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Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
Executive Summary - Mobile Messaging Futures 2012 Edition
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Executive Summary - Mobile Messaging Futures 2012 Edition

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Analysis and Growth Forecasts for Mobile Messaging Markets Worldwide: 6th Edition. …

Analysis and Growth Forecasts for Mobile Messaging Markets Worldwide: 6th Edition.

Complete with groundbreaking five-year OTT user and traffic forecasts, the sixth edition of our best selling messaging report available here in PPT Exec Summary form. Packed with detailed market analysis, traffic and revenue forecasts. Data for SMS, OTT messaging, MMS, mobile e-mail and mobile IM markets worldwide. With essential insight into the future of SMS and OTT within a wider market that will be worth USD 310 billion by end-2016.

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  • 1. Portio Research Limited. Published February 2012 by Portio Research Limited © Copyright 2012. www.portioresearch.com info@portioresearch.com Disclaimer and Legal Notices Disclaimer Every care has been taken in the preparation of this study to ensure that the information contained herein is accurate, factual and correct to the best of our knowledge, at time of publishing. All opinions, suppositions, estimates and recommendations included in this document are solely the opinions of the authors unless otherwise stated. Portio Research Limited accepts no liability for any loss or damage or unforeseen consequential loss or damage arising from the use of the information contained within this document. The opinions, suppositions, estimates and recommendations within this document cannot be guaranteed, and readers use this information at their own risk. The information published in this document is subject to change without notice at any time, and Portio Research Limited accepts no liability or obligation to inform the reader of such changes. Portio Research Limited do not promote or endorse any specific companies or products, the views and opinions we express in this document are wholly our own assessments, and independent from any external interest or influence. Many terms and phrases and trade names used in this document are proprietary and Portio Research Limited recognises and acknowledges that all trademarks are copyright, belonging to their respective owners. Where possible, this document accords such terms and phrases and trade names to their respective owners. All Rights Reserved. No part of this document can be copied, shared, redistributed, transmitted, displayed in the public domain, stored or displayed on any internal or external company or private network or electronic retrieval system, nor reprinted, republished or reconstituted in any way without the express written permission of the publisher. Forwarding of this electronic document without the correct legal licence is theft. It’s unethical, immoral and against the law. If you have any questions about the legal licence conditions under which this document has been distributed, please contact Portio Research on info@portioresearch.com If you did not buy this document and a colleague or associate has sent it to you, do not assume you are legally entitled to read it, it is your responsibility to ensure you have the correct legal licence to read this document. All Rights Reserved – Privileged and Confidential
  • 2. Presentation Plan 1 Introduction 2 SMS 3 OTT Messaging Services 4 MMS 5 Mobile E-mail 6 Mobile IM All Rights Reserved – Privileged and Confidential
