1. Mobile Location Services: Market Strategies Ovum Report 2000 Part F: Forecasts Pasi Pekkinen pasi.pekkinen@navinova.com Navinova Oy Navinova Oy

2. Ovum Report 2000: Mobile Location Services 14.7.2015 / PP2 Global forecast By 2006 LCS will generate $19,5 millionBy 2006 LCS will generate $19,5 million Mobile LCS connections will rise from 2 million in 2001 to 565 million in 2006Mobile LCS connections will rise from 2 million in 2001 to 565 million in 2006 In 2006 operators total revenue will be $780 billion, of which $8 billion from LCSIn 2006 operators total revenue will be $780 billion, of which $8 billion from LCS Until 2004 information, tracking and call routing constitute bulk of LCS revenues at $4,7 billionUntil 2004 information, tracking and call routing constitute bulk of LCS revenues at $4,7 billion In 2005 revenues from l-commerce and advertising will be $8,4 billion, over half of all revenuesIn 2005 revenues from l-commerce and advertising will be $8,4 billion, over half of all revenues

3. Ovum Report 2000: Mobile Location Services 14.7.2015 / PP3 Global forecast (cont.) By 2006 most new devices support positioningBy 2006 most new devices support positioning Users will mostly be interested in information:Users will mostly be interested in information: –navigational data, entertainment listings and weather forecasts –550 million users in 2006 Tracking and call routing more limited applications, yet 95 and 125 million users Tracking and call routing more limited applications, yet 95 and 125 million users Operators revenues mainly from information (consumers) and tracking services (vertical)Operators revenues mainly from information (consumers) and tracking services (vertical)

4. Ovum Report 2000: Mobile Location Services 14.7.2015 / PP4 Global ARPU ($) and Connections (1000s) 2001 2006 2001 2006 ARPU Users ARPU Users ARPU Users ARPU Users $ (1000s) $ (1000s) $ (1000s) $ (1000s) Information services 31 1 426 5 550 521 Tracking services 32 264 17 124 468 Call routing 5 238 5 94 307

5. Ovum Report 2000: Mobile Location Services 14.7.2015 / PP5 Revenues from LCS ($ million) ($ million) Year20012006 L-advertising 54444 L-commerce 619793 Others 545176 Total: 120 19 413 Operators share: 677958

6. Ovum Report 2000: Mobile Location Services 14.7.2015 / PP6 Regional forecasts At the beginning of 2001 50% of LCS connections will be in Western EuropeAt the beginning of 2001 50% of LCS connections will be in Western Europe Division of connections:Division of connections: Region20012006 Western Europe50%32% Asia-Pacific21%18% North-America19%20% Middle East & Africa 9% 7% Central Asia 1%11% Central-South America - 8% Central-East Europe - 4%

7. Ovum Report 2000: Mobile Location Services 14.7.2015 / PP7 Mobile LCS connections (1000s) Region 2001 2006 World1 805 564 044 Western Europe 902182 293 Finland 14 3 072 Sweden 23 5 331 Germany 140 34 737 France 91 24 220 Italy 137 34 566 UK 117 31 549

8. Ovum Report 2000: Mobile Location Services 14.7.2015 / PP8 Total revenues from LCS ($ million) Region 2001 2006 Total Operators Total Operators Total Operators Total Operators World 119 67 19 413 7 958 Western Europe 55 32 6 607 2 613 Finland 1 <1116 45 Sweden 2 1200 78 Germany 10 6 1 279 518 France 6 3898 365 Italy 10 4 1 207 465 UK 8 5 1 200 463

9. Ovum Report 2000: Mobile Location Services 14.7.2015 / PP9 Mobile LCS connections (Finland) 14.7.2015 / PP 9 Ovum Report 2000: Mobile Location Services

10. 14.7.2015 / PP10 Total market revenues and operators share (Finland) 14.7.2015 / PP 10 Ovum Report 2000: Mobile Location Services

11. 14.7.2015 / PP11 Methodology Forecasts include:Forecasts include: –Applications: information, tracking, call routing, L-advertising, L-commerce –Covering:high and low precision techniques network, terminal & hybrid solutions –Mobile LCS connections: connections supporting positioning and used at least once a year

12. Ovum Report 2000: Mobile Location Services 14.7.2015 / PP12 Assumptions: Demand % of all LCS users per segment: Information TrackingCall Routing Information TrackingCall Routing 2001 2006 2001 20062001 2006 2001 2006 2001 20062001 2006 Consumer 82% 100% 14% 22% 8%13% Vertical 50% 79% 60% 100%32%51% Business 60% 80% 1% 18% 59%

13. Ovum Report 2000: Mobile Location Services 14.7.2015 / PP13 Assumptions: Revenues Information services biggest proportionInformation services biggest proportion Business model based on large volumes of low- priced enquiriesBusiness model based on large volumes of low- priced enquiries Increased competition from sponsored services and free contentIncreased competition from sponsored services and free content Tracking services profitable in vertical segmentTracking services profitable in vertical segment Coupons main element of L-advertising revenuesCoupons main element of L-advertising revenues Operators revenues a proportion of L-commerce revenues 2001: 22-27%2006: 7-10%Operators revenues a proportion of L-commerce revenues 2001: 22-27%2006: 7-10%