Mobile IR Communications: Today and Tomorrow

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Mobile IR Communications:

Today and Tomorrow

“MAKE YOUR IR CONTENT MOBILE”

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Mobile IR Communications

Richard Karpinski

Senior Analyst

Neil Russell

Vice President, Investor

Relations

Richard Repetto, CFA

Principal, Equity Research

Today’s Presenters:

Today’s Sponsors:

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Moderator: Jeff Corbin

CEO, KCSA Strategic Communications

Founder, theIRapp

Most notably, Jeff has developed financial communications programs for the American

Stock Exchange and dozens of companies who have their primary listings on the

NYSE and NASDAQ.

Prior to joining KCSA, Jeff was a securities and corporate attorney in New York City,

specializing in corporate reorganizations, bankruptcy proceedings, transactional

matters and commercial litigation.

Jeff has a bachelor's degree in government from Cornell University and a law degree

from the Benjamin N. Cardozo School of Law. He is very involved in many

philanthropic and communal organizations and presently serves as Chairman of the

Board of the BJE of Greater New York as well as the Board of Directors of UJA-

Federation of New York

Jeff brings more than 15 years of integrated IR, PR and marketing

experience to help clients grow their businesses. He has lectured in the

U.S. and internationally on building relationships with Wall Street and is

the author of the book, Investor Relations: The Art of Communicating

Value (Aspatore Books; May 2004 and February 2011). He has just

released the second edition of this book (February 2012) and has

included a chapter dedicated to social media and investor relations.

Four Steps to Successful IR Programs

Determine the investment proposition

Target the appropriate investor audience

Develop the communications platform

Build relationships with investors

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A Walk Through Communications History

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A Walk Through Communications History

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A Walk Through Communications History

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A Walk Through Communications History

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A Walk Through Communications History

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A Walk Through Communications History

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A Walk Through Communications History

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A Walk Through Communications History

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A Walk Through Communications History

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Mobile IR Communications:

Today and Tomorrow

Rich Karpinski

Senior Analyst, Mobile

Yankee Group

“MAKE YOUR IR CONTENT MOBILE”

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Rich Karpinski

Senior Analyst, Yankee Group

Rich Karpinski is a Senior Analyst with Yankee Group's Network Research Group with expertise in mobile service

provider and mobile ecosystem issues. Karpinski focuses heavily on mobile operator business models, service

delivery strategies and the overall dynamics of the mobile ecosystem, including the interaction of carriers and

providers of over-the-top applications, services and capabilities. Before joining Yankee Group, Karpinski was Editor-

in-Chief of Connected Planet (formerly Telephony), where he led a staff in covering the service provider market. He

has spent a career covering high-tech markets both telecom and enterprise IT for publications including Interactive �

Age, Communications Week, Information Week and Network Computing, while also spending time on the other side

of the fence working in marketing for supply chain software provider E2open and as an analyst for Net Market

Makers.

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Why Mobile Matters

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Four key themes are driving the

‘New Mobile Economy’

Yankee Group connects the dots between these four crucial market sectors, providing a path to the new mobile economy.

#mobileIR

New Mobile Economy

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Welcome to the ‘New Mobile Economy’

The New Mobile Economy will nearly

TRIPLE in size by 2016

Fundamental Question: Is your company equipped to succeed? Or will you fall behind as competitors old and new lock in their

place in the new mobile ecosystem?#mobileIR

What’s Not To Like? A $3 Trillion Opportunity…

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A Virtuous Cycle is Driving the Mobile Economy

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The Mobile Revolution is Well Underway…

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At the Center of the Mobile Economy: Apps

• “Native” experience:

› Optimized for screen size and touch

› A distribution channel, via the app store

› A vehicle for upsell and e-commerce

• Driven by “ecosystem” owners:

› Apple-iTunes

› Google-Android

› Microsoft-Windows 8

› Mobile Operators-Device/Service

› Mobile Web-HTML5

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Device Penetration is Driving the App Opportunity

Source: Yankee Group's Yankee Group US Consumer Survey April 2012

Smartphone penetration is inching over 50%... but here come the tablets…

#mobileIR

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Apps Come in All Shapes and Sizes

Customers use apps in all kinds of ways – news and information consumption is primary.

Source: Yankee Group's Yankee Group US Consumer Survey April 2012

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Apps Successfully Capture User Attention

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Apps Web browsing

Users “live inside” their key apps – even more than they browse the mobile Web.