  • 3. Introduction (1/2) Mobile Subscribers (In Million) Mobile Subscribers — Worldwide 8,000 6,000 4,000 2,000 5,977.8 2010 2011 2012F 7,339.6 7,695.8 8,003.1 2013F 5,341.4 4,655.8 6,939.1 6,485.5 2014F 2015F 2016F 0 2009 Year Mobile Subscribers Break-out – Regional (2011) 15.1%  At end-2011, worldwide mobile subscribers stood at nearly 6 billion. This subscriber base is now projected to grow at a Compound Annual Growth Rate (CAGR) of 6 percent between 2011 and 2016, and is expected to cross 8 billion by end-2016. 18.3% 10.0%  Asia Pacific’s subscribers constituted 50.7 percent of the worldwide mobile subscriber base in 2011, while the second largest contributor was Europe with 18.3 percent 5.9% 50.7% Europe Asia Pacific North America Mobile Subscribers: Highlights Latin America Africa and Middle East  The emerging markets of Asia Pacific, and Africa and Middle East, with CAGRs of more than 7.7 percent and 7.4 percent respectively over 2011–2016, are expected to drive the growth of the worldwide mobile subscriber base Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 4. Introduction (2/2) Mobile Messaging Revenue (In USD Billion) 400 300 50 34.1 35.0 35.7 38.6 37.1 39.5 39.7 39.5 40 30 200 100 148.4 174.9 202.0 259.0 231.0 281.7 298.8 310.2 20 10 0 Annual Messaging ARPU (in USD) Mobile Messaging Revenue — Worldwide 0 2009 2010 2011 2012F 2013F 2014F 2015F 2016F Year Mobile Messaging Revenue Annual Messaging ARPU  The worldwide mobile messaging market was worth USD 202 billion in 2011. This number is forecast to rise to USD 310.2 billion by end2016, at a CAGR of 9 percent between 2011 and 2016.  Asia Pacific generated the highest mobile messaging revenue in 2011 and Latin America produced the least  Among the mobile messaging services scrutinised in this report, SMS yielded the highest revenue for operators in 2011 and mobile IM gathered the least revenue  In 2011, average messaging ARPU stood at USD 35.7 and is expected to increase for at least the next four years to reach USD 39.7 in 2015. In 2016, owing to the comparatively slower growth in worldwide messaging revenue than subscriber numbers, average messaging ARPU is expected to see a dip, albeit only slight.  Supported by the biggest subscriber base, Asia Pacific is the largest market for mobile messaging Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 5. Presentation Plan 1 Introduction 2 SMS 3 OTT Messaging Services 4 MMS 5 Mobile E-mail 6 Mobile IM All Rights Reserved – Privileged and Confidential
  • 6. SMS Traffic – Worldwide 12,000 113.9 115.5 6,834.5 2010 115.0 113.8 109.3 105.1 102.0 7,843.7 8,599.7 9,162.9 9,443.5 9,639.3 9,554.2 2011 2012F 2013F 2014F 2015F 2016F 100.1 9,000 6,000 3,000 5,225.6 0 2009 140 120 100 80 60 40 20 0 SMS Use per Subscriber per Month SMS Traffic (In Billion) SMS Traffic and Use — Worldwide Year SMS Traffic SMS Traffic Break-out – Regional (2011) 5.0% 2.4%  In 2011, an average subscriber sent approximately 116 text messages per month. This number is forecast to drop to 102 text messages by end-2016.  With a CAGR of almost 14.1 percent, Africa and Middle East will lead in terms of regional SMS traffic growth during 2011–2016 49.4% Asia Pacif ic North America SMS Traffic: Highlights  Over 7.8 trillion SMS were exchanged worldwide in 2011, and total SMS traffic is expected to near 9.6 trillion by end-2016 – representing a CAGR of over 4 percent 12.1% 31.1% Europe SMS Use per Subscriber per Month Latin America Af rica and Middle East  Worldwide A2P SMS traffic is expected to grow at a CAGR of 13.1 percent during 2011-2016, while the corresponding growth rate for P2P SMS is 1.9 percent Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 7. SMS Revenue – Worldwide SMS Revenue (In USD Billion) SMS Revenue — Worldwide 180 120 128.2 150.4 155.0 155.8 153.6 113.8 140.5 98.9 2009 60 2010 2011 2012F 2013F 2014F 2015F 2016F 0 Year SMS Revenue Break-out – Regional (2011)  In 2011, worldwide SMS revenue stood at USD 128.2 billion and is forecast to grow at a CAGR of 3.7 percent to settle at USD 153.6 billion by end-2016 6.5% 4.3% 27.1%  With over 42 percent contribution to worldwide SMS revenue in 2011, Asia Pacific continued its leading position worldwide in terms of SMS revenue 19.9%  During 2011-2016, worldwide A2P (Application-To-Peer) SMS revenue is expected to grow at a CAGR of 14.4 percent, whereas P2P SMS revenue is forecast to decline at a CAGR of 2.7 percent 42.2% Europe Asia Pacif ic North America SMS Revenue: Highlights Latin America Af rica and Middle East Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 8. SMS Traffic – Regional SMS Traf f ic — Regional 5,484.0 6,000 SMS Traf f ic (In Billion) 5,000 3,874.5 4,000 2,440.8 3,000 2,000 948.8 2,097.0 1,006.3 1,000 392.3 604.1 187.3 362.8 0 Europe Asia Pacif ic North America