AC&M Consulting: Russian mobile VAS market 1Q2011

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AC&M Consulting: Russian mobile VAS market 1Q2011

  1. 1. Total Russian VAS Market VAS Segmentation 1Q11 1Q11/1Q10 1Q11/4Q10 Revenue, RUR mln 1Q11 1Q11/1Q10 1Q11/4Q10VAS revenues, RUR mln 44,208.5 19.8% 8.0% Content 11,833.5 17.9% 8.0%VAS ARPU, RUR 67.0 14.0% 6.9% Data 17,143.9 42.7% 12.8%VAS share in revenues* 24.8% Messaging 13,261.1 -1.1% 4.5%*Revenue=Operating Revenue excluding Sales of Equipment Other VAS 1,970.0 37.8% -6.1%VAS Share in Revenues Content Market Breakdown (1Q11) Messaging Market Breakdown (1Q11)VAS Market Breakdown by Operator Data Market Breakdown (1Q11) Other VAS Market Breakdown (1Q11) Advanced Communications & Media 11/2a Armyansky pereulok Moscow 101990 Russia Phone: +7 495 933-5578 / 623-5480 Russia Email: info@acm-consulting.comSOURCE: Company data, ACM-Consulting estimates
  2. 2. Total Russian VAS Market VAS Segmentation 1Q11 1Q11/1Q10 1Q11/4Q10 Revenue, US$ mln 1Q11 1Q11/1Q10 1Q11/4Q10VAS revenues, US$ mln 1,510.4 22.4% 13.3% Content 404.3 20.4% 13.3%VAS ARPU, US$ 2.3 16.4% 12.2% Data 585.7 45.7% 18.4%VAS share in revenues* 24.8% Messaging 453.1 1.0% 9.6%*Revenue=Operating Revenue excluding Sales of Equipment Other VAS 67.3 40.8% -1.5%VAS Share in Revenues Content Market Breakdown (1Q11) Messaging Market Breakdown (1Q11)VAS Market Breakdown by Operator Data Market Breakdown (1Q11) Other VAS Market Breakdown (1Q11) Advanced Communications & Media 11/2a Armyansky pereulok Moscow 101990 Russia Phone: +7 495 933-5578 / 623-5480 Russia Email: info@acm-consulting.comSOURCE: Company data, ACM-Consulting estimates
  3. 3. MESSAGING DATASMS P2P GPRS-WAPMMS P2P (excl. Data Traffic in roaming) GPRS-InternetE-mail (subscription fee) Corporate NetworkIM (subscription fee) WAP Tariff ModifiersSMS Tariff Modifiers GPRS Tariff ModifiersMMS Tariff ModifiersVoice SMSSMS to E-mail PLUS:VAS Roaming Gross revenue from VAS received from own subscribers in all kinds of roaming: alloMixed VAS Bundles (VAS+VAS) Gross revenue from VAS: allocated to the corresponding VAS revenue streamsMixed Voice+VAS Bundles VAS part of gross revenue: allocated to the corresponding VAS revenue streamsAll numbers are adjusted to the gross method of revenue recognition except for the revenue from Mobile Commerce.
  4. 4. CONTENT 1. CPA 2. Aggregation: WAP Portal (subscription fee and content) STK RBT USSD iVR SMS MMS ICBC LBS Mobile TV (subscription fee and advertising) 3. SMS Gates 4. WAP/GPRS Traffic Sharing PLUS:ed from own subscribers in all kinds of roaming: allocated to the corresponding VAS revenue streamsted to the corresponding VAS revenue streams ated to the corresponding VAS revenue streamst for the revenue from Mobile Commerce.
  5. 5. OTHER VAS m-Commerce (net) CSD VoIP (subscription fee) PTT (subscription fee) FMC (subscription fee) Basic VAS (Voice Mail, Caller ID/Anti-Caller ID, Conference Connection) Live Balancecated to the corresponding VAS revenue streams
  6. 6. Data Usage PolicyThis data is distributed as is, free of charge for informational purposes only. Theinformation herein represents estimates by AC&M analysts and may be changedat any time if more reliable data is available or AC&M decides to review itsestimates. AC&M doWhile using this data, publishing or referring to it please mention AdvancedCommunications and Media (AC&M) as a source of the respective information.Web publishers should also provide a clickable link to AC&M web-site, http://www.acm-consulting.com/ inThank you for your interest and understanding.

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