Source: Yankee Group's Yankee Group US Consumer Survey 2011 and 2012

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• Opportunities:

› Provide a bounded, branded experience – optimized to the device

› Build a personal relationship with “subscribers” – not dissimilar to email marketing

› Provides a “lean into,” deep, habitual experience for users

• Challenges:

› Have to build for and distribute to multiple platforms

• Finding the best app-building tools or partners

• Getting noticed in the app store

• Understanding and analyzing performance

• Making the right platform bets/investments

• Figuring out what comes next

For Brand Builders and Information Distributors…

#mobileIR

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Read our insights and sign up for our newsletter at:

http://www.yankeegroup.com

Fan us at:

facebook.com/yankeegroup

Follow us on Twitter:

@YankeeGroup

Rich Karpinski

Twitter: @richkarpinski

#mobileIR

Why Mobile Matters

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Mobile IR Communications:

Today and Tomorrow

Neil Russell

Vice President, Investor Relations

SYSCO CORPORATION (NYSE: SYY)

“MAKE YOUR IR CONTENT MOBILE”

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Neil Russell

Vice President, Investor Relations Sysco

Neil Russell has more than 10 years of IR leadership experience at two different Fortune 500 firms. He joined Sysco

in 2007 where he is the vice president of investor relations. He is responsible for the company’s investor outreach

efforts and for its sustainability programs. He began his career in 1995 with America West Airlines, holding various

positions in strategic planning and revenue management. He has also led the investor relations team at Delta Air

Lines where he served nine years in various roles of increasing responsibility including director, financial analysis and

positions within strategic planning and market analysis prior to joining Sysco. Among other career highlights, Neil led

the financial communication efforts for Delta Air Line’s successful bankruptcy reorganization and directed their NYSE

IPO. He was named one of Treasury and Risk’s top 40 financial executives under 40 in 2009 and is a frequent

lecturer at industry conferences and author of numerous company publications. Neil earned a bachelor's degree from

Arizona State University, and holds an MBA from New York Institute of Technology. He serves on the advisory board

of the Sustainable Food Lab.

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Neil Russell

#mobileIR

• The importance of developing a mobile IR strategy

• Why Sysco chose to lead the way in demonstrating the importance of having a mobile IR strategy

• Why the time was right to launch a mobile strategy

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Neil Russell

#mobileIR

• Content that you include in your IR app and why

• How you are marketing your IR app to engage investors

• A look at how our app is being used, downloads today

• Feedback/reactions that you have received to date from investors and your analysts

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Neil Russell

#mobileIR

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Mobile IR Communications:

Today and Tomorrow

Richard H. Repetto

CFA - Principal

Sandler O’Neill + Partners, L. P.

“MAKE YOUR IR CONTENT MOBILE”

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Richard H. Repetto, CFA

Principal, Equity Research Sandler O’Neill + Partners, L.P.

Richard Repetto is a Principal of Sandler O’Neill + Partners, L.P. His research coverage includes the eBrokerage,

Execution Venues and eSpecialty Finance Sectors. Mr. Repetto has received numerous accolades for his equity

research. He has earned numerous industry awards, including Analyst of the Year in 2010 by Financial

Times/Starmine. Mr. Repetto was previously a Managing Director at Putnam Lovell NBF. This position followed his

work at Lehman Brothers, where he established the firm’s research coverage of the Internet Financial Services

Sector. Mr. Repetto holds a B.S. in General Engineering from the United States Military Academy, and an MBA in

Finance from the Wharton School of the University of Pennsylvania. He holds the Chartered Financial Analyst

designation.

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Speed, Convenience & Information Key to ETRADING

• Stock trades were early on adapted to the web – the same early adoption is occurring with mobile applications today:

• TD Ameritrade reports 200,000 users log in via mobile applications each month( growing by 1,800 trades each day)

executing about 8% of all DARTs, they operate multiple mobile applications for each trading platform

• E*TRADE reports 6.7% of all traders were “mobile”, up from 4.8% a year ago, they operate 6 mobile applications as well as

video streaming, charts, check deposit functionality

• Exchanges (NYSE & NASDAQ) deliver some services via mobile app as they provide corporate goverance & IR services to

their listed companies

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Technology Drives Evolution in the Investment Process

• As a sellside analyst, technology has been key to becoming more effective & efficient and therefore more competitive

(voiceblast technology, publishing software, VPNs, etc)

• And with required business travel, more and more financial information is available via mobile applications (financial news,

charting, stock quotes, video streaming, etc)

• We expect IR departments to disseminate information via multiple channels, quickly, with functionality and optimal

formatting.

• IR information is still currently distributed mostly via smart websites. Many companies are still “considering” mobile

applications. As functionality improves and creativity increases, we suspect more may opt for IR mobile APPS.

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Q&A:

Mobile IR Communications:

Today and Tomorrow

“MAKE YOUR IR CONTENT MOBILE”

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Richard H. Repetto Neil RussellRich KarpinskiJeff Corbin

Mobile IR Communications:

Today and Tomorrow

Questions & Answers

#mobileIR

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Thank You

Mobile IR Communications:

Today and Tomorrow

www.theIRapp.com