Q3 2011 - Europe Report

A GLOBAL VIEW OF MOBILE ADVERTISING: Europe Regional Summary Q3 2011

InMobi Mobile Insights - Network Data

Release date: October 25th, 2011

ABOUT THE RESEARCH

Project Background

After launching in 2007 in Asia, InMobi quickly grew to become the world's largest independent mobile advertising network. In the third quarter of 2011, we served 138.4 billion impressions in 165 markets worldwide. With a physical presence in 5 continents, over 5,500 publisher partners, and a broad, independent market footprint, InMobi is well positioned to provide an objective, comprehensive, and representative view of the mobile advertising market.

Research Objectives

We have three goals with this research: 1.  Help educate the market. Statistics and information about the state of mobile

advertising are lacking in most regions of the world. 2.  Track consumer opinions regarding mobile advertising. With any emerging

medium, the consumer perspective is critical to overall market success. We see a need for trending across regions in this area.

3.  Collaborate with industry thought leaders to increase market insight and improve information quality ongoing. As a global independent company, we value partnerships that will strengthen our understanding of the market. Researchers, thought-leaders, and analysts are encouraged to contact us and apply for full partner access.

Contact Information

www.inmobi.com/research [email protected] Twitter: @inmobi

Beginning July 2011, InMobi is moving towards quarterly data views which will highlight broader industry trends and provide an overview of the

global mobile advertising market.

NETWORK DATA

Data in this report are sourced from our global mobile advertising network which served 138.4 billion impressions in the third quarter of 2011. With 165 countries receiving over 50.4 billion impressions in September, we are able to claim one of the broadest and most representative networks in the world. Exact specifications are as follows: • Global Available Impressions in Quarter 3, 2011: 138.4 billion • Regions Represented: Africa, Asia Pacific, Europe, Middle East, North America, and South America • Countries Represented: 131 countries with over 10 million impressions per month • Base Measure: Available Impressions • Reports: Market Summary, Manufacturer Share, OS Share, and Top Handsets & Connected Devices • Time Periods: Q2 2011 (April – June 2011), Q3 2011 (July – September 2011) • Comparisons: Q3 2011 versus Q2 2011

InMobi is committed to an independent and transparent leadership position in mobile advertising. With that in mind, the following issues are present in this data.

Mobile Advertising Market Definition: This report covers mobile display advertising only including both Mobile Web (WAP) and APP. SMS/Text and Search are NOT included in this synopsis.

Scale and Time In Market: Representation within the network is a function of the both scale and time in market. Readers can expect more fluctuation and variance in younger, smaller markets for the company.

Publisher Mix: As with any ad network, market representation is a function of the publisher mix. We have over 5,000 publishers of all sizes and content types, but changes to the publisher mix in a given market could impact the data.

Advertiser Mix: Similar to publisher mix, the advertiser mix could impact the numbers in our network, although to a much lesser extent than publishers.

Specifications

Representation

Available Impression Volume & Composition

Q2 2011 Q3 2011 % Chg Global

Development Index

Total 10,631,601,793 15,520,493,355 46.0% n/a

Smartphone 6,413,673,369 11,273,971,271 75.8% 142

Advanced 4,217,928,424 4,246,522,084 0.7% 50

Mobile Web 8,000,976,434 10,440,484,209 30.5% 85

App 2,630,625,359 5,080,009,146 93.1% 156

EUROPE SUMMARY

Q3 showed continued mobile ad growth in Europe on the InMobi network. "   InMobi now serves over 15.5 billion

impressions per quarter in Europe.

Mobile ad growth is entirely driven by smartphones, which grew by 75.8% in Q3. "   Smartphones gained over 4.8 billion

impressions over the last quarter and now represent 72% of all mobile ads in the region. With nearly 7 of 10 ads on Smartphones in Europe, brands have the opportunity to market effectively through this mass-reach medium.

Samsung passes Nokia and Apple to become the #1 device manufacturer by mobile ads in Europe. "   After a strong Q3, the Android platform

delivers 33% of mobile ads in Europe.

