Confidential © Copyright 2006 Telephia, Inc. 1 $3,471 The mobile content business is growing steadily Mobile Content Revenues (in millions) Q306-Q107, US $4,121 Note: Includes prepaid, postpaid, and on-portal (no off-portal) Source: Telephia bill panel and survey analysis. Extrapolation from CTIA and Telephia mobile universe estimates $4,610
Confidential © Copyright 2006 Telephia, Inc. 2 The number of wireless subscribers using mobile content also continues to grow, especially for MMS Mobile Content Subscribers (in millions) Q306-Q107, US Note: Includes prepaid, postpaid, and on-portal (no off-portal) Source: Telephia bill panel and survey analysis. Extrapolation from CTIA and Telephia mobile universe estimates
Confidential © Copyright 2006 Telephia, Inc. 3 Premium SMS accounts for the largest share of mobile download revenues Mobile Download Revenues (in millions) Q306-Q107, US $727 $775 Note: Includes prepaid, postpaid, and on-portal (no off-portal) Source: Telephia bill panel and survey analysis. Extrapolation from CTIA and Telephia mobile universe estimates $851 * Premium SMS newly classified in Q1 2007
Confidential © Copyright 2006 Telephia, Inc. 4 Mobile app subs decreased but revenue increased due to increased consumption of high priced LBS apps Mobile Downloaders (in millions) Q306-Q107, US Note: Includes prepaid, postpaid, and on-portal (no off-portal) Source: Telephia bill panel and survey analysis. Extrapolation from CTIA and Telephia mobile universe estimates * Premium SMS newly classified in Q1 2007