SparkLabs Global Wireless Industry Overview 2014

CONTENT
•  Fast Facts
o  Global Mobile Subscribers
o  Wireless Carriers
o  Mobile Market Share
o  Global Internet Usage
•  Wireless Universe Proﬁles
o  Wireless Carriers
o  Mobile Operating Systems
o  Mobile Phone Maker
o  Wireless Technology
o  Mobile Applications
o  Location-Based Services
o  Other Companies of Interest

1,024
2,032
2,923
2,205
5,290
6,915
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
2005 2010 2014
(Mn)
Internet users Mobile communication subscribers
(33.9%)
(76.6%)
(95.5%)
(40.4%)
(29.4%)
(15.8%)
15.8
29.4
40.4
33.9
76.6
95.5
0
20
40
60
80
100
2005 2010 2014
(%)
Internet users Mobile communication subscribers
Mobile Subscribers vs Internet Users Global Penetration Rate
Source: Dong-a Ilbo, International Telecommunication Union
Fast Facts
Mobile Subscribers VS Internet Users
•  According to ICT (International telecommunication union), the number of mobile-cellular
subscriptions worldwide (feature phone and smart phone) is approaching the number of
global population (7.1 billion). Global mobile cellular subscriptions will reach 6.9 billion by
end 2014 thanks to rapid growth of mobile users in developing countries.
•  Global mobile penetration rate will reach 96% by end 2014 from 34% in 2005.
•  On the other hand, the number of Internet users and penetration rate are expected to reach
2.9 billion and 40.4% respectively in 2014.

More than 3 Quarters of All Mobile Subscriptions Belong to Developing Countries
•  Mobile subscriptions in developing countries has increased from 1.2 billion in 2005 to 5.0
billion in 2013, and is expected to reach 5.4 billion by end 2014. During the same period,
mobile subscribers in developed countries increased from 0.9 billion to 1.5 billion.
•  The developing countries’ share continues to increase and by end 2014, the number of
mobile subscriptions in the developing world will account for 78% (or more than three-
quarters) of the world’s total.
Share of Mobile Subscriptions by Level of Development
Fast Facts

Mobile Penetration Rate
•  In developing countries, mobile penetration will reach 90% by end 2014, compared with
121% in developed countries.
•  Africa and Asia Paciﬁc are the regions with the strongest mobile growth and the lowest
penetration rates. The penetration rate for Africa and Asia Paciﬁc will reach 69%, 89%,
respectively, by end 2014. Penetration rates in the CIS countries, Arab States, the Americas
and Europe have reached levels above 100% (since 2012) and are expected to grow at less
than 2% in 2014.
141
125 121
110 108
96
90 89
69
0
20
40
60
80
100
120
140
160
CIS Europe Developed Arab States The
Americas
World Developing Asia &
Pacific
Africa
Per100inhabitants
(%)
Penetration rate by region in 2014
Fast Facts

Ranking
1. 
2. 
3. 
4. 
5. 
6. 
7. 
8. 
9. 
10. 
11. 
12. 
13. 
14. 
15. 
16. 
17. 
18. 
19. 
20. 
Company
China Mobile
Vodafone Group
America Movil Group
Telefonica Group
China Unicom
Verizon Wireless
VimpelCom Group
Orange Group
Bharti Airtel Group
AT&T Mobility
China Telecom
Deutsche Telekom
MTN Group
Telenor Group
Telecom Italia Group
NTT DOCOMO
Sprint Nextel
Sistema Group
Telkomsel
au (KDDI)
YoY (%)
8%
-
6%
3%
16%
5%
4%
28%
7%
3%
19%
4%
13%
-2%
3%
2%
-2%
-8%
9%
7%
Source: company website & reports
Connections (mn)
726.3
381.8
262.9
247.3
250.7
114.5
211.9
140.2
259.8
107.3
168.03
111.1
153.53
145.25
103.09
61.54
55.21
106.12
120.61
37.71
Revene (US$ bn)
90.44
54.5
34.53
46.8
21.03
65.05
19.58
26.24
12.58
59.68
14.79
33.37
13.96
10.47
16.15
40.31
29.15
10.04
5.56
19.65
YoY (%)
6%
-8%
9%
1%
17%
7%
-2%
-7%
6%
4%
21%
-3%
-10%
3%
-10%
-17%
4%
-
3%
-17%
Top 20 Wireless Carriers Worldwide 2013
Fast Facts

Source: Gartner

Nokia

Samsung

LG

Apple
ZTERIM
HTC
Motorola
Others

Samsung
Nokia

Apple
LGE
ZTEHuaweiTCL
Lenovo
Others

• Nokia

22.8%
• Samsung
16.3%
• LG

5.7%
• Apple

4.6%
• ZTE

3.0%
• RIM

3.0%
• HTC

2.6%
• Motorola
2.4%
• Others

39.6%

• Samsung
24.6%
• Nokia

13.9%
• Apple

8.3%
• LG Electronics
3.8%
• ZTE

3.3%
• Huawei

2.9%
• TCL

2.7%
• Lenovo

2.5%
• Others

37.8%
Worldwide Mobile Phone
Market Share 2011
Worldwide Mobile Phone
Market Share 2013
2011
2013
Mobile Phone Market Share
Fast Facts

2011
2013
Samsung
Apple
Nokia
HTC
Huawei
LGE
ZTE
Sony
Others
Worldwide Smartphone
Market Share 2011
Worldwide Smartphone
Market Share 2013
Samsung
Apple
LGE
Huawei
Lenovo
ZTE
Sony
Nokia
Others
• Samsung
30.3%
• Apple