Europe Regional Profile: Q3 2011

Source: InMobi Mobile Insights – Network Research, Q3 2011

EUROPE

Android continues to grow and remains the top mobile platform in the region, with an increase of 7.8 share points in Q3. iPhone OS and Symbian lost share in Q3. "  In Q4 2010 and Q1 2011 Android growth far outpaced the market; this trend reversed in Q2, partially because of the strength

of the Apple iPad. In Q3 Android growth continued.

"  Android and iPhone OS combined represent almost half of ad impressions delivered in Europe.

Europe OS Share: Q3 2011

Available Impressions

33%

15% 10%

6%

36%

Android

iPhone OS

Symbian OS

Nokia OS

Others

OS Impressions % Share Pt. Chg Global

Development Index

Android 5,120,359,997 33.0% +7.8 147

iPhone OS 2,316,876,617 14.9% -4.8 136

Symbian OS 1,536,220,208 9.9% -2.9 56

Nokia OS 904,316,977 5.8% -1.7 32

Others 5,642,719,556 36.4% +1.6 n/a


EUROPE Europe Manufacturer Share: Q3 2011

Available Impressions Manufacturer Impressions % Share Pt. Chg

Global Development

Index Samsung 3,261,277,052 21.0% +3.2 117

Nokia 2,325,210,178 15.0% -3.9 42

Apple 2,316,876,617 14.9% -4.8 136

HTC 1,651,407,634 10.6% +0.3 180

SonyEricsson 788,283,082 5.1% -0.8 89

LG 487,715,717 3.1% -0.5 76

Motorola 183,900,732 1.2% -1.0 45

Others 4,505,822,343 29.0% +7.6 n/a


21%

15%

15% 11%

5% 3% 1%

29%

Samsung Nokia Apple HTC SonyEricsson LG Motorola Others

Samsung became the #1 mobile phone manufacturer by share of ad impressions in Q3. "  Samsung gained 3.2 share points while Nokia and Apple lost 3.9 and 4.8 points, respectively.

"  Devices from the top three manufacturers (Samsung, Nokia and Apple) in Europe represent 50% of all mobile ads in the region.

EUROPE

Europe Handset and Connected Device Detail: Q3 2011

Handset Impressions % Share Pt. Chg Global

Development Index

Apple iPhone 4 1,112,059,797 7.2% +0.2 174 Samsung GT-I9000 759,629,959 4.9% +0.1 412

HTC Desire S 473,919,160 3.1% +3.1 325 Samsung GT-I9100 418,257,477 2.7% +2.2 376

Apple iPad I 401,690,652 2.6% +0.4 187 HTC Desire 335,822,853 2.2% -2.1 454

Apple iPod Generation IV 317,757,528 2.0% +0.1 140 Samsung GT-S5830 279,166,617 1.8% +1.8 363

HTC Wildfire 268,890,880 1.7% +1.4 556 HTC 001HT 266,835,741 1.7% +1.7 127

SonyEricsson E15i 195,350,043 1.3% +0.9 349 Nokia 6300 188,340,463 1.2% -0.4 67 Nokia X6 167,199,821 1.1% +0.6 180


3 of the top 7 devices in the European mobile ecosystem by ad impression are Apple devices. The iPhone remains the #1 device in the region. "  All the top ten devices over-index considerably, demonstrating the unique composition of smartphone devices in the Europe

mobile landscape.

