The document summarizes Russian VAS market data from Q3 and Q4 2008. It shows that total VAS revenues declined slightly quarter-over-quarter to $994.7 million in Q4 2008. Content revenues grew 11.7% while messaging revenues declined 7.7% over the same period. Charts break down the VAS market by segment, operator, and operator market share in content, data, messaging, and other VAS services.

1. Published on Procontent.Ru
Total Russian VAS Market VAS Segmentation
4Q08 3Q08 4Q08 3Q08
VAS revenues, US$ mln (gross) 994,7 1 006,0 Content revenue, US$ mln (gross) 254,9 228,3
Growth q-o-q -1,1% 5,7% -1,1% Growth q-o-q 11,7% 3,8%
VAS ARPU, US$ (gross) 1,8 1,9 Data revenue, US$ mln (gross) 243,4 240,0
Growth q-o-q -4,7% 0,0% Growth q-o-q 1,4% 9,7%
VAS share in revenues (gross) 15,8% 14,0% Messaging revenue, US$ mln (gross) 461,6 497,0
Growth q-o-q -7,7% 3,4%
Other VAS revenue, US$ mln (gross) 34,8 40,7
Growth q-o-q -17,0% 26,8%
VAS Share in Revenues Content Market Breakdown (4Q08) Messaging Market Breakdown (4Q08)
20%
MTS VimpelCom MegaFon
18% Other
Other
8%
16%
18% MTS
14% 28%
MTS
12% 37%
MegaFon
10%
32%
17.5%
16.8%
8% 15.6% 14.5% 13.8% MegaFon
6% 11.8%
27%
4%
VimpelCom
VimpelCom
2% 27%
23%
0%
3Q08 4Q08
VAS Market Breakdown by Operator Data Market Breakdown (4Q08) Other VAS Market Breakdown (4Q08)
Other Other
100% 10% 16%
13%
14% MTS
MTS
30%
30%
80%
28% 30%
60%
MegaFon
34%
24% 25%
40%
MegaFon
VimpelCom
39%
15%
VimpelCom
20% 34% 32% 26%
Advanced Communications & Media
0%
11/2a Armyansky pereulok
3Q08 4Q08
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