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Pegasus Strategies Wireless Overview 2012
 

Pegasus Strategies Wireless Overview 2012

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Slides provide a snapshot of the wireless industry and serves as a "cheat sheet" to the mobile space: industry rankings, trends, and detailed company overviews. Profiles select companies from Fortune ...

Slides provide a snapshot of the wireless industry and serves as a "cheat sheet" to the mobile space: industry rankings, trends, and detailed company overviews. Profiles select companies from Fortune 500 to startups attempting to disrupt the mobile landscape.

Updated 3/6/2012. New profiles: Bharti Airtel, Etisalat, QTel, STC, Urban Airship, and Facebook.

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    Pegasus Strategies Wireless Overview 2012 Pegasus Strategies Wireless Overview 2012 Presentation Transcript

    • Includes Middle East & Africa!Bernard Moon
    • Content!•  FAST FACTS•  PREDICTIONS FOR 2012•  OVERVIEW OF MIDDLE EAST•  OVERVIEW OF AFRICA•  PRIMARY SECTORS•  GLOBAL WIRELESS UNIVERSE•  DETAILED PROFILES OF SELECT COMPANIES
    • Fast Facts! Top Fifteen Wireless Carriers Mobile Phone 2011 Market Share Mobile OS 2011 Market Share Worldwide 20121.  China Mobile, 644.3 million2.  SingTel, 424 million3.  Vodafone Group, 358 million4.  America Movil, 290.4 million5.  Telefonica, 227.3 million6.  VimpelCom, 199 million7.  Bharti Airtel, 170 million Worldwide Mobile Phone Sales Worldwide Smartphone OS Market Share 2011 Market Share 20118.  Axiata, 168 million • Nokia 22.8% • Android 43.4%9.  Orange, 162 million • Samsung 16.3% • Symbian 22.1%10. TeliaSonera, 160 million • LG 5.7% • iOS 18.2%11. MTN Group, 158.6 million • Apple 4.6% • RIM 11.7%12. China Unicom, 153.6 million • ZTE 3.0% • Bada 1.9% • RIM 3.0% • Microsoft 1.6%13. Reliance, 147 million • HTC 2.6% • Others 1.0%14. Telenor Group, 133 million • Motorola 2.4%15. Saudi Telecom, 130 million • Others 39.6%Source: company website & reports Source: Gartner Source: Gartner
    • Fast Facts! Top Ten U.S. Wireless Top Ten 3G Markets Worldwide 2010 • 60% of time spent on Carriers 2011 Subscribers Penetration Rate smartphones is new1.  Verizon, 106.3 million 1.  USA 141 million 47% activity for mobile users2.  AT&T, 98.6 million 2.  Japan 109 million 95% (i.e. web, apps, games, etc.)3.  Sprint Nextel, 51.8 million 3.  Korea 40 million 79%4.  T-Mobile, 33.6 million 4.  Italy 34 million 40%5.  MetroPCS, 9.1 million 5.  UK 31 million 41% “Global mobile6.  U.S. Cellular, 5.9 million 6.  Germany 28 million 28% data traffic7.  Leap Wireless, 5.7 million 7.  Spain 27 million 48% should grow8.  Cellular South, .9 million 8.  Poland 23 million 50% 26x over the next five9.  ATN, .64 million 9.  Indonesia 21 million 11% years.” !10. Cincinnati Bell, .49 million 10. France 21 million 33% - Mary Meeker, KPCB!Source: FierceWireless (# subscribers) Source: KPCB
    • Fast Facts!Android’s Great Leap Forward •  Between Q4 2009 and Q4 2010, Androids market share grew 615%. From a 9% share of the global smartphone market and 5 million shipments to 33% market share and 33 million shipments. (Canalys) •  Apple grew 86% in the same period. From 16% market share and 9 million shipments to 16% and 16 million. (Canalys) •  Android averaged 11 million downloads per day vs. Apple averaged 17 million downloads per day. (KPCB) •  Android OS has 47% of the U.S. smartphone market vs. 29% a year ago. (comScore & Nielsen’s chart on the right)
    • Fast Facts!
    • Fast Facts!Android is for Apps and iPhone is for Games •  “A study done by Xylogic shows that of the top 25 app publishers for iOS, only one does not produce games. On the flip side, of the top 25 for Android, only about half are game publishers.” (ReadWriteWeb) Source: ReadWriteWeb
    • Fast Facts!Rapid Growth of the Mobile Ad Market •  In the U.S., the mobile ad market doubled to $1.45 billion in 2011 and expected to increase 80% to $2.61 billion in 2012. (eMarketer) •  Mobile ad market is primarily driven by Googles mobile advertising division. (eMarketer) •  Google has 51.7% of the U.S. mobile ad market, Apple has 18%, and Millennial Media has 17.7%. (eMarketer) •  Search ads will remain the dominant form of mobile ads for years to come. (StrategyEye) •  Some project higher overall market figures for mobile advertising and for Google Cowen is projecting $5.8 billion in mobile advertising revenue in 2012. (StrategyEye)
    • Predictions 2012!Mobile Predictions for 2012: The Post-PC Era •  Wearable computing becomes the next mobile frontier. (Kevin Tofel, GigaOm) •  Hybrid apps with HTML5 will be the norm. (Kevin Tofel, GigaOm) •  LTE goes mainstream. (Roger Cheng, CNET) •  Niche Apps Stores Will Consolidate. (Dan Rowinski, ReadWriteWeb) •  Apple Will Remain No. 1 With Developers. (Dan Rowinski, ReadWriteWeb) •  AT&T makes play for Dish Network. (Marguerite Reardon, CNET) •  Verizon takes a bold step into video. (Marguerite Reardon, CNET) •  RIM Finally Sells (Bernard moon, VentureBeat)
    • Overview of Middle East!Middle East •  Traditional Middle East countries are Bahrain, Cyprus, Egypt, Iran, Iraq, Israel, Jordan, Kuwait, Lebanon, Oman, Gaza Strip (not fully sovereign), Palestinian Authority (not fully sovereign), Qatar, Saudi Arabia, Syria, Turkey, United Arab Emirates, and Yemen. •  It is a region with over 378 million people and over 323 million mobile subscribers.Greater Middle East •  Greater Middle East countries are Afghanistan, Algeria, Armenia, Azerbaijan, Comoros, Djibouti, Eritrea, Georgia, Kazakhstan, Kyrgyzstan, Libya, Mauritania, Morocco, Pakistan, Somalia, Sudan, Tajikistan, Tunisia, Turkmenistan, Uzbekistan, and Western Sahara. •  It is a region with over 411 million people and over 235 million mobile subscribers.
    • Overview of Africa!Africa •  Over 500 million mobile subscribers, which rapidly grew from 246 million subscribers in 2008. (MobileMonday) •  The four largest mobile phone markets are Nigeria, South Africa, Kenya and Ghana. (MobileMonday) •  10.5 million Facebook users in Africa in 2010. (Socialbakers) •  The Middle East and Africa will have the strongest mobile data traffic growth of any region at 129% CAGR. (Cisco)
    • Primary Sectors!• Wireless Carriers• Mobile Operating Systems• Mobile Phone Manufacturer• Wireless Applications• Location-Based Services• Other Companies of Interest
    • Global Wireless Universe! NTT DoCoMo China Unicom Linux Path Deutsche Telekom Shopkick KT Orange FourSquare SK Telecom AT&T Microsoft RIM Telefonica Sprint Nextel Android Tango Loopt Vodafone SpiderCloud China MobileSoftbank Mobile Apple Seven Skyhook Verizon HTC Wireless Carrier LG Meraki Mobile OS Square Nokia Twitter Mobile Phone Maker Apple Motorola Wireless Application Location-Based Rovio Other Samsung ARM EA ZTE INVESTMENT / M&A Qualcomm ALLIANCE Adobe RIM
    • Wireless Universe Snapshot! Select Companies:! Detailed Profiles!
    • Wireless Carriers! AT&T Mobility Updated: Jan 2012Category: Wireless Carrier URL address: www.wireless.att.com/Headquarters: Atlanta, GA No. of employees: 70,000 Company Background Alliances/Subsidiaries•  AT&T Mobility is a subsidiary of AT&T. It’s the 2nd largest wireless carrier •  Microsoft •  HTC in the U.S. with 98.6 million subscribers. •  Apple •  Nokia•  During early 2011, AT&T lost its exclusivity with Apple’s iPhone. •  Blackberry •  Palm/HP •  Motorola •  Pantech•  They are the largest Wi-Fi provider with more than 125,000 hot spots •  Samsung •  Sony Ericsson around the world (including company-owned and third-party roaming •  LG locations) — with the addition of approximately 7,000 Starbucks locations. Financial Information •  Market Cap: $180.1 billion (AT&T) •  Enterprise Value: $240.6 billion •  2010 Revenues: $124.3 billion •  2010 Net Income: $19.7 billion •  2010 Profit Margin: 15.84% •  P/E Ratio: 15.42 •  Ticker Symbol: T Countries of Operation Major Shareholders Key Management•  USA •  Evercore Trust Company (4.02%) •  Ralph de la Vega, CEO of •  Vanguard Group (3.91%) AT&T Mobility & Consumer •  Capital Research Global Investors (3.80%) Markets and Pres of Mobility & •  State Street Corp (3.77%) Consumer Markets •  BlackRock Institutional Trust Company (2.48%) •  Randall L. Stephenson , •  Wellington Management (1.69%) Chairman, CEO, Pres and •  Bank of New York Mellon (1.60%) Chairman of Exec Committee
    • Wireless Carriers! Bharti Airtel Updated: Mar 2012Category: Wireless Carrier URL address: www.airtel.inHeadquarters: New Delhi, India No. of employees: 20,675 Company Background Alliances/Subsidiaries•  Bharti Airtel is a leading global communications company offering mobile •  Airtel Africa •  Infosys voice & data services, fixed line services, high speed broadband, IPTV, •  Airtel Digital TV •  Huawei DTH, turnkey telecom solutions for enterprises and national & •  Bharti Airtel Lanka •  IBM international long distance services to carriers. (company website) •  Airtel Bangla •  Al-Catel Lucent•  Bharti Airtel is the seventh largest telecom operator in the world (and the •  Ericsson largest wireless provider in India) with over 200 million customers and •  Nokia Siemens Networks operations in 19 countries. Financial Information•  Bharti Airtel has been ranked among the six best performing technology •  Market Cap: $26.9 billion companies in the world by Business Week. •  Enterprise Value: $37.3 billion •  2011 Revenues: $12.0 billion •  2011 Net Income: $1.2 billion •  2011 Profit Margin: 10.17% •  P/E Ratio: 28.57 •  Ticker Symbol: BHARTIARTL Countries of Operation Major Shareholders Key Management•  Bangladesh •  Malawi •  Uganda •  Bharti Telecom Limited (45.5%) •  Sunil Bharti Mittal, Founder,•  Burkina Faso •  Niger •  Zambia •  Pastel Limited (15.57%) Chairman & Managing•  Chad •  Nigeria •  Channel •  Indian Continent Investment Limited (7%) Director•  Gabon •  Rwanda Islands •  Life Insurance Corporation of India (5%) •  Manoj Kohli, CEO & Joint•  Ghana •  Seychelles •  J.P. Morgan (1.2%) Managing Director•  India •  Sierra Leone •  ICICI Prudential Life Insurance Company Limited (1.09%) •  Sanjay Kapoor, CEO (India &•  Kenya •  Sri Lanka •  Aberdeen (1.09%) South Asia)•  Madagascar •  Tanzania
