Curtis Guilbotwww.curtisguilbot.com

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Is Microsoft too late to the mobile game?

Chief Operating Officer Appiction Mobile Studio

www.appiction.com

1Saturday, June 25, 2011

Who do you work for?• GSA in Dallas• Waste Management- 13,000• Who’s safe?• What’s your plan?

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2Saturday, June 25, 2011

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3Saturday, June 25, 2011

Mobile software is the new game. It’s not just another distribution platform, it is a REVOLUTION in computing, the ultimate distribution platform. Don’t believe me? Check this out.

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So, why did I just show you this video about iPhones and Android phones here in the Microsoft HQ? Is it because I have a death wish? No. Am I worried that Steve Ballmer is going to show up and beat the snot out of me? A little.

But the real reason is:

Zero sum game?• Apple’s iPhone/iPad success is good for MS

• Google’s Android success is good for MS

• Why?

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People buy burgers there!

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When you see a McDonalds’ go up on a busy corner, what do you see 2 months later?

Mobile world now• Point and shoot cameras obsolete

•MP3 players obsolete

•Wallets obsolete (almost)

• Appiction’s client demand is the proof• Russia, Belarus, Lebanon

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7Saturday, June 25, 2011

Market myths

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•MYTH: Competition shrinks markets.

•TRUTH: Competition opens up markets.

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MYTH: Competition REDUCES markets. TRUTH: Competition OPENS UP MARKETS. Microsoft is NOT out of the game; the game is HUGE!

Wherefore art thou, Windows Mobile?

• Windows Mobile was an early player• Overtaken by iPhone & Android• Is MS still a player???

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9Saturday, June 25, 2011

Pop Quiz:Who is the world’s largest cell-phone maker?

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What’s wrong with this picture?

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•As of April 2011, Nokia was still the world’s largest smartphone maker, by both volume and revenues. Recently (June 2011) overtaken by Samsung in volume and by Apple in revenues.•132,000 employees•$42 billion in revenues•35% global smartphone market share

“Burning platform”

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In February 2011, CEO Stephen Elop, a former Microsoft executive, wrote that his company, Nokia, was “standing on a burning platform” (meaning Symbian).

Pwned!

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See the smirk?

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•Ballmer executed a BRILLIANT move by striking a deal to bail out Nokia. Elop confirmed that from here on in, Nokia phones would use the Windows Phone 7 mobile operating system. •MS essentially ACQUIRED the world’s largest cell phone maker for ZERO CASH! That’s amazing. And now, MS is in the game.

What MS has got• Giant installed base of MS developers• MS is backing you• Nokia is backing you• Dell and HP are backing you• MS owns enterprise

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What MS ain’t got

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R.I.P. Courier

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You fool!

MS out of the game?

and never count out Redmond!

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Microsoft + Nokia = GAME

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17Saturday, June 25, 2011

Microsoft + Nokia = GAME

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Microsoft + Nokia = GAME

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Developers, Developers... • Only MS has a fanatical devotion to it’s

developers• Only MS provides so many tools and

outreach programs for new developers• Only MS owns the enterprise• MS has $20 billion in cash to spend...

on YOU!

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20Saturday, June 25, 2011

MS has all the pieces• Killer app: MS Office• Store: xBox Marketplace• Cloud: Live + Mesh• Music: Zune + Zune Marketplace• Hardware maker: NOKIA• $20 billion in cash, and....

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The last piece of the puzzle is YOU.

Ultimate Reason to develop in WM Phone 7...

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Can your phone play xBox?!

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Got WM Phone 7, you got game!

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