1. Redshift Strategy 2013 0 The mobile landscape is being shaped by new services and products built on emerging technologies The battle for mobile revenue Potential impact on MNOs £ Emerging technologies HetNets TV White Space New products and services MB Declining voice revenues Increasing data usage Increasing mobile connections 231 Guidelines: Graphical/visual presentations take a number of forms, including conceptual, informational and numerical. Applicants are encouraged to consider the most suitable style of presentation for their chosen discussion topic. Source:Redshift analysis

2. Redshift Strategy 2013 1 Emerging technologies are driving global connectivity and data consumption Emerging technologies TV White Space 1 Wi-Fi is a global standard for wireless communications Refined standards will further improve the range and connection speeds of wireless networks Smartphones and tablets are driving global connectivity Connected devices are leading to an increase in media and data consumption “Heterogenous Networks” combine large and small cells to provide seamless coverage HetNets may increase connectivity and improve network capacity in order to support increased data consumption TV White Space is unused frequencies in terrestrial television bands TV White Space may provide cheap internet connectivity in rural areas and developing countries HetNets Guidelines: An example informational slide Source:Redshift analysis

3. Redshift Strategy 2013 2 Skype, Viber and WhatsApp are examples of disruptive services which could undermine traditional MNO revenues New products and services: Skype, Viber and WhatsApp Skype is a cross platform communications service specialising in video and voice calls over IP 280 million monthly users 200 billion daily minutes 120 million downloads on iPhones and iPads and over 100 million downloads from the Google Play Store Viber is a cross platform communications service specialising in voice calls to mobile devices over IP Viber is available on iOS and Android and has recently been launched for web browsers Viber reported 200 million registered users in May 2013, up from 140 million in December 2012 WhatsApp is a cross platform instant messenging application WhatsApp is available on iOS, Android, Blackberry, Windows phone and Symbian WhatsApp reported more than 200 million monthly active users in April 2013 WhatsApp reportedly handles 8 billion inbound and 12 billion outbound messages per day 2 Source:Skype, Viber, WhatsApp, press articles, Redshift analysis Guidelines: An example case study slide

4. Redshift Strategy 2013 3 MNOs will be challenged by an increase in mobile traffic and plateauing revenues Potential impacts on MNOs Global mobile revenueGlobal mobile trafficGlobal mobile connections Note:Machine-to-machine connections assumed negligible Source:Informa, Ovum, Redshift analysis 3 Number of mobile connections driven by reducing equipment costs and demand for mobile broadband MNOs have an incentive to create pricing structures based on data services MNOs are supporting high cellular data usage without gaining proportional data revenues Guidelines: An example numerical slide