1. Wireless & Mobile Industry Introduction
Iain Gillott
(512)

2. The Day Ahead 8:30 Mobile Industry Introduction 9:00 Smart devices
9:20 AT&T
Mike Woodward, VP, Business Voice/Data and Wireless Product
10:00 Break
10:20 Open Network Access
10:40 Gemalto
Jean-Louis Carrara, VP Telecom NA
11:20 PTT, Push , Qchat
11:40 Lunch
1:00 Mobile Technology Overview
1:40 Operator Metrics
2:00 kajeet
Carol Politi, VP Marketing
2:40 Break
3:00 Content, Advertising and Mobile Software
3:20 Nokia
Lenn Pryor, VP Product Marketing Services & Software
4:00 Summary and Takeaways

3. About iGR
Market strategy consultancy focused on the wireless and mobile communications industry
Research and analyze the impact new wireless and mobile technologies will have
Clients typically include carriers, equipment vendors, handset OEMs, solution/application developers
Range of services and products
Custom consulting
Honoraria
Subscription research services
Multiclient studies
Teen Tween 2007
Seniors 2007
Chinese Mobile Workers, 2007

4. Worldwide Cellular Subscribers by Region, 2007 - 2012
51.6%
18%
7.3%
46.6%
22.4% 9%

5. Worldwide Cellular Subscribers by Technology, 2007 - 2012
GSM family 71.1%
CDMA %
UMTS/HSPA/EV-DO 19.4%
GSM family 80.8%
CDMA %
UMTS/HSPA/EV-DO 40.2%

6. North American Subscribers by Technology, 2007 - 2012
Market is clearly maturing
Children aged under 10
Market is clearly maturing
Operators are running out of new subscribers to sell to
Recent pace of growth cannot continue
Opportunities at present lie at opposite ends of the age spectrum
Seniors: 50 percent do not currently have a cell phone
Children aged under 10
Rapidly getting penetrated through family rate plans
Still significant growth opportunities
Under 5 years generally considered to be out of the target market
All of the other age segments are effectively saturated
Technology becoming less relevant
Compare strongest (VZW) and weakest (Sprint)
Both use same network technology
T Mobile one of most successful and not even have 3G yet
iPhone successful with ‘slow’ EDGE
Majority of subscribers not using higher speed data
Customer experience main market driver
VZW has hijacked perception of network quality
Sprint Nextel suffering due to poor experience
Highlighted by Hesse as main area for improvement
Intense competition
Churn rates low for some operators but other still struggle
Sprint’s rapid decline
Speed of response to unlimited rate plans
“Shocked”
Seniors

7. Consumers under contract Postpaid consumers aged 25 - 65 currently under contract
Remaining length of contract
Expected action at the end of the contract

8. Child: What types of things do you like to do/would like to do on a cellular phone?
Is there any way to organize this graph so it shows the most liked services at the top (moving down to the least used?)

9. Interest in Open Access Postpaid consumers aged 25 - 65

10. Move from Service/Application centric to User Centric
Devices
Discrete
Music
Video
Photos
Games
Home
Home IM
Home VM
Work IM
Work Voice
Work VM
SMS
COMPLEX & SEPARATE
Individual
Devices
My Communication
My Entertainment My
Persona
Communities
SIMPLE & INTEGRATED
Connected

11. Technology Evolution 4G? 3G 2.5G 2G GPRS GSM EDGE TDMA iDEN CDMA2000
WCDMA/
UMTS
Voice & Data
CDMA
GSM
Voice
TDMA
GPRS
Data
TDMA
HSUPA
Data
CDMA
LTE
Voice & Data
OFDMA
EDGE
Voice & Data
TDMA
HSDPA
Data
CDMA
HSPA+
Data
CDMA
4G?
TDMA
Voice 3G
WiMAX
Data
OFDMA
iDEN
Voice
TDMA
2.5G 2G
CDMA2000
1xRTT
Voice & Data
CDMA
EV-DO Rev. A
Data
CDMA
CDMA
Voice
CDMA
IS-95B
Voice & Data
EV-DO Rev. C/
UMB
Voice & Data
OFDMA
EV/DO
Data
CDMA
EV-DO Rev. B
Data
CDMA