1. New Mobile Revenue Growth Opportunities
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New Mobile Revenue Growth Opportunities
Dave McGlade, CEO O2 UK
24 February 2004
Confidential

2. What are basic revenues?
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What are basic revenues? US
Europe
Asia
Voice
Voice
SMS
Voice
Mobile Internet
Ringtones/Ringback
Confidential

3. We will continue to stimulate voice & SMS usage
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We will continue to stimulate voice & SMS usage
Roaming
International Calling
Voice Mail
Fixed Mobile Substitution/Convergence
SMS
International Calling Discount
SMS Broker Services
SMS Bolt-ons
O2 Home
Confidential

4. But future growth must come from data services
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But future growth must come from data services
Messaging
Mobile Internet
Music
Video
Business to Business
Source: Strategy Analytics
Confidential

5. Email and advanced messaging will be the next new growth opportunities
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and advanced messaging will be the next new growth opportunities
Source: Strategy Analytics
Confidential

6. Some examples of what O2 are doing
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Some examples of what O2 are doing
MMS
Picture Messaging
Wallpapers
Alerts
Video Messaging
XDA
Blackberry
Data cards
Instant Messaging
Launched October ’03
Push to Talk
Confidential

7. Mobile Internet has seen significant growth over the last year
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Mobile Internet has seen significant growth over the last year
UK WAP Page Impressions (m)
Source: Mobile Data Association
Confidential

8. O2 Active makes the Internet easy to access and use
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O2 Active makes the Internet easy to access and use
Recent enhancements include:
Pre-installed client
Personalisation
Content previews
Breaking news/alerts
Alerts
Confidential

9. Music – a mobile opportunity
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Music – a mobile opportunity
UK Music/Media Forecast
US$1.1 billion
Source: Strategy Analytics
Confidential

10. Music is more than mobile ringtones
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Music is more than mobile ringtones
O2 Digital Music Player launched November 2003
‘Over the Air’ music download service over GPRS
Partnered with major brands
Digital Rights Management
Confidential

11. Video will also see significant growth
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Video will also see significant growth
UK Video Forecast
US$256 million
Source: Strategy Analytics
Confidential

12. Content is richer with colour & video
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Content is richer with colour & video
O2 Mobile Video launched October 2003
Video streaming and download over 2.5G network
Clips from leading content providers including Exclusive Rugby World Cup content
Confidential

13. Business data revenues predicted to reach $1.7bn by 2008
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Business data revenues predicted to reach $1.7bn by 2008
UK Business Data Forecast
US$1.7 billion
Source: Strategy Analytics
Confidential

14. Mobilising the office is critical to future growth
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Mobilising the office is critical to future growth
Network
GPRS 3G
WiFi
Devices
GPRS Cards
Blackberry
XDA
Smart phones
Applications
/Internet
Extended Office
VPN
Workforce applications
Partners
Source O2
Accelerator Partners
Enabling Partners
Confidential

15. We must co-operate as an industry to grow non-basic revenues
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We must co-operate as an industry to grow non-basic revenues
Standardisation / interoperability / open architectures
Simplicity / ease-of-use / intuitive
Customer centric, not technology driven
Consistent Roaming Experience
Great content, applications & services
Confidential

16. O2 Online Has Met The Challenge! David.McGlade@O2.com
05/07/ :49:40
O2 Online Has Met The
Challenge!
Confidential