19.1%
• Nokia

5.8%
• HTC

4.7%
• Huawei

4.0%
• ZTE

3.9%
3.8%
• Sony

3.6%
• Others

24.8%
• Samsung
31.0%
• Apple

15.6%
4.8%
• Huawei

4.8%
• Lenovo

4.5%
• ZTE

3.9%
• Sony

3.8%
• Nokia

3.1%
• Others

28.5%

Source: Gartner
Smartphone Market Share
Fast Facts

2011
2013
Worldwide Smartphone OS
Market Share 2011
Worldwide Smartphone OS
Market Share 2013
Android
Symbian
iOS
RIM
Bada
Microsoft Others
Android
iOS
Microsoft
BlackBerry
Bada Symbian
Others
• Android

43.4%
• Symbian
22.1%
• iOS

18.2%
• RIM

11.7%
• Bada

1.9%
• Microsoft
1.6%
• Others

1.0%
• Android

78.4%
• iOS

15.6%
• Microsoft
3.2%
• RIM

1.9%
• Bada

0.3%
• Symbian
0.3%
• Others

0.3%
Source: Gartner

Smartphone OS Market Share
Fast Facts

•  Challenges the fundamentals of the traditional telecom-centric business model
Source: Mobile Megatrends 2014
Mobile Telephony Mobile Computing
Telcos are the gatekeepers and
those who proﬁt from mobile
Ecosystems are the gatekeepers and
those who proﬁt from mobile
Fundamental Shift: Mobile Telephony to Mobile Computing
Fast Facts

iOS and Android dominate developer market
Platform priority by country, for app developers
34
46
29
35
37
47
35
28
37
22
37
9
0
10
20
30
40
50
Europe Asia North
America
South
America
Oceania Africa
(%)
Android iOS
Mobile Developer Market
Fast Facts

26%
12%
8% 8%
5%
$150 $150
$750
$2,750
$1,500
$0
$500
$1,000
$1,500
$2,000
$2,500
$3,000
In-app advertising Indirectly (through
brand awareness)
Developer services e-commerce sales Affiliate or CPI
programmes
0%
10%
20%
30%
40%
50%
% of Developers median revenue
•  Revenue model
popularity and
median revenue
per app per
month
(n=5,715)
Direct App as a Product
26% 24% 22% 20%
11%
7%
$1,500
$150
$425
$275
$750 $750
$0
$300
$600
$900
$1,200
$1,500
Contract work/
commissioned
apps
Pay per
download
In-app
purchases
Freemium Subscriptions Per device
royalites or
licensing fees
0%
10%
20%
30%
40%
50%
% of Developers median revenue
Indirect App as a Channel
Ecommerce is Taking Over App Business Models
Fast Facts

Percentage of Individuals Using the Internet
•  The number of global Internet users will reach almost 3 billion by end 2014 - 40% of the
world’s population.
•  In developing countries, the number of Internet users will be doubled in 5 years, from 974
million in 2009 to 1.9 billion in 2014.
•  Global Internet user penetration has reached 40% (78% in developed countries and 32% in
developing countries). There are 4 billion people not yet using the internet, and more than
90% of them are from developing world.
Source: International Telecommunication Union
Growing number of Internet users Percentage of Internet uses
Global Internet Usage
Fast Facts

Percentage of Individuals Using the Internet
•  Europe’s Internet penetration rate will be the highest worldwide in 2014, by reaching 75%.
•  The Americas’ Internet penetration rate will be the second highest worldwide after Europe. It
will reach 65% by end 2014.
•  One-third of the population in Asia-Paciﬁc will use the Internet by end 2014 and about 45%
of the world’s Internet users will come from the Asia-Paciﬁc region.
•  Almost 20% of the population will be using the Internet by end 2014 (10% in 2010)
Internet penetration rate by region in 2014
78 75
65
56
41 40
32 32
19
0
10
20
30
40
50
60
70
80
90
Developed Europe The
Americas
CIS Arab States World Developing Asia Pacific Africa
(%)
Global Internet Usage
Fast Facts

Wireless Universe
•  Wireless Carriers
•  Mobile Operating Systems
•  Mobile Phone Maker
•  Wireless Technology
•  Mobile Applications
•  Location-Based Services
•  Other Companies of Interest

•  HTC

•  Nokia

•  Palm/HP

•  Pantech

•  Sony Ericsson

AT&T Mobility

Updated: July 2014

Category:Wireless Carrier

Headquarters:Atlanta, GA

URL address: www.wireless.att.com/

Company Background

•  AT&T Mobility is a subsidiary of AT&T. It’s the largest wireless carrier in the
U.S. and Puerto Rico with 110.4 million subscribers.

•  In March 2011,AT&T Mobility attempted to acquire T-Mobile USA from
Deutsche Telekom, but failed as the U.S. Department of Justice, the Federal
Communications Commission, and AT&T Mobility’s competitors opposed the
move on the grounds that it would substantially reduce competition in the
cellular network market.

•  AT&T, the parent company of AT&T Mobility, is the seventh-largest company in
the United States and the 14th largest in the world.

(Wikipedia)

Alliances/Subsidiaries

•  Microsoft

•  Apple

•  Blackberry

•  Motorola

•  Samsung

•  LG

Financial Information

•  Market Cap:

$173.4 billion (AT&T)

•  EnterpriseValue:

$245.3 billion

•  2013 Revenues:

$128.8 billion

•  2013 Net Income:

$18.2 billion

•  2013 Proﬁt Margin:

14.2%

•  P/E Ratio:

12.5

•  Ticker Symbol:

T

Countries of Operation

•  USA

•  Puerto Rico

•  U.S.Virgin Islands

Major Shareholders

•  BlackRock (5.58%)

•  Vanguard Group Inc (4.94%)

•  State Street Corp (4.59%)

•  Evercore Trust (4.38%)

•  Capital Group (1.99%)