    • Wireless Carriers! China Mobile Updated: Jan 2012Category: Wireless Carrier URL address: www.chinamobileltd.comHeadquarters: Hong Kong No. of employees: 164,336 Company Background Alliances/Subsidiaries•  China Mobile is the world’s largest wireless provider with more than •  Android 644.3 million subscribers. They provide mobile communications and related services primarily to Mainland China.•  It is the state-owned enterprise but publicly listed on the NYSE and Hong Kong stock exchanges. China Mobile has 69.3% of the mainland China mobile market.•  Their three primary services are: Easyown (prepaid service), GoTone Financial Information (flagship service) and M-zone (premium prepaid service). •  Market Cap: $199.1 billion•  The company also offers agricultural information services; •  Enterprise Value: $151.6 billion telecommunications network planning and consulting services; •  2010 Revenues: $79.9 billion technology platform development and maintenance services; and mobile •  2010 Net Income: $19.5 billion data solutions, and system integration and development services, •  2010 Profit Margin: 24.41% •  P/E Ratio: 10.35 •  Ticker Symbol: CHL Countries of Operation Major Shareholders Key Management•  China •  Matthews International Capital (.12%) •  Jianzhou Wang, Chairman,•  Hong Kong •  Wells Fargo (.12%) •  Li Yue, CEO & President•  Pakistan •  FMR LLC (.09%) •  Xu Long, Exec. Director, •  ArrowStreet Capital(.08%) Chairman & President of •  Dimensional Fund Advisors(.07%) Guangdong Mobile •  Epoch Investment Partners (.07%) •  Mr. Taohai Xue, CFO, VP of China Mobile
    • Wireless Carriers! China Unicom Updated: Jan 2012Category: Wireless Carrier URL address: www.chinaunicom.com.hkHeadquarters: Hong Kong No. of employees: 215,820 Company Background Alliances/Subsidiaries•  China Unicom is the 2nd largest wireless provider in China with over •  Android 153.6 million subscribers. Their GSM service covers 31 provinces, •  SK Telecom municipalities, and autonomous regions, and they have 47.2 million •  Telefonica fixed-line broadband subscribers in 335 cities in China. •  PCCW•  The company also offers broadband and other Internet-related services, •  Apple information communications technology services, business and data communications services, and domestic and international long distance Financial Information services. •  Market Cap: $44.4 billion•  China Unicom is the sole official iPhone distributor in China. •  Enterprise Value: $56.3 billion•  The company gained market share after shifting its focus from the •  2010 Revenues: $31.7 billion iPhone to cheaper smartphones made by Huawei and ZTE since the •  2010 Net Income: $610.3 million majority of consumers cannot afford an iPhone. (Bloomberg News) •  2010 Profit Margin: 1.92% •  P/E Ratio: 72.42 •  Ticker Symbol: CHU Countries of Operation Major Shareholders Key Management•  China •  Telefonica (9.57%) •  Xiaobing Chang, Chairman, •  Dimensional Fund Advisors (.54%) CEO, Chairman of the Unicom •  DFA Investment Dimensions (.30%) Group and President of the •  ArrowStreet Capital (.18%) China Telecom Corp •  Yimin Lu, President & Executive Director •  Fushen Li, CFO & Executive Director
    • Wireless Carriers! Deutsche Telekom Updated: Jan 2012Category: Wireless Carrier URL address: www.telekom.comHeadquarters: Bonn, Germany No. of employees: 247,724 Company Background Alliances/Subsidiaries•  T-Mobile is the wireless provider and subsidiary of Deutsche Telekom. •  Everything Everywhere •  Blackberry Deutsche Telekom is a leading integrated telecommunications •  T-Mobile USA •  Garmin companies, with approximately 129 million mobile customers and 36 •  Android •  Dell million fixed-network lines. •  Motorola •  HTC•  T-Mobile USA is a subsidiary of Deutsche Telekom and the 4th largest •  Samsung •  Nokia wireless provider in the U.S. with 33.6 million subscribers and generates •  Sony Ericsson over $21.3 billion in revenues (2010). HQ in Bellevue, Washington. Financial Information•  In March 2011, Deutsche Telekom accepted a $39 billion stock and cash •  Market Cap: $38.1 billion (Deutsche Telekom) purchase offer from AT&T. AT&T’s acquisition would have created the •  Enterprise Value: $83.34 billion largest wireless carrier in the U.S. Then in December 2011, AT&T •  2011 Revenues: $60.4 billion announced that the company had officially withdrawn their bid due to •  2011 Net Income: $1.23 billion pressure and resistance from the U.S. government. It agreed to pay T- •  2011 Profit Margin: 2.29% Mobile a $4 billion breakup fee. •  P/E Ratio: 27.90 •  Ticker Symbol: XETRA: DTEL.DE Countries of Operation Major Shareholders Key Management•  Germany •  Federal Republic of Germany (14.8%) •  Rene Obermann, CEO•  UK •  KfW Bankengruppe (16.9%) •  Timotheus Hottges, CFO•  USA •  Olivier Baujard, CTO•  Austria •  Thomas Sattelberger, Chief•  Croatia HR Officer•  Czech Republic•  Hungary•  Netherlands
    • Wireless Carriers! Etisalat Updated: Mar 2012Category: Wireless Carrier URL address: www.etisalat.aeHeadquarters: Abu Dhabi, United Arab Emirates No. of employees: 11,000 Company Background Alliances/Subsidiaries•  Etisalat is one of the largest telecommunications companies in the •  Mobily •  Telefonica Middle East/North Africa region and one of the 20th largest wireless •  Etisalat Misr (Egypt) •  Nokia providers in the world. Etisalat primarily offers mobile, fixed-line voice •  PTCL •  Samsung and data services, TV services, and internet and roaming services. •  Zantel (company website) •  KT•  In September of 2011 Etisalat launched its 4G LTE mobile network in the •  Huawei UAE, the first in the country and the biggest in the Middle East. Financial Information •  Market Cap: $20.3 billion •  Enterprise Value: $20.0 billion •  2010 Revenues: $8.7 billion •  2010 Net Income: $2.4 billion •  2010 Profit Margin: 27.73% •  P/E Ratio: 12.77 •  Ticker Symbol: ETISALAT Countries of Operation Major Shareholders Key Management•  UAE •  Afghanistan •  UAE Federal Government (60.03%) •  Mohammad Hassan Omran,•  Sri Lanka •  Ivory Coast Chairman & Managing•  Indonesia •  Saudi Arabia Director•  Sudan •  India •  Nasser Bin Obood, Acting•  Nigeria CEO•  Pakistan •  Khalaf Bin Ahmed Al Otaiba,•  Egypt Vice Chairman•  Tanzania
    • Wireless Carriers! KT Updated: Jan 2012Category: Wireless Carrier URL address: www.kt.comHeadquarters: Sungnam, South Korea No. of employees: 31,155 Company Background Alliances/Subsidiaries•  KT, originally Korea Telecom, was the state-owned telecommunications •  MT (Mongolia) •  East Telecom (Uzbekistan) provider in South Korea. After spinning out its wireless division, KTF, it •  KT China •  Apple acquired it back in 2009, so both landline and wireless services are •  NTC (Russia) •  UStream housed under KT. •  KT JC (Japan)•  KT is the exclusive distributor of Apple’s iPhone in Korea, which has •  KTAI (USA) experienced tremendous sales and has made it more competitive with the leading carrier in Korea, SK Telecom. Financial Information•  KT provides integrated telecommunications services. It offers telephone •  Market Cap: $6.9 billion services, including local, domestic, and international long-distance fixed- •  Enterprise Value: $15.7 billion line telephone services. As of Sept 2011, it served approximately 16 •  2011 Revenues: $19.7 billion million mobile subscribers; approximately 7.6 million fixed broadband •  2011 Net Income: $1.1 Billion Internet subscribers; and approximately 2.5 million IPTV subscribers. •  2011 Profit Margin: 6.47% (Yahoo! Finance) •  P/E Ratio: 6.60 •  Ticker Symbol: KT Countries of Operation Major Shareholders Key Management•  S. Korea •  Silchester Partners Limited (5.89%) •  Suk-Chae Lee, CEO,•  Mongolia •  Tradewinds Global Investors (2.11%) Chairman of Exec. Committee•  China •  Commonwealth Bank of Australia (1.72%) •  Sang-Hoon Lee, President,•  Russia •  Franklin Resources (1.48%) Director and President of•  Japan Enterprise Customer Group•  USA •  Soo-Ho Maeng, CFO & Sr.•  Uzbekistan Exec. VP of Global Business Unit
    • Wireless Carriers! NTT DoCoMo Updated: Jan 2012Category: Wireless Carrier URL address: www.nttdocomo.co.jpHeadquarters: Tokyo, Japan No. of employees: 24,723 Company Background Alliances/Subsidiaries•  NTT DoCoMo is the leading wireless provider in Japan with over 58 •  Sharp (handset maker) •  Samsung million subscribers and 50% market share. Its cutting-edge i-mode •  Panasonic (handset maker) •  Blackberry service was the leader and model for many in the world to follow in 1999 •  NEC Casio (handset maker) •  Sony Ericsson and the early 2000s. NTT DoCoMo also launched FOMA™, the worlds •  Fujitsu (handset maker) •  Umobile (Malaysia carrier) first 3G commercial mobile service, in 2001 which was based on W- •  LG Electronics (handset maker) •  Tata Teleservices (6th in India / CDMA. •  KT (JV for Umobile) 26% ownership)•  NTT DoCoMo is a subsidiary of NTT, which is the primary Financial Information telecommunications company in Japan and 33.7% owned by the Japanese government. •  Market Cap: $72.7 billion •  Enterprise Value: $67.3 billion•  The company and its subsidiaries provide wireless telecommunications •  2011 Revenues: $54.4 billion services, packet communications services, and satellite mobile •  2011 Net Income: $5.7 billion communications services in Japan. •  2011 Profit Margin: 10.53% •  P/E Ratio: 12.70 •  Ticker Symbol: DCM Countries of Operation Major Shareholders Key Management•  Japan •  NTT •  Ryuji Yamada, President and•  USA •  Scout Investments (.06%) CEO•  UK •  UBS AG (.05%) •  Kazuto Tsubouchi, CFO &•  France •  Renaissance Technologies (.04%) EVP•  Netherlands •  Kiyoyuki Tsujimura, Senior•  Germany EVP (Multimedia Services &•  China Technology)•  India
    • Wireless Carriers! Orange Updated: Jan 2012Category: Wireless Carrier URL address: www.orange.comHeadquarters: Arcueil, France No. of employees: 169,849 (France Telecom) Company Background Alliances/Subsidiaries•  Orange is the wireless and Internet subsidiaries of France Telecom. •  Apple •  Blackberry Recently, France Telecom also adopted the “Orange” name across most •  Nokia •  Sony Ericsson of its services to be consistent with its branding. The company is the •  Samsung •  Orange ISP (formerly leading telecom and wireless provider in France and the 9th largest •  Alcatel Wanadoo) wireless providers in the world with over 162 million subscribers. •  LG •  Orange Armenia•  In 2009, France Telecom fixed line business was 18.5% of their •  HTC •  Orange Austria revenues, mobile was 75.4%, and Internet was 6.1%. Financial Information•  In 2008, Orange gained the rights to sell Apple’s iPhone in Austria, •  Market Cap: $39.5 billion (France Telecom) Belgium, the Dominican Republic, Egypt, Jordan, Poland, Portugal, •  Enterprise Value: $82.9 billion Romania, Slovakia, Switzerland and Oranges African markets. •  2011 Revenues: $60.9 billion•  Orange is the largest ISP in Europe and provides services in France, •  2011 Net Income: $4.2 billion Spain, the United Kingdom, Kenya, Equatorial Guinea, Senegal, Guinea, •  2011 Profit Margin 6.75% Mali, Romania, Slovakia and Switzerland. •  P/E Ratio: 9.67 •  Ticker Symbol: FTE Countries of Operation Major Shareholders Key Management•  France •  France Telecom •  Stephane Richard, Chairman•  Austria •  Brandes Investment Partners (.34%) & CEO•  Cameroon •  Allianz Global Investors of America (.21%) •  Gervais Pellissier, CFO,•  Israel •  Macquarie Group Limited (.16%) Deputy CEO, Chairman of•  Kenya Claims Committee•  Spain •  Marc Rennard , Exec. VP,•  Uganda Head of Operations - Africa Middle-East & Asia
