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Mobile Internet

Mobile Internet

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Mobile Internet

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

  4. ...Users are Actually Using the Service +63% +59% ** 15.6% 17.6% * Download maps & directions Search forproducts & services Obtained information about movies & entertainment Connected with Social Networks +67% +182% 9.6% 13.7% * % 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 Skype for Mobile Google Latitude ebay Yahoo! Mobile

  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