No. of employees: 70,000

Key Management

•  Ralph de laVega, CEO of AT&T
Mobility & Consumer Markets
and Pres of Mobility & Consumer
Markets

•  Randall L. Stephenson , Chairman,
CEO, President and Chairman

Wireless Carriers

•  Bangladesh

•  Burkina Faso

•  Chad

•  Gabon

•  Ghana

•  India

•  Kenya

•  Madagascar

•  Airtel Africa

•  Airtel Digital TV

•  Airtel Sri Lanka

•  Airtel Bangla

Bharti Airtel


Headquarters: New Delhi, India

URL address: www.airtel.com

Company Background

•  Bharti Airtel is a leading global communications company offering mobile voice
& data services, ﬁxed line services, high speed broadband, IPTV, DTH, turnkey
telecom solutions for enterprises and national & international long distance
services to carriers. (company website)

•  Bharti Airtel is the largest cellular service provider in India, with 192.2 million
subscribers, and the Second largest in-country mobile operator by subscriber
base, behind China Mobile. (Wikipedia)

•  Bharti Airtel is the world's second largest mobile telecommunications company
by subscribers, with over 275 million subscribers across 20 countries across
South Asia,Africa, and the Channel Islands. (Wikipedia)


•  Ericsson

•  Nokia Siemens Networks

•  Infosys

•  Huawei

•  IBM

•  Al-Catel Lucent


•  Market Cap:

$19.1 billion


$29.7 billion


$14.8 billion


$0.4 billion


2.8%

•  P/E Ratio:

48.7


BHARTIARTL


Major Shareholders

•  Bharti Telecom Limited (43.57%)

•  Pastel Limited (14.79%)

•  Indian Continent Investment Limited (6.65%)

•  Three Pillars PTE LT (5.00%)

•  Life Insurance Corp. (4.77%)


Key Management

•  Sunil Bharti Mittal Chairman,

•  Manoj Kohli Chief Executive
Ofﬁcer,

•  GopalVittal Joint Mng Dir/
CEO:Indiam

•  Malawi

•  Niger

•  Nigeria

•  Rwanda

•  Seychelles

•  Sierra Leone

•  Sri Lanka

•  Tanzania

•  Uganda

•  Zambia

•  Channel

Islands

Updated: July 2014

Wireless Carriers

•  China Mobile Communications
Corporation (CMCC)

China Mobile


Headquarters: Hong Kong

URL address: www.chinamobileltd.com

Company Background

•  China Mobile is the world’s largest mobile phone operator with about 770
million subscribers.The company provides mobile communications and related
services primarily to Mainland China and controls about 62% of the overall
wireless market.

•  It is the state-owned enterprise but publicly listed on the NYSE and Hong Kong
stock exchanges. China Mobile has 70% of the mainland China mobile market.

•  China Mobile’s three primary services are: Easyown (prepaid service), GoTone
(ﬂagship service) and M-zone (premium prepaid service).

•  Its market share has been declining slowly for the past several years due to
growing competition and chipset incompatibility issues with its 3G TD-SCDMA
network.The company’s overall market share (by subscribers) declined from
almost 70% in 2009 to about 62% in 2013. (Media)


•  Android


•  Market Cap:

$189.2 billion


$120.8 billion


$88.8 billion


$20.5 billion


23.1%

•  P/E Ratio:

8.9


CHL


•  China

•  Hong Kong

•  Pakistan

Major Shareholders

•  China Mobile Communication (74.03%)

•  Aberdeen (0.94%)


•  Vanguard Group Inc (0.77%)



Key Management

•  Xi Guohua, Chairman,

•  LiYue, Chief Executive Ofﬁcer,

•  Xue Taohai,VP/CFO

Updated: July 2014

Wireless Carriers

•  Blackberry

•  Garmin

•  Dell

•  HTC

•  Nokia

Deutsche Telekom


Headquarters: Bonn, Germany

URL address: www.telekom.com

Company Background


•  Everything Everywhere

•  T-Mobile USA

•  Android

•  Motorola

•  Samsung



•  Market Cap:

$74.5 billion


$141.1 billion


$74.8 billion


($6.8) billion


(9.04%)

•  P/E Ratio:

21.5


XETRA: DTE.DE


•  Germany

•  UK

•  USA

•  Austria

•  Croatia

•  Czech Republic

•  Hungary

•  Netherlands

Major Shareholders

•  Kreditanstalt Fuer (17.40%)

•  Federal Republic of (14.50%)

•  Blackstone (4.31%)

•  BlackRock ()3.02%)

•  Norges Bank (1.53%)


Key Management

•  Timotheus Hottges, Charman-
Mgmt Board

•  Thomas Dannenfeldt, CFO

•  Reinhard Clemens, Member-
Mgmt Board

•  Albania

•  Belgium

•  Denmark

•  France

•  Germany

•  Italy

•  Poland

•  India

•  Russia

•  Switzerland

•  Spain

•  Canada

•  Mexico

•  Hong Kong

•  China

•  Japan

Updated: July 2014

•  Deutsche Telekom is a leading integrated telecommunications companies, with
approximately 144 million mobile customers and 32 million ﬁxed-network
lines , and 17 million broadband lines.

•  T-Mobile USA is a subsidiary of Deutsche Telekom and the 4th largest wireless
provider in the U.S. with 46.7 million subscribers and generates over $24.4
billion in revenues (2013). Deutsche Telekom is holding 67% stake of T-Mobile
USA.

•  In February 2014, Deutsche Telekom acquired the remaining parts of its T-
Mobile Czech Republic division for around €800 million.The size of the
remaining stake was numbered at 40 percent.