    • Wireless Carriers! Qtel Updated: Mar 2012Category: Wireless Carrier URL address: www.qtel.qaHeadquarters: Doha, Qatar No. of employees: 2,000 Company Background Alliances/Subsidiaries•  Qatar Telecom (Qtel) offers consumer mobile, broadband, and corporate •  NavLink •  Skype managed services to customers across the Middle East, North Africa, the •  Indosat Indian Subcontinent, and Southeast Asia. (company website) •  Wi-tribe•  Qtel has a presence in 17 countries and provides coverage to a •  Wataniya population of 560 million people, with 57.5 million consolidated •  Nokia subscribers. •  ZTE Corporation•  Qtel was once the exclusive telecommunications provider in Qatar and is Financial Information one of the largest public companies based in Qatar. •  Market Cap: $7.9 billion•  In 2008 Qtel signed a major deal with Nokia Siemens Networks to •  Enterprise Value: $20.2 billion provide its subscribers with state-of-the-art Digital Video Broadcasting •  2010 Revenues: $7.5 billion Handheld (DVB-H) technology. •  2010 Net Income: $1.1 billion •  2010 Profit Margin: 15.00% •  P/E Ratio: 11.80 •  Ticker Symbol: QTEL Countries of Operation Major Shareholders Key Management•  Algeria •  Maldives •  The UAE •  Government of Qatar (55%) •  Abdullah Bin Mohammed Bin•  Bahrain •  Oman •  Abu Dhabi Investment Authority (9.99%) Saud Al Thani, Chairman•  France •  Pakistan •  Nasser Marafih, CEO (Qtel•  Indonesia •  Palestine Group)•  Iraq •  The Philippines •  Saud Bin Nasser Al Thani,•  Jordan •  Qatar CEO (Qtel-Qatar)•  Kuwait •  Saudi Arabia •  Waleed Al-Sayed, COO•  Lebanon •  Singapore
    • Wireless Carriers! SK Telecom Updated: Jan 2012Category: Wireless Carrier URL address: www.sktelecom.comHeadquarters: Seoul, South Korea No. of employees: unknown Company Background Alliances/Subsidiaries•  SK Telecom is the leading wireless provider in South Korea with 26 •  Android •  Motorola million subscribers and over 50% market share. SK Telecom was the •  China Unicom •  Samsung first in the world to commercialize 3G and then HSDPA (2006), or 3.5G, •  Citibank •  LG and now 4G. •  Helio (acquired) •  Orange•  Their primary services are: NATE, a wired and wireless portal service; •  SK Communications (CyWorld) •  Telecom Italia JUNE, a premium multimedia streaming service (i.e. video, real-time TV); MELON, mobile music portal; GXG, game portal service. Financial Information•  They also operate 11th Street, an online shopping mall, and T Store, an •  Market Cap: $8.7 billion online open marketplace for mobile applications. •  Enterprise Value: $11.5 billion•  In 2008, SKT launched a JV with Citibank called Mobile Money •  2011 Revenues: $14.2 billion Ventures, which provides mobile financial service solutions globally. •  2011 Net Income: $1.4 billion •  2011 Profit Margin 9.93% •  P/E Ratio: 6.13 •  Ticker Symbol: SKM Countries of Operation Major Shareholders Key Management•  South Korea •  Citibank ADR (26.89%) •  Sung Min Ha, CEO &•  USA •  SK Corp (25.22%) President•  China •  [Korea] National Pension Corp (3.59%) •  Jae Won Chey, Chairman,•  Hong Kong •  POSCO (2.9%) CEO of SK Holdings, CEO of•  Singapore •  Brasso Capital Management (15.93%) SK Gas•  Philippines •  Tradewinds Global Investors (6.61%) •  Dong-Hyun Jang, CFO•  Malaysia •  Brandes Investment Partners (2.03%)
    • Wireless Carriers! Sprint Nextel Updated: Jan 2012Category: Wireless Carrier URL address: www.sprint.comHeadquarters: Overland Park, KS No. of employees: 40,000 Company Background Alliances/Subsidiaries•  Sprint Nextel is the 3rd largest wireless provider in the U.S. with 55 •  RadioShack •  IBM million subscribers. Sprint launched the first 4G service in the U.S. using •  Boost Mobile •  Northrop Grumman Clearwire’s WiMAX technology. •  Alcatel Lucent •  HTC•  Sprint owns 56% in Clearwire, who built out the 4G network for Sprint. •  Cisco •  LG •  HP •  Sanyo•  Boost Mobile is a brand of Sprint Nextel under its Prepaid Group, and •  Samsung has over 5 million subscribers. They additional have the Virgin Mobile and Assurance Wireless brands under this group. Financial Information•  Sprint Nextel provides wireless services on networks that utilize CDMA, •  Market Cap: $6.9 billion iDEN (from Nextel acquisition), and 4G (WiMAX) technologies. The •  Enterprise Value: $21.5 billion other major U.S. wireless carrier that uses CDMA technology is Verizon •  2011 Revenues: $33.7 billion Wireless. •  2011 Net Income: ($2.9) billion •  2011 Profit Margin (8.58) •  P/E Ratio: N/A •  Ticker Symbol: S Countries of Operation Major Shareholders Key Management•  USA •  Dodge & Cox (7.60%) •  Dan Hesse, Chairman, CEO & •  Bank of New York Mellon (5.10%) President •  Dodge & Cox Stock Fund (4.54%) •  Joseph Euteneuer, CFO •  Goldman Sachs Group (4.30%) •  Keith O. Cowan, President of •  State Street Corp (4.05%) Strategic Planning & Corp •  Franklin Resources (3.97%) Initiatives •  Vanguard Group (3.90%) •  Robert Johnson, Chief Service & Information Tech Officer
    • Wireless Carriers! Softbank Mobile Updated: Jan 2012Category: Wireless Carrier URL address: www.softbankmobile.co.jpHeadquarters: Tokyo, Japan No. of employees: 6,300 Company Background Alliances/Subsidiaries•  Softbank Mobile is a subsidiary of Softbank Corp, which is the holding •  Apple •  Panasonic (handset maker) company of Masayoshi Son. It is the 3rd largest wireless provider in •  Android •  Nokia Japan with 28.1 million subscribers. •  Casio (handset maker) •  HTC•  In 2006, Vodafone sold Vodafone Japan (Vodafone KK) to SoftBank for •  Toshiba (handset maker) •  Samsung 1.75 trillion yen (approx US$15.1 billion). •  Sharp (handset maker) •  ZTE •  NEC (handset maker) •  Zynga•  Softbank Mobile was the exclusive distributor of Apple’s iPhone in Japan, which allowed it to capture 72% of the smartphone market Financial Information (BusinessWeek, April 22, 2010). However, Android rapidly rose and •  Market Cap: N/A captured 57% of the smartphone market by May 2011 and then 80% by •  Enterprise Value: N/A year’s end. •  2010 Revenues: $19.9 billion•  Softbank Corp’s market cap is $25.4 billion with revenues of $40 billion •  2010 Net Income: (latest available is 2005) and a profit margin of 9.44%. •  2010 Profit Margin: (latest available is 2005) •  P/E Ratio: N/A •  Ticker Symbol: Countries of Operation Major Shareholders Key Management•  Japan •  Softbank Corp •  Masayoshi Son, Chairman & CEO •  Ken Miyauchi, Senior EVP & COO •  Kazuhiko Fujihara, SVP, Director & CFO
    • Wireless Carriers! STC Updated: Mar 2012Category: Wireless Carrier URL address: www.stc.com.saHeadquarters: Riyadh, Saudi Arabia No. of employees: 25,000 Company Background Alliances/Subsidiaries•  The Saudi Telecommunication Group (STC) provides integrated mobile, •  Kuwait Telecom Company •  Apple fixed and broadband communications services to over 142 million •  Oger Telecom •  Sify subscribers in 10 markets. It is the leading provider of •  Samsung •  Ericsson telecommunication services in Saudi Arabia. (company website) •  Google •  Huawei•  STC was one of the first companies to launch a 4G LTE network in the •  RIM •  Nokia Siemens Networks Middle East in September 2011. It was the first company to launch a 3G •  Acer network in the region in 2006. Financial Information•  STC was also the first operator in the Middle East to launch a mobile •  Market Cap: $20.4 billion broadband network with speeds up to 42 Mbps. •  Enterprise Value: $27.8 billion •  2011 Revenues: $14.9 billion •  2011 Net Income: $2.1 billion •  2011 Profit Margin: 13.68% •  P/E Ratio: 9.96 •  Ticker Symbol: STC Countries of Operation Major Shareholders Key Management•  Saudi Arabia •  South Africa •  The Public Investment Fund - Saudi Arabia (70%) •  Mohammad Bin Suliman Al•  Bahrain •  General Organization for Social Insurance (6.9%) Jasser, Chairman•  Kuwait •  The Public Pension Agency - Saudi Arabia(6.6%) •  Saud Bin Majid Al Daweesh,•  Indonesia CEO (Saudi Telecom)•  UAE •  Ghassan Hasbani, CEO•  Malaysia (International Operations)•  India•  Turkey
    • Wireless Carriers! Telefonica Updated: Jan 2012Category: Wireless Carrier URL address: www.telefonica.comHeadquarters: Madrid, Spain No. of employees: 285,063 Company Background Alliances/Subsidiaries•  Telefonica is the leading wireless provider in Spain and the 5th largest in •  O2 •  ZON Multimedia (5.4%) the world with 227 million subscribers worldwide. Overall, they have 299 •  Terra •  Hispasat (13.2%) million customers across all business lines and around the globe. •  China Unicom (9.6%)•  The company operates in 25 countries with its strongest presence in •  Atento Group (100%) Europe and Latin America. More than 60% of its business is outside of •  Telco SpA (46.2%) Spain. In Latin America, it services more than 194 million customers. •  Portugal Telecom (2%)•  Additionally, they have 40 million fixed telephony, 15 million Internet, and Financial Information 2.5 million pay TV subscribers. Movistar is their flagship brand for •  Market Cap: $77.7 billion landline and wireless services in Spain and Latin America. O2 is their •  Enterprise Value: $150.7 billion brand for similar services in the UK, Germany, Ireland, Czech Republic, •  2011 Revenues: $79.9 billion and Slovakia. Terra is their brand for interactive services and online •  2011 Net Income: $5.34 billion content for Spain and Latin America. •  2011 Profit Margin: 6.68%•  In 2005, O2 was acquired by Telefonica for GBP17.7 billion (approx. US •  P/E Ratio: 14.52 $27.1 billion). Currently O2 UK has 18.4 million subscribers. •  Ticker Symbol: TEF Countries of Operation Major Shareholders Key Management•  Spain •  Argentina •  Banco Bilbao Vizcaya Argentaria (6.28%) •  César Alierta Izuel, Executive•  Colombia •  Brazil •  Caixa dEstalvis i Pensions de Barcelona ("La Caixa") (5.05%) Chairman & CEO•  Ecuador •  Chile •  Blackrock (3.88%) •  Julio Linares Lopez, COO•  El Salvador •  UK •  Loomis Sayles (.53%) •  Jose Maria Alvarez-Pallete•  Guatemala •  Ireland •  Franklin Resources (.33%) Lopez, Executive Director,•  Mexico •  Germany •  Vanguard International (.29%) Chairman of Telefónica•  Nicaragua •  Czech Republic Latinoamérica and CEO of•  Panama •  Italy Telefonica Europe
