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© Copyright 2006 Telephia, Inc. 1 Confidential $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% Q 1 2006 Q 2 2006 Q 3 2006 Q 4 2006 Q 1 2007 V ideo MMS Dow nload W AP SMS $3,471 The mobile content business is growing steadily The 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 $2,596 YoY Growth All Revenues 78% Video 197% MMS 176% Download 65% WAP 60% SMS 67%

Mobile Content Market Size Slides Q1 07

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Page 1: Mobile Content Market Size Slides Q1 07

© 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%

Page 2: Mobile Content Market Size Slides Q1 07

© 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

Page 3: Mobile Content Market Size Slides Q1 07

© 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

Page 4: Mobile Content Market Size Slides Q1 07

© 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