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Russian Mobile VAS Market - AC&M Estimates 3Q09

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Russian Mobile VAS Market - AC&M Estimates 3Q09

  1. 1. Total Russian VAS Market VAS Segmentation 3Q09 2Q09 3Q09 2Q09 VAS revenues, RUR mln (gross) 31,398.2 28,279.1 Content revenue, RUR mln (gross) 8,312.3 7,208.2 Growth q-o-q 11.0% -5.4% Growth q-o-q 15.3% 0.1% VAS ARPU, RUR (gross) 52.3 48.7 Data revenue, RUR mln (gross) 9,339.2 8,269.9 Growth q-o-q 7.4% -7.5% Growth q-o-q 12.9% 0.7% VAS share in revenues* (gross) 18.5% 17.6% Messaging revenue, RUR mln (gross) 12,662.6 11,730.7 Growth q-o-q 7.9% -12.6% *Revenue=Operating Revenue excluding Sales of Equipment Other VAS revenue, RUR mln (gross) 1,084.1 1,070.3 Growth q-o-q 1.3% 1.4% VAS Share in Revenues Content Market Breakdown (3Q09) Messaging Market Breakdown (3Q09) 25% Other Other MTS VimpelCom MegaFon 7% 16% MTS 20% 30% MegaFon MTS 15% 29% 41% MegaFon 10% 20.1% 19.4% 20.8% 17.8% 29% 15.9% 15.9% 5% VimpelCom VimpelCom 26% 23% 0% 2Q09 3Q09 VAS Market Breakdown by Operator Data Market Breakdown (3Q09) Other VAS Market Breakdown (3Q09) Other Other 8% 10% 100% MTS 11% 10% MTS 31% 28% 80% 31% 31% MegaFon 60% 33% 27% 26% 40% MegaFon VimpelCom 49% 13% VimpelCom 20% 28% 31% 33% Advanced Communications & Media 0% 11/2a Armyansky pereulok 2Q09 3Q09 Moscow 101990 MTS VimpelCom MegaFon Other Russia Phone: +7 495 933-5578 / 623-5480 Russia Email: info@acm-consulting.com SOURCE: Company data, ACM-Consulting estimates
  2. 2. Total Russian VAS Market VAS Segmentation 3Q09 2Q09 3Q09 2Q09 VAS revenues, US$ mln (gross) 1,001.9 878.5 Content revenue, US$ mln (gross) 265.2 223.9 Growth q-o-q 14.0% -0.3% Growth q-o-q 18.4% 5.5% VAS ARPU, US$ (gross) 1.7 1.5 Data revenue, US$ mln (gross) 298.0 256.9 Growth q-o-q 10.4% -2.6% Growth q-o-q 16.0% 6.1% VAS share in revenues* (gross) 18.5% 17.6% Messaging revenue, US$ mln (gross) 404.0 364.4 Growth q-o-q 10.9% -7.9% *Revenue=Operating Revenue excluding Sales of Equipment Other VAS revenue, US$ mln (gross) 34.6 33.2 Growth q-o-q 4.0% 6.9% VAS Share in Revenues Content Market Breakdown (3Q09) Messaging Market Breakdown (3Q09) 25% MTS VimpelCom MegaFon Other Other 7% 16% 20% MTS 30% 15% MegaFon MTS 29% 41% 10% 20.1% 19.4% 20.8% MegaFon 17.8% 29% 15.9% 15.9% 5% VimpelCom VimpelCom 26% 23% 0% 2Q09 3Q09 VAS Market Breakdown by Operator Data Market Breakdown (3Q09) Other VAS Market Breakdown (3Q09) Other Other 8% 10% 100% MTS 11% 10% MTS 31% 28% 80% 31% 31% MegaFon 60% 33% 27% 26% 40% MegaFon VimpelCom 49% 13% VimpelCom 20% 28% 31% 33% Advanced Communications & Media 0% 11/2a Armyansky pereulok 2Q09 3Q09 Moscow 101990 MTS VimpelCom MegaFon Other Russia Phone: +7 495 933-5578 / 623-5480 Russia Email: info@acm-consulting.com SOURCE: Company data, ACM-Consulting estimates
  3. 3. Data Usage Policy This data is distributed as is, free of charge for informational purposes only. The information herein represents estimates by AC&M analysts and may be changed at any time if more reliable data is available or AC&M decides to review its estimates. AC&M do While using this data, publishing or referring to it please mention Advanced Communications and Media (AC&M) as a source of the respective information. Web publishers should also provide a clickable link to AC&M web- site, http://www.acm-consulting.com/ in Thank you for your interest and understanding.

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