My estimate of last quarter’s iTunes gross revenues suggested a spending rate of $40 per iTunes account. It would make sense to consider how that figure changed over time. The following graph shows the pattern:
You can read each bar in the graph as the total “ARPU” or average revenue per iTunes user.
I overlaid a graph showing the total number of accounts as reported by Apple to the (retroactively) estimated revenue structure. Account totals are measured with the right axis and ARPU with the left. Note that I also broke down each component of iTunes as currently defined (Music, Video, Apps, Books, Software and Services.)
The time frame covered is from Q2 2007, or the quarter prior to the iPhone launch. A few patterns emerge:
A new theory of device-enabled presentations; the iTunes ARPU average revenue per user and its putative erosion; a definition of smart devices, the cycles of computing as a continuum.
via 5by5 | The Critical Path #84: Blessed Are the Apps.
In the latest quarter the iTunes top line grew by 32%. Additional newly reported items:
- Quarterly revenues topped $4 billion (a new high) and the company suggests that this rate is maintainable by stating it has a “$16 billion annual run rate”. The pattern of revenues is shown below.
- The content portion of iTunes revenues was $2.4 billion, up from $2.1 billion sequentially. Growth into Q1 is not unusual as many holiday iTunes gift cards are redeemed during January.
- Revenue growth has been surprisingly steady, averaging 29%/quarter for more than six years.
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Sponsorship by The Syndicate
I join forces with Pixxa, makers of Perspective, to present a workshop on the future of presentation.
After giving dozens of talks in the last year using an iPad with Perspective I’ve learned a few things. Having also spent years using Powerpoint to try to do the same thing, I’ve experienced first hand how slideware has gotten in the way of great storytelling.
So we teamed up to understand how stories come alive using data and drew inspiration from Aristotle, Welles, Tufte and Rosling to build a new theory of presentation.
We believe that we have summoned up enough cohesion in the theory to put it forward to an audience and tell the story of storytelling; practicing what we preach, so to speak.
Here are some of the questions we are putting forward:
- How and why are presentations different from one-on-one interactions?
- Can mobile technology help tell stories better than the Powerpoint metaphors?
- Is motion and interaction effective, and if so how can it be choreographed and directed?
- Does “camera position” affect the focal point of a story? In other words, should the presenter think of the camera as a character in the story?
- Can presentations be built more quickly and can the presenter obtain confidence without rehearsal?
- What are some of the constraints of venue and legacy AV equipment that perpetuate ancient dogma? How can the presenter eliminate or mitigate these constraints?
At a minimum, the workshop is designed to recruit and equip a new cadre (no more than 50) with a new algorithm of presentation built on rhetorical, theatrical and cinematic foundations.
We call the workshop Airshow. June 9th, 10am to 4pm, the day before WWDC, in San Francisco. Sign up here.