Turbotodd

Ruminations on IT, the digital media, and some golf thrown in for good measure.

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Social Data Kickoff

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How about them Cowboys?

I’m sorry, Giants fans, but you’ve won in our house too many times lately not for me to give you a hard time when America’s team sticks it to ya.

The Giants had the most turnovers last night since 1987, and it showed. Every time I looked down at my Facebook wall, I looked back up again only to find Eli Manning wondering how the ball ended up in the hands of another Cowboy.

That’s okay, it’s early yet — it was the first game — but the smell of victory is sweet, especially against the Giants.

I’m apparently not the only one interested in monitoring my Facebook wall during football games, and so Facebook is announcing some new tools to assist news organizations (and marketers) in better understanding the real-time social data around such major events.

For example: According to The New York Times Bits Blog, the N.F.L. season start generated over 20 million likes, comments, and shares on Facebook by over 8 million people.

Knowing that 3 million people suddenly burst into an eruptive cheer of “Go Cowboys!” is, of course, invaluable market insight that media buyers up and down Madison Avenue can leverage to sell Jerry Jones more ad space for his Papa John’s commercials.

But I digress.

This is all really about trying to tamp down the Twitter real-time data stream onslaught which has only, oh let’s say, about a five-year headstart on Zuck and company.

And that is, of course, because the Twitter powers that be have tried to operate at least partially in the spirit of a more open social realm, allowing large proportions of their API to be generously offered up to the world at large.

Whereas Facebook, on the other hand, has held their API very close to the vest, letting piece parts be revealed to the greater world only when the underlying motivation of monetization looms largest.

Though the Facebook silly wabbit may have turned the faucet just enough to let some interesting drips slip out, it’s the lingering but stalwart Twitter turtle that’s best currently positioned to win the social data race.

Written by turbotodd

September 9, 2013 at 9:23 am

I’m moving!

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Hello readers! I’m moving away from wordpress.com to my own domain: turbotodd.com

Please update your bookmarks and subscriptions:

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Written by turbotodd

April 26, 2013 at 2:10 pm

Posted in Uncategorized

Sweet Caroline’s New High Tech Glasses

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I wasn’t in Boston over the weekend, so I wasn’t there to see Neil Diamond sing “Sweet Caroline” live and in person at Fenway Park.

But I was introduced to the tradition during my own first visit to Fenway a year ago this May, and I can’t think of a more fitting way to kick away the dust of fear and horror last week than something as American as having Neil Diamond show up at the ball park to sing “Sweet Caroline”!

If you’ve never experienced it firsthand, basically here’s how it goes: In the middle of the eighth inning, since 2002, “Sweet Caroline” is played over the loudspeakers at Fenway, and the great citizens of Bostons (and Red Sox fans everywhere) do a little audience participation. It’s not quite a “Rocky Horror Picture Show” level of audience participation, but then again, this is baseball and we’re between innings people!

Go find some of the video recaps to see for yourself, but if you did see Diamond out there on the diamond doing it live this weekend, amd if that didn’t send a couple of tears to your eyes, you’d better check to make sure the drones from Tom Cruise’s new movie “Oblivion” (and which I saw this weekeend…two thumbs up!) haven’t taken over.

Of course, I guess if you didn’t want anyone to see you cry you could invest in some of these new techno glasses, Google’s or otherwise.

According to The New York Times, Oakley’s also getting into the act, working to introduce goggles that can display incoming text messages, have embedded GPS, Bluetooth, and video cameras.

Skiers, please, keep your eyes on the slopes at all times!

That goes for you cyclists looking to check your heartbeat in your newfangled high tech cycling glasses every five seconds.

Don’t get me wrong, I’m all for having performance biometrics, even in real-time, but I think we have to think very carefully about how that information is presented back to athletes, especially those mid-mountain or mid-peloton.

If you’ve ever nearly been run over by someone who was texting while driving, you know exactly what I’m talking about.

I texted while driving for a time. But about the fourth time I nearly rear-ended someone, it dawned on me that texting while driving was a bad idea. Very bad. And this was well before any of those anti-texting public ad campaigns had emerged.

These days, I find myself constantly scanning my rear-view mirror in fear of some other idiot not having come around to a similar conclusion, which is its own kind of dangerous distraction.