    • Wireless Carriers! Verizon Updated: Jan 2012Category: Wireless Carrier URL address: www.verizonwireless.comHeadquarters: Basking Ridge, NJ No. of employees: 85,000 Company Background Alliances/Subsidiaries•  Verizon Wireless is a joint venture between Verizon Communications •  Verizon Wireless •  Samsung (55%) and Vodafone Group (45%). This is the leading wireless provider •  Vodafone •  Blackberry in the U.S. with 108.7 million subscribers (end of 2011). •  Android •  LG•  Verizon Communications operates in two segments, Wireline and •  Motorola •  General Motors Domestic Wireless. The Wireline segment provides voice, Internet •  HTC •  Claro (Puerto Rico) access, broadband video and data, next generation Internet protocol (IP) •  HP/Palm network services, network access, and long distance services to Financial Information consumers, carriers, businesses, and government customers. (Yahoo! Finance) •  Market Cap: $109.0 billion (Verizon Communications) •  Enterprise Value: $150.2 billion•  In 2009, Verizon Wireless acquired Alltel Wireless for $28.1 billion. This •  2011 Revenues: $110.9 billion allowed Verizon Wireless to become the largest wireless provider in the •  2011 Net Income: $2.40 billion U.S. in terms of subscribers. •  2011 Profit Margin: 2.17%•  The company is one of two major wireless carriers utilizing CDMA •  P/E Ratio: 45.25 technology. The other is Sprint Nextel. •  Ticker Symbol: VZ Countries of Operation Major Shareholders Key Management•  USA •  Capital World Investors (4.36%) •  Lowell C. McAdam, Chairman•  Puerto Rico •  Vanguard Group (3.95%) & CEO of Verizon Comm •  State Street Corp (3.88%) •  Daniel Mead, EVP & CEO of •  Capital Research Global Investors (2.54%) Verizon Wireless •  BlackRock Institutional Trust Company (2.52%) •  Andrew Davies, CFO •  Marni Walden, COO
    • Wireless Carriers! Vodafone Updated: Jan 2012Category: Wireless Carrier URL address: www.vodafone.comHeadquarters: Newbury, UK No. of employees: 83,862 Company Background Alliances/Subsidiaries•  Vodafone is the 3rd largest wireless provider in the world with over 370 •  Verizon Wireless (45%) •  Safaricom (Kenya) million subscribers. In its home market, the UK, Vodafone is the 3rd •  SFR (France) •  NTT DoCoMo (Japan) largest carrier. •  MTS (Russia) •  Chunghwa Telecom (Taiwan)•  The company has operations in 30 countries and partner networks in •  China Mobile •  Almadar (Libya) another 40 countries. Vodafone’s strongest presence is in Europe, Asia •  Airtel •  Android Pacific, Africa, the Middle East and the U.S. •  KT (Korea Telecom) Financial Information •  Market Cap: $142.1 billion •  Enterprise Value: $187.0 billion •  2011 Revenues: $74.1 billion •  2011 Net Income: $11.3 billion •  2011 Profit Margin: 15.18% •  P/E Ratio: 12.81 •  Ticker Symbol: VOD Countries of Operation Major Shareholders Key Management•  UK •  Czech Republic •  Bank of New York Mellon (17%) •  Vittorio Colao, CEO•  USA •  Romania •  Black Rock (6%) •  Andrew Halford, CFO•  Germany •  Turkey •  Legal & General Group (3.59%) •  Stephen Charles Pusey, CTO•  Greece •  Australia •  FMR LLC (.91%) •  Michel Combes, Chief Exec.•  Hungary •  India •  Dodge & Cox (.74%) of Europe Region Operations•  Italy •  New Zealand •  Invesco Ltd. (.62%) •  Alan Harper BA, Chairman of•  Netherlands •  China •  Institutional Capital Corporation (.54%) Vodafone UK Foundation•  Spain •  Egypt •  Barrow, Hanley Mewhinney & Strauss (.44%)
    • Mobile Operating Systems! Android Updated: Jan 2012Category: Mobile OS URL address: www.android.comHeadquarters: Mountain View, CA No. of employees: approximately 500 / 32,467 (Google) Company Background Alliances/Subsidiaries•  Android is Google’s Linux-based mobile operating system, which •  Open Handset Alliance •  NEC includes middleware and key applications. Original Android, Inc, it was •  HTC •  Kyocera acquired by Google in July, 2005. The co-founders were Andy Rubin (co- •  Motorola •  ZTE founder of Danger), Rich Miner (co-founder of Wildfire Communications), •  Samsung •  Nuance Nick Sears and Chris White. •  Dell Garmin •  ARM•  Android’s vision and plans were revealed in late 2007 with the •  Haier •  Qualcomm announcement of the Open Handset Alliance, which was a consortium of Financial Information 71 hardware, software and telecom companies seeking to accelerate mobile innovation. Android was its foundation as the first complete, •  Market Cap: $196.6 billion (Google) open and free mobile platform. Google released the Android code under •  Enterprise Value: $159.5 billion the Apache License, which is an open source license. •  2011 Revenues: $37.9 billion •  2011 Net Income: $9.74 billion •  2011 Profit Margin: 25.69% •  P/E Ratio: 20.32 •  Ticker Symbol: GOOG Countries of Operation Major Shareholders Key Management•  USA •  FMR LLC (7.07%) •  Eric E. Schmidt, Executive•  Japan •  Vanguard Group (3.93%) Chairman•  South Korea •  Price (T.Rowe) Associates (3.75%) •  Dr. Larry Page, Co-Founder,•  China •  State Street Corporation (3.59%) CEO•  UK •  BlackRock Institutional Trust (2.63%) •  Sergey Brin, Co-Founder•  Spain •  Andy Rubin, SVP of Mobile•  Germany•  France
    • Mobile Operating Systems! Apple Updated: Jan 2012Category: Mobile OS URL address: www.apple.comHeadquarters: Cupertino, CA No. of employees: 60,400 Company Background Alliances/Subsidiaries•  Apple is a leading consumer electronics, PC and mobile smartphone •  FileMaker manufacturer. The companys best-known products include the •  AT&T Macintosh computers, the iPod, Apple TV, the iPhone and the iPad. •  Verizon They also operate 357 retail stores in over 10 countries. •  Foxconn Technology Group•  Apples strength is in its design and creating cool, cutting products. Steve Jobs, their former CEO, has famously stated they dont use focus groups for their products because they know what consumers want. Financial Information•  iOS is Apples mobile operating system that was developed for iPhone •  Market Cap: $468.2 billion and now used in iPad. This operating system and related user-interface •  Enterprise Value: $438.0 billion (UI) is elegantly designed. The iOS/iPhones App Store is a revolution in •  2011 Revenues: $127.9 billion mobile services since the iPhone SDK has allowed numerous •  2011 Net Income: $32.9 billion companies and individuals to create new mobile applications that were •  2011 Profit Margin: 25.80% not possible or ideal in previous mobile environments. •  P/E Ratio: 14.29 •  Ticker Symbol: AAPL Countries of Operation Major Shareholders Key Management•  USA •  FMR LLC (5.43%) •  Timothy Cook, CEO•  China •  Vanguard Group (3.99%) •  Peter Oppenheimer, CFO &•  UK •  State Street Corporation (3.73%) SVP•  Australia •  BlackRock Institutional Trust (2.71%) •  Ronald Johnson, SVP of•  New Zealand •  Price (T.Rowe) Associates (2.59%) Retail•  Japan •  Capital World Investors (1.68%) •  Scott Forstall, SVP of iOS•  Germany Software•  France
    • Mobile Operating Systems! Linux Updated: Jan 2012Category: Mobile OS URL address: www.linux.comHeadquarters: San Francisco, CA No. of employees: n/a Company Background Members•  In 1991, Linus Torvalds wrote the Linux kernel that spawned the •  Fujitsu •  AMD development of the Linux operating system. Linux was an excellent •  Hitachi •  Cisco example of the power of collaboration within open source software. •  IBM •  Google•  In 2007, the Linux Foundation was created to sponsor the work of Linus •  Intel •  HP Torvalds and add need infrastructure into the Linux community. •  NEC •  Motorola •  Oracle •  Nokia•  Linux became an alternative to Symbian, Windows CE and others for mobile devices since it was inexpensive and flexible enough to allow Financial Information customization. In 2006, 16.7% of smartphones in the world were using •  Market Cap: N/A Linux. •  Enterprise Value: N/A•  In 2009, Linux had 5% of the overall mobile operating system market •  2009 Revenues: N/A (Gartner). By 2011, it is less than 1%. •  2009 Net Income: N/A •  2009 Profit Margin: N/A •  P/E Ratio: N/A •  Ticker Symbol: N/A Countries of Operation Major Shareholders Key Management•  USA •  N/A •  John Zeglis, Chairman and•  UK CEO•  China •  Michael Keith, EVP•  Japan •  Mohan Gyani, President &•  France CEO, Wireless Services•  Germany•  Brazil•  Finland
    • Mobile Operating Systems! Microsoft Updated: Jan 2012Category: Mobile OS URL address: www.microsoft.comHeadquarters: Redmond, WA No. of employees: 90,000 Company Background Alliances/Subsidiaries•  Microsoft Corporation provides software and hardware products and •  HTC solutions worldwide. The Client segment offers Windows 7/Vista •  Samsung comprising Home Basic, Home Premium, Enterprise, and Starter •  LG editions; and Windows XP, including Professional, Home, Media Center, •  Dell and Tablet PC editions. The Server and Tools segment develops •  Nokia software server products and solutions consisting of Microsoft SQL Server, Visual Studio, Biz Talk Server, and others. The Online Services Financial Information Business segment provides online advertising platform; online information offerings; and email and instant messaging services. •  Market Cap: $262.1 billion•  Microsoft’s mobile OS is Windows Phone, which is the successor to •  Enterprise Value: $224.3 billion Windows Mobile. By the end of 2011, Microsoft had 1.9% of the mobile •  2011 Revenues: $72.1 billion smartphone OS market, but this included Windows Mobile. •  2011 Net Income: $23.5 billion •  2011 Profit Margin: 32.57%•  The primary partnership for Windows Phone is with Nokia, which •  P/E Ratio: 11.33 announced that Microsoft’s platform would be its OS for all of their •  Ticker Symbol: MSFT smartphones. Countries of Operation Major Shareholders Key Management•  USA •  Vanguard Group (3.65%) •  Steven A. Ballmer, CEO•  UK •  State Street Corporation (3.54%) •  B. Kevin Turner, COO•  China •  Capital Research Global Investors (2.63%) •  Peter Klein, CFO•  Japan •  BlackRock Institutional Trust (2.39%) •  Steven Sinofsky, President of•  Germany •  Invesco Ltd. (1.88%) Windows & Windows Live•  Brazil •  Bank of New York Mellon Corporation (1.50%) •  Kurt DelBene, President of•  Spain Microsoft Office•  Russia
    • Mobile Operating Systems! RIM Updated: Jan 2012Category: Mobile OS URL address: www.rim.comHeadquarters: Waterloo, Ontario, Canada No. of employees: 17,500 Company Background Alliances/Subsidiaries•  Research In Motion Limited (RIM) is a Canadian wireless device and •  eBay •  Vodafone telecommunications company that created the BlackBerry smartphone. •  Tata Indicom •  Airtel Initially starting out as a pager company, RIMs BlackBerry product •  China Telecom •  T-Mobile started its stranglehold on the enterprise market in the early 2000s with •  Alcatel-Lucent •  China Mobile its ability to quickly send and receive emails. This earned the nickname •  Orange •  Telefonica "CrackBerry” from corporate users across North America and than the •  IBM •  SK Telecom globe. Financial Information•  Over 50 million BlackBerry phones have been sold, which makes it the second best selling smartphone. •  Market Cap: $7.7 billion •  Enterprise Value: $6.5 billion•  On January 22, 2012 RIM announced that Co-CEOs Jim Balsillie and •  2011 Revenues: $19.8 billion Mike Lazaridis have stepped down as CEOs and announced the new •  2011 Net Income: $2.22 billion CEO to be Thorsten Heins. The stock price dropped over 75% during •  2011 Profit Margin: 11.23% 2011 because of the continued missteps by the management team. •  P/E Ratio: 3.55 •  Ticker Symbol: RIMM Countries of Operation Major Shareholders Key Management•  Canada •  Primecap Management (5.42%) •  Mike Lazaridis, Founder, Vice•  USA •  Fairfax Financial Holdings (2.44%) Chairman•  UK •  Manufacturers Life Insurance (2.09%) •  Thorsten Gerhard Heins, CEO•  France •  Vanguard/Primecap Fund (1.99%) & President•  Germany •  Invesco Ltd. (1.90%) •  Brian Bidulka, CFO•  Japan •  James Rowan, COO•  South Korea•  China
