iPopped, POST Blood in the Boardroom, by Richard D. Smith, CEO, SMITH-TRG

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SMITH-TRG led September 2010 Digital-Media CXO meeting, post event collateral presentation provided attendees - excluding proprietary information.

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iPopped, POST Blood in the Boardroom, by Richard D. Smith, CEO, SMITH-TRG

  1. 1. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 iPopped POST ‘Blood in the Boardroom’ UPDATE DIGITAL-MEDIA CXO Meeting led by Richard D. Smith, CEO SMITH-TRG
  2. 2. September 2010 agenda Copyright 2010 SMITH-TRG, All rights reserved. introduction  BOARDROOM HIGHLIGHTS  PLAYERS UPDATE  YOUR FUTURE Attendee collateral presentation for reading, not presenting. Excludes proprietary information. SMITH-TRG
  3. 3. September 2010 introduction Richard D. Smith is President & CEO at SMITH-TRG a Copyright 2010 SMITH-TRG, All rights reserved. business performance and value creation advisory firm. Copyright 2010 SMITH-TRG, All rights reserved. He is a frequent speaker and publisher of presentations on visioning, innovation, enterprise transformation, iPopped/Apple Centric age, future-world markets, and value creation. Richard, as ‘Trusted Business Advisor’, assists CEO’s to create business value; CXO Stakeholders to solve business performance problems; Innovators to develop more successful ‘customer centric’ propositions; and Business Developers to maximize return on their investments. His global consulting, IT/telecom & digital-media roots uniquely enable him to work with media industry line-of business CXO’s to develop and execute business value Richard D. Smith, CEO creation strategies. SMITH-TRG
  4. 4. September 2010 BOARDROOM HIGHLIGHTS Copyright 2010 SMITH-TRG, All rights reserved. iPopped the Paradigm Shift – led/driven by Steve Jobs as change agent with iPhone (smartphones) and iPad (tablets) as catalysts for digital-media transformation. SMITH-TRG
  5. 5. Copyright 2010 SMITH-TRG, All rights reserved. IMPACT . . . September 2010 SMITH-TRG
  6. 6. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 Accelerated media sector fragmentation - up & down the value-chain SMITH-TRG
  7. 7. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 Impacted? anyone, small to large, U.S. or foreign, in and/or around digital-media eco-system markets! SMITH-TRG
  8. 8. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 Next Steps  Stop the Hemorrhaging SURVIVAL  Regain Market RELEVANCE  Position to Drive VALUE CREATION SMITH-TRG
  9. 9. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 SURVIVAL of the smartest & quickest SMITH-TRG
  10. 10. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 RELEVANCE no playing field advantage without market relevance SMITH-TRG
  11. 11. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 VALUE no future without sustainable value creation SMITH-TRG
  12. 12. September 2010 ‘Chasm’ The Copyright 2010 SMITH-TRG, All rights reserved. Response Delay Impacts – Survival, Relevance & Value! Visionaries Early Early & Leaders Adopter Majority Late Majority Skeptics – 16% of 2.5% 13.5% 34% 34% total population SMITH-TRG
  13. 13. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 Time to go ahead make the TOUGH DECISIONS SMITH-TRG
  14. 14. September 2010 PLAYERS UPDATE Copyright 2010 SMITH-TRG, All rights reserved. Media’s INTERDEPENDENCY PUZZLE players adjust across the digital-media value chain SMITH-TRG
  15. 15. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 Apple RELEVANCE Keeps gaining iPopped playing field advantage . . . SMITH-TRG
  16. 16. September 2010 Apple: Strategically morphing Copyright 2010 SMITH-TRG, All rights reserved. itself into a broader media company (Apple officially a computer hardware & software company) SMITH-TRG
  17. 17. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 People have downloaded – iPod family 11.7billion songs from iTunes. 275 million Sold Over 450million TV episodes. 100million movies & 35million books. Number one online media store in the world. SMITH-TRG
  18. 18. September 2010 Apple . . . iOS apps -- Over 6.5billion apps downloaded. Over 200 every second... Copyright 2010 SMITH-TRG, All rights reserved. SMITH-TRG
  19. 19. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 Apple . . . Retail store chain…80,000 1on1 customer technical sessions weekly SMITH-TRG
  20. 20. September 2010 Apple . . . Copyright 2010 SMITH-TRG, All rights reserved. The Store and In-Store experience…customer relationship driven. London Paris SMITH-TRG
  21. 21. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 Equipment Hardware & Software (delivering media to the mind) SMITH-TRG
  22. 22. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 “There is at least one point in the history of any company when you have to change dramatically to rise to the next level of performance. Miss that moment - and you start to decline.” – Andy Grove, former Intel Chairman SMITH-TRG
  23. 23. September 2010 Dell Copyright 2010 SMITH-TRG, All rights reserved. In Transformation From PC maker to technology solutions. Dell lost bidding war for 3PAR Inc. to H-P @$33. SMITH-TRG
  24. 24. September 2010 Dell's consumer-PC business lost $4 million over past six months Dell launched tablet, ‘Streak’, & 3.5-inch touch-screen phone, ‘Aero’, Copyright 2010 SMITH-TRG, All rights reserved. which runs on Google Android operating system SMITH-TRG
  25. 25. September 2010 Motorola Copyright 2010 SMITH-TRG, All rights reserved. Splitting in Two The proceeds will increase Motorola's cash pile as it plans Exiting wireless-networking to spin off its cellphone and business with a $1.2 billion cable set-top box divisions. sale of much of its equipment division to Nokia Siemens The cellphone division is trying Networks. to turn itself around with a set of popular smartphones. SMITH-TRG
