1. Business Model for Mobile Applications A Network Operators Perspective

3. Operate through SMS, IVR, USSD and WAP channelsRBT IVR eg. Music USSD and WAP Portal 1) All services aside from peer-to-peer voice and peer-to-peer SMS Source: Team analysis

5. New MAS by Sprint in Q1/2010 (partnering with GetJar)

6. Verizon VCast

7. T-Mobile’s T-Mobile Channel (recommended content for Android devices)

8. TIM Brazil in Q1/2010 (partnering with Qualcomm)

9. No MAS player has demonstrated clear failure so far

10. No player has yet been bought

11. Market experts are expecting consolidation in the medium-term

12. Wholesale Applications Community as Industry wide InitiativeGetJar 1) Mobile App Store Source: Team analysis

14. Achieved over 9.9 billion downloads

15. Offers over 3,000 apps through the BlackBerry App World

17. Supported by Symbian, Java platforms

18. Reached 10 million downloads within a few months

20. Utilized by over a million users

21. Offers close to 200,000 apps through the app store

23. Accessed by nearly one million subscribers

24. Offers over 50,000 apps

25. Reached 675,000 downloadsPalm GetJar Source: Team analysis

26. App Store with a Difference

28. Accessed through SMS, USSD, IVR or Web Interfaces

30. Why Network based App Stores? Recurring revenue to the Operator as well as developer Applications are independent of handsets, more potential customers One time development effort to the developer Device Independent Many Modes of Access

31. Why Network based App stores ? Number of Apps in Q3 2010 Number of Units sold up to Q3 2010 Million units

32. App Zone - After 1 year A developer community of more than 5000 120 live applications and growing Very good consumer response, good revenues to operator Good revenues to developers Highest earner, a university student - Earns more than Rs 200,000 per month