong on Analyse Asia – that episode can be found here: https://analyse.asia/2017/08/03/episode-198-samsung-group-2017-jan-dawson/ You can also find the Beyond Devices Podcast on iTunes (https://itunes.apple.com/us/podcast/beyond-devices-podcast/id1002197313), in the Overcast app (https://overcast.fm/itunes1002197313/beyond-devices-podcast), or in your podcast app of choice. As ever, we welcome your feedback via Twitter (@jandawson / @aaronmiller), the website (podcast.beyonddevic.es), or email (jan@jackdawresearch.com).
