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The Future of Connected Devices
    What’s next after App Stores?


             DP Venkatesh
            CEO, mPortal Inc
           dp @ mPortal.com
                  	
  
The Connected Experience
In 2011 and beyond, Networks, Devices and Content all Come Together



   U.S. 4G Networks will garner                         Tablets will be a
 30 million consumers by mid-2012	
                $45 billion market by 2014	
  


                                                                        2014
   2G
  120 M
                 3G                4G              2010
                                                             2012
                                                            $32.5 B    $45.9 B
                130 M              30 M           $15.6 B




Global enterprise cloud revenue will          Smartphone app revenue will more
     exceed $22 billion by 2014	
              than triple between 2011 and 2014	
  



              2012            2014                                      2014
                                                             2012
            $15.4 B          $22.4 B              2010                 $26.5 B
  2010
                                                  $5.1 B    $12.8 B
 $9.2 B




   Source : Analsys Mason; mPortal Analysis
This Transition Will Be The Biggest Ever
               Some early evidence is already here



 Explosion of Android	
             Tablets, Tablets - Everywhere	
  




Growth of Amazon and                    Rise of Smart TVs and
 Other Cloud Players	
                     Console Devices	
  
This is a Global Phenomenon
          The next 3 years will see explosive connected device growth globally


                           Developed Economies                  Emerging Markets
Phones             Basic  Feature  Smart Phone       Basic  Feature  Smart Phone
Tablets            iPad  Android  Other              Android Tablets
TV                 TV s  Smart TVs                    TV s  Interactive TVs
Networks           3G  4G                             2G  3G  4G
Content/Apps       Video, Music, Social Networking,    Video, Music, Enterprise, Social
                   Entertainment, Messaging            Networking, Messaging
Cloud Services     Slow - Medium Adoption              Fast Adoption

                      •    ubiquitous connectivity       •    incredible opportunity for
                      •    over 100% penetration of           creating next gen business
                           certain connected devices          models
Balance of Power is Shifting Towards the Consumer
       Providers that capitalize on connected user experience will win



                                                                   Consumers

                         Telecom & Cable
                             Providers
 Infrastructure                                 Over-the-Top
   Providers                                     & Content
                                                 Providers


                  Software              Device OEMs
                  Vendors              & OS Providers



                                                                  Connected User
                                                               Experience becomes
                                                                 the differentiator
Major Players are jockeying for position


                          Other	
  


   Devices


OS Platforms


Cloud Services


Content / Apps


Other Services
There is a significant demand for
                    cross platform capabilities

                                   Other	
        Service Providers / App Publishers /
                                                    Media Companies / Enterprises

   Devices


OS Platforms

                                               There is a significant need in the
Cloud Services                                 marketplace for enabling
                                               content / apps and other services
                                               across the various devices,
Content / Apps                                 networks and OS platforms.

Other Services
India’s internet users will increase 5-fold by 2015
                    with 75% choosing mobile access

       Share of Internet Use by Channel in India

                          100%, millions of users =               81      450


                                                                          21     PC Only

                                                                  76
                                                                          38     PC & Mobile



                                                                   14
                                                                          41     Mobile Only
                                                                   10
                                                                  2010   2015t   t   Projected
                          Penetration,
                          % of total population                    7%      35%

Source: 2010 McKinsey digital consumer survey; mPortal Analysis
The lines between Access, Devices, and
             Services are starting to overlap
India Digital Market Size

         2010: $65 billion market                                            2015: $116 billion opportunity


Access                                                                   Access
                                           Services                                                        Services
             $31                                                                     $44
            billion               $12                                               billion       $36
                                 billion                                                         billion




                $22                                                                     $36
               billion                                                                 billion

  Devices                                                                 Devices



            Sources: BCG Telecom Regulatory of India; mPortal analysis
While feature phones will continue to be relevant, the
        real money is in high end subscribers




    Source : Analsys Mason; mPortal Analysis
What does this mean ?
              Over the next few years……..
•  Operators
   –  Would attempt bundling of devices
   –  Get more value out of services and focus on ARPU increases thru
      higher VAS discovery
•  Device Manufacturers
   –  Would like to get into services as a differentiator and an added
      revenue stream
•  Services
   –  Content leaders would explore bundled handsets with easy
      access to their content to enhance discovery away from their
      traditional delivery channels
mPortal enables its customers to create
connected experiences across multiple platforms

                            Device specific Software Platform
                            that supports multiple connected
                            devices and enables easy creation
                            of end user experiences

          mPortal
      SPRINGBOARDTM         Cloud based Software Platform
      Managed Service	
     and Infrastructure provided
                            globally as a managed services
                            business

                            APIs and Platform access for
                            ecosystem partners to connect
                            to pre-packaged content/apps
                            and custom connectors easily



                                                                11	
  
mPortal’s SPRINGBOARDTM Platform has powered several
      leading Mobile / Cable Operators / Media Companies globally

                                             Market Proven   Multiple Platforms

                    Software on the Device


                    Software on the Server
SPRINGBOARDTM	
  




                           Platform


                         Infrastructure




                            Toolkits


                        OOTB Services


                       Custom Services

                        Integration &
                     Implementation Srv.



