The Critical Path

The Critical Path

The Critical Path is a talk show contemplating the causality of success and failure in the evolving story of mobile computing and related industries. Using Apple as a lens to look at existing and emerging tech markets, we try to understand what it means to be great.

Hosted by Horace Dediu, Anders Brownworth, and Judd Rubin.

← Previous Episode   |   Next Episode →

47: Impatient for Growth

July 25, 2012 at 12:00PM • 1 hour 6 minutes • Wiki Entry

This episode is recorded on the day after Apple's second quarter earnings release. We go through all the income statement updates and discuss what went wrong (almost everything) and what went right (precious little). We use statements by management about India to answer the question of where the emerging market potential is for iPhone. Putting aside some of the missed opportunities or bad timings, the quarter is reviewed as less than the stellar performance we've become accustomed to but not bad all things considered.

Sponsored by DocuSign, Sourcebits, and Hover (coupon code DANSENTME or 10% off).

Show Notes & Links Presented by CacheFly