Gearing up for earnings season – new offerings for readers

As regular readers will know, one of the most active times on this blog is earnings season, when I typically write a dozen or so posts on major tech companies’ earnings. You can find past examples here:

I very much plan to do the same again this quarter, starting next week, but I wanted to let you know about two new things I’ll be doing above and beyond these:

Firstly, my regular weekly Techpinions column for Insiders subscribers will be appearing each Monday for the next several weeks, and will provide something of a preview of earnings due that week. So next Monday’s column, for example, will offer a quick preview of things to look out for when companies such as Netflix, Microsoft, IBM and Verizon report earnings later in the week. I’ve highlighted the Techpinions Insiders service before: in essence, for $10 per month (or $100 per year), you get daily articles from analysts including me, often with a data-driven focus, on topics in technology. You can sign up here on the Techpinions site. This subscription will include my weekly posts for the next several weeks, but also gives you access to the back catalog of pieces, including the series I did over the last several weeks on what to look forward to from big consumer tech companies in 2015.

Secondly, I’ll be offering various products off the back of my usual reporting work, which will offer deeper insights into the companies than I can offer in individual blog posts. There will be three tiers available:

  • Overview slide decks (in PDF format) on major tech companies’ financial and operating metrics, updated quarterly after earnings are released, along with my regular quarterly reviews of the US wireless market and US cable, satellite and telecoms providers. This will be available for $10 per month, or $100 per year, as an introductory price for a single user license (multi-user and corporate licenses are also available). More information and subscription signup here.
  • Access to the underlying data behind these decks (in Excel or Numbers format), again updated on a quarterly basis. These will be sold for $500 per company on a one-off basis or $1000 for an annual subscription. I also offer the underlying data behind my US wireless market and cable, satellite and telco analysis for a slightly higher fee. This will allow you to work with the data, create your own charts, run comparisons and so on. Bundled options for multiple companies will be available too.
  • Custom presentations based on the quarterly decks and analysis. Pricing for these presentations will be custom too based on the exact needs, and can focus on single companies or market sectors (e.g. the US wireless market or smartphone ecosystems), and the presentations can be delivered in person in Silicon Valley or via Skype or phone as desired.

You can subscribe to the quarterly decks automatically through a Paypal link here. If you’re interested in any of the other offerings, please contact me (by phone at (408) 744-6244 or by email at An example of the quarterly decks is below – it’s one I did as part of my Apple profile a few months ago, which was published on Business Insider under the headline “Here’s a giant presentation that tells you everything you need to know about Apple right now”.