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Future of Mobile statistics, Mobile Marketing, Mobile Advertising

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  • 1. Future of Mobile 2009 - 2018

2. Global Internet Connected Device Shipments Personal Computers Smartphones Tablets Smart TVs Wearables 0 200,000,000 400,000,000 600,000,000 800,000,000 1,000,000,000 1,200,000,000 1,400,000,000 1,600,000,000 1,800,000,000 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Units Source: Gartner, IDC, Strategy Analytics, Company Filings, BI Intelligence Estimates 3. Samsung Apple Huawei LG Lenovo Sony Ericsson ZTE Nokia Windows Phone BlackBerry HTC Motorola Other 0 25,000,000 50,000,000 75,000,000 100,000,000 125,000,000 150,000,000 175,000,000 200,000,000 225,000,000 250,000,000 275,000,000 300,000,000 325,000,000 Q1 2009 Q2 2009 Q3 2009 Q4 2009 Q1 2010 Q2 2010 Q3 2010 Q4 2010 Q1 2011 Q2 2011 Q3 2011 Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 UnitsShipped Source: BI Intelligence Estimates Global Shipments by Manufacturer 4. Global Computer Shipments PCs Tablets 0 20,000 40,000 60,000 80,000 100,000 120,000 140,000 160,000 180,000 (Thousands) Source: Gartner, IDC, Strategy Analytics company releases 5. Demand For Phablets Is Skyrocketing In Asia Laptop Tablet Phablet 0 3 6 9 12 15 18 21 24 27 2011 Q4 2012 Q1 2012 Q2 2012 Q3 2012 Q4 2013 Q1 2013 Q2 MillionsOfUnitsShipped Source: International Data Corporation August 2013 "Asia" excludes Japan and includes Australia, China, Hong Kong, India, Indonesia, Korea, Malaysia, New Zealand, Philippines, Singapore, Taiwan, Thailand, and Vietnam. 6. Wearable Device Market Size Forecast $- $2,000 $4,000 $6,000 $8,000 $10,000 $12,000 $14,000 2010 2011 2012 2013 2014 2015 2016 2017 2018 (Millions) Source: BI Intelligence estimates, ABI Research, IMS, Juniper, *Assumes 42$ average selling price for wearable devices 7. Connected Car Revenue Forecast In-vehicle services Hardware Telematics service providers Telecom service providers .0 5000.0 10000.0 15000.0 20000.0 25000.0 30000.0 35000.0 40000.0 45000.0 2009A 2010A 2011A 2012A 2013E 2014E 2015E 2016E 2017E 2018E (millions) Source: SBD, GSMA 8. Global PC Shipments by Manufacturer Lenovo HP Dell Acer Other 0 10,000 20,000 30,000 40,000 50,000 60,000 70,000 80,000 90,000 100,000 (thousands) Source: Gartner, IDC iPad released Windows 8 released 9. Breakdown Of The Average Smartphone Owner's Daily Time-Spend Other 8% Visit Websites 14% Games 8% Social Networking 15% Talk 26% Text 20% Email 9% On Average, U.S. Smartphone Owners Spend 58 Minutes Daily On Their Phones Source: Experian Marketing Services, May 2013 10. Average Minutes Spent Per Interaction By Device 43 39 30 17 0 5 10 15 20 25 30 35 40 45 50 TV PC/Laptop Tablet Smartphone Minutes Source: Google, August 2012 11. U.S. Consumer Media Consumption Share 45% 25% 17% 9% 7% 4% 44% 26% 16% 8% 8% 6% 43% 26% 15% 7% 7% 9% 42% 26% 14% 6% 5% 12% 38% 20% 12% 4% 5% 20% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% TV Online Radio Print Other Mobile Source: eMarketer, August 2013 2009 2010 2011 2012 2013 12. User Bases Instagram, WhatsApp Snapchat Instagram WhatsApp Snapchat 0 50,000,000 100,000,000 150,000,000 200,000,000 250,000,000 300,000,000 350,000,000 400,000,000 TotalUserBaseSize Source: