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Mobile Internet Isaac Hillel Managing General Partner February 2009.

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Presentation on theme: "Mobile Internet Isaac Hillel Managing General Partner February 2009."— Presentation transcript:

1 Mobile Internet Isaac Hillel Managing General Partner February 2009

2 “Surfing the Web on a personal computer will become old-fashioned in less than ten years when the majority of Internet users are expected to access the Net through their mobile handsets” Geraldine Wilson, vice president of Yahoo! Europe Connected Life

3 Is Fixed Internet to Become a “Niche” Smart Phone penetration 4B Mobile Users Mobile Internet Users 3G Penetration 1.5B Fixed Internet users 13% 25% in 2013 Vs. ~ ~ ~ > >

4 ...Users are Actually Using the Service 15.6 % +59% Download maps & directions 17.6 % +63% Search for products & services Connected with Social Networks 9.6% +182 % 13.7 % Obtained information about movies & entertainment +67% * % of users using the service in 2008 ** Increase from 2007 Source: Kelsey Group Mobile Market View Consumer Survey, Nov 2008 ** *

5 Increased Mobile Browsing MySpace sees mobile use driving 50% of the visits within 2-3 years’ time 50% more use of Google among iPhone owners(vs. regular phones)

6 Application Store iPhone App Store: >500M downloads, >15K applications

7 Application Stores iPhone App Store Palm App Catalog BlackBerry Application Center Google’s Android Market Samsung Application store Nokia Ovi Microsoft's SkyMarket

8 Application Stores - Operators China Mobile Orange O2 UK Litmus Vodafone T-Mobile

9 Web Giants Provide Mobile Applications Yahoo! Mobile Google Latitude Skype for Mobile ebay

10 Operators See Data Revenue Growth US data revenues 20% of overall revenues T-Mobile US Data revenues represents 17% of total revenues AT&T has 1.6X ARPU on IPhone users, expects data ARPU to become 34% of ARPU by 2013 Telstra ARPU in 3G is $20 higher than in 2G

11 Food for Thought Is this the end of the “Fixed Internet” era? Nokia, Apple, Google, Carriers; who will own the customer? Browser vs. Applications downloads – will both sustain? Who will make money in the mobile internet?

12 End


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