TakeNet is a leading Brazilian provider of value-added products and services to mobile carriers. It has pioneered many mobile innovations in Brazil since 1999. TakeNet sees an opportunity to help carriers adapt to convergence of mobile and social media through a two-sided business model connecting carriers and upstream players via its Tangram and Torpedão platforms. This allows carriers to simplify and extend use of their platforms for third parties while participating in new revenue opportunities from upstream players through sponsored communications. TakeNet provides examples like Collect SMS enabling free communication when the sender lacks credit in exchange for viewing ads. It seeks partnerships to fully capitalize on helping carriers monetize mobile and social media convergence.
2. Agenda 1 Innovation is in our Pure Mobile DNABrazilian Market PotentialProblem? Solution 2 3 Executing against a 2-Sided Business Model Our Vision
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4. TakeNet Solutions enable mobile carriers to profit from the convergence of the Mobile Internet and Social Media
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6. What Sets Us Apart? Pioneer with Proven Track Record Impeccable Reputation – Zero Liability Policy State-of-the-Art Proprietary Platforms and Infrastructure Connections/Contracts – 100% Carrier coverage Deep Carrier Network Integration Experience Solid Base to B2B & B2C - Complete Product Offer Vast Content and Applications suited to Brazilian consumers Integration to provide to 3rd parties B2C services (Download & Messaging) for all carriers in Brazil Local Knowledge, Local Relationships Access to all hierarchical levels of carriers in Brazil
8. The Brazilian Mobile Market +150M subscribers 20% growth over last year 82% pre-paid users 80% penetration 85% dominated by GSM 4 major carriers who maintain +99.5% of the market +3x the number of internet users
9. The Brazilian VAS Market VAS Growth Potential & Market Consolidation VAS Revenues will triple in 5 years (2007 R$ 1 billion to 2012 R$ 3,4 billion) On-deck business & stand alone VAS players dominate today VAS players must help carriers adapt for the upcoming changes or risk losing relevance 2009 – 2012 opportunity window Two-sided markets, end-to-end solutions & off-deck Current Market Movements: Verticalization & Consolidation Only 4 VAS players will dominate in Brazil: TakeNet is one of them
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11. Current VAS offers are limited to one-to-one integrations among upstream players and carriers
12. Lack of scalability = loss of a valuable revenue opportunity Internet Portal Brand Government Mobile Carrier TELCO Platform Corporate Customers Distribution Platform Voice, SMS, MMS, Push and Billing Developer Upstream Players VAS Platform CRM, LBS, BI, Callcenter, Handset Identification, Handset Capabilities
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14. Carrier Platforms must be able to connect players to customers seamlessly, becoming a Integration hub for a rich ecosystem of upstream players
15. Carriers will give access to a broad range of assets that are directly relevant to upstream players
16. Revenues would be collected from both sidesInternet Portal Brand Government Mobile Carrier TELCO Platform Corporate Customers Distribution Platform Voice, SMS, MMS, Push and Billing Developer Upstream Players VAS Platform CRM, LBS, BI, Callcenter, Handset Identification, Handset Capabilities
17. TakeNet & 2-SidedBizModel Media Channel Content Provider TakeNet solutions enable carriers to simplify and extend the use of their platform for third parties and participate in upstream revenue opportunities Our technology solution creates “Sponsored Communications” opportunities by allowing upstream players to gain access to carrier customers Together Tangram and Torpedão form the basis for our strategy Internet Portal Brand Government Torpedão Mobile Carrier TELCO Platform Corporate Tangram Network Elements Customers Distribution Platform Voice, SMS, MMS, Push and Billing Developer Upstream Players VAS Platform CRM, LBS, BI, Callcenter, Handset Identification, Handset Capabilities
18. Tangram & Carriers Media Channel Content Provider Our Carrier Grade Platform, Tangram, allows complete control over how third parties send and receive SMS, MMS, Pushes, etc. Handles both the distribution and VAS Platform Allows only client authorized services to access sensitive information Internet Portal Brand Government Torpedão Mobile Carrier TELCO Platform Corporate Tangram Network Elements Voice Gateway Customers SMS Gateway Developer Distribution Platform MMS Gateway Push Gateway Subscriber & 3rd Party Profile Database Management and Control Services 3rd Party Access Control Charging Gateway Policy Control CRM Gateway LBS Gateway VAS Platform Handset Id Gateway Handset Capabilities Business Intelligence
19. Torpedão & Upstream Players Media Channel Content Provider A community platform that creates & strengthens the relationship between upstream players and their constituents through mobile phones Torpedão allows upstream players to add mobile capabilities to their existing communities establishing new communication channels with the subscriber Internet Portal Brand Government Torpedão Mobile Carrier TELCO Platform Corporate Tangram Network Elements Downloads Distribution Platform Voice, SMS, MMS, Push and Billing News and Alerts Customers Developer Chat Mobile Blog Voting and Quiz 3rd Party Portal Ad Server Premium SMS VAS Platform CRM, LBS, BI, Callcenter, Handset Identification, Handset Capabilities Bulk Collect SMS Torpedão SDK 3rd Party App
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21. It’s the opening act for Sponsored SMS which allows a client to receive messages for free if they agree to read an advertisement
22. The perfect way for companies and brands to reach their costumers through advanced segmentationInternet Portal Brand Government Torpedão Mobile Carrier TELCO Platform Corporate Tangram Network Elements Downloads Distribution Platform Voice, SMS, MMS, Push and Billing News and Alerts Customers Developer Chat Mobile Blog Voting and Quiz 3rd Party Portal Ad Server Premium SMS VAS Platform CRM, LBS, BI, Callcenter, Handset Identification, Handset Capabilities Bulk Collect SMSTM Torpedão SDK 3rd Party App
23. Partner Opportunities To fully capitalize on the opportunity, TakeNet is looking for partnerships in the following areas of interest: Platforms Data Mining & Analytics Voice Applications Ad Platform Third Party Applications Device Optimization Sérgio Cruz Passos e-mail: sergio@takenet.com.br M +55 31 9119 4386 W +55 31 3349 6201