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© Copyright 2006 Telephia, Inc. 1Confidential
$1,807, 39%
$1,600, 39%
$1,362, 39%
$1,344, 41%
$1,085, 42%
$1,101, 24% $1,039,
25% $868, 25% $824, 25%
$689, 27%
$851, 18%
$775, 19%
$727, 21% $700, 21%
$517, 20%
$705, 15%
$596, 14%
$420, 12% $320, 10%
$255, 10%
$146, 3%
$112, 3%
$95, 3% $86, 3%
$49, 2%
Q1 2006 Q2 2006 Q3 2006 Q4 2006 Q1 2007
Video
MMS
Download
WAP
SMS
$3,471
The mobile content business is growing steadilyThe mobile content business is growing steadily
Mobile Content Revenues (in millions)Q106-Q107, US
$4,121
Note: Includes prepaid, postpaid, and on-portal (no off-portal)
Source: Telephia bill panel and survey analysis. Extrapolation from CTIA and Telephia mobile universe estimates
$4,610
$3,275
$2,596YoY Growth
All Revenues 78%
Video 197%
MMS 176%
Download 65%
WAP 60%
SMS 67%
© Copyright 2006 Telephia, Inc. 2Confidential
210
111
56
28
36
3
216
124
63
30
42
5
221
128
63
55
6
227
144
73
54
68
7
232
148
74
54
77
8
45 *
Total USSubs
SMS WAP Download MMS Video
Q1 2006
Q2 2006
Q3 2006
Q4 2006
Q1 2007
The number of wireless subscribers using mobile content also continues to grow
Mobile Content Subscribers (in millions)Q106-Q107, US
Note: Includes prepaid, postpaid, and on-portal (no off-portal)
Source: Telephia bill panel and survey analysis. Extrapolation from CTIA and Telephia mobile universe estimates
YoY Growth
Total US Subs 10%
SMS 33%
WAP 32%
Download 95%*
MMS 115%
Video 155%
Penetration of US Wireless Subscribers
Period SMS WAP MMS Downloads Video
Q1 2006 53% 27% 17% 13% 2%
Q2 2006 57% 29% 19% 14% 2%
Q3 2006 58% 29% 25% 20%* 3%
Q4 2006 63% 32% 30% 24% 3%
Q1 2007 64% 32% 33% 23% 4%
* Trend Break. Classification Updated
© Copyright 2006 Telephia, Inc. 3Confidential
$239, 28% $193, 25% $198, 27% $193, 28%
$140, 27%
$168, 20%
$151, 19% $140, 19% $141, 20%
$134, 26%
$69, 8%
$56, 7% $45, 6%** $37, 5%
$29, 6%
$273, 32%
$101, 12%
$374, 48% $344, 47%
$330, 47%
$214, 41%
Q1 2006 Q2 2006 Q3 2006 Q4 2006 Q1 2007
Other/ Unclassified
Premium SMS *
Apps
Games
Audio
Premium SMS accounts for the largest share of mobile download revenues
Mobile Download Revenues (in millions)Q106-Q107, US
$727$775
Note: Includes prepaid, postpaid, and on-portal (no off-portal)
Source: Telephia bill panel and survey analysis. Extrapolation from CTIA and Telephia mobile universe estimates
$851
* Premium SMS newly classified in Q1 2007
$700
$517
YoY Growth
All Revenues 65%
PSMS NA
Apps 143%**
Games 25%
Audio 71%
** Trend Break. Classification Updated
© Copyright 2006 Telephia, Inc. 4Confidential
28
19
13
4
30
25
14
4
26
16
54
27
17
9
54
27
19
8
18
9**
45
**
TotalDownloaders
Audio Games Apps Premium SMS
Q1 2006
Q2 2006
Q3 2006
Q4 2006
Q1 2007
Downloaders have almost doubled since Q1 2006
Mobile Downloaders (in millions)Q106-Q107, US
Note: Includes prepaid, postpaid, and on-portal (no off-portal). Downloaders of each content type are not mutually exclusive.
Source: Telephia bill panel and survey analysis. Extrapolation from CTIA and Telephia mobile universe estimates
* Premium SMS newly classified in Q1 2007
YoY Growth
Total DLers 95%**
Audio 43%
Game 47%
Apps 101%**
PSMS NA
Penetration of US Wireless Subscribers
Period Audio Game App PSMS
Q1 2006 9% 6% 2% -
Q2 2006 11% 6% 2% -
Q3 2006 12% 7% 4%** -
Q4 2006 12% 7% 4% -
Q1 2007 12% 8% 4% 8%
** Trend Break. Classification Updated