  26. 26. September 2010 Intel Copyright 2010 SMITH-TRG, All rights reserved. Strategic Acquisitions To buy Infineon Technologies’ Wireless Solutions business. The Germany-based company makes chips Enables Intel to offer a portfolio for Apple's iPhone and of products that covers the full other smartphones. range of wireless options from Wi-Fi and 3G to WiMax and LTE. SMITH-TRG
  27. 27. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 Here come THE TABLETS Before the critical holiday shopping season . . . SMITH-TRG
  28. 28. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 Samsung Introduces its iPad called Galaxy Tab SMITH-TRG
  29. 29. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 Toshiba The Folio 100, Android based, is not Toshiba's first tablet. JournE Touch, touch-screen tablet running on Microsoft Windows, unveiled September 2009 before Apple started selling the iPad in April. SMITH-TRG
  30. 30. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 Asustek Computer Inc. (Taiwan) Building Eee Pad tablet running Microsoft Windows due Q1/11 Eee netbook demand declining SMITH-TRG
  31. 31. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 Amazon Third-generation Kindle, digital book reader, that's lighter, smaller and faster than the current model Sharper display, longer battery life, twice the storage, and Wi-Fi reception to download e-books. SMITH-TRG
  32. 32. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 Barnes & Noble NOOK e-book reader. Brick-and-mortar declined faster than expected. Posted net loss of $62.5 million for first quarter compared to $12.3 million profit a year earlier. SMITH-TRG
  33. 33. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 Smartphones Global annual sales doubling to 506 million units SMITH-TRG
  34. 34. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 Wireless Carriers U.S. State of Play SMITH-TRG
  35. 35. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 Verizon vs. AT&T Subscribers: 92.1 million Subscribers: 90.1 million Users Smartphones: 18.5% Smartphones: 33.7% 4G: Due in 25-30 cities 2010 4G: Plans to roll out 2011 SMITH-TRG
  36. 36. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 Sprint/Nextel vs. T-Mobile Subscribers: 48.2 million Subscribers: 33.6 million Smartphones: 29% Smartphones: 27.9% 4G: Available 49 cities 4G: NONE (via Clearwire network) SMITH-TRG
  37. 37. September 2010 September 2010 Copyright 2010 SMITH-TRG, All rights reserved. Wall Street ISSUES . . . SMITH-TRG
  38. 38. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 Pricing Clearwire Sprint’s/Virgin Mobile offers Needs billions to finish 4G! unlimited broadband prepaid packages for $40 a month. Sprint currently owns 54%! Stability of new AT&T/Verizon Sprint could sell percentage metered pricing model starting of ownership to competitor to fall apart. T-Mobile? SMITH-TRG
  39. 39. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 BATTLE For control of Living Room TV (entertainment platform) SMITH-TRG
  40. 40. September 2010 Apple Copyright 2010 SMITH-TRG, All rights reserved. Introduces Updated Apple TV Connects to a high-definition television - can show rented movies and TV shows from Apple's own service, plus content from Netflix, photos on Flickr, YouTube clips and more. SMITH-TRG
  41. 41. September 2010 Apple . . . Refining plans to annex the living room into its entertainment empire. Copyright 2010 SMITH-TRG, All rights reserved. SMITH-TRG
  42. 42. September 2010 Google Copyright 2010 SMITH-TRG, All rights reserved. Launched Google TV Angles to become a bigger player in the living room with a technology called Google TV, based on its Android software for cellphones, that will let viewers search for Web video and run Internet apps alongside TV programs. SMITH-TRG
  43. 43. September 2010 Amazon Copyright 2010 SMITH-TRG, All rights reserved. Subscription Push Challenges Rivals Working on a new subscription service that would deliver TV shows and movies over the Internet. SMITH-TRG
  44. 44. September 2010 Logitech Copyright 2010 SMITH-TRG, All rights reserved. Seeks Living Room Dominance Partnering with Google… set-top box to bring the Web to the TV-viewing experience. At Logitech, revenue declined from $2.3 billion in 2007 to $1.9 billion in 2009. SMITH-TRG
  45. 45. September 2010 Sony Copyright 2010 SMITH-TRG, All rights reserved. Using PlayStation Consoles Millions of PlayStation3 and PlayStation Portables already connected to the internet, allows them to download movies. 90 percent of Sony products would be able to connect to each other and the Internet by 2011 SMITH-TRG
  46. 46. September 2010 YOUR FUTURE Copyright 2010 SMITH-TRG, All rights reserved. is all about . . . SMITH-TRG
  47. 47. September 2010 Potential Disruptive Innovation Copyright 2010 SMITH-TRG, All rights reserved. Value-Chain IMPACT SMITH-TRG
  48. 48. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 Where do you want to be on the curve SMITH-TRG
  49. 49. September 2010 ‘Chasm’ Response Delay Impacts – The Copyright 2010 SMITH-TRG, All rights reserved. Survival, Relevance & Value! 1 2 3 4 5 Visionaries Early Early & Leaders Adopter Majority Late Majority Skeptics – 16% of 2.5% 13.5% 34% 34% total population SMITH-TRG
  50. 50. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 gaining and maintaining Control . . . SMITH-TRG
  51. 51. Copyright 2010 SMITH-TRG, All rights reserved. Vision Mission Purpose September 2010 SMITH-TRG
  52. 52. September 2010 Embracing being different! Copyright 2010 SMITH-TRG, All rights reserved. SMITH-TRG
  53. 53. Copyright 2010 SMITH-TRG, All rights reserved. What Now September 2010 SMITH-TRG
  54. 54. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 What Decisions Do You Plan to Make? SMITH-TRG
  55. 55. Copyright 2010 SMITH-TRG, All rights reserved. September 2010 For value creation assistance, e-mail RDSmith@SMITH-TRG.com SMITH-TRG

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