Latin America Af rica and Middle East Region 2011 2016F  Total European SMS traffic is projected to grow till 2014 and then decline in 2015 and 2016; hence registering an overall growth at a CAGR of 1.2 percent during 2011-2016 – the second lowest in the worldwide SMS market, after North America  In 2011, Asia Pacific’s total SMS traffic amounted to nearly 3.9 trillion and is set to reach almost 5.5 trillion by end-2016, growing at a CAGR of 7.2 percent during 2011-2016  North America’s SMS traffic stood at 2.4 trillion at end-2011 and – after peaking around 2013 – is forecast to drop to 2.1 trillion by end2016, declining at a CAGR of 3 percent during 2011-2016  In 2011, total SMS traffic in the Latin American region amounted to over 392 billion; this traffic is forecast to increase at a CAGR of 9 percent during 2011-2016 to reach 604.1 billion SMS by end-2016  The overall SMS market in Africa and Middle East looks promising in the coming years and is expected to see traffic of approximately 363 billion by end-2016, growing at a CAGR of 14.1 percent between 2011 and 2016 Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 9. SMS Revenue – Regional SMS Revenue (In USD Billion) SMS Revenue — Regional 80 70 60 50 40 30 20 10 0 73.7 54.1 34.7 36.6 25.6 21.8 5.5 Europe Asia Pacif ic North America 7.9 Latin America 8.3 13.6 Af rica and Middle East Region 2011 2016F  Between 2011-2016, Europe’s SMS revenue is expected to grow at a CAGR of a mere 1 percent – second lowest among all regions after North America  SMS revenue generated in Asia Pacific in 2011 stood at USD 54.1 billion and is forecast to reach USD 73.7 billion by end-2016, growing at a CAGR of 6.4 percent. The region’s contribution to SMS revenue is projected to reach 48 percent in 2016, against 42.2 percent in 2011.  The revenue generated from SMS in the North American region is forecast to ultimately decline from USD 25.6 billion in 2011 to USD 21.8 billion in 2016, dropping at a CAGR of 3.2 percent during 2011-2016  Latin America’s SMS revenue amounted to USD 5.5 billion in 2011 and is forecast to grow at a CAGR of 7.6 percent to reach USD 7.9 billion in 2016  Annual SMS revenue in Africa and Middle East is projected to grow from USD 8.3 billion in 2011 to USD 13.6 billion in 2016, at a CAGR of nearly 10.4 percent Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 10. Presentation Plan 1 Introduction 2 SMS 3 OTT Messaging 4 MMS 5 Mobile E-mail 6 Mobile IM All Rights Reserved – Privileged and Confidential
  • 11. OTT Users – Worldwide 25.0% 2,500 2,000 18.4% 1,500 0 14% 9.2% 6.8% 3.1% 4.0% 5.1% 146.6 214.7 306.4 438.2 640.8 2009 500 21% 12.9% 1,000 2010 2011 2012F 2013F 28% 2,001.1 1,417.4 7% 946.4 0% 2014F 2015F OTT User Penetration (In Percent) OTT Users (In Million) OTT Users — Worldwide 2016F Year OTT Users OTT Users Penetration OTT Users Break-out – Regional (2011) 2.8%  The worldwide OTT messaging user base stood at 306.4 million at end-2011 6.0%  Widespread adoption of smartphones, better network coverage, compelling and affordable data plans and the launch of numerous OTT messaging services have bolstered uptake 25.4% 30.9%  With the aforementioned favourable factors in mind, OTT users are expected to total over 2 billion by end-2016, growing at a CAGR of 45.5 percent 34.9% Europe Asia Pacif ic North America OTT Users: Highlights Latin America Af rica and Middle East Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 12. OTT Messaging Traffic – Worldwide OTT Messaging Traffic — Worldwide OTT Messaging Traffic (In Billion) 25000 20000 15000 10000 5000 59.6 1,297.1 3,491.6 2009 2010 2011 8,993.7 5,846.2 2012F 12,682.1 16,426.1 20,293.1 0 2013F 2014F 2015F 2016F Year OTT Messaging Traffic Break-out – Regional (2011)*  OTT messaging traffic spiked from 59.6 billion in 2009 to 1.3 trillion in 2010. The growth continued and registered traffic of 3.5 trillion in 2011. 