Fresh off of back-to-back AirShows, Horace discusses the future of his “cinematographic” presentation style and announces Airshow World Tour. We also look at episode #103′s prescient prediction of Amazon’s move into delivering their own products.
Using interactive graphics and narration, this latest Apple Earnings Review discusses Apple’s performance in relation of its historic performance as well as to expectations (published in the Preview) on the following topics:
- Guidance vs Actual performance: Now that Apple changed the way it provides guidance, are we seeing a new degree of precision in their signaling. We look at the history of earnings guidance and how effective (or not) the current method is in helping predict performance.
- Gross and Operating Margins analysis: What is the pattern of margins and how important are margins to the perception of competitiveness?
- Margins by product. How are margins allocated by product?
- Average selling prices for each product. Any surprises in Pricing? What was the magnitude, cause and significance of iPhone ASP drop.
- iOS product shipments. Comparison with expectations, trends and explanations. Overall iOS growth story.
- Cash balance and the effect on cash of share re-purchase.
- Sales growth and Earnings growth, a long term retrospective.
Duration is about 1hr.
As a reminder, the Padcast can be reviewed interactively users can access to the underlying data.
It’s available for download on the iPad for $19.99. Those who already bought the Preview will be receiving an updated version soon that includes the Review at no extra charge.
Anders Brownworth and I got together on a Perspective airshow and recorded our conversation about Apple’s performance this quarter. We packaged it as a downloadable Padcast which you can listen to while looking at the motion graphics. After listening you can peruse the graphs and estimates at your leisure.
Requires an iPad of relatively recent vintage, the Perspective App and $19.99.
Horace investigates asymmetric organization structure, and how Apple’s functional vision of careers and jobs differ from most tech companies.
2013 will see two billion phones shipped to over 4 billion consumers. Contrary to the common assumption that larger markets sustain more competitors, this rapidly growing market is profitable for only two device vendors. Horace Dediu seeks answers to this paradox at the Harvard Business School Technology and Operations Management Digital Seminar Series. Self-recorded live on March 7, 2013, 45mins, 22.5Mb.
In addition to the video (On Capital Spending’s Transformation of the Electronics Industry – YouTube), you can download the presentation used as an iPad Perspective story here.
It is a featured story on Perspective App on the iPad and now on iPhone and iPod touch.
Steve Jobs once joked that engineers think Hollywood writers do their work by drinking beer and telling jokes and Hollywood thinks building software is as easy as writing a check for the tech. In reality creating software and creating art are more similar than they are different. The phenomenon of mass market software in the form of entertainment has blurred the lines even further–making software has become more like making movies than making machines. There are lessons to be learned by all developers.
File Size 14.9MB, Talk duration about 30 min. Requires iPad.
My talk at the TOC Frankfurt is available as a free Perspective download.
[Originally presented October 9th, 2012 in Frankfurt Germany.]
I spoke about what books and other media are really hired to do. The basic needs of users are met by story tellers but the products of commerce often chase user attributes rather than their needs.
My talk at the Tribute to Pike Powers is available as a free Perspective download.
[Originally presented October 8th, 2012 in Austin Texas.]
I present a short history of manufacturing ramps during World War II and the effects on the outcome of the war. A comparison is also made of value created vs. modern smartphone production.