The Critical Path

The Critical Path

Critical Path is a talk show contemplating the causality of success and failure in mobile computing. Using Apple as a lens to look at both telecom and traditional computing markets, we try to understand what it means to be great.

The Critical Path records and broadcasts live (see the schedule).

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Horace Dediu

Horace Dediu
Moisés Chiullan

Moisés Chiullan
Episode #47 Previous  •  Next

Impatient for Growth

July 25, 2012 at 1:00pm • 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.

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Download: MP3 Audio (30.7 MB)

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