0.6% 0.7% 6.8% 19.1%  With the ever increasing uptake of smartphones and mobile data services, this growth is expected to continue and will reach 20.3 trillion by end-2016  During the period 2011-2016, OTT messaging traffic is expected to grow at a CAGR of 42.2 percent 72.7% Europe Latin America OTT Messaging Traffic : Highlights Asia Pacific Africa and Middle East * Figures may not add up to 100 percent because of rounding-off errors North America Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 13. OTT Users – Regional OTT Users — Regional OTT Users (In Million) 1,000 924.6 800 600 416.0 400 200 309.2 77.9 107.0 18.4 8.5 0 Europe Asia Pacific 203.8 147.6 94.6 North America Latin America Africa and Middle East Region 2011 2016F  Asia Pacific had the largest regional OTT messaging user base in 2011, constituting nearly 35 percent of the worldwide user base. It was followed by North America and Europe with 30.9 percent and 25.4 percent respectively.  Asia Pacific is expected to strengthen its position and continue its dominance till 2016 by contributing 46.2 percent to the worldwide OTT messaging user base, while Europe will overtake North America to be the second largest contributor  Latin America and Africa and Middle East will also increase their respective contributions in 2016 Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 14. OTT Messaging Traffic – Regional OTT Messaging Traffic — Regional OTT Messaging Traffic (In Billion) 12,000 10,496.7 10,000 8,000 7,085.2 6,000 4,000 2,538.5 1,884.7 2,000 237.1 668.0 25.5 0 Europe Asia Pacific North America 451.2 Latin America 22.5 375.4 Africa and Middle East Region 2011 2016F  North America had the highest contribution of 72.7 percent to worldwide OTT messaging traffic in 2011, owing to high regional smartphone penetration and high mobile data usage among mobile subscribers  North America will continue its dominance through to 2016 owing largely to the heavy messaging usage among regional mobile subscribers, and will contribute 51.7 percent to worldwide OTT messaging traffic in 2016  In 2016, Asia Pacific will place second with a contribution of 34.9 percent. Here, the huge subscriber base converting to OTT messaging service users will help to increase its percentage contribution significantly. Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 15. P2P SMS and OTT Messaging Traffic P2P SMS and OTT Messaging Traffic (In Billion) P2P SMS and OTT Messaging Traffic — Worldwide 30000 25000 20000 15000 10000 5000 4,693.3 7,250.0 2009 2010 10,077.1 16,276.8 12,841.7 20,039.4 23,815.6 27,515.0 0 2011 2012F 2013F 2014F 2015F 2016F Year  We spoke to many of the major players in the messaging industry over the months that we were researching this report, and we found that on the whole, they mainly agreed with our opinion that OTT and social networking are boosting overall mobile messaging, and the cannibalisation of SMS is minimal  Clearly OTT services are a significant new category, with lots of growth ahead. However, for the foreseeable future, they still do not pose a significant threat to SMS at a worldwide level.  The ultimate reach of SMS – over 5 billion people at worldwide level irrespective of network type, device type and brand – packs a number of unique benefits. The reliability associated with SMS makes it a perfect choice for alerts and notifications. Additionally, in the business segment, its widespread reach combined with associated reliability and security makes it suitable for enterprise and machine-to-machine communications. Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 16. Presentation Plan 1 Introduction 2 SMS 3 OTT Messaging Services 4 MMS 5 Mobile E-mail 6 Mobile IM All Rights Reserved – Privileged and Confidential
  • 17. 300 MMS Traffic and Use — Worldwide 39.2 38.9 MMS Traffic (In Billion) 250 200 207.2 195.7 169.1 36.6 245.9 228.4 259.1 270.3 276.8 40 39 38 36.7 36.6 150 36.3 37 36.0 35.3 100 36 35 50 34 0 MMS Use per Subscriber per Year MMS Traffic – Worldwide 33 2009 2010 2011 2012F 2013F 2014F 2015F 2016F Year MMS Traffic MMS Use per Subscriber per Year MMS Traffic Break-out – Regional (2011) 1.0% 1.6%  Around 207 billion MMS were generated in 2011, representing a yo-y growth rate of nearly 6 percent. Traffic is now forecast to reach close to 277 billion by end-2016, after increasing at a CAGR of 6 percent during 2011-2016. 