Steve Jobs - Itinerary for Apple's 2011 Top 100 Meeting lyrics

From: Steve Jobs Date: October 24, 2010 6:12:41 PM PDT To: ET Subject: Top 100 - A Here's my current cut. Steve 1. 2011 Strategy - SJ - who are we? - headcount, average age, ... - VP count, senior promotions in last year - percent new membership at this meeting - what do we do? - pie chart of units/product line and revenues/product line - same charts with tablets + phones merged together - Post PC era - Apple is the first company to get here - Post PC products now 66% of our revenues - iPad outsold Mac within 6 months - Post PC era = more mobile (smaller, thinner, lighter) + communications + apps + cloud services - 2011: Holy War with Google - all the ways we will compete with them - primary reason for this Top 100 meeting - you will hear about what we're doing in each presentation - 2011: Year of the Cloud - we invented Digital Hub concept - PC as hub for all your digital a**ets - contacts, calendars, bookmarks, photos, music, videos - digital hub (center of our universe) is moving from PC to cloud - PC now just another client alongside iPhone, iPad, iPod touch, ... - Apple is in danger of hanging on to old paradigm too long (innovator's dilemma) - Google and Microsoft are further along on the technology, but haven't quite figured it out yet - tie all of our products together, so we further lock customers into our ecosystem - 2015: new campus 2. State of the Company - Peter & Tim - FY2010 recap - FY2011 plan - where is our business - geo an*lysis (NA, Euro, Japan, Asia, possibly break out china) (present on map) - key milestones, trends & future goals - comparisons with Google, Samsung, HTC, Motorola & RIM 3. iPhone - Joz & Bob - 2011 Strategy: - "plus" iPhone 4 with better antenna, processor, camera & software to stay ahead of competitors until mid 2012 - have LTE version in mid-2012 - create low cost iPhone model based on iPod touch to replace 3GS - Business & competitive update - show Droid and RIM ads - Verizon iPhone - schedule, marketing, ... - iPhone 5 hardware - H4 performance - new antenna design, etc - new camera - schedule - CONFIDENTIAL - cost goal - show model (and/or renderings) - Jony 4. iPad - Bob, Jony, Dan Riccio, Michael Tchao ,Randy Ubillos, Xander Soren, Roger Rosner - 2011 Strategy: ship iPad 2 with amazing hardware and software before our competitors even catch up with our current model - Business & competitive update - Michael - Apps, corporate adoption, ... - show Samsung, HP(?) anf iPad ads - 2011 Product Roadmap - Bob, Dan & Jony - iPad 2 - new ID, H4, UMTS + Verizon in one model, cameras, ... - EVT units & cases - HDMI dongle (use for projection of demos below?) - iPad 3 - display, H4T - DEMOS: - Photo Booth (Michael?) - iMovie (Randy) - GarageBand (Xander) - text book authoring system (Roger) - working display for iPad 3 (during break) ---------- 5. iOS - Scott, Joz - Strategy: catch up to Android where we are behind (notifications, tethering, speech, ...) and leapfrog them (Siri, ...) - Timeline of iOS releases from first until Telluride, including Verizon - Jasper tent poles - Durango tent poles (without MobileMe) - Telluride tent poles (with "catch up" and "leapfrog" notations on each one) - DEMOS: - Jasper: AirPlay to AppleTV - video from iPad, photos from iPhone, ?? - Durango: ?? (without MobileMe features) - Telluride: Siri, ? 6. MobileMe - Cue, SJ, Roger Rosner - Strategy: catch up to Google cloud services and leapfrog them (Photo Stream, cloud storage) - Android - deeply integrates Google cloud services - way ahead of Apple in cloud services for contacts, calendars, mail - 2011 - Apple's year of the cloud - tie all of our products together - make Apple ecosystem even more sticky - Free MobileMe for iPhone 4, iPad and new iPod touch - Jasper - Sign up with Apple ID, Find My iPhone - Durango - Find My Friends, Calendar, Contacts, Bookmarks, Photo Stream - April - iWork cloud storage - Telluride - cloud storage for third party apps - iOS backup - new iDisk for Mac - Growth - projected growth, cost/user - plan to scale to 100 million users - transition plan for paid members - what about email? - DEMOS: - Find My Friends - Calendar - Photo Stream - iWork cloud storage (Roger Rosner) 7. Mac - David Moody, Bob, Craig Federigi, Randy Ubilos & ? - Hardware roadmap - Lion plan - Mac App Store - Final Cut Pro DEMO (Randy & ?) 8. Apple TV 2 - David Moody, Jeff Robbin - Strategy: stay in the living room game and make a great "must have" accessory for iOS devices - sales so far, projections for this holiday season - add content: - NBC, CBS, Viacom, HBO, ... - TV subscription? - where do we go from here? - apps, browser, magic wand? ---------- 9. Stores Update - Eddy, Patrice - Music - Strategy: Leap even further ahead of Google in music - Beatles - iTunes in the cloud - App Store - Strategy: Leap even further ahead of Google in discovering great new iOS apps 10. iAds Update - Andy Miller 11. Retail Update - Ron Johnson