“This is my first product launch since being
named CEO; I’ m sure you didn’ t know that. It
is a pleasure to host you today. I love Apple. I
consider it the privilege of a lifetime to have
worked here for almost 14 years and I am very
excited about this new role . I want to especially
welcome you to this campus. This campus kind
of serves as a second home for many of us. ”
It’ s kind of like inviting you into our home.
This room, the Town Hall, has quite a history at
Apple. Just 10 years ago, we launched the
original iPod here, and it went on to
revolutionize music. Just one year ago, we
launched the new MacBook Air , which has
fundamentally changed the way people think
about notebook computers. Today will remind
you of the uniqueness of this company, as we
announce innovations from our mobile
operating system to applications to services to
hardware— and, more importantly, the
integration of all of these into a powerful,
integrated experience. It’ s an extraordinary
time to be at Apple .
A few updates: Apple has enormous
momentum, evident no place more than retail
stores. Just last weekend opened two stores in
China: Hong Kong and Shanghai. Both are
amazing and both have set new records. The
Shanghai store is largest in Asia. Set a record
for welcoming 100,000 visitors for opening
weekend. By comparison, top store in LA did
100,000 visitors in one month, and they
thought that was good. Amazing momentum
here.
First store in Hong Kong.
One of the best opening days of our retail
history. Tim showed a short video, illustrating
the energy . “I think I’ ve watched that 100
times.” Now six stores in China and are going to
do lots more. Total is 357 stores in 11
countries and will continue to invest in more
and more stores and raise the bar in retail.
“Our products are at the core of everything we
do and responsible for the momentum we
have.”
The Mac: Can’ t talk about the Mac without
talking about Lion. Walt Mossberg said it’ s the
best computer opearting system out there. “I
don’ t think I could have said it better.” For the
first time, Lion was digital download only.
Incredible. Results have been staggering: over
6 million copies of Lion have been downloaded.
80% more than Snow Leopard. Another metric,
user adoption. Percentage of people that
upgrade to new software. Took Windows 7
about 20 weeks to reach 10 percent of their
installed base. Lion did it in two weeks— one
tenth of the time.
At the same they announced Lion, they
announced the new MacBook Air. Customers
love it and competitors have been trying to
copy it, but finding it’ s not so simple. Wired
magazine said “After years of hoping and
searching, I’ ve finally found laptop nirvana.”
MacBook Air is just a portion of line- up of
Macintoshes, the best they’ ve ever shipped.
Customers have really responded . MacBook Pro
and iMac are the #1 best- selling notebook and
desktop in the U.S . Momentum is not limited to
a model. Year- over- year growth for the PC
industry, Mac outgrew PC market by almost 6
times. (23 % to 4 %). Every single quarter for 5
years, the Mac has outgrown the PC market.
Now approaching 60 million users around the
world (they have 58 million) .
Market share has steadily increased, and in US
retail, Macs now sell roughly 1 out of 4 PCs
sold in store. For those who’ ve followed Apple
for a while, this number was in the mid- single
digits a while ago. But, still 77 % of people
buying something else . Incredibly high ceiling,
and a lot of room to go. That’ s the Mac. Very
very pleased with how it ’s going.