7.4%  In 2011, Asia Pacific had the largest share in worldwide MMS traffic followed by North America 27.8% 62.2% Europe Asia Pacif ic North America MMS Traffic: Highlights Latin America  The markets of Latin America and Africa and Middle East will also show an increase in their contribution to worldwide MMS traffic during the same period, albeit by a very small margin Af rica and Middle East  North America will witness a decline in its share of worldwide MMS traffic during 2011-2016 Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 18. MMS Revenue – Worldwide MMS Revenue — Worldwide MMS Revenue (In USD Billion) 45 36 27 33.4 35.7 38.3 38.5 26.3 30.8 37.3 29.5 2009 2010 2011 2012F 2013F 2014F 2015F 2016F 18 9 0 Year MMS Revenue Break-out – Regional (2011) 3.1% MMS Revenue: Highlights  In 2011, MMS generated USD 30.8 billion of revenue worldwide, an increase of nearly 5 percent on 2010 revenue 4.0%  Worldwide MMS revenue is forecast to reach USD 38.5 billion by end-2016, growing at a CAGR of approximately 4.5 percent during 2011-2016 30.1% 30.9%  Asia Pacific contributed the most to worldwide MMS revenue in 2011, closely followed by North America and Europe 31.9% Europe Asia Pacif ic North America Latin America Af rica and Middle East  The Asia Pacific region is forecast to not only retain its dominance in the worldwide MMS market, but also increase its share in the MMS revenue pie from 31.9 percent in 2011 to 33.7 percent by end-2016 Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 19. MMS Traffic – Regional MMS Traffic – Regional 200 179.6 MMS Traffic (In Billion) 150 129.0 100 58.0 50 15.3 60.8 22.0 2.1 0 Europe Asia Pacific North America 4.4 Latin America 3.3 10.0 Africa and Middle East Region 2011 2016F  In 2011, MMS traffic in Europe amounted to 15.3 billion MMS and is forecast to reach 22 billion MMS by end-2016 – growing at a CAGR of 7.5 percent  Asia Pacific’s total MMS traffic in 2011 stood at 129 billion and is expected to reach 179.6 billion in 2016, after growing at a CAGR of 6.8 percent during 2011-2016  MMS traffic in North America is expected to ultimately increase from nearly 58 billion in 2011 to just 60.8 billion MMS by end-2016, growing at a mediocre CAGR of about one percent  Total MMS traffic for Latin American markets during 2011 was 2.1 billion. This is expected to grow at a CAGR of 16.4 percent during 2011-2016 to reach 4.4 billion by end-2016.  In Africa and Middle East, countries such as Iran, Kenya, South Africa and DR of Congo witnessed over 20 percent growth in MMS traffic, and Oman saw incredible growth of more than 111 percent in MMS traffic in 2011 Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 20. MMS Revenue – Regional MMS Revenue – Regional MMS Revenue (In USD Billion) 14 12 10 13.0 11.7 9.3 9.8 9.5 10.0 8 6 4 2 1.0 1.4 1.2 2.4 0 Europe Asia Pacific North America Latin America Africa and Middle East Region 2011 2016F  European MMS revenue stood at USD 9.3 billion in 2011. This figure is forecast to reach USD 11.7 billion by end-2016 – a CAGR of 4.8 percent, and the second slowest growth rate among all regions worldwide, after North America.  MMS revenue for Asia Pacific in 2011 was USD 9.8 billion. It is now expected to grow at a CAGR of 5.7 percent during 2011-2016 and end 2016 at USD 13 billion.  North America’s MMS revenue will rise to USD 10 billion in 2016 – also at a CAGR of one percent between 2011 and 2016, the lowest regional growth rate  MMS revenue for Latin America during 2011 amounted to nearly USD 1 billion and is expected to grow at a CAGR of 8.5 percent during 20112016 to reach USD 1.4 billion in 2016  Annual MMS revenue for Africa and Middle East is projected to grow at a CAGR of 14.1 percent from USD 1.2 billion in 2011 to USD 2.4 billion in 2016, while the region’s contribution to worldwide MMS revenue will increase from 4 percent in 2011 to 6.2 percent in 2016 Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 21. Presentation Plan 1 Introduction 2 SMS 3 OTT Messaging Services 4 MMS 5 Mobile E-mail 6 Mobile IM All Rights Reserved – Privileged and Confidential
