1. Mobile Web brief
Opera Software
Tom Christian Gotschalksen
EVP Operators & Services
@tcg1301

2. Opera has a proud history focused on delivering the
best Internet experience on any device
1995 - 2006 2007 - 2011 2012 ->
•takes a significant role •positioned perfectly for the •re-positioned as
developing Internet fragmented web independent web player
•sees the opportunity in •mobile Internet •strong user base and
new internet platforms consolidation starts innovation pipe line
•Opera as a successful •focusing on user growth & •drives & manages traffic
enabler (TV, Mobile +++) monitization strategy for operators, dev and IC
@tcg1301

3. Opera is among the biggest Mobile Internet
successes in terms of customer base
@tcg1301

4. Opera positioned to drive & manage traffic for
Operators, developers and Internet companies
@tcg1301

5. Opera welcomes developers and content owners
with enabling services
Opera enables
developer monetization
Advertiser SDK from AdMarvel to monetize their apps and content
Opera Mobile Store for paid and subscribed apps
Opera enables
discoverability of apps
@tcg1301

6. Opera is positioned centrally
on the Mobile Web...
...and here are a few of our
hopefully relevant
observations..

7. iOS is leading in terms of monetization, but the
catch up has begun
Social leads in number of impressions (22%) but monetization performance remain to be proved
(7%)
Music, Media and Video delivers both impressions (19%) and great monetization performance
(13%)
Finance (1%) and Sports (5%) delivers relatively low on impressions but with the best
monetization performance (Fin:9% & Spo:14%)
@tcg1301 Numbers are rounded off, from State of the Mobile Advertising report published at http://www.opera.com/sma/2012/q3/

8. Discoverability is a major challenge for any player
without its own eco-system
The App market is expected to reach 46billion$ in 2016
Apple is preferred by developers (inv: 700 000)
Google has about 600 000 apps but is monetization wise
outperformed by Amazon Android store
Opera Mobile Store is among the biggest independent
stores (supports 6000 device with daily 1,5M downloads)
Opera provides marketing tools as PPD programs,
advertising and local bundling opportunities
Across the most known stores approximately 70% of top
grossing apps are free
Opera believes in the open web & the right for 3rd party stores to
increase commerce experiences across platforms
@tcg1301

9. HTML5 is leaving buzz mode and entering as a
pragmatic and practical choice for developers
Pure & hybrids rules on efficiency
Majority of developers are already partly using
HTML5 in their apps
HTML5 is perfect for Media and Access apps
Features & functionality develops slowly
Challenged by lack of distribution, monetization
and to some extent functionality & promoters
HTML5 technology will disrupt the current app model, but
consumer success will require avoidance of browser
fragmentation and “open web” compliant eco-systems
@tcg1301

10. Are the big eco-systems and platform owners in their
sweet spots incentivised to slow down innovation?
@tcg1301

11. Delivering great consumer experiences by
★Delivering the best Internet experience on any
device
★Driving and managing traffic for Operators,
Developers and Internet Companies
Tom Christian Gotschalksen
EVP Operators & Services
@tcg1301