    • Mobile Phone Makers! Apple Updated: Jan 2012Category: Mobile OS URL address: www.apple.comHeadquarters: Cupertino, CA No. of employees: 60,400 Company Background Alliances/Subsidiaries•  Apple is a leading consumer electronics, PC and mobile smartphone •  FileMaker manufacturer. The companys best-known products include the •  AT&T Macintosh computers, the iPod, Apple TV, the iPhone and the iPad. Verizon They also operate 357 retail stores in over 10 countries. •  Foxconn Technology Group•  iOS is Apples mobile operating system that was developed for iPhone and now used in iPad. This operating system and related user-interface (UI) is elegantly designed. Financial Information•  Apple’s 5th generation iPhone, the iPhone 4S, was announced on October 4, 2011 and helped drive Apple’s revenue and profits to record •  Market Cap: $468.2 billion heights. One of the unique features was Siri, an intelligent personal •  Enterprise Value: $438.0 billion assistant, which interacts with and helps users by voice commands. •  2011 Revenues: $127.9 billion •  2011 Net Income: $32.9 billion •  2011 Profit Margin: 25.80% •  P/E Ratio: 14.29 •  Ticker Symbol: AAPL Countries of Operation Major Shareholders Key Management•  USA •  FMR LLC (5.43%) •  Timothy Cook, CEO•  China •  Vanguard Group (3.99%) •  Peter Oppenheimer, CFO &•  UK •  State Street Corporation (3.73%) SVP•  Australia •  BlackRock Institutional Trust (2.71%) •  Ronald Johnson, SVP of•  New Zealand •  Price (T.Rowe) Associates (2.59%) Retail•  Japan •  Capital World Investors (1.68%) •  Scott Forstall, SVP of iOS•  Germany Software•  France
    • Mobile Phone Makers! HTC Updated: Jan 2012Category: Mobile Phone Maker URL address: www.htc.comHeadquarters: Taoyuan City, Taiwan No. of employees: 12,943 Company Background Alliances/Subsidiaries•  In 1997, Cher Wang and Peter Chou founded HTC as a notebook •  Microsoft •  Android computer manufacturer. They shifted towards hand-held PCs and •  T-Mobile •  Beats Electronics smartphones within a few years. In 2009, they shipped out 11.71 million •  Orange •  S3 Graphics units with 3G wireless handsets accounting for 95% of total units •  Telefonica •  Dashwire shipped. •  Vodafone •  Zoodles•  HTC was the first mobile manufacturer for Microsofts Pocket PC, a •  Verizon •  Saffron Digital Microsoft powered smartphone, Microsoft 3G phone, and the first Financial Information Android-based mobile phone. In June 2009, they launched the HTC Evo 4G, the first 4G mobile phone in the U.S. •  Market Cap: unknown •  Enterprise Value: unknown•  In March 2010, Apple claimed that HTC infringed upon 20 its patents •  2011 Revenues: $15.8 billion covering aspects of the iPhone user interface and hardware. HTC •  2011 Net Income: $2.1 billion countered by claiming Apple infringed on 5 of its patents. Also in a •  2011 Profit Margin: 13.29% probable defensive measure against Apple, HTC signed a broad patent •  P/E Ratio: unknown agreement with Microsoft for various patents related to mobile •  Ticker Symbol: 2498.TW technology. They will be paying royalty fees to Microsoft. Countries of Operation Major Shareholders Key Management•  USA •  Way-Chih Investment Co. (5.14%) •  Cher Wang, Chairman•  Canada •  Way-Lien Technology (4.78%) •  Peter Chou, CEO & President•  Taiwan •  Euro Pacific Growth Fund (3.08%) •  Fred Liu, COO•  China •  Hon-Mou Investment Co. (2.86%) •  Hui-Ming Cheng, CFO•  Japan•  Singapore•  UK•  Germany
    • Mobile Phone Makers! LG Electronics Updated: Jan 2012Category: Mobile Phone Maker URL address: www.lg.comHeadquarters: Seoul, Korea No. of employees: 82,772 Company Background Alliances/Subsidiaries•  LG Electronics is global leader in consumer electronics, mobile •  Qualcomm •  MaxDome communications and home appliances. It is the 2nd largest •  Schneider •  SkyLife manufacturer of LCD TVs and the 3rd largest of mobile phones. •  GE •  Hitachi•  In 2009, LGE sold over 117 million handsets worldwide. •  Viking •  Microsoft •  Skype •  Intel•  LGEs four primary business units are: Home Entertainment, Mobile •  Microsoft •  Android Communications, Home Appliance, and Air Conditioning & Energy Solution. Financial Information •  Market Cap: $11.9 billion •  Enterprise Value: unknown •  2011 Revenues: $48.2 billion •  2011 Net Income: $1.1 billion •  2011 Profit Margin: 2.28% •  P/E Ratio: unknown •  Ticker Symbol: LSE: LGLD Countries of Operation Major Shareholders Key Management•  South Korea •  LG Corp. (31%) •  Bon-joon Koo, Vice Chairman•  USA •  Foreign investors (27%) & CEO•  Japan •  Domestic investors (42%) •  Havis Kwon, EVP & CEO of•  China Home Entertainment•  UK •  Jong-Seok Park, EVP & CEO•  France of Mobile Communications•  India •  Young-Ha Lee, President &•  Germany CEO of Home Appliance
    • Mobile Phone Makers! Motorola Updated: Jan 2012Category: Mobile Phone Maker URL address: www.motorola.comHeadquarters: Libertyville, IL No. of employees: 53,000 Company Background Alliances/Subsidiaries•  Motorola Mobility Holdings, Inc. (NYSE: MMI)—formerly the Mobile •  Google Devices division of Motorola Inc. until January 2011. Motorolas networks •  Android division (called the Personal Communication Section (PCS), prior to •  Verizon 2004) pioneered the "flip phone" with the StarTAC in the mid-1990s. Motorola had a commanding lead in the analog cellphone market, but it was slow to embrace digital technology. (directly from Wikipedia)•  Its global competitiveness declined from 18.4% market share in 2007 to Financial Information 9.7% by 2008. By 2010, Motorolas global market share had dropped to seventh place, leading to speculation of bankruptcy of the company. •  Market Cap: $11.9 billion (directly from Wikipedia) •  Enterprise Value: $8.6 billion •  2011 Revenues: $13.1 billion•  On August 15, 2011, Google announced that it had agreed to acquire the •  2011 Net Income: ($249 million) company for US$12.5 billion. The acquisition included a sizeable •  2011 Profit Margin: (1.91%) portfolio of patents owned by Motorola. On February 13, 2012 Google •  P/E Ratio: N/A received final approval from the United States Department of Justice and •  Ticker Symbol: MOT the EU. (directly from Wikipedia) Countries of Operation Major Shareholders Key Management•  USA •  Carl Icahn (10.08%) •  Dr. Sanjay K Jha, Chairman &•  Canada •  Vanguard Group (9.89%) CEO•  South Korea •  Farallon Capital Management (3.95%) •  Marc Rothman, CFO & SVP•  China •  Paulson & Company (3.67%) •  Geoffrey Roman, CTO & SVP•  India •  State Street Corporation (3.26%) •  Scott Crum, Chief People•  UK •  Taconic Capital Advisors (2.84%) Officer & SVP•  France •  Daniel Moloney, President of•  Germany Motorola Mobility
    • Mobile Phone Makers! Nokia Updated: Jan 2012Category: Mobile Phone Maker URL address: www.nokia.comHeadquarters: Espoo, Finland No. of employees: 130,050 Company Background Alliances/Subsidiaries•  Nokia is the largest mobile phone manufacturer in the world with over •  Siemens (partnership) one billion mobile phones sold. It is also the largest Finnish company •  Navteq (subsidiary) and accounts for a significant portion of their economy. •  Vertu (subsidiary)•  Nokia was one of the primary developers of GSM (Global System for •  Qt Software (subsidiary) Mobile Communications), which was a second-generation mobile •  Symbian Foundation technology that could carry voice and data traffic.•  Nokia also provides Internet, digital mapping, and navigation services Financial Information worldwide. Its NAVTEQ group provides various digital map information •  Market Cap: $20.7 billion and location-based content services. •  Enterprise Value: $12.4 billion•  In February 2011, Nokia announced its partnership with Microsoft to •  2011 Revenues: $50.8 billion utilize their Windows Phone OS in all of Nokia’s smartphones. Some •  2011 Net Income: ($1.53 billion) questioned whether this was a better move than using Android, so the •  2011 Profit Margin: (3.01%) next few years will tell if Elop made a strategic blunder or not. •  P/E Ratio: N/A •  Ticker Symbol: NOK Countries of Operation Major Shareholders Key Management•  Finland •  Dodge & Cox (2.25%) •  Stephen Elop, CEO &•  UK •  Tradewinds Global Investors(1.95%) President•  Spain •  Dodge & Cox Stock Fund (1.44%) •  Timo Ihamuotila, CFO & EVP•  Germany •  Goldman Sachs Group (1.21%) •  Kai, Chief Development•  France •  Capital Research Global Investors (.76%) Officer & EVP•  China •  Mary McDowell, Head of Non-•  Hong Kong Smartphone Handsets & EVP•  USA of Mobile Phones
    • Mobile Phone Makers! RIM Updated: Jan 2012Category: Mobile OS URL address: www.rim.comHeadquarters: Waterloo, Ontario, Canada No. of employees: 17,500 Company Background Alliances/Subsidiaries•  Research In Motion Limited (RIM) is a Canadian wireless device and •  eBay •  Vodafone telecommunications company that created the BlackBerry smartphone. •  Tata Indicom •  Airtel Initially starting out as a pager company, RIMs BlackBerry product •  China Telecom •  T-Mobile started its stranglehold on the enterprise market in the early 2000s with •  Alcatel-Lucent •  China Mobile its ability to quickly send and receive emails. This earned the nickname •  Orange •  Telefonica "CrackBerry” from corporate users across North America and than the •  IBM •  SK Telecom globe. Financial Information•  Over 50 million BlackBerry phones have been sold, which makes it the second best selling smartphone. •  Market Cap: $7.7 billion •  Enterprise Value: $6.5 billion•  On January 22, 2012 RIM announced that Co-CEOs Jim Balsillie and •  2011 Revenues: $19.8 billion Mike Lazaridis have stepped down as CEOs and announced the new •  2011 Net Income: $2.22 billion CEO to be Thorsten Heins. The stock price dropped over 75% during •  2011 Profit Margin: 11.23% 2011 because of the continued missteps by the management team. •  P/E Ratio: 3.55 •  Ticker Symbol: RIMM Countries of Operation Major Shareholders Key Management•  Canada •  Primecap Management (5.42%) •  Mike Lazaridis, Founder, Vice•  USA •  Fairfax Financial Holdings (2.44%) Chairman•  UK •  Manufacturers Life Insurance (2.09%) •  Thorsten Gerhard Heins, CEO•  France •  Vanguard/Primecap Fund (1.99%) & President•  Germany •  Invesco Ltd. (1.90%) •  Brian Bidulka, CFO•  Japan •  James Rowan, COO•  South Korea•  China
