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Introduction to Jackdaw Research

Jackdaw Research, led by chief analyst Jan Dawson, focuses on a strategic, big-picture approach to consumer technology, differentiating itself from siloed traditional analyst firms. The company offers comprehensive analysis on key players and trends in six major consumer tech domains, and provides timely reports on market developments. Key offerings include breaking news analysis, company profiles, and quarterly market presentations tailored to identify growth opportunities and competitive strategies.

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Introducing Jackdaw Research Jan Dawson Chief Analyst (408) 744-6244 jan@jackdawresearch.com @jandawson
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 Hardware Software Content Comms Connectivity 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 Other Home
Major consumer tech companies have expanded out of their cores Hardware Software Connectivity Comms Content Apple Microsoft Google Facebook 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 content Messenger, 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 100% 75% 50% 25% 0% Direct Platform Advertising Amazon Apple Facebook Google Microsoft
Vital to look at the market in a new way – across silos Connectivity Digital Layer Hardware Software Content Comms Amazon Apple Google 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
Thank you Jan Dawson Chief Analyst (408) 744-6244 jan@jackdawresearch.com @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/