  • 22. Mobile E-mail Users – Worldwide Mobile E-mail Users (In Million) 3,000 30.4% 26.0% 2,500 21.8% 2,000 17.9% 1,500 11.2% 14.3% 7.2% 474.5 669.5 928.3 2009 500 8.9% 335.1 1,000 2010 2011 2012F 1,243.2 1,602.4 2,001.2 2,430.0 0 2013F 2014F 2015F 35% 30% 25% 20% 15% 10% 5% 0% Mobile E-mail Penetration (In Percent) Mobile E-mail Users — Worldwide 2016F Year Mobile E-mail Users Mobile E-mail Users Break-out – Regional (2011) 4.2% 24.8%  With heavy investments being made on infrastructure and the pledged migration to advanced networks, strong growth is expected in the emerging markets in the coming years 49.1% Europe Asia Pacif ic North America Latin America Mobile E-mail Users: Highlights  At end-2011, the worldwide mobile e-mail user base stood at 669.5 million, representing a y-o-y growth rate of over 41 percent. By end-2016, the mobile e-mail user base is expected to cross 2.4 billion, growing at a CAGR of 29.4 percent during 2011-2016. 2.4% 19.5% Mobile E-mail Penetration Af rica and Middle East  In 2011, mobile e-mail users worldwide formed 11.2 percent of the worldwide mobile subscriber base. This penetration is now forecast to grow in the coming years and cross 30 percent by end2016. Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 23. Mobile E-mail Revenue – Worldwide Mobile E-mail Revenue (In USD Billion) Mobile E-mail Revenue — Worldwide 80 70 60 50 40 30 20 10 0 18.8 24.8 2009 2010 32.7 2011 61.9 52.5 42.2 2012F 2013F 2014F 69.6 75.4 2015F 2016F Year Mobile E-mail Revenue Break-out – Regional (2011) Mobile E-mail Revenue: Highlights  In 2011, mobile e-mail generated USD 32.7 billion in revenue worldwide, and this figure is expected to break USD 75 billion by end-2016, after growing at a CAGR of over 18 percent during 2011-2016 2.7% 2.6% 22.0% 39.7%  In 2011, Europe was the largest worldwide market in terms of mobile e-mail revenues, amassing almost 40 percent of worldwide mobile e-mail revenues, while Asia Pacific and North America claimed second and third positions respectively 32.9% Europe Asia Pacif ic North America Latin America Af rica and Middle East  By end-2016, Europe, Asia Pacific and North America are expected to witness a decline in their share, again owing to the increasing contribution from Africa and Middle East, and Latin America Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 24. Mobile E-mail Users – Regional Mobile E-mail Users — Regional Mobile E-mail Users (In Million) 1,400 1,167.1 1,200 1,000 800 586.4 600 200 391.0 329.0 400 166.2 196.2 130.2 15.9 28.2 89.3 0 Europe Asia Pacific North America Latin America Africa and Middle East Region 2011 2016F  The European mobile e-mail user base is set to grow from 166.2 million in 2011 to 586.4 million by end-2016 – a CAGR of 28.7 percent  Totalling 329 million, mobile e-mail users in Asia Pacific accounted for nearly half of the total mobile e-mail user base worldwide at end-2011 – in part attributable to the region’s huge subscriber base  North America has the highest penetration of mobile e-mail users among the five regions worldwide. In 2011, 36.8 percent of mobile subscribers were using mobile e-mail services and this percentage is now forecast to reach nearly 92 percent by end-2016.  Latin America will increase its share in the worldwide mobile e-mail user base from 4.2 percent in 2011 to 8.1 percent by end-2016  In 2011, Africa and Middle East’s contribution to the worldwide mobile e-mail user base stood at 2.4 percent – the lowest regional contribution. By end-2016, while this share is expected to reach 3.7 percent, it will remain the lowest regional contribution. Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 25. Mobile E-mail Revenue – Regional Mobile E-mail Revenue — Regional Mobile E-mail Revenue (In Billion) 30 27.0 24.0 25 20 15 15.3 13.0 10.8 10 7.2 5.3 3.7 5 0.8 0.9 0 Europe Asia Pacific North America Latin America Africa and Middle East Region 2011 2016F  The European mobile e-mail market generated USD 13 billion in revenue in 2011, making it the biggest mobile e-mail market worldwide in revenue terms in 2011  Annual mobile e-mail revenue generated in Asia Pacific stood at USD 10.8 billion in 2011. This number is expected to increase to USD 24 billion by end-2016, after achieving a CAGR of 17.4 percent during 2011-2016.  The advanced North American mobile e-mail market was worth USD 7.2 billion in 2011, and is forecast to grow at a CAGR of 16.2 percent to now reach USD 15.3 billion by end-2016; this regional growth rate is the second lowest  Mobile e-mail revenue generated in Latin America totaled USD 0.9 billion in 2011. By end-2016, revenue will rise to USD 5.3 billion, at a CAGR of 43.1 percent during 2011-2016 – which is again the highest regional CAGR.  The region’s mobile e-mail revenue is now forecast to grow at a CAGR of nearly 35 percent from USD 0.8 billion in 2011 to USD 3.7 billion by end-2016 Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 26. Presentation Plan 1 Introduction 2 SMS 3 OTT Messaging Services 4 MMS 6 Mobile E-mail 5 Mobile IM All Rights Reserved – Privileged and Confidential