So what’s going to happen on the ski mountains across the globe when folks are too busy checking their optimum heart rate to see those trees racing up towards their performance glasses?

There will be an inordinate demand for well trained ski patrol professionals, that’s what!

Written by turbotodd

April 22, 2013 at 8:43 am

IBM 1Q 2013 Earnings

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I was sitting here at JFK waitin’ on a plane and IBM’s 1Q 2013 earnings came across the wire, so here goes:

  • Diluted EPS: GAAP: $2.70, up 3 percent; Operating (non-GAAP): $3.00, up 8 percent
  • Net income: GAAP: $3.0 billion, down 1 percent; Operating (non-GAAP): $3.4 billion, up 3 percent
  • Gross profit margin: GAAP: 45.6 percent, up 0.6 points; Operating (non-GAAP): 46.7 percent, up 1.0 points
  • Revenue: $23.4 billion, down 5 percent, down 3 percent adjusting for currency
  • Free cash flow of $1.7 billion, down $0.2 billion
  • Software revenue flat, up 1 percent adjusting for currency; Pre-tax: income up 4 percent; margin up 1.2 points
  • Services revenue down 4 percent, down 1 percent adjusting for currency; Pre-tax: income up 10 percent; margin up 2.0 points
  • Services backlog of $141 billion, up 1 percent, up 5 percent adjusting for currency; Closed 22 deals of more than $100 million in the quarter
  • Systems and Technology revenue down 17 percent, down 16 percent adjusting for currency
  • Growth markets revenue down 1 percent, up 1 percent adjusting for currency
  • Business analytics revenue up 7 percent; Smarter Planet revenue up more than 25 percent; Cloud revenue up more than 70 percent
  • Reiterating full-year 2013 operating (non-GAAP) EPS expectation of at least $16.70.

IBM announced first-quarter 2013 diluted earnings of $2.70 per share, a year-to-year increase of 3 percent.  Operating (non-GAAP) diluted earnings were $3.00 per share, compared with operating diluted earnings of $2.78 per share in the first quarter of 2012, an increase of 8 percent.

First-quarter net income was $3.0 billion, down 1 percent year-to-year. Operating (non-GAAP) net income was $3.4 billion compared with $3.3 billion in the first quarter of 2012, an increase of 3 percent. Total revenues for the first quarter of 2013 of $23.4 billion were down 5 percent (down 3 percent, adjusting for currency) from the first quarter of 2012. 

“In the first quarter, we grew operating net income, earnings per share and expanded operating margins but we did not achieve all of our goals in the period. Despite a solid start and good client demand we did not close a number of software and mainframe transactions that have moved into the second quarter.  The services business performed as expected with strong profit growth and significant new business in the quarter,” said Ginni Rometty, IBM chairman, president and chief executive officer.

“Looking ahead, in addition to closing those transactions, we expect to benefit from investments we are making in our growth initiatives and from the actions we are taking to improve under-performing parts of the business.  We remain confident in this model of continuous transformation and in our ability to deliver our full-year 2013 operating earnings per share expectation of at least $16.70.” 

Pre-tax income decreased 6 percent to $3.6 billion.  Pre-tax margin decreased 0.1 points to 15.4 percent.  Operating (non-GAAP) pre-tax income decreased 1 percent to $4.1 billion and pre-tax margin was 17.4 percent, up 0.8 points.

IBM’s tax rate was 15.9 percent, down 4.1 points year over year; operating (non-GAAP) tax rate was 17.3 percent, down 3.2 points compared to the year-ago period. The lower tax rate is primarily due to benefits recorded to reflect changes in tax laws enacted during the quarter, including the reinstatement of the U.S. Research and Development Tax Credit.

Net income margin increased 0.5 points to 13.0 percent.  Total operating (non-GAAP) net income margin increased 1.2 points to 14.4 percent.

The weighted-average number of diluted common shares outstanding in the first-quarter 2013 was 1.12 billion compared with 1.17 billion shares in the same period of 2012.  As of March 31, 2013, there were 1.11 billion basic common shares outstanding.

