AT&T's Glenn Lurie - Presentation to State of the Mobile Net Lurie

8/9/2019 AT&T's Glenn Lurie - Presentation to State of the Mobile Net Lurie

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State of the Mobile Net

Wednesday, April 21

2010 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

The Next Big Thing

Glenn Lurie

President Emerging Devices,Resale & Partnerships (EDRP)


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How Did We get Here?


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Competition, Value, Technology/Innovation

National plans with no roaming

Free nights and weekends

Free long distance

Rollover minutes

Etc., etc., etc.


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13%

38%

69%

87%

107%??

The Changing Face of Wireless

Wireless IndustryPenetration

Source: CTIA/Gartner

1995 2000 2005 2008 2013


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Mobile Data Growth at AT&T

AT&T Total MobileBroadband Usage

Source: CTIA/Gartner

4Q06 1Q07 2Q07 3Q07 4Q07 1Q08 2Q08 3Q08 4Q08 1Q09 2Q09 3Q09 4Q09

>200%in 2009


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The History of EDO

Created to bring wireless connectivity to a host of new devicesand applications in the consumer marketplace:

Deliver game-changing products that leverage all AT&T networks

Discover tomorrows device innovations

Create a new superior customer experience for these devices

Create relationships with all in ecosystem

Develop new business models

Created to deliver success by building strong partnershipsto launch innovative products in new connected

consumer segments

Randall Stephenson requested a strategic analysis ofnon-phone connected devices by AT&Ts strategy team.Seeing the next big thing and tremendous growth inwireless data the Emerging Devices Organizationwas formed in October 2008


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Rapid Growth of

Connected Devices

2008 2009 2010 2011 2012 2013 2014

Navigation Devices

Notebooks

Netbooks

Mobile Internet Devices

Gaming Consoles

E-Books

Media Players

MP3 Players

Digital Cameras

U.S. Per Unit Sales of WirelesslyEnabled Portable Devices(in millions)

~6M

~86M

*Source: Strategy Analytics, U.S. Connected Device Forecast, Jan. 2010

Our vision is that by 2020,we will have 50 billionconnected devices

- Ericsson CEO, Mar 2010

There will be 1 trilliondevices connected to theInternet by 2013

- Cisco CTO, Mar 2010

20 Billion connecteddevices by 2020

- telecomseurope.net, Feb 2010

Non-Handset Devices toAccount for $90 Billion inOperator Revenue by 2013

- Rethink Wireless, Sep 2008

The total available market for

Internet-connected devices isprojected to grow at a 22.3%compound annual growthrate (CAGR) through 2013.

- In-Stat, Nov 2009


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A New Generation of Connected Devices

8 2010 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

PNDs

Digital Cameras/Camcorders

Tracking

Devices

Computing

In-Car,Telematics

MediaPlayer

Smart Meters

Healthcare

eReaders PictureFrames

GamingDevices

Tablets

The AT&TNetworks

Wireless + BroadbandWi-Fi + U-verse


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EDO Enables Innovation


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Innovating Tracking:

Apisphere

Pet Tracking Collar

Location-smart animal collar tohelp pet owners keep track oftheir pooches

Web & Mobile handset supportvia Apisphere award-winningGeo-Mobility Platform

Continuously track pets movementswith the virtual geo-fence

Locate Fido on demand if he straysoutside of his established parameters

Apisphere software will transmitstreet level data for easy pet location


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Innovating Memories:

Isabella

Vizit Digital Photo Frame

Two-way, fully interactive digitalphoto frame powered by theAT&T wireless network

Enables friends and family to sendphotos of lifes most importantmoments in real-time

Email a photo to the frame addressand it arrives within minutes

Vizit users can share, reply, forward,favorite and delete any image onthe frame

All photos sent to Vizit areautomatically archived within a

users personal VizitMe.com account


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Innovating Entertainment and Education:

Zeebo

3G-enabled gaming, educationand entertainment system

Completely wireless gaming,entertainment & education platform

Currently available in Mexico andBrazil

Simply plug into television set andautomatically connect to theZeeboNet wireless network

Prevents piracy through fast andconvenient shopping with 3Gbroadband wireless connectivityand over-the-air delivery

Content delivery and softwareupdates are completely transparent

to the customer


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Innovating Healthcare:

Vitality

GlowCaps Intelligent Pill Caps

Provide peace of mind for loved ones,while addressing the billion-dollaradherence problem for the healthcareindustry

Use light then sound reminders, thena phone call or text message sopeople dont miss a dose

Adherence data recorded and securelyrelayed to Vitality over the AT&T

wireless network

Sophisticated pattern recognition totailor programs to individual needs

GlowCaps-generated data can beused to automatically refill

prescriptions


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Innovating Media Consumption:

OpenPeak

OpenTabletTM

Combine communications,entertainment and homemanagement capabilities in the homeor on the go

Social networking, downloadingbooks, navigation, email and instantmessaging, music, video and photosharing

Energy and home security

management

OpenPeak App Shop to enable a widerange of multimedia and homemanagement applications


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Why Choose Us?


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Results for Emerging Devices

AT&T's fourth-quarter subscriber gains also reflect strong

growth in wireless connectivity for emerging devices

including eReaders such as the Amazon Kindle, the Sony

Reader Daily Edition and the Barnes & Noble nook.

Total emerging devices on AT&Ts wireless network increased

by more than 1 million in the fourth quarter, its strongest

quarter in this category to date, predominantly reflectedin reseller subscriber totals.

Rick Lindner, AT&T CFO

4th Quarter AT&T Earnings


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A winning team one-stop shop, a startup inside of AT&T

Business model flexibility and alliances

Fastest 3G network; clear path to LTE

#1 in Broadband in the US with 20 million subscribers

#1 in International Coverage with access to data in 192 countries

#1 Largest Wi-Fi Network 20k in the US, 125k Globally

Best-in-class sales and distribution

Building on Success


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Thank you!

2010 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

The Next Big Thing

Glenn Lurie

President Emerging Devices,Resale & Partnerships (EDRP)

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AT&T's Glenn Lurie - Presentation to State of the Mobile Net Lurie