Google Mobile
Small screens – Big Opportunity
Google Confidential and Proprietary

“The future is already here,
it’s just unevenly distributed”
- William Gibson
Google Confidential and Proprietary

Setting the scene
Big Changes
Google Confidential and Proprietary

1. Mobile Internet: Usage Will Explode
1B sold in
20
1B sold in
years
4
1B sold in years
2
years
Google Confidential and Proprietary
Source: Wireless Intelligence, as referenced in The New York Times, April 2008.

Mobile Internet: Early Signs
• iPhone generates 50x more search queries
– 60% of time spent on non-calls activity
• Japanese teens spend 2 hours daily on mobile web
• 9M new subscribers each month in India
Google Confidential and Proprietary

Mobile Internet: Affecting All Aspects of Culture
Literature Shopping
20% Japanese
use e-money
Television
5 of the top 10 bestselling
novels in Japan were
written on a mobile Commerce/Wallets
Music About 6.5M in the U.S.
watched videos on their
phones in August
mChek is already being
31% of global music used by 500,000 people
Google India and Proprietary
in Confidential
spend is mobile

2. Maps: A Key Interface
The information that matters most
is information about things that
are closest.
Google Confidential and Proprietary

Maps: Early Signs
• Never Get Lost!
• 1M+ hours per day spent on Google Maps and Google Earth
• Local search is the #2 most popular activity online (after email)
Google Confidential and Proprietary

3. Divide Between Desktop and
the Web Will Dissolve
Google Confidential and Proprietary

Cloud Computing: Early Signs
Creating without walls Banking without walls
Sharing Listening
without walls without walls
Browsing without walls Google Confidential and Proprietary
www.adaptivepath.com/aurora/

4. Everything Will Connect
Google Confidential and Proprietary

Everything Is Connected: Early Signs
• Email info
• Download coupon
• Purchase
Google Confidential and Proprietary

Everything Is Connected: Early Signs
Retail: “Minority Report”
Hospitals
Google Confidential and Proprietary

5. More Personal and Social
Google Confidential and Proprietary

Social Networking: Early Signs (large and small)
Google Confidential and Proprietary
Broad reach Niche audiences

Social and Personal: How We Share Is Already Changing
Google Confidential and Proprietary

Social Is a Feature, Not a Destination
Reviews & communities around
products
Google Confidential and Proprietary

6. Internet Will Be a Primary Platform for Media
7.5 million hours of events watched online
YouTube received about 1,200
submissions in one day through
Video Your Vote
Hulu users are streaming over
63M videos and are watching over
two hours of video per month each
The future of book reading, with185 MB of user-
accessible internal memory
Google Confidential and Proprietary

… And a Primary Platform for Marketing
Google Confidential and Proprietary

Big Changes
1. Mobile Internet use will explode
2. Maps will be a key interface
3. Divide between desktop and the Web will dissolve
4. Everything will connect
5. The web will be more personal and social
6. The Internet will be a major platform for media & marketing
Google Confidential and Proprietary

Mobile is a key part of Google’s future
Organize the world’s information and make it
universally accessible
Google Confidential and Proprietary

4 strategic imperatives
Google Confidential and Proprietary

Location, Location, Location
Google Confidential and Proprietary

Openness and Innovation
Google Confidential and Proprietary

So what is Android ?
Google Confidential and Proprietary

What is Android?
Android is a programming language designed by Google and the
Open Handset Alliance. Android has been designed to work on
many different types of smartphones and will be seen around the
World on tons of different networks.
Software Handset
Partners Manufacturers
Semiconductor
Mobile Operators
Companies
Google Confidential and Proprietary 26

Advertising remains the main business model
Google Confidential and Proprietary

Google Confidential and Proprietary

Thank You!
Google Confidential and Proprietary