(Wikipedia)

Wireless Carriers

•  UAE

•  Sri Lanka

•  Indonesia

•  Sudan

•  Nigeria

•  Pakistan

•  Egypt

•  Tanzania

•  Telefonica

•  Nokia

•  Samsung

Etisalat


Headquarters:Abu Dhabi, United Arab Emirates

URL address: www.etisalat.com

Company Background

•  Etisalat is a UAE based telecommunications services provider, operating in 15
countries across Asia, the Middle East and Africa. Etisalat primarily offers
mobile, ﬁxed-line voice and data services,TV services, and internet and roaming
services. (company website)

•  Etisalat is one of the largest telecommunications companies in the Middle East/
North Africa region and one of the 15th largest mobile network operator
providers in the world with a total customer base of more than 135 million
(2012). (Wikipedia)

•  Today Etisalat stands 140th among the Financial Times Top 500 Corporations in
the world in terms of market capitalization, and is ranked by The Middle East
magazine as the 6th largest company in the Middle East in terms of
capitalization and revenues. (Wikipedia)


•  Mobily

•  Etisalat Misr (Egypt)

•  PTCL

•  Zantel

•  KT

•  Huawei


•  Market Cap:

$25.5 billion


$25.4 billion


$9.0 billion


$1.8 billion


20.5%

•  P/E Ratio:

14.6


ETISALAT


Major Shareholders

•  Emirates Investment Authority (60.0%)

•  Abu Dhabi Commercial Bank (0.06%)


Key Management

•  Essa Mohammed Al Suwaidi,
Chairman

•  Khalaf Bin Ahmed Al Otaiba,Vice
Chairman

•  Ahmad Abdulkarim Julfar, CEO

•  Afghanistan

•  Ivory Coast

•  Saudi Arabia

•  India

•  Iran

•  Libya

Updated: July 2014

Wireless Carriers

•  East Telecom (Uzbekistan)

•  Apple

•  UStream

KT


Headquarters: Sungnam, South Korea

URL address: www.kt.com

Company Background

•  KT, originally Korea Telecom, was the state-owned telecommunications
provider in South Korea. After spinning out its wireless division, KTF, it
acquired it back in 2009, so both landline and wireless services are housed
under KT.

•  From 2009 to 2012, KT was the exclusive distributor of Apple’s iPhone in
Korea, which has experienced tremendous sales and has made it more
competitive with the leading carrier in Korea, SK Telecom.

•  KT provides integrated telecommunications services. It offers telephone
services, including local, domestic, and international long-distance ﬁxed-line
telephone services. As of Dec 2012, it served approximately 16.5 million
mobile subscribers; approximately 8 million ﬁxed broadband Internet
subscribers; and approximately 4.0 million IPTV subscribers. (Yahoo! Finance)


•  MT (Mongolia)

•  KT China

•  NTC (Russia)

•  KT JC (Japan)

•  KTAI (USA)


•  Market Cap:

$7.2 billion


N/A


$21.8 billion


$0.1 Billion


0.3 %

•  P/E Ratio:

11.0


KT


•  S. Korea

•  Mongolia

•  China

•  Russia

•  Japan

•  USA

•  Uzbekistan

•  Mexico

Major Shareholders

•  National Pension Ser (8.60%)

•  KT Corp (6.60%)

•  Mirae Asset Global (4.99%)

•  Korea Investment Tru (1.80%)

•  KB Asset Mannagement (1.58%)


Key Management

•  Chang-Gyu Hwang, CEO

•  Hyun-Myung Pyo, Head of
Telecommunications &
Convergence & President

•  Il-Yung Kim, President, Sr. Exec.VP

•  Bum-Joon Kim, CFO & EVP

•  Colombia

•  Indonesia

•  Bangladesh

•  Vietnam

•  Hong Kong

•  Rwanda

Updated: July 2014

Wireless Carriers

•  Samsung

•  Blackberry


•  Umobile (Malaysia carrier)

•  Tata Teleservices (6th in India / 26%
ownership)

NTT DoCoMo


Headquarters:Tokyo, Japan

URL address: www.nttdocomo.co.jp

Company Background

•  NTT DoCoMo is the largest mobile service provider in Japan with
approximately 61 million mobile customers. Its cutting-edge i-mode service
was the leader and model for many in the world to follow in 1999 and the
early 2000s. NTT DoCoMo also launched FOMA™, the world's ﬁrst 3G
commercial mobile service, in 2001 which was based on W-CDMA.

•  NTT DoCoMo is a subsidiary of NTT, which is the primary
telecommunications company in Japan and 33.7% owned by the Japanese
government.

•  The company and its subsidiaries provide wireless telecommunications
services, packet communications services, and satellite mobile communications
services in Japan.

•  In July 2012, NTT Docomo acquired Italy's Buongiorno in a deal worth 209
million euros.


•  Sharp (handset maker)

•  Panasonic (handset maker)

•  NEC Casio (handset maker)

•  Fujitsu (handset maker)

•  LG Electronics (handset maker)

•  KT (JV for Umobile)


•  Market Cap:

$68.3 billion


$65.9 billion


$47.5 billion


$5.3 billion


11.4%

•  P/E Ratio:

13.62


DCM


•  Japan

•  USA

•  UK

•  France

•  Netherlands

•  Germany

•  China

•  India

Major Shareholders

•  Renaissance Technologies (.05%)

•  Invesco Ltd. (0.05%)

•  O’Shaughnessy Asset Management LLC (0.03%)

•  Macquarie Group Limited (0.03%)

•  First Trust Advisors LP (0.03%)


Key Management

•  Kaoru Kato, President and
Representative Director

•  Kazuto Tsubouchi,VP & CFO

•  Seizo Onoe, CTO

•  Seiji Nishikawa, CIO

•  Singapore

•  Brazil

Updated: July 2014

Wireless Carriers

•  Blackberry


•  China Telecom

•  Deutche Telekom

•  Orange Armenia

•  Orange Austria

Orange


Headquarters: Paris, France

URL address: www.orange.com

Company Background

•  Orange was the wireless and Internet subsidiaries of France Telecom. France
Telecom was rebranded as Orange in July 2013.