    • Mobile Phone Makers! Samsung Updated: Jan 2012Category: Mobile Phone Maker URL address: www.samsung.comHeadquarters: Seoul, Korea No. of employees: 187,800 Company Background Alliances/Subsidiaries•  Samsung Electronics is a leading consumer electronics and •  Samsung Group •  O2 semiconductor company. It is the largest memory chip maker and •  AT&T •  Telefonica second largest semiconductor manufacturer in the world. It is the largest •  Verizon •  China Mobile smartphone maker and the 2nd largest mobile phone manufacturer in •  Sprint Nextel •  China Unicom the world after Nokia. It is the flagship subsidiary of the Samsung Group. •  T-Mobile •  Vodafone•  In 2009, Samsung Electronics surpassed Siemens and HP as the •  SK Telecom •  Orange world’s largest technology company in terms of revenues. Financial Information•  Samsung’s Galaxy S line of smartphones helped vault the company to •  Market Cap: $103.6 billion become the largest smartphone maker in the world. This is a factor why •  Enterprise Value: $92.2 billion Apple has targeted Samsung in numerous lawsuits across the globe to •  2011 Revenues: $147.0 billion prevent or slow down its tremendous success. •  2011 Net Income: $12.2 billion •  2011 Profit Margin: 8.32% •  P/E Ratio: 8.50 •  Ticker Symbol: 005930.KS Countries of Operation Major Shareholders Key Management•  South Korea •  Kun-Hee Lee & affiliates (15.22%) •  Gee-Sung Choi, Vice•  USA •  Citibank NA (6.53%) Chairman, CEO & President of•  China •  Samsung Life Insurance (6.45%) Mobile Phone Division•  India •  [Korea] National Pension Service (4.90%) •  Jae-Yong Lee, President &•  UK COO•  France •  Yeon-Joo Jung, Vice•  Germany Chairman, CEO of Samsung•  Spain C&T Corp
    • Mobile Phone Makers! ZTE Updated: Jan 2012Category: Mobile Phone Maker URL address: www.zte.com.cnHeadquarters: Shenzhen, China No. of employees: unknown Company Background Alliances/Subsidiaries•  ZTE was founded in 1985 by a group of state-owned enterprises •  Android associated with Chinas Ministry of Aerospace. The company was •  China Telecom formerly Zhongxing Telecommunication Equipment Corporation. •  China Unicom (Wikipedia) •  China Mobile•  ZTE is the second largest Chinese telecoms equipment maker (after Huawei), and it has rapidly risen to become the fourth largest mobile phone manufacturer in the world. (Wikipedia) Financial Information •  Market Cap: $14.9 billion •  Enterprise Value: unknown •  2010 Revenues: $11.2 billion •  2010 Net Income: $516 million •  2010 Profit Margin: 4.61% •  P/E Ratio: 20.15 •  Ticker Symbol: 0763.HK Countries of Operation Major Shareholders Key Management•  USA •  China Life Insurance (1.28%) •  Hou Weigui, Chairman & Co-•  Australia •  Guangfa Stock Fund (1.18%) founder•  Germany •  China Post Core Growth Stock (1.12%) •  Shi Lirong, President•  Hong Kong •  Hunan Nantian (1.09%) •  He Shiyou, EVP of Mobile Handsets
    • Wireless Applications! Meraki Updated: Jan 2012Category: Wireless Application URL address: www.meraki.comHeadquarters: San Francisco, CA No. of employees: unknown Company Background Alliances/Subsidiaries•  Merakis technology was developed from MITs Roofnet project. The •  Google core is a wireless mesh hardware and software that allows people to •  City of San Francisco extend the range of their Wifi networks.•  Meraki’s networking systems bring enterprise-class networking to organizations of all sizes. Merakis unique cloud-hosted controller architecture provides centralized management and security though an intuitive web interface, eliminating the high costs and complexity Financial Information associated with traditional networking systems. Over 18,000 organizations and over 35 million connected devices in 143 •  Market Cap: N/A countries around the world rely on Meraki for their networks. (company •  Enterprise Value: N/A website) •  2011 Revenues: unknown•  February 2011, the company closed their Series C round with Sequoia •  2011 Net Income: unknown Capital. Most of this will go towards R&D for Meraki’s cloud networking •  2011 Profit Margin: unknown technologies and sales & marketing. (TechCrunch) •  P/E Ratio: N/A •  Ticker Symbol: N/A Countries of Operation Investors Key Management•  USA •  Google, Seed Round •  Sanjit Biswas, CEO & Co- •  Sequoia Capital, $5 million Series A Founder •  John Bicket, CTO & Co- •  Sequoia Capital, DAG Ventures, and Northgate Capital, $20 Founder million Series B •  Hans Robertson, VP of •  Sequoia Capital, $15 million Series C Product Management & Co- Founder
    • Wireless Applications! Pulse (Alphonso Labs) Updated: Jan 2012Category: Wireless Application URL address: www.pulse.meHeadquarters: Palo Alto, CA No. of employees: 12 Company Background Alliances/Subsidiaries•  Alphonso Labs was founded in May 2010 by Ankit Gupta and Akshay Kothari during their graduate course at Stanford’s Institute of Design. Their first product was Pulse where they wanted to create the best news reading experience on mobile devices. (company website)•  Pulse was selected as one of 50 apps in Apple’s App Store Hall of Fame and named one of TIME’s top 50 iPhone apps of 2011. (company website) Financial Information•  The company’s apps are free on iOS and Android devices. •  Market Cap: N/A •  Enterprise Value: N/A •  2011 Revenues: unknown •  2011 Net Income: unknown •  2011 Profit Margin: unknown •  P/E Ratio: N/A •  Ticker Symbol: N/A Countries of Operation Investors Key Management•  USA •  Redpoint Ventures, Greycroft Partners, Mayfield Fund, •  Akshay Kothari, Co-Founder Lightspeed Venture Partners, BV Capital, $800,000 seed round •  Ankit Gupta, Co-founder •  New Enterprise Associates, Greycroft Partners, Lerer Ventures, •  Cristina Cordova, Business $9 million Series A Development •  Purin Phanichphant, User Experience Design
    • Wireless Applications! Seven Networks Updated: Jan 2012Category: Other URL address: www.seven.comHeadquarters: Redwood City, CA No. of employees: 250 Company Background Alliances/Subsidiaries•  SEVEN is the leading provider of mobile solutions that keep mobile •  Samsung Electronics •  Microsoft users in sync with their personal and business life. The company’s push •  Verizon Wireless •  Sony platform and mobile applications are solutions that enable operators and •  Android device manufacturers to simplify the delivery of mobile services while •  HTC optimizing network traffic. (company website) •  Nokia•  SEVEN’s flagship applications, mobile email and IM, are in production in •  LG 14 languages and 70 countries, and support hundreds of device models Financial Information on eight operating systems. (company website) •  Market Cap: N/A•  Open Channel was launched in February 2011 in order to help carriers •  Enterprise Value: N/A manage the impact of push messaging notifications on their networks. It •  2011 Revenues: unknown works by monitoring all requests for data from smartphone applications. •  2011 Net Income: unknown This technology won GSMAs 2011 Winner of Best Technology •  2011 Profit Margin: unknown Breakthrough Award. (directly from Wikipedia) •  P/E Ratio: N/A •  Ticker Symbol: N/A Countries of Operation Major Shareholders Key Management•  USA •  Ignition Partners, Amadeus Capital Partners, Elm Ridge •  Ross Bolt, CEO•  Estonia Capital, Greylock Partners, SAIF Partners, $20 million Series D •  Michael Luna, CTO•  China •  Ignition Partners, Amadeus Capital Partners, Greylock •  Qing Lu, CFO•  Japan Partners, SAIF Partners, Saints Capital, $42 million•  Korea (unattributed)•  Spain•  UK•  Finland
    • Wireless Applications! Skyhook Updated: Jan 2012Category: Wireless Application URL address: www.skyhookwireless.comHeadquarters: Boston, MA No. of employees: unknown Company Background Alliances/Subsidiaries•  Skyhook is the leader in location positioning with its technology that •  Samsung •  Qualcomm utilizes Wi-Fi access points to determine geographic location instead of •  Motorola •  Texas Instruments GPS hardware. •  Gowalla •  Apple•  Skyhook’s Wi-Fi Positioning System (WPS) uses hundreds of millions of •  Foursquare •  Softbank Mobile Wi-Fi access points worldwide, and provides accurate location •  Aloqa •  MapQuest information indoors and in urban areas. Its database contains over 230 •  Opera •  Priceline million access points and has already mapped most of the U.S and Financial Information Europe. •  Market Cap: N/A•  XPS is their the hybrid positioning system which is the first of its kind. •  Enterprise Value: N/A This utilizes several location technologies, WPS, GPS, and cellular tower •  2011 Revenues: unknown triangulation to provide the fastest, most accurate, and flexible location •  2011 Net Income: unknown system. •  2011 Profit Margin: unknown•  April 2010, Skyhook lost Apple as a primary customer when they went •  P/E Ratio: N/A with their own technology. It is unknown how this will effect the •  Ticker Symbol: N/A company’s future and revenues. Countries of Operation Investors Key Management•  USA •  Nokia and Commons Angels, $1.8 million Series A •  Ted Morgan, CEO & Co- •  Nokia, Intel, Bain Capital Ventures, Commons Angels, $6.5 Founder million Series B •  Michael Shean, SVP of Biz Dev & Co-Founder •  Intel, Bain Capital Ventures, Common Angels, RRE Ventures, •  Nick Brachet, CTO $8.5 million Series C •  Dr. Farshid Alizadeh-Shabdiz, Chief Scientist
    • Wireless Applications! SpiderCloud Updated: Jan 2012Category: Wireless Application URL address: www.spidercloud.comHeadquarters: Santa Clara, CA No. of employees: unknown Company Background Alliances/Subsidiaries•  SpiderCloud is startup that developed the industry’s first enterprise radio •  Vodafone access network (E-RAN) that enables direct integration between enterprise IT networks and mobile devices through small cell technologies. This wireless platform has solved indoor coverage and capacity issues for mobile operators and their business customers.•  The SmartCloud E-RAN solution provides a flexible and native architecture for enabling enterprise wireless applications such as mobile Financial Information unified communications and IP-PBX integration. Such seamless integration allows enterprise users to transparently access corporate •  Market Cap: N/A assets with their existing unmodified mobile devices for not just voice, •  Enterprise Value: N/A but also video and data applications. (company website) •  2011 Revenues: unknown •  2011 Net Income: unknown•  In 2012, the company launched a small-cell wireless system in the UK in •  2011 Profit Margin: unknown partnership with Vodafone. This is an enhanced indoor 3G network that •  P/E Ratio: N/A allows people to access wireless services in busy office settings. •  Ticker Symbol: N/A Countries of Operation Investors Key Management•  USA •  Charles River, Matrix Partners, $15 million Series A •  Mike Gallager, CEO•  UK •  Charles River, Matrix Partners, Shasta Ventures, and Opus •  Behrooz Parsay, SVP of Capital, $25 million Series B Engineering & Operations •  Theresa McCarthy, General Counsel & VP •  Ron Pelley, VP & MD for Europe