  • 27. Mobile IM Users – Worldwide Mobile IM Users — Worldwide Mobile IM Users (In Million) 32% 24.6% 2,500 24% 19.2% 2,000 14.6% 1,500 1,000 5.7% 4.2% 500 7.9% 10.9% 194.3 306.9 473.6 2010 2011 1,013.5 707.0 2009 0 2,471.4 2012F 1,411.9 1,896.8 16% 8% 0% 2013F 2014F 2015F Mobile IM Penetration (In Percent) 30.9% 3,000 2016F Year Mobile IM Users Mobile IM Users Break-out – Regional (2011) 26.2%  In 2011, mobile IM users accounted for 7.9 percent of the worldwide mobile subscriber base. This penetration is projected to rise to 30.9 percent by end-2016. 21.9%  In 2011, Asia Pacific was the highest contributor to the worldwide mobile IM user base with a 39.3 percent share, primarily owing to its huge subscriber base 39.3% Europe Asia Pacif ic North America Mobile IM Users: Highlights  In 2011, the worldwide mobile IM user base stood at nearly 474 million and this is now forecast to grow to over 2.47 billion by end2016, at a CAGR of 39.2 percent during 2011-2016 6.5% 6.1% Mobile IM Penetration Latin America Af rica and Middle East Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 28. Mobile IM Revenue – Worldwide Mobile IM Revenue (In USD Billion) Mobile IM Revenue – Worldwide 50 40 30 20 10 4.4 6.8 10.2 2009 2010 2011 20.5 14.8 2012F 27.4 42.7 35.1 0 2013F 2014F 2015F 2016F Year Mobile IM Revenue Break-out – Regional (2011)*  Mobile IM generated worldwide revenues of over USD 10 billion in 2011, representing y-o-y growth of nearly 50 percent. Annual mobile IM revenue is forecast to near USD 43 billion by end2016, growing at a CAGR of 33.2 percent during 2011-2016. 9.0% 4.2% 38.0%  Europe made the highest contribution to worldwide mobile IM revenue in 2011 with 38 percent, while North America came second with 24.9 percent 24.9% 24.0% Europe Asia Pacif ic North America Mobile IM Revenue: Highlights Latin America * Figures may not add up to 100 percent because of rounding-off errors Af rica and Middle East  Asia Pacific will assume the dominant position in 2016, with Europe and North America respectively demoted to second and third highest revenue contributors Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 29. Mobile IM Users – Regional Mobile IM Users (In Million) Mobile IM Users — Regional 1,400 1,200 1,000 800 600 400 200 0 1,143.4 521.4 379.4 124.2 Europe 186.3 Asia Pacific 2011 103.6 North America Region 215.9 211.3 30.8 28.7 Latin America Africa and Middle East 2016F  Despite having a large subscriber base and being an advanced market – in terms of infrastructure and subscribers’ technical know-how – Europe still trails behind North America in terms of mobile IM penetration, and will remain in situ through 2016  At end-2016, Asia Pacific will account for 46.3 percent of worldwide mobile IM users  In 2011, North America’s mobile IM user base stood at 103.6 million, registering 45.6 percent y-o-y growth, and represented nearly 22 percent of the total worldwide mobile IM user base  In 2011, Latin America’s mobile IM user base stood at 28.7 million and accounted for over 6 percent of the worldwide mobile IM user base  Africa and Middle East’s contribution to the worldwide mobile IM user base is also expected to rise from 6.5 percent in 2011 to 8.7 percent in 2016 Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 30. Mobile IM Revenue – Regional Mobile IM Revenue — Regional Mobile IM Revenue (In USD Billion) 15 13.9 12.6 10 5 8.1 5.0 3.9 2.4 3.1 2.5 0.9 0.4 0 Europe Asia Pacific 2011 North America Region Latin America Africa and Middle East 2016F  In 2011, Europe made the highest contribution to worldwide mobile IM revenue with 38 percent, however, the region’s percentage share will drop to 29.5 by end-2016, by which time it will have only the second highest regional contribution  In 2011, mobile IM revenue in Asia Pacific stood at USD 2.4 billion, forming 24 percent of worldwide mobile IM revenue  North American mobile IM revenue was USD 2.5 billion in 2011, and accounted for 24.9 percent of worldwide mobile IM revenue. The region’s contribution to worldwide mobile IM revenue is expected to decline in the coming years, and by end-2016 only 18.9 percent of worldwide mobile IM revenue will originate from North America.  