1. Copyright 2009 IDC Aid to Recovery: The Economic Impact of IT, Software, and the Microsoft Ecosystem in Portugal Prepared for Microsoft Corporation October 2009

2. Copyright 2009 IDC Portugal: Highlights  2009 IT spending: 3.8 billion EUR ($5.5 billion)  2008-2013 IT spending growth: 2.8%; GDP growth: -0.2%  2009 software spending: 533 million EUR ($780 million); services spending: 1.2 billion EUR ($1.8 billion)  2008-2013 software spending growth: 4.4%; services: 2.9%  2009 IT employment: 99,000  2009 Microsoft-related IT employment: 44,000 2

3. Copyright 2009 IDC Portugal: Key Findings  From the end of 2009 through 2013, the IT sector will generate 7,500 high skilled jobs and account for the creation of nearly 400 new companies.  In the same period, the IT sector will generate 320 million EUR ($469 million) in new tax revenues and contribute new revenues of 950 million EUR ($1.4 billion) to GDP.  Spending on software in 2009 should account for 14% of total IT spending – but 50% of IT employment.  The Microsoft ecosystem and IT professionals in IT departments should constitute 45% of IT-related employment in 2009, 49% of IT related tax revenues.  For every EUR of Microsoft revenue in 2009, the ecosystem beyond Microsoft should reap 10.53 EUR.  The Microsoft ecosystem is expected to invest nearly 526 million EUR ($770 million) in the local economies in 2009. 3

4. Copyright 2009 IDC Portugal: IT’s Economic Impact Source: IDC Economic Impact Study, 2009 Growth Expected from Year End 2008 through 2013 4

5. Copyright 2009 IDC Source: IDC Economic Impact Study, 2009 5 Portugal: IT Employment, 2009 Microsoft-related IT employment in 2009 is projected at 45% of total IT employment

6. Copyright 2009 IDC Ratio of Ecosystem Revenue in 2009 to Microsoft Revenue Portugal: Impact of the Ecosystem 6 Source: IDC Economic Impact Study, 2009 Total = 10.53 EUR

7. Copyright 2009 IDC Portugal: Growth Through Innovation 2.4 billion EUR Net New Business Revenue from Cloud Computing* *Microsoft calls this Software plus Services  Long term transition to use of Internet-based services and intelligent clients  About 1% of IT spending in 2009, but fast growth  Lowers percentage of IT spending on maintenance of legacy systems and allows new projects and initiatives  Resultant innovation leads to new business revenues 7 Source: IDC Economic Impact Study, 2009 Billion EUR