Another earnings season is upon us: the public tech companies will begin reporting second calendar quarter results later this week, starting with Netflix on Monday and moving on to others like Qualcomm, T-Mobile, and Microsoft later in the week, with others to follow over the next couple of weeks. Here’s what I’m going to be looking for – and what I suggest you look for – as some of the big companies report.
Jan Dawson is Founder and Chief Analyst at Jackdaw Research, a technology research and consulting firm focused on consumer technology. During his sixteen years as a technology analyst, Jan has covered everything from DSL to LTE, and from policy and regulation to smartphones and tablets. As such, he brings a unique perspective to the consumer technology space, pulling together insights on communications and content services, device hardware and software, and online services to provide big-picture market analysis and strategic advice to his clients. Jan has worked with many of the world’s largest operators, device and infrastructure vendors, online service providers and others to shape their strategies and help them understand the market. Prior to founding Jackdaw, Jan worked at Ovum for a number of years, most recently as Chief Telecoms Analyst, responsible for Ovum’s telecoms research agenda globally. View all posts by Jan Dawson