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 assets - 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 analysis (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 - iPhone nano plan - cost goal - show model (and/or renderings) - Jony