News Reports, Company Listings, ComScore, BII Estimates 13. WhatsApp Growth 8 10 11 16 19 200 Activer Users 450 0 50 100 150 200 250 300 350 400 450 500 0 5 10 15 20 25 Apr-13 Jun-13 Aug-13 Dec-13 Feb-14 NumberOfActiveUsers(Millions) NumberOfDailyMessages(Billions) Source: WhatsApp, News Reports, BII Estimates Messages Sent Activer Users 14. WhatsApp, WeChat, And LINE Monthly Active Users (Global) 0 50 100 150 200 250 300 350 400 450 500 Millions Source: BI Intelligence Estimates WhatsApp WeChat LINE 15. OTT Surpasses SMS 16 20 04 41.0 00 05 10 15 20 25 30 35 40 45 2011 2012 2013 BillionsOfMessagesPerDay Source: Informa, April 2013 SMS OTT 16. Top Photo Sharing Sites, Nov. 2013 Facebook 43% Snapchat 49% Instagram 7% Flickr 1% Share Of Average Daily Photo Uploads Among Top 4 Sites (809 Million Photos) Source: BI Intelligence 17. Snapchat's Daily Photo Shares 0 50 100 150 200 250 300 350 400 DailyPhotoSharesInMillions Source: Snapchat, TechCrunch September 2013, CNET June 2013, KPCG May 2013 18. Global Internet Traffic Desktop Vs. Mobile 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Source: StatCounter, September 2013 19. Global Mobile Video Traffic Will Continue To Surge 0 1 2 3 4 5 6 7 8 2011 2012 2013 2014 2015 2016 2017 MillionsofTerabytesPerMonth Source: Cisco, 2013 20. Mobile Usage: Pandora, Twitter, Facebook Pandora Facebook Twitter 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 2008 2009 2010 2011 2012 2013 21. Facebook Ad Revenues Split Total Ad Revenue Mobile Ad Revenue $ .0 $ 500.0 $ 1000.0 $ 1500.0 $ 2000.0 $ 2500.0 1Q10 2Q10 3Q10 4Q10 1Q11 2Q11 3Q11 4Q11 1Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13 Millions Source: Facebook 22. Ecommerce Website Traffic By Device PC Tablet Smartphone 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Q1 2011 Q2 2011 Q3 2011 Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Source: Monetate 23. Leading Retailers' Digital Audience Population By Device 0 20 40 60 80 100 120 140 160 (Millions) Source: comScore Desktop Only Desktop + Mobile Mobile Only 24. Starbucks's Mobile Payments Volume $144.648 $206.640 $244.332 $272.113 $340.20 $.0 $50.0 $100.0 $150.0 $200.0 $250.0 $300.0 $350.0 $400.0 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2014 MillionsOfU.S.Dollars Source: Starbucks's Statements, BI Intelligence Estimates 25. Apple App Store Cumulative Revenue And Developer Payouts Cumulative Revenue Payments To Developers $.0 $5000.0 $10000.0 $15000.0 $20000.0 $25000.0 (millions) Source: News Reports, Company Releases 26. Global Mobile Phone Sales - 50000.0 100000.0 150000.0 200000.0 250000.0 300000.0 350000.0 400000.0 (Thousands) Source: Gartner Feature Smartphones 27. Smartphone Sales In 2014 will be Driven By New Users In Emerging Markets 0 50 100 150 200 250 300 MillionsOfSmartphones Source: Mediacells via The Guardian Sales To New Smartphone Users In 2014 Smartphone Upgrades In 2014 Top 11 Other Markets 28. Total App Downloads vs. App Downloads Per Capita By Country, 1358.080 293.950 184.580 139.130 129.820 244.190 79.230 506.890 314.510 4.30 4.65 2.30 2.12 0.67 1.70 3.43 0.37 2.47 0.00 0.50 1.00 1.50 2.00 2.50 3.00 3.50 4.00 4.50 5.00 0 200 400 600 800 1,000 1,200 1,400 1,600 USA UK Germany France Brazil Russia Australia China Japan AppDownloadsPerCapita