Debt, including Global Financing, totaled $33.4 billion, compared with $33.3 billion at year-end 2012.  From a management segment view, Global Financing debt totaled $25.2 billion versus $24.5 billion at year-end 2012, resulting in a debt-to-equity ratio of 7.2 to 1.  Non-global financing debt totaled $8.2 billion, a decrease of $0.6 billion since year-end 2012, resulting in a debt-to-capitalization ratio of 34.3 percent from 36.1 percent.

IBM ended the first-quarter 2013 with $12.0 billion of cash on hand and generated free cash flow of $1.7 billion, excluding Global Financing receivables, down approximately $0.2 billion year over year.  The company returned $3.5 billion to shareholders through $0.9 billion in dividends and $2.6 billion of gross share repurchases.  The balance sheet remains strong, and the company is well positioned to support the business over the long term.

Written by turbotodd

April 18, 2013 at 3:37 pm

Golf’s New Gamification

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Anybody watch that little ol’ college basketball game last night between Louisville and Michigan? 

Whoa.  Talk about saving the best for last.  “The end of the road,” indeed.

Hats off to Louisville to reaching and staying number one, especially after the first half of the final, when I thought Michigan might be running away with the show!

Now that the Final Four is over, I can give my undivided attention to my favorite sport, the game of golf.

For the longest time, golf has been a sport that has exalted in its traditions and basked in its conservatism, technological and otherwise. 

But in order to keep the sport vibrant, everyone from golfing bodies to entrepreneurs are finding new ways of introducing, bolstering, and sharing information about the sport.

Yesterday in Augusta, chairman Billy Payne inaugurated a new “Drive, Chip and Putt Championship” for youngsters ages 7-15, which will hold its first finals at Augusta National just prior to next year’s Masters.

And though we’ve seen remarkable technology evolution with regards to playing equipment on the golf course, I think we’re just getting going in terms of using data and analytics to help the amateur golfer.

I’ve been using a product called “GolfshotGPS” for some time now to help me conduct some basic analysis of my golf game, but let’s face it, having to do data entry on the golf course takes time away from playing and enjoying the scenery.

Enter “GAME GOLF,” an outfit that originated in Galway, Ireland and who are working to bring more sophisticated analytics more easily to the game of golf, and doing so in a way where we mere amateurs will be able to “compete with the likes of PGA veterans like Graeme McDowell and Lee Westwood (two pros who have done early prototype development of GAME GOLF’s technology.)

The idea is simple: Using GAME GOLF’s small wireless hub and a set of golf club “tags,” one for each club in a golfer’s bag, GAME will analyze all the critical elements of one’s golf game.  Think of it as having RFID tags on every one of your golf clubs.

GAME records every club used, every swing made, every yard covered in each round, WITHOUT pausing play to enter info into your Android device.

Then, GAME calculates key statistics: Scoring, number of putts, greens in regulation, driving accuracy, and so forth.  

But GAME doesn’t just give YOU, the golfer, data.  Golf is at its essence a competitive sport you play against yourself and others, so GAME will also share your performance with friends on social networks, and also help connect you with other golfers on GAME’s network.

I can tell you from having analyzed my own game with the limited data I’ve had access to, I’ve been able to improve my game (although improving my “mechanics” was where I saw my biggest improvement). 

Golf is an iterative game when it comes to improving, but the smallest of tweeks can have relatively big payoffs (Steve Stricker’s recent putting advice for Tiger Woods, by way of example).

If you know you’re 3 putting 60% of the holes you play…well, I hate to tell you, but you probably ought to head out right now and spend some significant time on the putting green.

But it’s the “fantasy” aspect of GAME that serves up the most intrigue for me. What if Tiger and Brent and Bubba and others also started using GAME during their Tour events, and now suddenly I and my fantasy golf friends could start competing directly with the pros in “virtual” matches.

First, yes, me and my amateur friends, we’d lose, and big time.

But, with the proper handicap adjustments, suddenly we find ourselves on the first tee at Augusta the first Thursday of April with Tiger and Phil, shaking in our boots and hoping we don’t kill someone in the fairway with our first drive.

You can learn more about GAME GOLF in the video below.  There’s currently a crowdsourcing fundraiser that has been extended to April 15th.

It’s too early to tell if this will be a golf GAME changer or not, but I think with golf, more information is always better than less.

GAME GOLF seems to provide just enough new information (without hassle in acquiring it) that has the potential to make me a better golfer, and to make the game that much more fun. 