    • Wireless Applications! Tango Updated: Jan 2012Category: Wireless Application URL address: www.tango.meHeadquarters: Palo Alto, CA No. of employees: 85 Company Background Alliances/Subsidiaries•  The company was founded in September 2009 by Uri Raz and Eric •  Apple Setton. Tango is the leading mobile video communications application •  Samsung and used in 190 countries. •  Microsoft•  The company experienced incredible growth hitting over 4 million users two months after their launch and currently has over 23 million users.•  Tango is a free, high-quality mobile video calling service for iPhone and Android that works on 3G, 4G, and Wi-Fi. (directly from Crunchbase) Financial Information•  Tango empowers people to share what they see and to have fun with •  Market Cap: N/A video calling whether at home or on-the-go. Tango offers high-quality •  Enterprise Value: N/A video calling for iPhone 3GS and iPhone 4, and Android devices •  2011 Revenues: unknown including Motorola Droid X, HTC EVO, HTC Incredible, and Google •  2011 Net Income: unknown Nexus One, and works with carrier phone and data plans, and on Wi-Fi •  2011 Profit Margin: unknown networks. (directly from Crunchbase) •  P/E Ratio: N/A •  Ticker Symbol: N/A Countries of Operation Investors Key Management•  USA •  Bill Tai, $5 million Series A •  Uri Raz, Co-founder & CEO •  DFJ, Len Blavatnik, Alex Zubillaga, $42 million Series B •  Eric Setton, Co-founder & CTO •  Gary Chevsky, VP of Engineering •  JP Marcos, VP of Finance & Business
    • Wireless Applications! Twitter Updated: Jan 2012Category: Wireless Application URL address: www.twitter.comHeadquarters: San Francisco, CA No. of employees: 600 Company Background Alliances/Subsidiaries•  Twitter was founded by Jack Dorsey, Biz Stone and Evan Williams in •  Twitter Japan March 2006. Its a micro-blogging services that allows people to post •  Digital Garage updates and links within 140 characters. •  Apple•  Users can send and receive tweets through the main website, external applications (i.e. Seesmic), or through SMS in certain countries. SMS usage may incur fees from certain mobile operators.•  Today Twitter has over 300 million users and a profound effect on media Financial Information and real-time communications throughout the world. These users •  Market Cap: N/A generate over 300 million tweets per day. •  Enterprise Value: N/A•  In April 2008 Twitter launched Twitter Japan in partnership with Digital •  2010 Revenues: $140 million (estimate) Garage. Twitter can be used in multiple languages worldwide. •  2010 Net Income: unknown•  In 2010, Twitter received $200 million in funding from Klein Perkins and •  2010 Profit Margin: unknown $800 million from DST Global. •  P/E Ratio: N/A •  Ticker Symbol: N/A Countries of Operation Investors Key Management•  USA •  Charles River, Union Square, Marc Andreessen, Dick Costolo, •  Jack Dorsey, Co-Founder &•  Japan Ron Conway, and Greg Yaitanes, $5 million Series A Chairman •  Union Square, Bezos Expeditions, Spark Capital, Digital •  Dick Costolo, CEO Garage, Kevin Rose, $15 million Series B •  Greg Pass, CTO •  Union Square, Charles River, Digital Garage, Benchmark, IVP, and Spark Capital, $35 million Series C •  Benchmark Capital, IVP, Spark Capital, Insight Venture, T. Rowe Price, and Morgan Stanley, $100 million Series D
    • Wireless Applications! Urban Airship Updated: Mar 2012Category: Wireless Application URL address: www.urbanairship.comHeadquarters: Portland, OR No. of employees: 35 Company Background Alliances/Subsidiaries•  Urban Airship provides an easy, affordable way for mobile publishers and developers to deliver real-time push notifications and in-app purchase content to their app users on multiple platforms. (Crunchbase)•  Urban Airship was launched in May of 2009 after Steven Osborn, tasked with implementing a backend system for push and in-app purchase for a gaming company, realized how resource-intensive the project was. He realized that if he could create the perfect solution, he could provide a Financial Information valuable product for other smart phone app developers. Osborn reached out to former colleagues Scott Kveton, Adam Lowry, and Michael •  Market Cap: N/A Richardson and the seed of the new company was planted. •  Enterprise Value: N/A •  2011 Revenues: unknown•  Within a month, Urban Airship landed its first customer. Since then, the •  2011 Net Income: unknown company has signed on more than 25,000 customers, sent out more •  2011 Profit Margin: unknown than 10 billion messages, and connected to more than 100 million •  P/E Ratio: N/A mobile devices. •  Ticker Symbol: N/A Countries of Operation Investors Key Management•  USA •  True Ventures, Founder’s Co-op, Pete Grillo, $1.1 million •  Scott Kveton, Co-Founder & Series A CEO •  Foundry Group, True Ventures, Founder’s Co-op, $5.4 million •  Steven Osborn, Co-Founder & Series B CTO •  Salesforce, Verizon, Foundry Group, True Ventures, $15.1 •  Dylan Anderson – CFO million Series C •  Michael Richardson – Co- Founder & Senior Engineer
    • Location-Based Services! FourSquare Updated: Jan 2012Category: Location-Based URL address: www.foursquare.comHeadquarters: New York, NY No. of employees: 100 Company Background Alliances/Subsidiaries•  Foursquare is a location-based social network with gaming elements, •  Skyhook •  Gossip Girl such as badges and mayorships, that incentivize users to check-in and •  Zagat •  Huffington Post share information with their contacts. •  Bravo•  Points are awarded for check-ins along with various badges, such as •  Conde Nast swarm (50+ checking in at the same place), super user (30 check-ins in •  The New York Times a month) and crunked (4+ stops in one night). Users are given the •  MTV "Mayor" title when they are the person who has checked in the most Financial Information times at a certain location. •  Market Cap: N/A•  By January 2012, Foursquare had over 15 million users and over 1.5 •  Enterprise Value: N/A billion check-ins. •  2011 Revenues: unknown •  2011 Net Income: unknown •  2011 Profit Margin: unknown •  P/E Ratio: N/A •  Ticker Symbol: N/A Countries of Operation Investors Key Management•  USA •  Union Square, OReilly AlphaTech, SV Angel, Jack Dorsey, •  Dennis Crowley, Co-Founder Kevin Rose, $1.35 million Angel round & CEO •  Union Square, OReilly AlphaTech, and Andreessen Horowitz, •  Naveen Selvadurai, Co- SV Angel $20 million Series B Founder •  Andreessen Horowitz, Union Square, O’Reilly AlphaTech, •  Alex Rainert, Chief Product Spark Capital, $50 million Series C Officer
    • Location-Based Services! Loopt Updated: Jan 2012Category: Location-Based URL address: www.loopt.comHeadquarters: Mountain View, CA No. of employees: unknown Company Background Alliances/Subsidiaries•  Loopt is a location-based social mapping services and utilizes a mobile •  AT&T •  Zagat phone-based GPS sharing system that allows people to visualize one •  Verizon •  CitySearch another using their cell phones and share information. Loopt also •  T-Mobile •  Bing enables users to explore nearby locations by connecting them with •  Android •  Metromix content from Zagat, Bing, CitySearch, Metromix and others. •  Apple •  Virgin America•  The company has over 5 million users and partnerships with every major •  CBS U.S. wireless carrier. Loopts service is available on over 100 phones, Financial Information including iPhone, BlackBerry and Android handsets. •  Market Cap: N/A•  In response to FourSquare, Booyah and others, Loopt launched their •  Enterprise Value: N/A competing service called Loopt Q (former “Star”), which might be too late •  2011 Revenues: unknown in the game for them. Loopt was the perceived leader in location-based •  2011 Net Income: unknown social networking, but the space did not take off until Foursquare and •  2011 Profit Margin: unknown others were launched (or that Loopt was too early since they started in •  P/E Ratio: N/A 2005). •  Ticker Symbol: N/A Countries of Operation Investors Key Management•  USA •  Y Combinator, $6,000 Seed round •  Sam Altman, Co-Founder & •  New Enterprise Associates, Sequoia, $5 million Series A CEO •  Alok Deshpande, Co-Founder •  New Enterprise Associates, Sequoia, $12 million Series B & Head of Product •  Brian Knapp, General Counsel & VP of Business Operations
    • Location-Based Services! Path Updated: Jan 2012Category: Location-Based URL address: www.path.comHeadquarters: San Francisco, CA No. of employees: unknown Company Background Alliances/Subsidiaries•  Path is a location-based social network focused on simple and private sharing for your closest friends and family. The application limits a user to 150 contacts based on•  Founded by Dave Morin, previously Co-Inventor of Platform and Connect at Facebook with Shawn Fanning, creator of Napster, and Dustin Mierau co-creator of Macster. (Crunchbase)•  Path was launched in November 2010 and has grown to over 2 million Financial Information users. The initial response was not as strong as expected, so they •  Market Cap: N/A relaunched their application in November 2011. The response was very •  Enterprise Value: N/A positive and they saw their daily active user base grow 30x going from •  2011 Revenues: unknown 10K to 300K in two and a half weeks. •  2011 Net Income: unknown •  2011 Profit Margin: unknown •  P/E Ratio: N/A •  Ticker Symbol: N/A Countries of Operation Investors Key Management•  USA •  Index Ventures, First Round Capital, Ron Conway, Kevin Rose, •  Dave Morin, Co-founder & Ashton Kutcher, Gary Vaynerchuk, Joi Ito, Paul Buchheit, CEO Michael Parekh, Marc Benioff, $2.5 million Seed round •  Shawn Fanning, Co-founder & •  Kleiner Perkins, Index Ventures, First Round Capital, Digital Board of Directors Garage, $8.65 million Series A •  Matt Van Horn, VP of Business Development
    • Location-Based Services! Shopkick Updated: Jan 2012Category: Location-Based URL address: www.shopkick.comHeadquarters: Palo Alto, CA No. of employees: 30 Company Background Alliances/Subsidiaries•  Shopkick bridges the worlds of mobile and physical retail. In August •  Best Buy •  Disney 2010, Shopkick launched the first mobile application that provides •  Target •  Kraft Food rewards and exclusive deals from their partners. (Crunchbase) •  Macy’s •  HP•  Shopkick created a new location technology that allows the app to verify •  Old Navy •  Coca-Cola the user is actually present inside a store (GPS is too inaccurate for •  Crate & Barrel that). Like advertisers pay Google for click traffic in the online world, they •  Simon Malls can pay Shopkick for foot traffic in the real world. (directly from Financial Information Crunchbase) •  Market Cap: N/A•  Shopkick is the only 100% performance-based marketing platform in the •  Enterprise Value: N/A physical retail world. The app grew to 1 million users in its first 6 months, •  2011 Revenues: unknown and 2nd million users at 10 months. (directly from Crunchbase) •  2011 Net Income: unknown•  In November 2011, Shopkick announced a partnership with Visa that •  2011 Profit Margin: unknown allows any retail partner that accepts Visa to reward Shopkick users for •  P/E Ratio: N/A purchases with their Visa credit or debit card. (directly from Crunchbase) •  Ticker Symbol: N/A Countries of Operation Investors Key Management•  USA •  Kleiner Perkins Caufield & Byers, SV Angel, Citi Growth •  Cyriac Roeding, Co-founder & Ventures, Reid Hoffman, $2.5 million Series A CEO •  Kleiner Perkins Caufield & Byers, Reid Hoffman, $2.5 million •  Aaron Emigh, Co-founder & Series A CTO •  Jeff Sellinger, Co-founder & •  Kleiner Perkins, Greylock Partners, SV Angel, Citi Growth CPO Ventures, $15 million Series B •  Doug Galen, CRO