•  Orange is the largest telecommunications group in France, and one of the
largest in the world, with more than 232 million customers located in 32
countries.

•  In 2012, Orange launched 4G in eight countries: France, Romania, Moldova, UK,
Luxembourg, Belgium, the Dominican Republic, and Mauritius.

•  Orange is present in 17 countries in Africa and the Middle East, including Egypt,
Cameroon, Israel, Madagascar, Mali, Senegal, where it has 59 million customers.
(Wikipedia)


•  Apple

•  Nokia

•  Samsung

•  Alcatel

•  LG

•  HTC


•  Market Cap:

$34.1 billion (France Telecom)


$77.9 billion


$56.0 billion


$1.1 billion

•  2012 Proﬁt Margin

1.9%

•  P/E Ratio:

10.2


ORAN


•  France

•  Belgium

•  Dominican Rep

•  Egypt

•  Iraq

•  Jordan

•  Kenya

•  Luxembourg

Major Shareholders

•  French State (26.94%)

•  Societe Generale (4.99%)

•  Amundi (4.88%)

•  Barclays PLC (4.57%)


No. of employees: 170,000 (France Telecom)

Key Management

•  Stephane Richard, Chairman &
CEO

•  Gervais Pellissier, CFO, Chairman
of Treasury & Financing

•  Marc Rennard , Exec.VP, Head of
Operations - Africa Middle-East
& Asia

•  Singapore

•  Brazil

•  Moldova

•  Morocco

•  Poland

•  Romania

•  Slovakia

•  Spain

•  Tunisia

•  Uganda

•  UK

•  Vanuatu

•  Mauritius

•  Mali

•  Cameroon

•  Guinea

Updated: July 2014

Wireless Carriers

•  Algeria

•  Indonesia

•  Iraq

•  Kuwait

•  Cambodia

•  The UAE

•  Tunisia

•  Myanmar

•  Skype

Ooredoo


Headquarters: Doha, Qatar

URL address: www.ooredoo.qa

Company Background

•  Ooredoo is a brand name introduced by Qatar Telecom to replace the former
name operating as Qtel on March 2013. Ooredoo is a telecommunications
provider in Qatar and is one of the largest public companies in the country
with a global customer base of more than 91.0 million.

•  Ooredoo offers consumer mobile, broadband, and corporate managed services
to customers across the Middle East, North Africa and Southeast Asia. (company
website)

•  Ooredoo has announced the launch of 4G LTE for ﬁrst time in Qatar set for
April 2013. (Wikipedia)


•  NavLink

•  Indosat

•  Wi-tribe

•  Wataniya

•  Nokia

•  ZTE Corporation


•  Market Cap:

$13.4 billion


$22.3 billion


$9.3 billion


$0.8 billion


8.7%

•  P/E Ratio:

18.8


ORDS


Major Shareholders

•  State of Qatar (51.6%)

•  Qatari Government Related Entities (17.5%)

•  Abu Dhabi Investment Authority (10.0%)

•  Public/Others (20.9%)


Key Management

•  Abdullah Bin Mohammed Bin
Saud Al Thani, Chairman

•  Ali Bin Shareef Al Emadi, Deputy
Chairman

•  Nasser Mohammed Abdullah
Maraﬁh Group, CEO

•  Maldives

•  Oman

•  Pakistan

•  Palestine

•  Philippines

•  Qatar

•  Saudi Arabia

•  Singapore

Updated: July 2014

Wireless Carriers

•  SK broadband

•  Motorola

•  Samsung

•  LG

•  Orange

•  Telecom Italia

SK Telecom


Headquarters: Seoul, South Korea

URL address: www.sktelecom.com

Company Background

•  SK Telecom is the leading wireless provider in South Korea with 27 million
subscribers and over 50.3% market share. SK Telecom was the ﬁrst in the
world to commercialize 3G and then HSDPA (2006), or 3.5G, 4G and now
LTE-A service (2013).

•  SK Telecom also operates MELON, mobile music portal, 11th Street, one of the
biggest online shopping mall in South Korea, and T Store, an online open
marketplace for mobile applications.

•  In February 2012, SK Telecom acquired 21.1% shares of SK Hynix, one of the
world’s leading chip manufacturer, with the second highest share of the global
DRAM market and fourth largest share of the NAND ﬂash market.

•  The number of LTE subscribers reached 13.5m in 4Q of 2013 and continues to
show steady growth. Over 49% of SKT‟s subscribers are currently on the LTE
service.


•  Android

•  China Unicom


•  Citibank

•  SK Hynix

•  SK Planet


•  Market Cap:

$15.7 billion


$20.8 billion


$15.2 billion


$1.5 billion


9.9%

•  P/E Ratio:

8.8


SKM


•  South Korea

•  USA

•  China

•  Singapore

•  Japan

•  Vietnam

•  U.A.E

•  Indonesia

Major Shareholders

•  SK Holdings Co Ltd (25.22%)

•  CITI Bank Adr (17.77%)

•  SK Telecom Co Ltd (12.60%)

•  NATIONAL PENSION SER (6.10%)

•  Tradewinds Global In (4.71%)


Key Management

•  Jung Man-WonVice, Chairman

•  Ha Sung-Min, President, CEO,
and Rep Director

•  Cho Dae-Sik, President

Updated: July 2014

Wireless Carriers

•  IBM

•  Northrop Grumman

•  HTC

•  LG

•  Sanyo

Sprint


Headquarters: Overland Park, KS

URL address: www.sprint.com

Company Background

•  Sprint Corporation, formerly known as Sprint Nextel Corporation, was
renamed as Sprint Corporation in July 2013 as it starts to operate as a
subsidiary of SoftBank Corp following the shutdown of the Nextel network.
SoftBank paid $21.6 billion for 78% stake of Sprint.A month later, SoftBank
purchased 2% more shares, increasing its ownership stake in the company to
80%.

