Many thanks for a great post. I am left wondering whether these features will really take off in real business scenarios.
I have long agreed that storytelling, being as it is highly dependent on the current "shape" of the data, was better placed at Discovery level, as an analyst tool that will help them to better present their latest insights.
After working with multiple Fortune 1000 companies at Data Delivery level I now think otherwise. I am pretty certain (and have placed my bets on it) that performance-driven, executive dashboards/scorecards are the best starting point for management to take action on insights. As a result, these Delivery tools are increasingly becoming workflow-powered performance management solutions. Storytelling becomes essential at the early stages of the optimization workflow, but Visual Discovery precedes the entire communication process. If this makes any sense :)
In full disclosure, I run Sweetspot Intelligence - 100% focused on Information Delivery and Insight Management.