Who can argue with that?

Written by turbotodd

April 9, 2013 at 9:09 am

Ready For The Masters

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Hello Monday, in my favorite week of the year.

Yes, it’s that time again, Masters Week, where the best golfers come together on a classic golf course down in Augusta to test for the best.

The history, the traditions, and such behind The Masters are all well and good, but for true and rabid golf fans like myself, it’s the actual competitive golf from Thursday through Sunday afternoon that we live and breathe for.  

Though all eyes this week are on Tiger Woods, Rory McIlroy’s new Nike clubs seemed to be warming up to him down here in the heart of Texas over the weekend.

Rory shot a 66 yesterday at the Valero Texas Open, catching some much needed momentum heading into Augusta and finishing second at -12, just two strokes back from winner Martin Laird.

If I were a handicapping man, I’d also be on the lookout this week for the likes of Brant Snedeker, whose hot putter will likely find lots of love at Augusta National; Freddie Jacobson, whose painter’s cap could very well point him in the right directions on Augusta’s undulating nightmare greens; Nicolas Colsaerts, the “Belgium Bomber” playing his first Masters, still one of the best putters in the world; Matt Kuchar, whose victory at WGC-Accenture showed he can hold up under the pressure and take it into the homestretch.

And let’s not forget last year’s winner, Bubba Watson, who might just be up for a repeat.

It’s a difficult tournament to handicap, which is what makes it so interesting to watch.

Speaking of golf, it’s a crazy game.  I went out and played twice this weekend…on Saturday, I made three birdies and still shot a 90 (but I also had a 10 on one hole, where I had a Kevin Na-like moment as I tried to hack my way out of some woods).

On Sunday, I rediscovered my swing (especially for my driver), hitting a 350-yard drive on one par 4, and overshooting a 290-yard par 4 with a 3-wood (the wind was VERY much at my back on both holes).  Both just gorgeous shots that I couldn’t believe came off of MY club.

I shot an 81, my low for the calendar year, and it was night and day, like I’d been playing two different games from Saturday to Sunday.

Then again, that’s golf!

Written by turbotodd

April 8, 2013 at 9:00 am

Tiger’s New Old Game

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The last time Tiger Woods was the number one ranked golfer in the world was October 2010.  That’s a grand total of 29 months ago.

That all changed this week at Arnold Palmer’s Bay Hill Invitational, which Tiger Woods won running away at -13. That’s Woods’ eighth time to win the same PGA tournament. 

Justin Rose gave Woods his best, but faltered on Saturday before attempting a comeback on Monday’s round (after torrential storms in and around Orlando postponed play on Sunday), and Ricky Fowler tried to match Woods’ performance in the final grouping, but Woods’ irons were too much for Fowler and all the “chasers.”

And then there was Woods’ putting, which was nothing short of masterful.  For the week, he made 19 of 28 putts between 7 and 20 feet.  It was like the Tiger of old — the golf ball seemed to just follow a line from Woods’ putter to the middle of the hole, over and over and over again.

You could hear professional golfers around the globe simply deflate with each stroke of Tiger’s Nike Method putter.

So, Tiger has now won 77 PGA Tour wins, only 5 away from legend Sam Snead’s 82. 

And then there’s The Masters coming up in Augusta in mid-April, the golfing equivalent of the Super Bowl.

You think a few odds makers in Vegas now have Tiger to win this year’s Masters?

Not that I would ever gamble on such a thing, but money does talk, and in this case, online casino Bovada already has Tiger at 11/4 odds to take this year’s green jacket.

But since this is a data driven, technology-oriented blog, let’s look at a few more numbers.

Bleacherreport’s Ryan Rudnansky observes that in 2010, Tiger ranked 109th in putting (strokes gained). 45th in 2011. 36th last year. And this year?

You got it? Numero uno.

At Doral, he recorded just 100 putts for the 72 holes, the lowest putting mark in his career.

Oh, yes, and he’s won three times this year in four stroke-play tournaments (we’ll disregard his nasty bit of business at the Accenture Match Play, where Charles Howell III ousted him in the first match).

Is Tiger’s taking the Master’s in two weeks a done deal? 

Of course not.

Would I pick him over all the other players in the field?

What do you think?

Written by turbotodd

March 26, 2013 at 6:20 pm

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