Category Archives: Presentations

Business models in consumer tech deck

I’ve recently been delivering a presentation to various tech companies on the evolving nature of business models in consumer technology, and the implications for both large and small consumer tech companies. I’m making a shortened version of the slide deck available through SlideShare (and embedded below, if you’re reading this on the web), as a way of sharing this content with a wider audience. When I deliver this presentation in person, it’s somewhat longer, and usually customized to the audience. If you’d be interested in paying to have such a presentation delivered to an audience at your company, please contact me and I can provide pricing information. You’ll notice that the deck also touches a little on the Digital Layer concept I introduced last week: I’m working on a separate slide deck which fleshes that concept out further. Feel free to view, download, embed and share the deck as you see fit!

US cable, satellite and telco provider review for Q3 2014

As a counterpoint to the US wireless market trends deck I published last week, today I’m making available a review of some of the major operational metrics and revenue trends for the largest publicly-held cable, satellite and wireline telecoms providers in the US market. This deck focuses on pay TV, broadband and voice telephony services, and shows growth on an annual and quarterly basis as well as total revenues and revenues per user for these services. Some of the key messages are:

  • TV subscribers aren’t shrinking – if looked at annually, to overcome the inherent cyclicality in the market, subscribers are actually growing very slightly
  • Broadband is still growing rapidly, adding several million subscribers each year
  • Voice is shrinking fast, though the rate of decline has slowed recently, as decent cable growth fails to offset the rapid shrinkage among the telcos
  • Pay TV is around a $100 billion a year market, and shows no sign of shrinking despite the shift in viewing habits towards DVR, VoD and online consumption.

I’ve embedded the deck below. You can also see it directly on SlideShare here, where you can find the code to embed it elsewhere or download it as a PDF. As with the wireless trends deck, the data behind these slides is available as a paid service from Jackdaw Research. Please contact me if you are interested in this option.

Q3 2014 US Wireless Trends Deck

Last week, FierceWireless published my brief analysis of some key trends in the US wireless market in Q3 2014, along with exclusive early access to the slide deck I do each quarter. As of this morning, the deck is now available on Slideshare for viewing, embedding and downloading (as a PDF). I’ve embedded it below for easy access, but feel free to share it and download it as you see fit.


The data behind the deck is available in Excel or Numbers format as a paid product from Jackdaw Research, on either a one-off basis or an annual subscription. Please contact me if you are interested in either of these options. I hope you find these useful. Equivalent decks for the past two quarters may be found (along with some other decks) on my Slideshare page.