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AC&M Consulting: Russian mobile VAS market in 1Q2010
AC&M Consulting: Russian mobile VAS market in 1Q2010
AC&M Consulting: Russian mobile VAS market in 1Q2010
AC&M Consulting: Russian mobile VAS market in 1Q2010
AC&M Consulting: Russian mobile VAS market in 1Q2010
AC&M Consulting: Russian mobile VAS market in 1Q2010
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AC&M Consulting: Russian mobile VAS market in 1Q2010

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AC&M Consulting estimates Russian market of mobile value added services in 1 quarter 2010.

AC&M Consulting estimates Russian market of mobile value added services in 1 quarter 2010.

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  • 1. Total Russian VAS Market VAS Segmentation 1Q10 4Q09 1Q10 4Q09 VAS revenues, RUR mln (gross) 36,894.6 34,717.5 Content revenue, RUR mln (gross) 10,038.4 10,246.2 Growth q-o-q 6.3% 13.0% Growth q-o-q -2.0% 23.7% VAS ARPU, RUR (gross) 58.8 56.2 Data revenue, RUR mln (gross) 12,015.8 10,667.7 Growth q-o-q 4.5% 9.9% Growth q-o-q 12.6% 16.4% VAS share in revenues* (gross) 22.4% 20.4% Messaging revenue, RUR mln (gross) 13,411.2 12,491.6 Growth q-o-q 7.4% 2.6% *Revenue=Operating Revenue excluding Sales of Equipment Other VAS revenue, RUR mln (gross) 1,429.2 1,311.9 Growth q-o-q 8.9% 19.4% VAS Share in Revenues Content Market Breakdown (1Q10) Messaging Market Breakdown (1Q10) 30% MTS VimpelCom MegaFon Other 5% Other 25% 12% MTS 20% MegaFon MTS 30% 28% 39% 15% 23.8% 22.4% 25.0% MegaFon 22.5% 22.4% 28% 10% 19.2% 5% VimpelCom VimpelCom 0% 28% 30% 4Q09 1Q10 VAS Market Breakdown by Operator Data Market Breakdown (1Q10) Other VAS Market Breakdown (1Q10) Other Other 100% 7% MTS 8% 8% 7% 18% MTS 80% 31% 31% 31% MegaFon 60% 34% 27% 29% MegaFon 40% 44% VimpelCom 31% 20% 34% VimpelCom 32% 28% 0% 4Q09 1Q10 Advanced Communications & Media 11/2a Armyansky pereulok MTS VimpelCom MegaFon Other Moscow 101990 Russia Phone: +7 495 933-5578 / 623-5480 Russia Email: info@acm-consulting.com SOURCE: Company data, ACM-Consulting estimates
  • 2. Total Russian VAS Market VAS Segmentation 1Q10 4Q09 1Q10 4Q09 VAS revenues, US$ mln (gross) 1,234.3 1,177.7 Content revenue, US$ mln (gross) 335.8 347.6 Growth q-o-q 4.8% 20.1% Growth q-o-q -3.4% 31.5% VAS ARPU, US$ (gross) 2.0 1.9 Data revenue, US$ mln (gross) 402.0 361.9 Growth q-o-q 3.1% 16.8% Growth q-o-q 11.1% 23.7% VAS share in revenues* (gross) 22.4% 20.4% Messaging revenue, US$ mln (gross) 448.7 423.7 Growth q-o-q 5.9% 9.0% *Revenue=Operating Revenue excluding Sales of Equipment Other VAS revenue, US$ mln (gross) 47.8 44.5 Growth q-o-q 7.4% 26.9% VAS Share in Revenues Content Market Breakdown (1Q10) Messaging Market Breakdown (1Q10) 30% Other MTS VimpelCom MegaFon Other 25% 5% 12% MTS 30% 20% MegaFon MTS 28% 39% 15% MegaFon 22.5% 22.4% 23.8% 22.4% 25.0% 28% 10% 19.2% 5% VimpelCom VimpelCom 0% 28% 30% 4Q09 1Q10 VAS Market Breakdown by Operator Data Market Breakdown (1Q10) Other VAS Market Breakdown (1Q10) Other Other 100% 7% 7% MTS 8% 8% 18% MTS 80% 31% 31% 31% MegaFon 60% 34% 27% MegaFon 29% 40% 44% VimpelCom 31% 20% 34% VimpelCom 32% 28% 0% 4Q09 1Q10 Advanced Communications & Media 11/2a Armyansky pereulok MTS VimpelCom MegaFon Other Moscow 101990 Russia Phone: +7 495 933-5578 / 623-5480 Russia Email: info@acm-consulting.com SOURCE: Company data, ACM-Consulting estimates
  • 3. MESSAGING DATA SMS P2P GPRS-WAP MMS P2P (excl. Data Traffic in roaming) GPRS-Internet E-mail (subscription fee) WAP/GPRS Traffic Sharing IM (subscription fee) Corporate Network SMS Tariff Modifiers WAP Tariff Modifiers MMS Tariff Modifiers GPRS Tariff Modifiers Voice SMS SMS to E-mail PLUS: VAS Roaming Gross revenue from VAS received from own subscribers in all kinds of roaming: allo Mixed VAS Bundles (VAS+VAS) Gross revenue from VAS: allocated to the corresponding VAS revenue streams Mixed Voice+VAS Bundles VAS part of gross revenue: allocated to the corresponding VAS revenue streams
  • 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 PLUS: ed from own subscribers in all kinds of roaming: allocated to the corresponding VAS revenue streams ted to the corresponding VAS revenue streams ated to the corresponding VAS revenue streams
  • 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 Balance cated to the corresponding VAS revenue streams
  • 6. Data Usage Policy This data is distributed as is, free of charge for informational purposes only. The information herein represents estimates by AC&M analysts and may be changed at any time if more reliable data is available or AC&M decides to review its estimates. AC&M do While using this data, publishing or referring to it please mention Advanced Communications 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/ in Thank you for your interest and understanding.

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