Due to mobile IM’s comparative lack of popularity in Latin America and lower tariffs, the 0.4 billion in revenue generated by Latin American users in 2011 made the smallest contribution (4.2 percent) to worldwide mobile IM revenue in 2011  Africa and Middle East’s contribution to worldwide mobile IM revenue stood at 9 percent in 2011 and will account for approximately 12 percent in 2016, when revenue will now reach USD 5 billion – after growing at a CAGR of over 40 percent during 2011-2016 Source: Portio Research Ltd. All Rights Reserved – Privileged and Confidential
  • 31. Also Available from Portio Research Limited Mobile Payments 2012-2016 As the fast-evolving, high-growth mobile payments space shapes up to become a ferocious battleground in the years ahead – with big winners and losers, Portio Research comprehensively assesses this exciting sector in our essential new market study. With analysis and forecasts for the worldwide market for mobile payment services to 2016, this report includes data and commentary on: Mobile Money, Mobile Remittance, Mobile Wallet, Google Wallet, Mobile Transaction Platforms, Drivers and Inhibitors, Business Models and Billing Relationships therein, Mobile Payment Users and Volumes, NFC-capable Handsets, NFC Payment Volumes, Mobile Ticketing and Coupon Users and Volumes, In-app Payment Revenue, Mobile Banking Users, Regional Trends (including the UK and US), Key Developments, Case Studies of Key Players, Smartphone Shipments, Mobile Apps User Base and much more. With the uptake of mobile payment services being driven by both developed and developing economies (thus-far through remote and proximity payments), and with hundreds of billions of dollars worth of transactions to ultimately compete for, Mobile Payments 2012-2016 delivers must-read insight for mobile commerce stakeholders the world over. Please click here for more details. Internet Usage 2011 Portio Research’s new fact-filled pocket book provides analysis of the past, present and future growth of fixed and mobile Internet access. This graphic-heavy, text-light presentation offers a snapshot of the exciting Internet space and delivers insight at a worldwide and regional level (Europe, Asia Pacific, North America, Latin America, Africa and Middle East). It includes data on the evolution of the Internet and key milestones; worldwide Internet user base growth and rising penetration; fixed and mobile broadband subscriptions; five-year user and traffic forecasts; sales of smartphones and tablets; market share of web browsers and broadband technologies; IP traffic analysis by type and segment; and much more. This concise and essential 43-page market report will serve as a highly-useful touchstone to refer back to again and again. Please click here for more details. Mobile Data Usage Trends 2011-2015 Technological advances within the mobile ecosystem have led to seismic shifts in terms of mobile data usage. But beyond the broad stroke analysis of industry headlines, there is a pressing need to understand the finer details of the surging uptake of data services among mobile users in both developed and emerging countries. Building on our strong portfolio of high-quality, data-centric market studies – and naturally underpinned by wider analysis, growth forecasts and market sizing of mobile data revenue and traffic – this exciting new report uses survey-led research to assemble country case studies to deliver invaluable insight in to the specific trends of mobile data use, culminating in a Typical User Profile for each market analysed. Please click here for more details. All Rights Reserved – Privileged and Confidential

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