•  Sprint is the 3rd largest wireless provider in the U.S. with 54 million subscribers.
Sprint launched the ﬁrst 4G service in the U.S. using Clearwire’s WiMAX
technology.

•  As of December 2013, Sprint Corporation offers 4G STE service in 300 U.S.
markets.


•  RadioShack

•  Boost Mobile

•  Alcatel Lucent

•  Cisco

•  HP

•  Samsung


•  Market Cap:

$32.5 billion


$58.1 billion


$35.5 billion


($3.0) billion


(8.5)%

•  P/E Ratio:

N/A


S


•  USA

•  Puerto Rico

•  United StatesVirgin Islands

Major Shareholders

•  SOFTBANK CORP 80.14%

•  PAULSON & CO 1.63%

•  DODGE & COX 1.60%

•  INVESCO LTD 1.41%

•  BANK OF NEWYORK MEL 1.17%


Key Management

•  Masayoshi Son, Chairman

•  Daniel R Hesse, CEO

•  Joseph J Euteneuer, CFO

Updated: July 2014

Wireless Carriers

•  Panasonic (handset maker)

•  Nokia

•  HTC

•  Samsung

•  ZTE

•  Zynga

Softbank Mobile


Headquarters:Tokyo, Japan

URL address: www.softbankmobile.co.jp

•  Softbank Mobile is a subsidiary of Softbank Corp, which is the holding company
of Masayoshi Son. It is the 3rd largest wireless provider in Japan with 28.1
million subscribers.

•  In 2006,Vodafone soldVodafone Japan (Vodafone KK) to SoftBank for 1.75
trillion yen (approx US$15.1 billion).

•  Softbank Mobile was the exclusive distributor of Apple’s iPhone in Japan, which
allowed it to capture 72% of the smartphone market (BusinessWeek,April 22,
2010). However,Android rapidly rose and captured 57% of the smartphone
market by May 2011 and then 80% by year’s end.

•  As of June, 2014, Softbank Corp’s market cap is $87.8 billion with revenues of
$66 billion and a proﬁt margin of 7.9%.

•  Apple

•  Android

•  Casio (handset maker)

•  Toshiba (handset maker)

•  Sharp (handset maker)

•  NEC (handset maker)


•  Market Cap:

$87.8 billion


$156.99 billion


$65.5 billion


$6.94 billion


7.91

•  P/E Ratio:

17.1


SFTBY


•  Japan

Major Shareholders

•  Softbank Corp


Key Management

•  Masayoshi Son, Chairman & CEO

•  Ken Miyauchi, Senior EVP &
COO

•  Kazuhiko Fujihara, SVP, Director
& CFO

Updated: July 2014

Wireless Carriers
Company Background


•  Saudi Arabia

•  Bahrain

•  Kuwait

•  Indonesia

•  UAE

•  Malaysia

•  India

•  Turkey

•  Apple

•  Sify

•  Ericsson

•  Huawei

•  Nokia Siemens Networks

STC


Headquarters: Riyadh, Saudi Arabia

URL address: www.stc.com.sa

Company Background

•  The Saudi Telecommunication Group (STC) provides integrated mobile, fixed
and broadband communications services to over 142 million subscribers in 10
markets. It is the leading provider of telecommunication services in Saudi
Arabia. (company website)

•  STC was one of the first companies to launch a 4G LTE network in the Middle
East in September 2011. It was the first company to launch a 3G network in
the region in 2006.

•  STC was also the first operator in the Middle East to launch a mobile
broadband network with speeds up to 42 Mbps.


•  Kuwait Telecom Company

•  Oger Telecom

•  Samsung

•  Google

•  RIM

•  Acer


•  Market Cap:

$34.8 billion


$31.1 billion


$12.2 billion


$2.7 billion


21.9%

•  P/E Ratio:

N/A


STC AB


Major Shareholders


•  Dimensional Fund Adv (8.13%)

•  Foundation Asset Management (6.99%)

•  Bank of NewYork (5.14%)


Key Management

•  Abdul Aziz Bin Abdullah Al Suqair,
Chairman/Managing Director

•  Mohammed Bin Abdullah Al
Kharashi,Vice Chairman

•  Krishnan Ravi Kumar, CFO

•  South Africa

Updated: July 2014

Wireless Carriers

•  ZON Multimedia (5.4%)

•  Hispasat (13.2%)

Telefonica


Headquarters: Madrid, Spain

URL address: www.telefonica.com

Company Background

•  Telefonica is the leading wireless provider in Spain.Telefónica stands in 6th
position in the sector Telco worldwide in terms of market capitalization the 1st
as an European integrated operator and in 19th position in the Eurostoxx 50
ranking, composed of the major companies in Europe (March 2014).As of
March 2014,Telefónica’s total number of customers amounted to 313.1
millions.

•  The company operates in 25 countries with its strongest presence in Europe
and Latin America. More than 76% of its business is outside of Spain. In Latin
America, it services more than 194 million customers.

•  Additionally, they have 40 million fixed telephony, 19 million Internet, and 3.6
million pay TV subscribers. Movistar is their flagship brand for landline and
wireless services in Spain and Latin America. O2 is their brand for similar
services in the UK, Germany, Ireland, Czech Republic, and Slovakia.Terra is their
brand for interactive services and online content for Spain and Latin America.