                                                                                  12	
  
Case Study: Services innovation in India today

                                 •  Embedded Home
                                    screen solution
                                    with Widget
                                    Platform
                                 •  Voice / SMS or
                                    Data services
                                 •  Solves the
                                    problem of
                                    DISCOVERY of
                                    mobile VAS
Thank You


  DP Venkatesh                 PG Ponnapa
 CEO, mPortal Inc         CEO, Emerging Markets
dp @ mPortal.com        Ponnapa.PG @ mPortal.com
       	
                          	
  

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mPortal The Future of Connected Devices_DP Venkatesh

  • 1. The Future of Connected Devices What’s next after App Stores? DP Venkatesh CEO, mPortal Inc dp @ mPortal.com  
  • 2. The Connected Experience In 2011 and beyond, Networks, Devices and Content all Come Together U.S. 4G Networks will garner Tablets will be a 30 million consumers by mid-2012   $45 billion market by 2014   2014 2G 120 M 3G 4G 2010 2012 $32.5 B $45.9 B 130 M 30 M $15.6 B Global enterprise cloud revenue will Smartphone app revenue will more exceed $22 billion by 2014   than triple between 2011 and 2014   2012 2014 2014 2012 $15.4 B $22.4 B 2010 $26.5 B 2010 $5.1 B $12.8 B $9.2 B Source : Analsys Mason; mPortal Analysis
  • 3. This Transition Will Be The Biggest Ever Some early evidence is already here Explosion of Android   Tablets, Tablets - Everywhere   Growth of Amazon and Rise of Smart TVs and Other Cloud Players   Console Devices  
  • 4. This is a Global Phenomenon The next 3 years will see explosive connected device growth globally Developed Economies Emerging Markets Phones Basic  Feature  Smart Phone Basic  Feature  Smart Phone Tablets iPad  Android  Other Android Tablets TV TV s  Smart TVs TV s  Interactive TVs Networks 3G  4G 2G  3G  4G Content/Apps Video, Music, Social Networking, Video, Music, Enterprise, Social Entertainment, Messaging Networking, Messaging Cloud Services Slow - Medium Adoption Fast Adoption •  ubiquitous connectivity •  incredible opportunity for •  over 100% penetration of creating next gen business certain connected devices models
  • 5. Balance of Power is Shifting Towards the Consumer Providers that capitalize on connected user experience will win Consumers Telecom & Cable Providers Infrastructure Over-the-Top Providers & Content Providers Software Device OEMs Vendors & OS Providers Connected User Experience becomes the differentiator
  • 6. Major Players are jockeying for position Other   Devices OS Platforms Cloud Services Content / Apps Other Services
  • 7. There is a significant demand for cross platform capabilities Other   Service Providers / App Publishers / Media Companies / Enterprises Devices OS Platforms There is a significant need in the Cloud Services marketplace for enabling content / apps and other services across the various devices, Content / Apps networks and OS platforms. Other Services
  • 8. India’s internet users will increase 5-fold by 2015 with 75% choosing mobile access Share of Internet Use by Channel in India 100%, millions of users = 81 450 21 PC Only 76 38 PC & Mobile 14 41 Mobile Only 10 2010 2015t t Projected Penetration, % of total population 7% 35% Source: 2010 McKinsey digital consumer survey; mPortal Analysis
  • 9. The lines between Access, Devices, and Services are starting to overlap India Digital Market Size 2010: $65 billion market 2015: $116 billion opportunity Access Access Services Services $31 $44 billion $12 billion $36 billion billion $22 $36 billion billion Devices Devices Sources: BCG Telecom Regulatory of India; mPortal analysis
  • 10. While feature phones will continue to be relevant, the real money is in high end subscribers Source : Analsys Mason; mPortal Analysis
  • 11. What does this mean ? Over the next few years…….. •  Operators –  Would attempt bundling of devices –  Get more value out of services and focus on ARPU increases thru higher VAS discovery •  Device Manufacturers –  Would like to get into services as a differentiator and an added revenue stream •  Services –  Content leaders would explore bundled handsets with easy access to their content to enhance discovery away from their traditional delivery channels
  • 12. mPortal enables its customers to create connected experiences across multiple platforms Device specific Software Platform that supports multiple connected devices and enables easy creation of end user experiences mPortal SPRINGBOARDTM Cloud based Software Platform Managed Service   and Infrastructure provided globally as a managed services business APIs and Platform access for ecosystem partners to connect to pre-packaged content/apps and custom connectors easily 11  
  • 13. mPortal’s SPRINGBOARDTM Platform has powered several leading Mobile / Cable Operators / Media Companies globally Market Proven Multiple Platforms Software on the Device Software on the Server SPRINGBOARDTM   Platform Infrastructure Toolkits OOTB Services Custom Services Integration & Implementation Srv. 12  
  • 14. Case Study: Services innovation in India today •  Embedded Home screen solution with Widget Platform •  Voice / SMS or Data services •  Solves the problem of DISCOVERY of mobile VAS
  • 15. Thank You DP Venkatesh PG Ponnapa CEO, mPortal Inc CEO, Emerging Markets dp @ mPortal.com Ponnapa.PG @ mPortal.com