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Google Mobile
Small screens – Big Opportunity




                         Google Confidential and Proprietary
“The future is already here,
 it’s just unevenly distributed”
                      - William Gibson




                           Google Confidential and Proprietary
Setting the scene

   Big Changes




                    Google Confidential and Proprietary
1. Mobile Internet: Usage Will Explode
                                                                                  1B sold in

                                                                                   20
                                                                                                1B sold in
                                                                                  years
                                                                                                         4
                                                                                   1B sold in   years
                                                                                      2
                                                                                   years
                                                                                                Google Confidential and Proprietary
Source: Wireless Intelligence, as referenced in The New York Times, April 2008.
Mobile Internet: Early Signs
• iPhone generates 50x more search queries
  – 60% of time spent on non-calls activity
• Japanese teens spend 2 hours daily on mobile web
• 9M new subscribers each month in India




                                                     Google Confidential and Proprietary
Mobile Internet: Affecting All Aspects of Culture
   Literature                                                                            Shopping

                                                           20% Japanese
                                                            use e-money


                                       Television


         5 of the top 10 bestselling
         novels in Japan were
         written on a mobile                                                Commerce/Wallets

 Music                                 About 6.5M in the U.S.
                                       watched videos on their
                                       phones in August




                                                           mChek is already being
31% of global music                                        used by 500,000 people
                                                                         Google India and Proprietary
                                                                           in Confidential
spend is mobile
2. Maps: A Key Interface

                  The information that matters most
                   is information about things that
                             are closest.




                                          Google Confidential and Proprietary
Maps: Early Signs

• Never Get Lost!
• 1M+ hours per day spent on Google Maps and Google Earth
• Local search is the #2 most popular activity online (after email)




                                                                 Google Confidential and Proprietary
3. Divide Between Desktop and
     the Web Will Dissolve




                                Google Confidential and Proprietary
Cloud Computing: Early Signs




Creating without walls                                       Banking without walls




   Sharing                                                                Listening
without walls                                                            without walls




                         Browsing without walls                    Google Confidential and Proprietary

                              www.adaptivepath.com/aurora/
4. Everything Will Connect




                             Google Confidential and Proprietary
Everything Is Connected: Early Signs




   • Email info
   • Download coupon
   • Purchase




                                       Google Confidential and Proprietary
Everything Is Connected: Early Signs
Retail: “Minority Report”




                                                 Hospitals




                                       Google Confidential and Proprietary
5. More Personal and Social




                              Google Confidential and Proprietary
Social Networking: Early Signs (large and small)




                                         Google Confidential and Proprietary
Broad reach                              Niche audiences
Social and Personal: How We Share Is Already Changing




                                          Google Confidential and Proprietary
Social Is a Feature, Not a Destination




       Reviews & communities around
                           products
                                         Google Confidential and Proprietary
6. Internet Will Be a Primary Platform for Media
                                        7.5 million hours of events watched online




                                                         YouTube received about 1,200
                                                         submissions in one day through
                                                         Video Your Vote




    Hulu users are streaming over
63M videos and are watching over
two hours of video per month each



    The future of book reading, with185 MB of user-
                         accessible internal memory
                                                                       Google Confidential and Proprietary
… And a Primary Platform for Marketing




                                    Google Confidential and Proprietary
Big Changes

1.   Mobile Internet use will explode

2.   Maps will be a key interface

3.   Divide between desktop and the Web will dissolve

4.   Everything will connect

5.   The web will be more personal and social

6.   The Internet will be a major platform for media & marketing
                                                 Google Confidential and Proprietary
Mobile is a key part of Google’s future

Organize the world’s information and make it
universally accessible




                                        Google Confidential and Proprietary
4 strategic imperatives




                          Google Confidential and Proprietary
Location, Location, Location




                               Google Confidential and Proprietary
Openness and Innovation




                          Google Confidential and Proprietary
So what is Android ?




                       Google Confidential and Proprietary
What is Android?

Android is a programming language designed by Google and the
Open Handset Alliance. Android has been designed to work on
many different types of smartphones and will be seen around the
World on tons of different networks.



