Category Archives: Padcast

My talk at Tampere Goes Agile

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.

Developer as Artist

File Size 14.9MB, Talk duration about 30 min. Requires iPad.

Asymconf: The Introduction

The first of a series of padcasts capturing the Asymconf event is ready. This presentation includes a discussion on the formation of Amsterdam and the innovations that both made, and were made by, The Dutch.

It is the story of the Netherlands as seen through a disruptive lens.

The introductory remarks are captured with audio and video mixed with data and content as presented live.

The Story of Amsterdam is free.

View it using the latest version of Perspective on your iPad.

Padcast: Reviewing Apple's Third Fiscal Quarter 2012

Here is the second Perspective “padcast” where I discuss:

  1. Top and bottom line growth
  2. iPhone, iPad, iPod and Mac revenue growth
  3. iPad vs. Mac
  4. iOS product mix
  5. Other product line growth
  6. Gross Margins by product
  7. Pricing and revenue per unit by product
  8. Cash and cash growth
  9. Guidance and whether results were a surprise to management

The discussion is an audio presentation with animated, interactive motion charts which can be manipulated by the user.

It’s available as an in-app purchase for $0.99 on the iTunes app store via the Perspective iPad app.

A preview of Apple's performance in Q2

In anticipation of the earnings release tomorrow, I prepared a iPad-enabled audio-visual chart-based discussion of my expectation for product-level performance.

I discuss six topics in a historic context and the reasoning behind my expectations for the just-ended June quarter:

  1. Units by product line
  2. Unit growth
  3. Gross Margin percent (profitability) by product
  4. Pricing power in terms of revenue per unit sold
  5. Contribution to revenues for each product
  6. Contribution to margin for each product (i.e. profitability)

The discussion is packaged as a “padcast” which means you need to have an iPad and the Perspective App available on the iTunes App store in order to view the content.

It’s available for $0.99 here.