DigitalOutbox Episode 66
In this episode the team discuss Back to the Mac, Google and Apple quarters, Amazon Kindle and those pesky Canadians.
1:21 – Google Profits
– Third quarter revenues jumped 23 percent to $7.3 billion. Net income was up 18 percent to $2.2 billion. On a non-GAAP basis, earnings per share rose slightly faster to $7.64. This blew away the consensus estimate of $6.67 among Wall Street analysts.
– Google ended the quarter with with $33.4 billion in cash and 23,300 employees (300 of those came from acquisitions). Paid clicks were up 16 percent on an annual basis. Cost per click was up 3 percent.
– Non-search revenues for the quarter (which includes Google Apps for Enterprise) were $254 million, up 35 percent for a year ago, but slightly down from $258 million in the second quarter.
– Display advertising: The company’s annualized run rate for display ad revenues is approaching $2.5 billion, according to Rosenberg. Google called it its next billion dollar business, and that it’s already here. Much of Google’s display ad business comes from its $3.1 billion acquisition of DoubleClick.
– YouTube: While Google didn’t reveal specific revenue numbers for YouTube, the company did say it is monetizing 2 billion views per week, up 50% from last year. Recent reports suggest that YouTube is approaching $1 billion per year in revenue.
– Mobile: The annualized run rate for Google’s mobile business is $1 billion this year. That means, if things stay on track, mobile will become yet another billion-dollar business for the search giant. As a note, this is really more about Google’s mobile ad business and less about Android, which is free for companies to use.
8:05 – Plan to store Britons phone and interned data revived
– The government is to revive a plan to store every email, webpage visit and phone call made in the UK, a move that goes against a pledge made by the Liberal Democrats ahead of the election.
– The interception modernisation programme, proposed under Labour, would require internet service providers to retain data about how people have used the internet, and for phone networks to record details about phone calls, for an unspecified period.
– The government says police and security services would be able to access that data if they could demonstrate it was to prevent a “terror-related” crime.
– The revival of the programme is buried in the strategic defence and security review, which was published yesterday. The review says the programme is required to “maintain capabilities that are vital to the work these agencies do, to protect the public”.
19:45 – Back to the Mac
– Updates across all iLife products. Free on new Mac’s. Upgrade about $50
– iPhoto upgrade looks very nice
– Facetime available in OSX
– A seperate desktop app for iChat – can now chat phone to Mac – Had serious security flaw which is now fixed
– OSX Lion announced (release next year Summer)
– Desktop App store (will also be avail in Snow Leopard soon) – 90 days
– Many dev’s can’t afford to avoid
– Another goldrush
– Flight Control already announced
– So many limitations
– Mission Control (icon grid for desktop) – Combines existing expose/spaces/dashboard as well
– Full screen apps
– New Macbook Air(s)
– 13” model updated + new 11” version
– Unibody design – wedge shape.
– SSD drives only.
– 5 / 7 hour battery life (11” / 13”)
– Also mentioned:
– Tweak to Macbook range – updated clock speed.
– Bla bla bla sold frickin gergillions of products.
– So, OSX is getting a fusion of some iOS features.
35:09 – Windows Phone 7
– First impressions appear to be positive start.
– Fun and slick to use.
– Minimal interface
– Some good features
– Gripes being
– App store is too busy (includes music in searches)
– Sometimes minimal interface gets in way of achieving goals
– Early days mean missing key apps.
– Definitely behind the curve – better than early Android and iPhones BUT we’re a long way beyond early versions of these platforms now. How long will the version iterations happen and how advanced will point releases be in catching up?
38:56 – Nokia N8
– First phone to use Symbian 3
– Unfortunately, doesn’t seem up to snuff
– Good enough hardware – responsive and good 12mp camera
– Sounds like operating system is main drawback with difficult to use and understand – clunky
– Is Nokia losing the battle?? Are they still king in the standard handeset market – and just not relevant in Smartphone market now…? (Nokia cutting 1800 jobs)
41:05 – MS Office 365
– Microsoft have officially announced their web based office product as Office 365.
– It’s a subscription based service. For consumers, the base product is $6 per month.
– Enterprise will have options from $2 – $20 per month.
– Distinct push to the cloud in everything MS is announcing at the moment. Also, a subscription based model is also a new step for consumers. Are we ready? How does $6 per month sound?
43:42 – Ray Ozzie Resigns
– Ozzie became an employee of Microsoft in 2005, following its acquisition of Groove Networks. He became the company’s chief software architect in 2006, after Co-founder and Chairman Bill Gates stepped down from the role to spend more of his time on the Bill & Melinda Gates Foundation — which he began doing full-time in 2008.
– In October 2009, he founded the FUSE Labs (Future Social Experiences) division within Microsoft to develop more social, web-based products, such as social aggregation tool Spindex. He also been credited with driving many of Microsoft’s software products, such as Microsoft Office, to the cloud.
46:08 – Boxee Box
– Nov 12th in UK
47:29 – Fable 3
– Fable III will feature a one off redemption game card in each game box to unlock DLC…
– Essentially, you need to buy a new game in order to gain all features of game… In this case, they seem just innocent, non-game changing features and additions.
– However, with EA also releasing game codes that are designed to scupper 2nd hand game sales, are we seeing a worrying trend?
– PS looking forward to it anyway 🙂
– Purchased on the spur of the moment… it’s just about in the price range to do this.
– Only had it a few days – but glad I got it! Plenty of free “classics” available. Prices seem to have settled down and you can get some good deals.
– Button only navigation feels old fashioned but seems well laid out.
– Has in-built browser, although very clunky, might work ok for simple RSS feed type websites. Does try with more complex websites but essentially won’t offer any compelling browsing experience.
– Allows you to play MP3 files – podcasts/songs if you want.
– Reads books out loud (if publisher licences this) and computer voice is acceptable… but I imagine would detract from anything other than blog reading.
– Possible to import your own PDFs.
– Screen is great. Love the fact that when you turn it off, it displays a picture – and it’s kind of spooky at how much it looks like paper and ink… I’ve become so used to seeing screens with a viewing angle – that when you don’t have one, it feels alien!
– Problem of DRM and lack of EPUB support are biggest downsides.
– Tiny keyboard is not ideal.