Emma, Alex, Junior and Nick

Business of MediaApril 16th, 2010

Today’s Technology = Decades of Innovation

GAMING

ENTERTAINMENT

COMMUNICATION

Better Processing Power +

Improved User Interface +

Smaller Form Factor +

Lower Prices +

Expanded Services/Applications

LARGER MARKET PENETRATION

=

1+ BILLION USERS

10 + BILLION USERS

Phones

Computers

Televisions Gaming Devices

Home Entertainment

Radio

ACCESS isEVERYWHERE

Wifi+GPS

3G

Bluetooth

(wireless phone network)

20xx

….and HALF the price!

Cloud Computing

Information + Applications + Software Powered via the Internet to any Device

Wired-world where all information is available across many platforms…

Bored? Take out your phone…

Ipod/Mp3 devices sparked consumer demand for media “on the go”

-New Technology

-Personalized Content

Internet in the palm of your hand…

The Modern “Mary Poppins Bag”

supercalifragilisticexpialidocious!

Phones aren’t just for calls…“Mobile Entertainment Devices”

More Content.

More Access.

…All in Real Time.

Entertainment (drive growth) Mobile Internet

The Rapid Cycle

• Mobile Internet Computing is the first computing cycle to be on the go.

• Rise of 3G & technologies boosts consumer shift to Smartphones and thus more efficient communication

– 3G (soon 4G) is better for us all (speed and cost)

– In 2010, 3G has reached the penetration point in the consumer market

• “Regarding pace of change, we believe more users will likely connect to the Internet via mobile devices than desktop PCs within 5 years”– iphone&iTouch reached 57 mil by Q9, outpacing

all desktop computing adoption.

• Japan example: In 2000, Telecom dominates over Mobile Internet (only 3% Market Value), but by 2009 Mobile Internet rose to 22&

iPhone

• Raised the bar for mobile technology

– Ease of use & quality

– Wi-Fi

– 2000K apps & 2B+ downloads

• Increasingly about data, not voice (calling plans, etc.)

– iPhone is leader in mobile devices in terms of data

Important Developments

• In a year and a half (May ‘08 – Dec. ‘09) there were rapid developments/announcements.

• Consumers now expect to “get what they want when they want it, from the palm of their hand…”

– Twitter, Skype, Foursquare, Facebook

• Skype: VoIP (voice over Internet Protocol) makes talking on the phone free– With 521mm+ users, it would be the largest

carrier in the world.

• Twitter: On-the-go tracking of thoughts; never stop communicating with someone– Monetizing with ads resembling tweets

• Foursquare: Taking Twitter a step further; is it “Big Brother”-esque?

Facebook

• The giant of the new mobile communication platforms; leading social networking platform in the world.

• “In-the-clouds” content: shift from mainframe computing to client-server based…a “digital locker”

• Facebook has it all: Ubiquitous Computing

– You have 0 Friends

GimmeGimme

MORE!

A Whole New World

GPS

Real-time Consumer Apps

CONSUMERS still WANT MORE