    • Other Companies of Interest! ARM Updated: Jan 2012Category: Other URL address: www.arm.comHeadquarters: Cambridge, UK No. of employees: 2,116 Company Background Alliances/Subsidiaries•  ARM Holdings is the leading semiconductor intellectual property (IP) •  Sharp •  IBM supplier. Their IP is the dominant design in mobile phone chips. •  TI •  Matsushita•  The company was a JV between Apple, Acorn Computers and VLSI •  Cirrus Logic •  Qualcomm Technology and founded in 1990. •  Alcatel •  Motorola •  Microsoft •  Samsung•  Their business model is the designing and licensing of IP, and they do •  HP •  Sony Ericsson not manufacturer or sell any semiconductor chips. Companies pay ARM to license their IP and a royalty on every chip or wafer produced. Financial Information•  Over 20 billion ARM based chips have been shipped to date, and 800 •  Market Cap: $12.24 billion processor licenses sold to more than 250 companies. •  Enterprise Value: $11.75 billion•  ARM technology is used in 90% of mobile phones, 80% of digital •  2011 Revenues: $776.1 million cameras, and 28% of all electronic devices. (company website) •  2011 Net Income: $177.8 million •  2011 Profit Margin: 22.90% •  P/E Ratio: 70.23 •  Ticker Symbol: ARMH Countries of Operation Major Shareholders Key Management•  UK •  FMR LLC (5.79%) •  Warren East, CEO•  Germany •  Morgan Stanley (2.69%) •  Tudor Brown, Co-Founder &•  France •  TCW Group (1.91%) President•  Sweden •  Earnest Partners (1.43%) •  Michael Muller, Co-founder &•  USA •  Jennison Associates (1.39%) CTO•  China •  Tim Score, CFO•  India•  Japan
    • Other Companies of Interest! Electronic Arts Updated: Jan 2012Category: Other URL address: www.ea.comHeadquarters: Redwood City, CA No. of employees: 7,600 Company Background Alliances/Subsidiaries•  Electronic Arts Inc. develops, markets, publishes, and distributes video •  Bioware game software and content. The company’s games include a range of •  Criterion Games categories, including action-adventure, casual, sports, family, and •  Bright Light Studios massively-multiplayer online role-playing. (Yahoo! Finance)•  Its portfolio of properties includes various brands, such as Need for Speed, The Sims, Spore, Dead Space, Mass Effect, and Battlefield. The company’s portfolio of games based on licensed intellectual property Financial Information includes sports-based titles, such as Madden NFL Football. (Yahoo! Finance) •  Market Cap: $5.70 billion •  Enterprise Value: $4.42 billion•  In November 2009, EA acquired social game developer, Playfish, for •  2011 Revenues: $3.86 billion $400 million. •  2011 Net Income: ($173 million)•  In fiscal 2010, EA had 27 titles that sold more than one million copies, •  2011 Profit Margin: (4.48%) and five titles that each sold more than four million copies, including •  P/E Ratio: N/A FIFA 10, Madden NFL 10, Need for Speed SHIFT, The SIMS 3 and •  Ticker Symbol: ERTS Battlefield: Bad Company 2. (directly from company website) Countries of Operation Major Shareholders Key Management•  USA •  Primecap Management (7.54%) •  John Riccitiello, CEO•  UK •  Vanguard Group (5.87%) •  Peter Moore, COO•  Canada •  Bank of New York Mellon (4.82%) •  Rajat Taneja, CTO•  India •  FMR LLC (4.57%) •  Frank D. Gibeau, President of•  China •  State Street Corporation (3.55%) EA Games Label•  South Korea•  Spain•  Brazil
    • Other Companies of Interest! Facebook Updated: Mar 2012Category: Other URL address: www.facebook.comHeadquarters: Palo Alto, CA No. of employees: 3,000 Company Background Alliances/Subsidiaries•  Facebook is the world’s largest social network with over 845 million •  Zynga active users. One in every nine people on Earth is a member of •  PayPal Facebook. •  Amazon.com•  Users can create profiles with photos, lists of personal interests, contact •  Microsoft information, and other personal information. Users can communicate •  eBay with friends and other users through private or public messages and a •  Netflix chat feature. They can also create and join interest groups and "like Financial Information pages“. (Wikipedia) •  Market Cap: $N/A•  Facebook was founded by Mark Zuckerberg with his college roommates •  Enterprise Value: $N/A and fellow students Eduardo Saverin, Dustin Moskovitz and Chris •  2011 Revenues: $3.7 billion Hughes. The websites membership was initially limited by the founders •  2011 Net Income: $1.0 billion to Harvard students, but was expanded to other colleges in the Boston •  2011 Profit Margin: 27.00% area, the Ivy League, and Stanford University. (Wikipedia) •  P/E Ratio: N/A•  The company has raised $2.24 billion in venture funding to date. •  Ticker Symbol: N/A Countries of Operation Major Shareholders Key Management•  USA •  Italy •  Australia •  Mark Zuckerberg (28.2%) •  Mark Zuckerberg, Chairman &•  Belgium •  England •  Japan •  Jim Breyer & Accel Partners (11.4%) CEO•  Argentina •  Spain •  Singapore •  Dustin Moskovitz (7.6%) •  Sheryl Sandberg, COO•  Ireland •  France •  DST Global Limiited (5.4%) •  Bret Taylor, CTO•  Germany •  Brazil •  Eduardo Saverin (5%, estimated) •  David Ebersman, CFO•  Holland •  South Korea •  Peter Thiel (2.5%)•  Hong Kong •  Canada•  India •  Sweden
    • Other Companies of Interest! Rovio Updated: Jan 2012Category: Other URL address: www.rovio.comHeadquarters: Espoo, Finland No. of employees: 55 Company Background Alliances/Subsidiaries•  In 2003, three students from Helsinki University of Technology (currently •  Apple Aalto University School of Science and Technology), Niklas Hed, Jarno •  Android Väkeväinen, and Kim Dikert participated in a mobile game development competition at the Assembly demo party sponsored by Nokia and HP. (directly from Wikipedia)•  In January 2005, Relude received investment from a business angel and they changed the company name to Rovio Mobile. (Wikipedia) Financial Information•  In December 2009 Rovio released Angry Birds, a catapult-puzzle game •  Market Cap: N/A for the iPhone. Angry Birds has since been downloaded over 500 million •  Enterprise Value: N/A times, with paid downloads accounting for more than 25% of total •  2011 Revenues: unknown downloads. (directly from Wikipedia) •  2011 Net Income: unknown•  During July 2011, the company changed its name to Rovio •  2011 Profit Margin: unknown Entertainment Ltd. (Wikipedia) •  P/E Ratio: N/A •  Ticker Symbol: N/A Countries of Operation Investors Key Management•  Finland •  Accel, Atomico, Felicis Ventures, $42 million Series A •  Mikael Hed, CEO •  Niklas Hed, Co-founder & CEO •  Peter Vesterbacka, CMO
    • Other Companies of Interest! Square Updated: Jan 2012Category: Other URL address: www.squareup.comHeadquarters: San Francisco, CA No. of employees: 200 Company Background Alliances/Subsidiaries•  Square is a revolutionary service that enables anyone to accept credit •  Visa cards anywhere. The company offers an easy to use, free credit card •  MasterCard reader that plugs into a phone or iPad. It’s simple to sign up. There are •  American Express no extra equipment, contracts, monthly fees or merchant account •  Discover required. By the end of 2011, there were over 800,000 Square dongles in use. (Crunchbase)•  Co-founded by Jim McKelvey and Jack Dorsey in 2009, the company is Financial Information headquartered in San Francisco with additional offices in Saint Louis and New York City. (Crunchbase) •  Market Cap: N/A •  Enterprise Value: N/A•  Square’s transaction fee is 2.75% across all its credit card partners. This •  2011 Revenues: unknown is supposedly less expensive than direct partnerships since the credit •  2011 Net Income: unknown card companies have some hidden charges to merchants. •  2011 Profit Margin: unknown •  P/E Ratio: N/A •  Ticker Symbol: N/A Countries of Operation Major Shareholders Key Management•  USA •  Khosla Ventures, First Round Capital, SV Angel, Esther Dyson, •  Jack Dorsey, Co-founder & Marissa Mayer, Kevin Rose, $10 million Series A CEO •  Sequoia Capital, Visa, $55 million Series B •  Jim McKelvey, Co-founder •  Kleiner Perkins, Tiger Technology Global Management, $100 •  Tristan O’Tierney, Co-founder million Series C •  Bob Lee, CTO •  Richard Branson, $3 million Series C •  Keith Rabois, COO
    • Other Companies of Interest! Qualcomm Updated: Jan 2012Category: Other URL address: www.qualcomm.comHeadquarters: San Diego, CA No. of employees: 21,200 Company Background Alliances/Subsidiaries•  QUALCOMM engages in the development, design, manufacture, and •  ZTE marketing of digital wireless telecommunications products and services. •  Oracle The company operates in four segments: Qualcomm Code Division •  Audiovox Multiple Access Technologies (QCT), Qualcomm Technology Licensing •  Symbian (QTL), Qualcomm Wireless and Internet (QWI), and Qualcomm Strategic •  AT&T Initiatives (QSI). (Yahoo! Finance) •  Verizon•  The QCT segment develops and supplies code division multiple access Financial Information (CDMA)-based integrated circuits and system software. The QTL segment grants licenses to use portions of its intellectual property •  Market Cap: $107.4 billion portfolio, which includes cdmaOne, CDMA2000, WCDMA, CDMA TDD •  Enterprise Value: $95.2 billion and others. The QWI segment comprises Qualcomm Internet Services •  2011 Revenues: $16.3 billion that provides content enablement services for the wireless industry. The •  2011 Net Income: $4.7 billion QSI segment makes strategic investments to promote the worldwide •  2011 Profit Margin: 27.57% adoption of CDMA-based products and services. (Yahoo! Finance) •  P/E Ratio: 24.28 •  Ticker Symbol: QCOM Countries of Operation Major Shareholders Key Management•  USA •  FMR LLC (4.15%) •  Dr. Paul E. Jacobs, Chairman•  South Korea •  Vanguard Group (3.96%) & CEO•  China •  State Street Corp (3.63%) •  Steven Mollenkopf, President•  Japan •  Price (T.Rowe) Associates (3.11%) & COO•  Taiwan •  BlackRock Institutional Trust (2.63%) •  William Keitel, CFO & EVP •  Donald Rosenberg, EVP & General Counsel
    • About Pegasus Strategies LLC!Pegasus Strategies LLC is a strategic advisory firm that advises corporations,governments and NGOs, with a particular focus on emerging markets andareas in transition.If you are interested in learning more, please contact us at info (at) pegasus-strategies.com.