    Software                                      Handset
    Partners                                    Manufacturers




                                            Semiconductor
      Mobile Operators
                                             Companies



                                                   Google Confidential and Proprietary   26
Advertising remains the main business model




                                   Google Confidential and Proprietary
Google Confidential and Proprietary
Thank You!




             Google Confidential and Proprietary

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Google Mobile - Small Screen S Big Opportunity

  • 1. Google Mobile Small screens – Big Opportunity Google Confidential and Proprietary
  • 2. “The future is already here, it’s just unevenly distributed” - William Gibson Google Confidential and Proprietary
  • 3. Setting the scene Big Changes Google Confidential and Proprietary
  • 4. 1. Mobile Internet: Usage Will Explode 1B sold in 20 1B sold in years 4 1B sold in years 2 years Google Confidential and Proprietary Source: Wireless Intelligence, as referenced in The New York Times, April 2008.
  • 5. Mobile Internet: Early Signs • iPhone generates 50x more search queries – 60% of time spent on non-calls activity • Japanese teens spend 2 hours daily on mobile web • 9M new subscribers each month in India Google Confidential and Proprietary
  • 6. Mobile Internet: Affecting All Aspects of Culture Literature Shopping 20% Japanese use e-money Television 5 of the top 10 bestselling novels in Japan were written on a mobile Commerce/Wallets Music About 6.5M in the U.S. watched videos on their phones in August mChek is already being 31% of global music used by 500,000 people Google India and Proprietary in Confidential spend is mobile
  • 7. 2. Maps: A Key Interface The information that matters most is information about things that are closest. Google Confidential and Proprietary
  • 8. Maps: Early Signs • Never Get Lost! • 1M+ hours per day spent on Google Maps and Google Earth • Local search is the #2 most popular activity online (after email) Google Confidential and Proprietary
  • 9. 3. Divide Between Desktop and the Web Will Dissolve Google Confidential and Proprietary
  • 10. Cloud Computing: Early Signs Creating without walls Banking without walls Sharing Listening without walls without walls Browsing without walls Google Confidential and Proprietary www.adaptivepath.com/aurora/
  • 11. 4. Everything Will Connect Google Confidential and Proprietary
  • 12. Everything Is Connected: Early Signs • Email info • Download coupon • Purchase Google Confidential and Proprietary
  • 13. Everything Is Connected: Early Signs Retail: “Minority Report” Hospitals Google Confidential and Proprietary
  • 14. 5. More Personal and Social Google Confidential and Proprietary
  • 15. Social Networking: Early Signs (large and small) Google Confidential and Proprietary Broad reach Niche audiences
  • 16. Social and Personal: How We Share Is Already Changing Google Confidential and Proprietary
  • 17. Social Is a Feature, Not a Destination Reviews & communities around products Google Confidential and Proprietary
  • 18. 6. Internet Will Be a Primary Platform for Media 7.5 million hours of events watched online YouTube received about 1,200 submissions in one day through Video Your Vote Hulu users are streaming over 63M videos and are watching over two hours of video per month each The future of book reading, with185 MB of user- accessible internal memory Google Confidential and Proprietary
  • 19. … And a Primary Platform for Marketing Google Confidential and Proprietary
  • 20. Big Changes 1. Mobile Internet use will explode 2. Maps will be a key interface 3. Divide between desktop and the Web will dissolve 4. Everything will connect 5. The web will be more personal and social 6. The Internet will be a major platform for media & marketing Google Confidential and Proprietary
  • 21. Mobile is a key part of Google’s future Organize the world’s information and make it universally accessible Google Confidential and Proprietary
  • 22. 4 strategic imperatives Google Confidential and Proprietary
  • 23. Location, Location, Location Google Confidential and Proprietary
  • 24. Openness and Innovation Google Confidential and Proprietary
  • 25. So what is Android ? Google Confidential and Proprietary
  • 26. What is Android? Android is a programming language designed by Google and the Open Handset Alliance. Android has been designed to work on many different types of smartphones and will be seen around the World on tons of different networks. Software Handset Partners Manufacturers Semiconductor Mobile Operators Companies Google Confidential and Proprietary 26
  • 27. Advertising remains the main business model Google Confidential and Proprietary
  • 28. Google Confidential and Proprietary
  • 29. Thank You! Google Confidential and Proprietary