1. Restricted - Confidential Information © GSM Association 2012 All GSMA meetings are conducted in full compliance with the GSMA’s anti-trust compliance policy Building the Connected Economy Anne Bouverot: Director General, GSMA May 14, 2012

2. © GSMA 2012 The Connected Economy 2 The mobile communications industry is creating a ‘Connected Economy’ across the globe, both directly through network investment, job creation and contributions to public funding, and also by transforming adjacent industries such as education, healthcare, payments, transportation and utilities.

3. © GSMA 2012 Todays Connected World But we are just beginning… US $1,500,000,000,000 MOBILE INDUSTRY REVENUES  6,600,000,000 MOBILE CONNECTIONS  3,600,000,000 MOBILE SUBSCRIBERS (INDIVIDUAL) 1,300,000,000 MOBILE BROADBAND CONNECTIONS    >8,000,000 TOTAL ECOSYSTEM JOBS

4. © GSMA 2012 Building the Connected Economy According to the World Bank, a 10% increase in: Mobile Penetration Mobile Broadband Penetration By 2015 the mobile industry will be responsible for: Revenues: $1.9 trillion Employment: 9.8 million jobs Contribute $2.7 trillion to public funds Between 2012 and 2015 the mobile industry will:

5. © GSMA 2012 Automotive Connected Living Consumer Electronics Utilities Healthcare 24 Billion Connected Devices by 2020 Education

6. © GSMA 2012 Connected Commerce: Mobile NFC Payments TicketingSecure Access Couponing Secure and Interoperable SIM-Based NFC Services

7. © GSMA 2012 7 Building the NFC Ecosystem Mobile Industry Mobile Industry Financial Industry Financial Industry Adjacent Industries Public Sector Differing approaches will fragment the market NFC can only succeed with collaboration across the value chain

8. © GSMA 2012 To create jobs and diversify their economies, governments across the MENA region should prioritize the release of harmonized spectrum for LTE services Mobile Broadband Spectrum

9. © GSMA 2012 mWomen Programme Middle East & N Africa Gender Gap: 24%, 25M women Mkt. Opportunity: US$1.5B 2009 subscribers: 102M males76M females 2009 Population 168M males165M females TOTALS Gender Gap: 21% 300M women Mkt. Opportunity: U$13B 2009 subscribers: 1.4B males1.1B females 2009 Population 2.9B males2.9B females mWomen in MENA represents a $1.5B market opportunity

10. © GSMA 2012 Creating a Connected World Connecting People Connecting the World to the Internet Connecting Everything in Our Lives

11. Restricted - Confidential Information © GSM Association 2012 All GSMA meetings are conducted in full compliance with the GSMA’s anti-trust compliance policy THANK YOU! abouverot@gsm.org