GABA Internet Going Mobile

8/6/2019 GABA Internet Going Mobile

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Deutsche Telekom Group

Internet going mobileGABA Event

June 2008



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Demand

FundingGap

“Usage” “All Flat” “For Free”

today 1-2 years >2 years

A number of players are trying to capture a piece of the mobile data opportunity, the

complexity of the ecosystem is increasing

1.5

2007

4.2

2008

7.6

2009

10.9

2010

14.5

2011

Web Advertising

Search AdvertisingMessaging

Mobile TV & VoD

In-Game / Apps

Trends & Developments in Mobile Data.

Present Situation.

Carrier Challenge: Funding Gap Global Mobile Ad Spend ($B)* Many Players, Complex Landscape

Revenues(data services)

Main revenue drivers: web ads,search ads, Mobile TV / video ads

Mobile adverting is just one aspect

of a strongly growing market thathas attracted powerful players frommany industries

Pricing: from usage bound to flatrate to free / ad based

Increasing demand driven by lower

prices, more attractive services

Mobile Data revenues are a largerpart of mobile industry revenues

The large opportunity has createdan increasingly complex anddifficult-to-navigate marketplace

Successful launch of mobile dataproducts and services oftenrequires complicated partnerships

Huge market opportunity, many player, increasing market complexity

* source: StrategyAnalystics



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Top Mobile Sites by Country

Russia China United States

Mobile Site Type of Site Mobile Site Type of Site Mobile Site Type of Site

vkontakte.ru Social Netwk sina.com.cn Infotainment myspace.com Social Netwk

win.mail.ru Email baidu.com Search google.com Search

google.com Search google.cn Search mocospace.com Social Netwk

rambler.ru Search ko.cn Social Netwk yahoo.com Search

yandex.ru Search news.sohu.com Infotainment facebook.com Social Netwk

dreamwar.ru Games xiaonei.com Social Netwk live.com Search

mamba.ru Social Netwk 3g.cn Infotainment hi5.com Social Netwk

marathonbet.com

Gambling paojiao.com Downloads wikipedia.org Infotainment

dimonvideo.ru Downloads 188bet.com Gambling itsmy.com Downloads

wmod.ru Games feiku.com Infotainment ebay.com E-Commerce

40% of Russian mobile web traffic goes to infotainment or leisure sites, while 55% of

China traffic is search or portals and 63% of US traffic goes to social networks.

List of Top Mobile Sites based on Opera Browser Use

Source: Opera

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India United Kingdom Germany

Mobile Site Type of Site Mobile Site Type of Site Mobile Site Type of Site

orkut.com Social Netwk facebook.com Social Netwk google.de Search

google.com Search google.co.uk Search studivz.net Social Netwk

in.m.yahoo.com Search live.com Searchwer-kennt-wen

.deSocial Netwk

peperonity.com Social Netwk bebo.com Social Netwk jappy.de Social Netwk

gallery.mobile9.com

Downloads mocospace.com Social Netwk schuelervz.net Social Netwk

mocospace.com Social Netwk news.bbc.co.uk Infotainment m.web.de Email

160by2.com Messaging uk.yahoo.com Search mobile.spiegel.de

Infotainment

mobango.com Downloads itsmy.com Downloads m.gmx.de Infotainment

itsmy.com Downloads faceparty.com Social Netwk lokalisten.de Social Netwk

indianrail.gov.in Gov’t Service ebay.co.uk E-Commerce wap.sport1.de Infotainment

Source: Opera

49% of Indian mobile web traffic goes to social networks. The UK leads the world with

11% of traffic going to web email, while 28% of German traffic is infotainment.

List of Top Mobile Sites based on Opera Browser Use

Top Mobile Sites by Country

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Worldwide Handset Sales

259.0

91.1

32.147.7

15.221.8

294.3

115.5

42.429.923.522.1

0

50

100

150

200

250

300

350

Motorola Samsung Nokia Total

1Q 2007

1Q 2008

+1%

+14%

+27%

+32%-37%

+55%

Sony Ericsson LG

Overall worldwide handset sales saw strong growth from 2007 to 2008. This growth was

not even across handset manufacturers.

Q1 Handset Sales by OEM

Source: IDC, Gartner

Worldwide Handset Sales

* Handset sales in millions

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US Smartphone Market Share

28%

Other

23%Palm

49%RIM

18% 8%

5%

35%

Other Motorola

Samsung

RIM 27%

Apple

8%Palm

12%

9%

45%

OtherMotorola

3% Samsung

RIM

19%

Apple

13% Palm

Market Share – 4Q07 Market Share – 1Q08

Share – 1Q07

The first quarter of 2008 saw RIM, Palm and Samsung rebound in US smartphone sales,

while Apple and Motorola lost ground. This is still a long ways from 2007.

Smartphone Sales

Source: IDC / CNN Money.

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Page 6

Worldwide Smartphone OS Market Share

5%

7%

65%

Symbian

12%

Windows Mobile

11%

RIM BlackBerry

iPhone OS

Linux

Market Share – 4Q2007

The smartphone OS market in 2007 was dominated by Symbian

Q4 2007 Market Share

Source: Canalys, Wikipedia

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Page 7

Mobile Social Network Use by Country

Mobile users in some countries are now regularly accessing social networks via their

mobile phone, however usage varies by country.

Comparison of Social Network Use from 4Q07-1Q08

Source: Nielsen

Country% of subscribers accessing

social networks over the mobileinternet

Number of mobile subscriberswho access social networks

per month

United States 1.6% 4,079,000

United Kingdom 1.7% 812,000

Italy 0.6% 293,000

Spain 0.8% 291,000

France 0.6% 255,000

Germany 0.2% 141,000

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Contact

Daniel KellmereitDirector Strategy & Innovation

DETECON Inc.Deutsche Telekom Group128 Spear Street, 4th floorSan Francisco, CA 94105

Phone: +1 (415) 904-7979Mobile: +1 (650) 200.5115

e-Mail: [email protected]

mailto:[email protected]

mailto:[email protected]

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GABA Internet Going Mobile