•  O2

•  Terra

•  China Unicom (9.6%)

•  Atento Group (100%)

•  Telco SpA (46.2%)

•  Portugal Telecom (2%)


•  Market Cap:

$75.0 billion


$136.3 billion


$76.1 billion


$6.3 billion


7.8%

•  P/E Ratio:

14.3


TEF

•  Spain

•  Colombia

•  Ecuador

•  El Salvador

•  Guatemala

•  Mexico

•  Nicaragua

•  Panama

Major Shareholders

•  BANCO BILBAOVIZCAYA 5.99%

•  CAIXABANK 5.60%

•  BLACKROCK 3.89%

•  SOCIETE GENERALE 2.92%

•  NORGES BANK 2.15%


Key Management

•  Cesar Alierta Izue, l Chairman/
CEO

•  AngelVila Boix, Chief Financial &
Corp Dev Officer,

•  Jose Maria Alvarez-Pallete Lopez,
COO

•  Argentina

•  Brazil

•  Chile

•  UK

•  Ireland

•  Germany


•  Italy


Updated: July 2014

Wireless Carriers

•  Samsung

•  Blackberry

•  Nokia

•  LG

Verizon Wireless


Headquarters: Basking Ridge, NJ

URL address: www.verizonwireless.com

Company Background

•  Verizon Wireless, subsidiary ofVerizon Communications, is the largest mobile
network operator in the U.S. with annual revenue of $81 billion in 2013.The
company launched the nation’s ﬁrst 3G wireless broadband network.

•  Verizon Wireless is also the ﬁrst tier-one wireless provider in the nation to
build and operate a 4G LTE network.With the largest 4G LTE network in the
U.S., the company serves 102.8 million retail connections and operates more
than 1,700 retail locations in the U.S. Globally, it offers voice and data services
in more than 200 destinations. (company website)
•  Verizon Wireless was a joint venture betweenVerizon Communications (55%)
andVodafone Group (45%). In February 2014,Verizon purchasedVodafone's
45% stake in the joint venture for $130 billion. (Wikipedia)

•  Vodafone (100%)

•  Android

•  Motorola

•  HTC

•  Apple

•  Microsoft


•  Market Cap:

$137.7 billion (Verizon Communications)


$233.8 billion


$120.6 billion


$11.5 billion


9.54%

•  P/E Ratio:

13.8


VZ


•  USA

•  Puerto Rico

Major Shareholders

•  Capital Group Company (6.10%)


•  Vanguard Group Inc. (4.92%)


•  Wellington Management (2.03%)


Key Management

•  Lowell C. McAdam, Chairman &
CEO ofVerizon Comm

•  Daniel Mead, EVP & CEO of
Verizon Wireless

•  Andrew Davies, CFO

•  Marni Walden, COO

Updated: July 2014

Wireless Carriers

•  Safaricom (Kenya)

•  NTT DoCoMo (Japan)

•  Chunghwa Telecom (Taiwan)

•  Almadar (Libya)

•  Android

Vodafone


Headquarters: London, UK

URL address: www.vodafone.com

Company Background

•  Vodafone is the 3rd largest wireless provider in the world measured by both
with over 453 million subscribers (June 2013).

•  The company has operations in 21 countries and partner networks in another
40 countries. Vodafone’s strongest presence is in Europe,Asia Paciﬁc,Africa, the
Middle East and the U.S. ItsVodafone Global Enterprise division provides
telecommunications and IT services to corporate clients in over 65 countries.


•  SFR (France)

•  MTS (Russia)

•  China Mobile

•  Airtel

•  KT (Korea Telecom)


•  Market Cap:

$185.3 billion


$226.6 billion


$67.5 billion


$1.0 billion


1.5%

•  P/E Ratio:

17.6


VOD


•  UK

•  USA

•  Germany

•  Greece

•  Hungary

•  Italy

•  Romania

•  Spain

Major Shareholders

•  Black Rock (6.95%)

•  Capital Group Company 3.77%

•  Legal & General Investment 3.34%

•  Franklin Resources 3.30%

•  State Street Corp 2.21%


Key Management

•  Vittorio Colao, CEO

•  Andrew Halford, CFO

•  Stephen Pusey, CTO

•  Michel Combes, Chief Exec. of
Europe Region Operations

•  Alan Harper BA, Chairman of
Vodafone UK Foundation


•  Turkey

•  Australia

•  India

•  New Zealand

•  Egypt

•  Netherlands

•  Ghana

•  Albania

•  Portugal

•  Qatar

•  South Africa

•  Malta

Updated: July 2014

Wireless Carriers

•  NEC

•  Kyocera

•  ZTE

•  Nuance

•  ARM

•  Qualcomm

Android

Category: Mobile OS

Headquarters: MountainView, CA

URL address: www.android.com

Company Background

•  Android is Google’s Linux-based mobile operating system, which includes
middleware and key applications. Original Android Inc, was acquired by Google
in July, 2005.The co-founders were Andy Rubin (co-founder of Danger), Rich
Miner (co-founder of Wildﬁre Communications), Nick Sears and Chris White.

•  Android’s vision and plans were revealed in late 2007 with the announcement
of the Open Handset Alliance, which was a consortium of 71 hardware,
software and telecom companies seeking to accelerate mobile innovation.
Android was its foundation as the ﬁrst complete, open and free mobile
platform.

•  As of 3Q13,Android's global smartphone market share - led by Samsung
products - was 81.3%, the highest ever. In most markets Android-powered
phones are the most popular comprising more than half of the overall
smartphone sales, including the U.S. market. 1 billion Android devices have been
activated as of September 2013. (Wikipedia).


