Topic: Drones
DJI Drones’ Security Backdoors Cause Concerns in Military, Commercial Circles (Aug 28, 2017)
This content requires a subscription to Tech Narratives. Subscribe now by clicking on this link, or read more about subscriptions here.
US Drone Market Continues to Grow Rapidly (Aug 24, 2017)
This content requires a subscription to Tech Narratives. Subscribe now by clicking on this link, or read more about subscriptions here.
Facebook’s Aquila Internet Drone has Second Flight, This Time with No Crash (Jun 29, 2017)
One of Facebook’s numerous connectivity efforts is its Aquila unmanned aircraft for delivering Internet access in remote or unconnected areas. The first test flight earlier this year ended in a crash, something Facebook wasn’t entirely forthcoming about before an NTSB investigation revealed the details. The second flight happened about a month ago, but Facebook seems to have waited until now to talk about it for some reason, and it seems to have gone rather better. It was still short – under two hours, relative to the months Facebook expects Aquila to stay in the air eventually – and the landing is still a little awkward given that the aircraft has no landing gear, but Facebook seems to be making progress. At F8 in April, Facebook talked about its various internet connectivity efforts, and put Aquila firmly in the long-term bucket, saying it would take up to 10 years to get the project up and running, so that’s useful context for these efforts and the PR around them, which is mostly feel-good stuff and has little bearing on anything the company might do commercially in the near term. The other connectivity efforts including millimeter wave wireless technology for cities, and tethered antennas for emergency sites or rural areas seem to have nearer-term launch prospects, but it’s hard to see any of them delivering a meaningful boost to the addressable market for Facebook, which is arguably the whole point of these initiatives. But expanding the addressable market is going to be critical as Facebook pushes from 2 billion to 3 billion users, as I wrote in my blog post earlier this week.
via Business Insider (see also Facebook’s own post)
The Sky Is Falling For GoPro – Forbes (Feb 2, 2017)
The headline here is a pun a bit overblown, but only a bit. GoPro’s Karma drone literally fell out of the skies when it was first launched, and had to be recalled, finally going on sale again this week. This piece digs into the challenges GoPro faced in moving into a totally new hardware category, provides some broader context about how hard the drone market has been for others (see also Parrot), and GoPro’s broader challenges. GoPro was one of three companies I highlighted in a piece just over a year ago about the danger of being a one-trick pony in tech, along with Fitbit and Dropbox. Fitbit and GoPro have indeed been through the ringer since then, to differing degrees, with Fitbit having a really tough Q4, and GoPro struggling ever since its disastrous Session launch. Hardware is hard, and it’s even tougher when you’re in a category with a fairly low ceiling and that’s all you do. GoPro and Fitbit have both discovered that the hard way since I wrote that piece (though Dropbox is actually doing OK, partly by diversifying more effectively than either Fitbit or GoPro have).
via Forbes
Alphabet cuts former Titan drone program from X division, employees dispersing to other units – 9to5Google (Jan 11, 2017)
This doesn’t need much commentary – it’s a minor project within Alphabet, and it fits with the increasingly strong narrative about increasing focus and cost discipline within the company. But it’s also worth noting that this is one of several different efforts within Alphabet aimed at delivering Internet access in new ways, the most high profile of which is Fiber, and the company seems to be scaling many of them back at the moment, suggesting a broader de-emphasis on these goals.
Parrot is laying off a third of its drone division – Recode (Jan 9, 2017)
I’ve tagged this one against the Hardware is Hard narrative, because it seems the perfect illustration – thin margins in the face of aggressively priced competition from China is the perfect encapsulation of much of what ails the hardware industry. On the other hand, it’s also notable that Parrot is heading deeper into the enterprise drone market and pulling back from the consumer side – that seems an entirely sensible move in the face of the competition, and should work out better for the company. DJI, though, seems increasingly dominant here, while I’m curious about how GoPro will fare – it faces the same issues as Parrot across its entire business, and may well see similar results in drones specifically.
via Parrot is laying off a third of its drone division – Recode