EUROPE

Europe Summary: Q3 2011

Top 5 Manufacturers: % Share of Available Impressions Q2 2011 Q3 2011 Pt. Chg

Samsung 17.8% 21.0% +3.2 Nokia 18.9% 15.0% -3.9 Apple 19.7% 14.9% -4.8 HTC 10.4% 10.6% +0.3

SonyEricsson 5.9% 5.1% -0.8

Top 3 OS Systems: % Share of Available Impressions

Q2 2011 Q3 2011 % Chg

Android 25.2% 33.0% +7.8

iPhone OS 19.7% 14.9% -4.8

Symbian OS 12.8% 9.9% -2.9

Available Impression Volume & Composition Q2 2011 Q3 2011 % Chg

Total 10,631,601,793 15,520,493,355 46.0%

Smartphone 6,413,673,369 11,273,971,271 75.8%

Advanced 4,217,928,424 4,246,522,084 0.7%

Mobile Web 8,000,976,434 10,440,484,209 30.5%

App 2,630,625,359 5,080,009,146 93.1%

Top Countries within Region: % Share of Available Impressions

Q3 2011 Pt. Chg United Kingdom 23.3% +2.6

Spain 11.1% +3.2 Netherlands 8.5% +3.0

France 7.6% +2.1 Germany 7.6% -4.6 Turkey 6.3% +0.1


"   The InMobi Europe network remains healthy, with 46% growth over the past three months.

"   Spain was fastest growing mobile ad market in Europe, gaining 3.2 share points of regional ad share.

"   Samsung became the #1 manufacturer in Europe by ad impressions.

"   Android, the most popular mobile OS in Europe, delivered one third of total impressions.

MEASURES AND TERM DEFINITIONS

Measures: Available Impressions: The total number of ads requests made to the InMobi network % Share (of Available Impressions): The % of total available impressions in the specified region allocated to the inventory type, device, manufacturer, or OS under analysis. Global Development Index: An index of the % share of the inventory type, device, manufacturer, or OS under analysis in the specified region or country relative to that same inventory type, device, manufacturer, or OS share globally. Regional Development Index: Global Development Index: An index of the % share of the inventory type, device, manufacturer, or OS under analysis in the specified country relative to that same inventory type, device, manufacturer, or OS share in the relevant region. % Chg: The percentage change in absolute value between two different time periods. Pt Chg: The difference between two share percentages for an inventory type, device, manufacturer, or OS under analysis in different time periods.

Definitions: Smartphone: Any impression served to an iPhone OS, Android OS, RIM OS, webOS, Windows Mobile OS, Linux Smartphone OS, Palm OS, Nokia N & E Series Phones, or Samsung Bada. Advanced: Any impression served to any OS or handset not included in the smart phone definition above. Mobile Web: Any impression served using Wireless Application Protocol (WAP) which is an open international standard for application-layer network communications in a wireless-communication environment. App (Application): Any impressions served to a mobile application resident on the consumer mobile device. Carrier: The mobile network operator (MNO), carrier service provider (CSP), wireless service provider, wireless carrier, or cellular company providing service for mobile phone subscriber served the impression. OS (Operating System): The system software (programs and data) running on the mobile devices that manages the hardware and provides common services for execution of various application software receiving the impression. Handsets and Connected Device: The make and model of the mobile device receiving the impression. Manufacturer: The OEM manufacturer of the mobile device receiving the impression. Other: An aggregation of any remaining impressions not specifically detailed previously. Typically an aggregation of everything under 1% share.

InMobi Regional Definitions: InMobi defines all regions per Wikipedia with the following modifications: “Asia Pacific” includes the 15 Oceania countries as listed in Wikipedia. “South America” includes South & Central Americas as listed in Wikipedia.

This data is part of a series of network reports that are released monthly. Additional regions and markets will be released throughout the quarter. Release Schedule Once a quarter InMobi will release a full data report which will include global, regional and country data views. The next full release is planned for mid January. Infographics with monthly data will be available in November and December. Monthly data updates including key information by market will be released via our mailing lists and website. While we move to a quarterly release schedule, we will still continue to release insightful data on key markets across regions on a monthly basis. These releases will shed light on emerging trends and unique developments specific to those key markets. Open Source Research: Getting Involved Objective industry analysts and thought-leaders are encouraged to comment, question, and participate. We will be sure to consider and update the research based on feedback and questions to improve the quality for all end users. To join our monthly research mailing list, contact us at [email protected] To download the full reports, visit us at www.InMobi.com/research

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Q3 2011 - Europe Report