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CTIA 2002, Orlando, "Thats Entertainment", Jean Barrette, Speaker
CTIA 2002, Orlando, "Thats Entertainment", Jean Barrette, Speaker
CTIA 2002, Orlando, "Thats Entertainment", Jean Barrette, Speaker
CTIA 2002, Orlando, "Thats Entertainment", Jean Barrette, Speaker
CTIA 2002, Orlando, "Thats Entertainment", Jean Barrette, Speaker
CTIA 2002, Orlando, "Thats Entertainment", Jean Barrette, Speaker
CTIA 2002, Orlando, "Thats Entertainment", Jean Barrette, Speaker
CTIA 2002, Orlando, "Thats Entertainment", Jean Barrette, Speaker
CTIA 2002, Orlando, "Thats Entertainment", Jean Barrette, Speaker
CTIA 2002, Orlando, "Thats Entertainment", Jean Barrette, Speaker
CTIA 2002, Orlando, "Thats Entertainment", Jean Barrette, Speaker
CTIA 2002, Orlando, "Thats Entertainment", Jean Barrette, Speaker
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CTIA 2002, Orlando, "Thats Entertainment", Jean Barrette, Speaker

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CTIA 2002, "That\'s Entertainment", Jean Barrette, Speaker

CTIA 2002, "That\'s Entertainment", Jean Barrette, Speaker

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  • 1. That’s M-tertainment! Jean Barrette, Eng., MBA General Manager Bell Mobility Investments
  • 2. Corporate Venturing Vehicle for Bell Mobility ❙ Goal is to create strategic value for Bell Mobility, Canada’s wireless Leader ❙ Focus is on wireless Internet ❙ Targeting mainly North American companies ❙ BMI brings operating knowledge from its wireless operations ❙ Vehicles are – R&D accelerator for early stages – Equity for later stages – International Services First in North America to: First in Canada to: •Launch CDMA Internet Browser & Instant •Trial Location Based Services Messaging •Offer wireless internet banking and online shopping •Personalize content services •Launch Digital Data-to-Go •Integrate wireless ecare •Mobilize your business by bringing SAP, Siebel, •Offer wireless conference call service GroupWise, Exchange and Lotus •Trial 1XRTT That’s M-tertainment! • Jean Barrette • Bell Mobility Investments
  • 3. Wireless Entertainment: What is it? What I am Doing Wirelessly When I am not Working! - Bandwidth Requirements + Segments Type of Entertainment Short-Burst Images Music Video Dating & Games & - Time Filler Chat Gambling •Comedy •Pictures •Casino •Thought of •Drawings •Trivia Ability to Pay the day •Cartoons •Action •Logos •Classic Social •Icons •Sport •Role Play Delivery Mechanism Avid SMS SMS Embedded WAP IM WAP MMS SMS Download Streaming Streaming MMS IM MMS Download Download + Hardcore Multi-Player Download WAP ++ That’s M-tertainment! • Jean Barrette • Bell Mobility Investments
  • 4. Revenue and Subscriber Forecasts Market is Significant for Games Revenues 2001 2006 • The US market has room for growth due to the popularity of Worldwide Datamonitor $ 950M $ 17.5B Internet and computer games (Aug 2001) combined with low mobile Ovum $ 125M $ 4.4B penetration (Oct 2001) Datamonitor $20M $ 3.04B US (Feb 2002) • In 2001, 30% of the Swedish Wireless Gamers 2001 2006 population were playing games on their mobile devices Datamonitor 120M 510M Worldwide (Feb 2002) • While 22% of World Wide Arc Group 43M 850M wireless subs played games in (June 2001) 2001, 42% are expected to play Yankee 5M 66M in 2006 US (May 2001) Source: Datamonitor, Ovum, Yankee Group, Arc Group That’s M-tertainment! • Jean Barrette • Bell Mobility Investments
  • 5. Bell Mobility Experience Engine of Growth for Wireless Internet Mobile Browser Hits by Quarter, 2001 (Millions) ❙ 25% of customers 90 80 with dot com ready 70 60 handsets are active 50 data users 40 30 20 ❙ Mobile Browser hits 10 - topped 185 million in Q1 Q2 Q3 Q4 2001, approximately Mobile Browser Hits Usage, 2001 400% growth January 2001 December 2001 ❙ Games and entertainment Entertainment represent nearly half (14%) Other Entertainment (50%) (50%) of all Mobile Browser hits Other (86%) That’s M-tertainment! • Jean Barrette • Bell Mobility Investments
  • 6. Pricing Models by Operators What Will You Pay for Wireless Entertainment? SMS ❙ What is the customer willing to Free Content pay? Charged at SMS rate Charge at premium ❙ Entertainment cost per hour: Hardcore Download – Movie: $3 to $5 Subscription Avid – CD: $.25 to $3 Pay per download Social Pay per packet – Console Game: $.5 to $.9 WAP Time Filler – Cable TV: $.2 to $.75 Air time charge – Internet: $.07 to $1.5 Pay per Use Will not play Premium bundle Source: Ovum, Accenture, Bell Mobility That’s M-tertainment! • Jean Barrette • Bell Mobility Investments
  • 7. Value Chain Migration from Traditional to Wireless Creates Opportunities Traditional Game Value Chain (retail) Customer Console Publisher Distributor Retailer Developer = New Role Online Game Value Chain = Strength Telecom, Customer PC Publisher Portal Developer ISP, Cable Wireless Game Value Chain Online Game Value Chain Platform/ Publisher/ Network Service Handset Customer Developer Portal Application Provider Aggregator Operator Provider Provider That’s M-tertainment! • Jean Barrette • Bell Mobility Investments
  • 8. Value Chain: Who is doing What Platform/ Game Value Chain Online Publisher/ Network Service Handset Customer Developer Portal Application provider Aggregator Operator Provider Provider Infrastructure/Handset Play = New Role = Strength That’s M-tertainment! • Jean Barrette • Bell Mobility Investments
  • 9. Value Chain: Who is doing What Platform/ Game Value Chain Online Publisher/ Network Service Handset Customer Developer Portal Application provider Aggregator Operator Provider Provider Publisher/Aggregator = New Role = Strength Brands: Movies, Toys, Comics, TV, Console Games, Printed Media, Sports (Disney, Paramount, Warner Brothers, Much Music, Marvel, Sony, Sega, …) That’s M-tertainment! • Jean Barrette • Bell Mobility Investments
  • 10. Value Chain: Who is doing What Platform/ Game Value Chain Online Publisher/ Network Service Handset Customer Developer Portal Application provider Aggregator Operator Provider Provider Developer = New Role = Strength That’s M-tertainment! • Jean Barrette • Bell Mobility Investments
  • 11. Value Chain: Who is doing What Platform/ Game Value Chain Online Publisher/ Network Service Handset Customer Developer Portal Application provider Aggregator Operator Provider Provider = New Role = Strength Brands: Movies, Toys, Comics, TV, Console Games, Printed Media, Sports (Disney, Paramount, Warner Brothers, Much Music, Marvel, Sony, Sega, …) That’s M-tertainment! • Jean Barrette • Bell Mobility Investments
  • 12. Summary Investment Opportunities within an Increasingly Crowded Space ❙ Early stages of the industry ❙ Enablers such as Java/BREW, 1XRTT, better devices will drive growth and revenues ❙ Time Fillers and Social Players represent significant potential because of their sheer size ❙ Value Chain – Console providers are focused on their market – Platform/App. Developers want to become Consoles of tomorrow That’s M-tertainment! • Jean Barrette • Bell Mobility Investments

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