The Future Driver of Customer Value Creation: MNOs, Handset OEMs or WebCos?

Len LauerChief Operating Officer

3G Interference Cancellation Leverages Operators’ CDMA Networks

CSM6850 (Rev. A/B)

~ 65% higher reverse link data capacity in fully loaded networks

Source: Qualcomm simulation and analysis.

1x Advanced Increases 1x’s Excellent Voice Capacity

Achievable Today

Relative capacity/sector (1.25 MHz)1x Advanced

4x increase compared to today’s voice capacitywhile maintaining the same voice quality

New handset & channel card

4XVoice users

Radio linkEnhancements

Interference Cancellation

XVoice users

1.5XVoice users

1X Today• EVRC• Single RX

EVRC-B+ QLIC (device IC)

New handsetNetwork upgrades

Rev. B Improves User Experience

Cost Effective Natural Evolution from EV-DO Rev. A

Rev. B

Rev. A Carrier

Rev. A Carrier

Rev. A Carrier

• 3x Data rates up to 9.3 Mbps through Multicarrier (Software only Upgrade)

• Higher capacity for bursty apps

• Higher Rev B data rates up to 14.7Mbps

• Higher Capacity through IC

Enabling Open Application Platforms on Our Chipsets

Unleashing WWAN Beyond the Handset: Snapdragon & Gobi

WWAN

GHz Cores

GPS

600 MHz DSP

Graphics

Multimedia EV-DO/EV-DO Rev.A

HSDPA/HSUPA

GSM/GPRS/EDGE

STANDALONE GPS

A New Mobile Internet Experience

Bringing Mobility, Ubiquity and New Services to the Web

“Google Putting the Final Nail in the Mobile Operator LBS Coffin.”

“Apple’s iPhone: Disrupting Mobile Service”

“Mobile Operators Fear the ‘Google Effect”

“…Mobile Operators Still Baffled by iPhone”

“Google Seeks Patent to Break Mobile Subscriber Shackles”

“Apple, Operator War Averted (For Now)”

“Google’s Second Shot Across the Bow of Mobile Operators”

“Have Mobile Operators Become ‘Dumb Pipes’?”

Quotes from: Posibly 6/08, RDM 12/06, Vnunet 9/05, CNet 1/07, IDG 9/08, Unstrung 12/08, Blackfriars Marketing 11/07, Telematics Update 10/08

Who’s Driving Value and How?

NOKIA

MICROSOFTGOOGLEYAHOOAPPLE

AT&T

SPRINT

T-MOBILE

VERIZON

Consumer Desires Are Changing The Wireless Ecosystem

On the way to work, purchases train ticket

via electronic pass on mobile device

After purchase, prompted to “top off” rail pass

Amount debited from card/account

Later, while out with friends, location-based recommend

provides offers/ads for shopping and restaurants based on

user profile and preferences

Taking a break between classes to check social

networking site via mobile device

Views new friends’ profiles, status and location

are updated automatically via LBS preferences

Sees that two friends are heading to a campus event

Uploading a vlog entry to friends’ page at rival college -

talking about next week’s game between their schools

Integrated Horizontal Applications to Deliver Advanced Services

SOCIAL NETWORKING

MOBILE ADVERTISING

Service Enablers

CONTENT• Media

• Internet

• Original

• Financial

• Social

DEVICES

Opening BREW

On device discovery:

Off device discovery:Short Code, WAP & Web

Developer Links toOperator’s Website(available today w/ VZW)

Open Catalog: Off DeckDiscovery of BREW apps• Marketed entirely by

developer

• Developer controls pricing, licenses, publication etc.

• BDS provides “on deck”class delivery, payment, settlement, etc.

Software Widgets for the Mobile Internet

• Personalization• Social Networking & Viral Distribution• Ecosystem Across Devices

• Familiar Web Technologies• Monetization (New Revenue Streams)

Targeted Mobile Advertising, Content Discovery & Recommendations

Firethorn: Making Mobile Commerce a Reality

MediaFLO: An Unmatched Mobile Entertainment Service

Successful Partnerships Built on a Continuum of Capabilities

SMART, HIGH-SPEEDNETWORK CONNECTION

CUSTOMER INTELLIGENCE, QoS,SECURITY, OWNER’S ECONOMICS

INTEGRATION, USER EXPERIENCE,OS, DEVELOPER ECOSYSTEM

SPECIALIZATION, FIXED INTERNET CROSSOVER, CLOUD COMPUTING

WebCo’s, Service and App. Providers

Operators

Handset/Device Manufacturers

Consumer Desires Are Changing The Wireless Ecosystem

Thank You