TotalAppDownlaods(Millions) Source: XYO, BII Estimates Total App Downloads App Downloads Per Capita 29. Global Smartphone Average Selling Price Forecast $100.0 $150.0 $200.0 $250.0 $300.0 $350.0 2010A 2011A 2012A 2013E 2014E 2015E 2016E AverageSellingPrice Source: BI Intelligence Estimates 30. iPhone Sales 0% 20% 40% 60% 80% 100% 120% 140% 160% 0 10,000 20,000 30,000 40,000 50,000 60,000 Q1 2010 Q2 2010 Q3 2010 Q4 2010 Q1 2011 Q2 2011 Q3 2011 Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 YOYSalesGrowth UnitSales(Thousands) Source: Company Filings Unit Sales YOY Sales Growth 31. iPad Sales -50% 0% 50% 100% 150% 200% 0 5,000 10,000 15,000 20,000 25,000 30,000 Q2 2010 Q3 2010 Q4 2010 Q1 2011 Q2 2011 Q3 2011 Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 YOYSalesGrowth UnitSale(Thousands) Source: Company Filings Unit Sales YOY Sales Growth 32. Global Tablet Shipments by Platform Apple Amazon (Kindle Fire) Windows 0 10,000,000 20,000,000 30,000,000 40,000,000 50,000,000 60,000,000 70,000,000 80,000,000 90,000,000 100,000,000 Q2 2010 Q3 2010 Q4 2010 Q1 2011 Q2 2011 Q3 2011 Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Source: BI Intelligence Estimates Android 33. Year Over Year Growth Smartphones vs Tablets, Quarterly Smartphones Tablets 0% 50% 100% 150% 200% 250% 300% 350% Q2 2009 Q3 2009 Q4 2009 Q1 2010 Q2 2010 Q3 2010 Q4 2010 Q1 2011 Q2 2011 Q3 2011 Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Source: BI Intelligence Estimates 34. Global Smartphone Market Share Android Apple iOS Microsoft BlackBerry Other 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Q3 2009 Q4 2009 Q1 2010 Q2 2010 Q3 2010 Q4 2010 Q1 2011 Q2 2011 Q3 2011 Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Source: IDC, Strategy Analytics 35. Global Tablet Market Share Android Apple Amazon (Kindle Fire) BlackBerry Nook Windows 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Q2 2010 Q3 2010 Q4 2010 Q1 2011 Q2 2011 Q3 2011 Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Source: BI Intelligence Estimates 36. Global Computing Platform Market Share Android Windows Apple BlackBerry Other 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Q1 2009 Q2 2009 Q3 2009 Q4 2009 Q1 2010 Q2 2010 Q3 2010 Q4 2010 Q1 2011 Q2 2011 Q3 2011 Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Source: Gartner, IDC, Stategy Analytics, Company Filings, BI Intelligence Estimates 37. Developers Main Platforms / Global 0% 34% 33% 17% 4% 5% 7% Developers' Main Platform Android iOS HTML5 BlackBerry 10 Windows Phone Other Source: Developer Economics July 2013 38. Android Platform Dist. As of Feb 2014 Froyo 1% Gingerbread 20% Ice Cream Sandwich 16% Jelly Bean 61% KitKat 2% Source: developer.android.com 39. U.S Smartphone Market Share Android Apple BlackBerry Microsoft Other 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Jan 10 Mar 10 May 10 Jul 10 Sep 10 Nov 10 Jan 11 Mar 11 May 11 Jul 11 Sep 11 Nov 11 Jan 12 Mar 12 May 12 Jul 12 Sep 12 Nov 12 Jan 13 Mar 13 May 13 Jul 13 Sep 13 Nov 13 Source: comScore 40. Global Mobile Ad Revenue Market Share By OS iOS Android Other BlackBerry OS Symbian 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Source: Opera Mediaworks 41. Ecommerce Website Traffic By Mobile Platform iPad iPhone Android Phone Android TabletOther 00% 10% 20%