Google Confidential and Proprietary

Google MobileSmall screens – Big Opportunity

Google Confidential and Proprietary

“The future is already here, it’s just unevenly distributed” - William Gibson

Google Confidential and Proprietary

Setting the scene

Big Changes

Google Confidential and Proprietary

1. Mobile Internet: Usage Will Explode

Source: Wireless Intelligence, as referenced in The New York Times, April 2008.

1B sold in1B sold in

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Google Confidential and Proprietary

Mobile Internet: Early Signs• iPhone generates 50x more search queries

– 60% of time spent on non-calls activity

• Japanese teens spend 2 hours daily on mobile web

• 9M new subscribers each month in India

Google Confidential and Proprietary

Mobile Internet: Affecting All Aspects of CultureLiterature

5 of the top 10 bestsellingnovels in Japan werewritten on a mobile

Music

31% of global musicspend is mobile

Shopping

20% Japaneseuse e-money

Television

About 6.5M in the U.S.watched videos on theirphones in August

Commerce/Wallets

mChek is already beingused by 500,000 people

in India

Google Confidential and Proprietary

2. Maps: A Key Interface

The information that matters mostis information about things that

are closest.

Google Confidential and Proprietary

Maps: Early Signs

• Never Get Lost!

• 1M+ hours per day spent on Google Maps and Google Earth

• Local search is the #2 most popular activity online (after email)

Google Confidential and Proprietary

3. Divide Between Desktop andthe Web Will Dissolve

Google Confidential and Proprietary

Cloud Computing: Early Signs

Creating without walls Banking without walls

www.adaptivepath.com/aurora/

Browsing without walls

Listeningwithout walls

Sharingwithout walls

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4. Everything Will Connect

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Everything Is Connected: Early Signs

• Email info• Download coupon• Purchase

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Retail: “Minority Report”

Everything Is Connected: Early Signs

Hospitals

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5. More Personal and Social

Google Confidential and ProprietaryBroad reach Niche audiences

Social Networking: Early Signs (large and small)

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Social and Personal: How We Share Is Already Changing

Google Confidential and Proprietary

Social Is a Feature, Not a Destination

Reviews & communities aroundproducts

Google Confidential and Proprietary

6. Internet Will Be a Primary Platform for Media

7.5 million hours of events watched online

YouTube received about 1,200submissions in one day throughVideo Your Vote

Hulu users are streaming over63M videos and are watching overtwo hours of video per month each

The future of book reading, with185 MB of user-accessible internal memory

Google Confidential and Proprietary

… And a Primary Platform for Marketing

Google Confidential and Proprietary

Big Changes

1. Mobile Internet use will explode

2. Maps will be a key interface

3. Divide between desktop and the Web will dissolve

4. Everything will connect

5. The web will be more personal and social

6. The Internet will be a major platform for media & marketing

Google Confidential and Proprietary

Mobile is a key part of Google’s future

Organize the world’s information and make ituniversally accessible

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4 strategic imperatives

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Location, Location, Location

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Openness and Innovation

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So what is Android ?

Google Confidential and Proprietary 2626

HandsetManufacturers

What is Android?

Android is a programming language designed by Google and theOpen Handset Alliance. Android has been designed to work onmany different types of smartphones and will be seen around theWorld on tons of different networks.

SemiconductorCompanies

SoftwarePartners

Mobile Operators

Google Confidential and Proprietary

Advertising remains the main business model

Google Confidential and Proprietary

Google Confidential and Proprietary

Thank You!