www.idate.fr

institut de l’audiovisuel et des télécommunications en europe

October 29th, 2001

VMAInternational association for

enhanced servicesUnified Multi Media

Messaging

J.C. Doineau

www.idate.fr October 29th, 2001

Summary:

Perspectives of Messaging services 2001-2004

Evolution towards Multi Media Messaging services

www.idate.fr October 29th, 2001

High increase of number of mobile voice-based messaging (1995-2000): Key markets were Western Europe and Asia:

Western Europe26%

Eastern Europe

1%

North America

42%

Latin America

4%

Asia-Pacific

25%

Rest of the world

2%

1995( 87 500 Ksubscribers)

1- Perspectives of Messaging services 2001-2004: Evolution of Messaging services number of users worldwide

1999(642 322 Ksubscribers)

Western Europe

33%

Eastern Europe

4%

North America

16%

Latin America

9%

Asia-Pacific

32%

Rest of the

World 6%

www.idate.fr October 29th, 2001

Overwhelming increase of number of users worldwide through 2004 :

0

200

400

600

800

1000

1200

1400

1999 2000 2004

North America Western Europe Asia/PacificEastern Europe Latin America Africa/Middle East

1 - Perspectives of Messaging services 2001-2004: Evolution of Messaging services number of users worldwide

www.idate.fr October 29th, 2001

2000 2001 2002 2003 2004 2005 2006

Equipment and software revenue(M$)

291,5 653,4 1461,6 1807,6 2151,2 2479,4 2805,7

CAGR (%) 103,80% 124,10% 123,70% 23,70% 19,00% 15,30% 13,20%

Source IDATE, avril 2001.

European situation:

Actual n°1 in Unified messaging market (fix and mobile) is Active Voice (19,9%), second Comverse (16,1%), then Lucent (12%), Unisys (9,5%), Alcatel (5,5%), Ericsson (5%), Nokia(4,5%)

On the mobile sector, leaders are Comverse (22%) and Unisys (13%) in Europe; Lucent, Siemens are far away; Alcatel, Nokia and Ericsson are implementing solutions in their radio-based networks.

Fastest growing market in management services paltform markets 2002-2004

1 - Perspectives of Messaging services 2001-2004: Actual Unified Messaging market in Europe

www.idate.fr October 29th, 2001

European situation:

The fastest growing market in mobile services across europe

The first step towards value added messaging services

A start-up service for every mobile data business

1 - Perspectives of Messaging services 2001-2004: Actual SMS market in Europe

Pays December 2000

June 2001 December 2001(*)

France 875 1 300 1 800

Germany 2 300 2 900 3 950

Italy 925 1 400 1 800

Spain 750 1 200 1 600

Sweden 555 850 1 000

United Kingdom

675 1 300 1700

Total Europe 10 250 15 1000 20 000

www.idate.fr October 29th, 2001

Leading application dedicated to leverage mobile operators ARPU :

Evolution of the relative importance of ARPU generated by unified messaging revenues

1 - Perspectives of Messaging services 2001-2004:Evolution of Messaging services revenue generation

0

10

20

30

40

50

60

70

80

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

ARPU generated by messaging services ARPU generated by SMS servicesARPU generated by messaging services over data networks Other services ARPU part

www.idate.fr October 29th, 2001

How will Messaging-related services ARPU will reach that level?

The main services that will create traffic and ARPU over messaging service will, at the beginning, be SMS and voice-mail consultation

Use of e-mail messaging through mobile networking as an additional information channel to SMS services

Customers will be progressively turning their use of signalling devices from the SMS world (easy to use, but difficult to store and forward, to consult with another device than the mobile device) to e-mail world (almost as easy to use than SMS, but easy to use, forward and consult)

2 - Evolution towards Multi Media Messaging: Evolution of Messaging services revenue generation

www.idate.fr October 29th, 2001

How will Messaging-related services ARPU will reach that level?

It will be indeed of a great importance at that time that customers, who will be notified that there are some voice-mails they can consult, will be notified, at the same time, that they have e-mails in their mail boxes.

The unified messaging device that will have been put in place by mobile network operators will then become the first gateway through messaging activities.

2 - Evolution towards Multi Media Messaging: Evolution of Messaging services revenue generation

www.idate.fr October 29th, 2001

What about migration towards rich media?

It will be induced by the appearance of real UMTS- compatible access devices (meaning dual GSM & UMTS devices as well as including a friandly user interface)

It could be favoured through implementation of customized portals, dedicated to customers. From that portal, customer will find access to their various messaging boxes (voice, e-mail and fax), but also to their favorites, portfolios, etc….

Unifed messaging servers could then become gateways to rich media content servers.

2 - Evolution towards Multi Media Messaging: Evolution of Messaging services revenue generation