I was also a little surprised about the delivery style of the presentation, simply because of how they have handled everything else up to this point. All their marketing has been so professional and they have stayed off Pinside and simply let their work speak for itself. Therefore, the presentation was a little bit unexpected. However, I agree with Nate from Coast2coast pinball that Phil was probably just excited and that he was also maybe trying to act out Walter (or multiple characters) from the movie.
However, if I can offer some feedback, I think that for future presentations it would be better to focus on the game more. There is a ton of things on the game that they could of provided detail about. Maybe they could show a Powerpoint with close-up pictures showing sections of the playfield; talk about each part and what they were trying to achieve. They could show the underside of the playfield, inside the cabinet, etc. Then they could explain the modes, music, etc. Finally, they could talk about the factory, payment plans, delivery, etc. with clear charts, diagrams, timelines and such.
They have done such a great job with the theme, concept and the machine itself, I'd like to see more information about the game itself in a talk.
Seems like they did a great job with the rest of their Expo marketing, their vendor space looks great and it looks like a great time was had by all at the VIP parties.