•  Open Handset Alliance

•  HTC

•  Motorola

•  Samsung

•  Dell Garmin

•  Haier


•  Market Cap:

$404.6 billion (Google)


$349.2 billion


$59.8 billion


$12.9 billion


21.6%

•  P/E Ratio:

22.9


GOOG


•  USA

•  Japan

•  South Korea

•  China

•  UK

•  Spain

•  Germany

•  France

Major Shareholders

•  FMR LLC (6.85%)




No. of employees: approximately 500 / 47,756 (Google)

Key Management

•  Eric E. Schmidt, Executive
Chairman

•  Dr. Larry Page, Co-Founder, CEO

•  Sergey Brin, Co-Founder

•  Patrick Pichette , CFO, SVP

Updated: July 2014

Mobile Operating Systems

Apple

Category: Mobile OS

Headquarters: Cupertino, CA

URL address: www.apple.com

Company Background

•  Apple is the world's second-largest IT company by revenue after Samsung
Electronics, and the world's third-largest mobile phone maker after Samsung
and Nokia.Apple is the largest publicly traded corporation in the world by
market capitalization, with an estimated market capitalization of $446 billion by
January 2014. (Wikipedia)

•  Apple is a leading consumer electronics, PC and mobile smartphone
manufacturer.The company's best-known products include the Macintosh
computers, the iPod,Apple TV, the iPhone and the iPad. They also operate 408
retail stores in over 14 countries.

•  iOS is Apple's mobile operating system that was developed for iPhone and now
used in iPad. This operating system and related user-interface (UI) is elegantly
designed.The iOS/iPhone's App Store is a revolution in mobile services since
the iPhone SDK has allowed numerous companies and individuals to create
new mobile applications that were not possible or ideal in previous mobile
environments.


•  FileMaker

•  AT&T

•  Verizon

•  Foxconn Technology Group

•  Anobit

•  Braeburn Capital


•  Market Cap:

$473.8 billion


$331.9 billion


$170.9 billion


$37.0 billion


21.7%

•  P/E Ratio:

12.2


AAPL


•  Worldwide

Major Shareholders




•  FMR LLC (3.18%)

•  Investco Ltd (1.49%)


Key Management

•  Timothy Cook, CEO

•  Peter Oppenheimer, CFO & SVP

•  Jeffrey Williams, SVP of
Operation

•  Eduardo Cue, SVP of Internet
Software & Services

Updated: July 2014


•  Vodafone

•  Airtel

•  T-Mobile

•  China Mobile

•  Telefonica

•  SK Telecom

BlackBerry

Category: Mobile OS

Headquarters:Waterloo, Ontario, Canada

URL address: ca.blackberry.com

Company Background

•  BlackBerry Limited, formerly known as Research In Motion Limited (RIM), is a
Canadian telecommunication and wireless equipment company best known as t
he developer of the BlackBerry brand of smartphones and tablets.The compan
y changed its name to BlackBerry Limited in July 2013.
•  Originally a dominant innovative company in the smartphone market for busine
ss and government usage, with 43% US market share in 2010, the company has i
n recent years declined precipitously, in part because of intense competition fro
m Apple's iPhone and Google's Android brands. Due to such competition, the c
ompany's US share of personal consumer market was reduced to 3.8% in 2013.
BlackBerry’s paying subscriber base has also fallen drastically from 79 million in
2012 to about 55 million by the end of 2013. (Wikipedia)

•  eBay

•  Tata Indicom


•  Alcatel-Lucent

•  Orange

•  IBM


•  Market Cap:

$4.9 billion


$2.9 billion


$11.1 billion


($0.6) billion


(5.8%)

•  P/E Ratio:

3.55


BBRY


•  Canada

•  USA

•  UK

•  France

•  Germany

•  Japan

•  South Korea

•  China

Major Shareholders

•  Fairfax Financial Holdings (10.50%)

•  Primecap Management (6.51%)

•  Lazaridis Michael (4.99%)

•  Toronto-Dominion Ban (3.46%)

•  Fregin Douglas (2.26%)


Key Management

•  John S Chen, Chairman / Interim
CEO

•  JamesYersh, CFO

•  Steven Zipperstein, Chief Legal
Ofﬁcer / Secretary

Updated: July 2014


•  AMD

•  Cisco

•  Google

•  HP

•  Motorola

•  Nokia

Linux

Category: Mobile OS

Headquarters: San Francisco, CA

URL address: www.linux.com

Company Background

•  In 1991, Linus Torvalds wrote the Linux kernel that spawned the development
of the Linux operating system. Linux was an excellent example of the power of
collaboration within open source software.

•  In 2007, the Linux Foundation was created to sponsor the work of Linus
Torvalds and add need infrastructure into the Linux community.

•  Linux became an alternative to Symbian,Windows CE and others for mobile
devices since it was inexpensive and ﬂexible enough to allow customization. In
2006, 16.7% of smartphones in the world were using Linux. In 2009, Linux had
5% of the overall mobile operating system market (Gartner). By 2011, it is less
than 1%.

•  As of June 2013, more than 95% of the world's 500 fastest supercomputers run
some variant of Linux, including all the 44 fastest.

Members

•  Fujitsu

•  Hitachi

•  IBM

•  Intel

•  NEC

•  Oracle


•  Market Cap:

N/A


N/A


N/A


N/A


N/A

•  P/E Ratio:

N/A


N/A


•  USA

•  UK

•  China

•  Japan

•  France

•  Germany

•  Brazil

•  Finland

Major Shareholders

•  N/A

No. of employees: n/a

Key Management

•  John Zeglis, Chairman and CEO

•  Michael Keith, EVP

•  Mohan Gyani, President & CEO,
Wireless Services

Updated: July 2014


Microsoft

Category: Mobile OS

Headquarters: Redmond,WA

URL address: www.microsoft.com

Company Background

•  Microsoft Corporation provides software and hardware products and solutions
worldwide. Its best known software products are the Microsoft Windows line
of operating systems, Microsoft Office office suite, and Internet Explorer web
browser. Its flagship hardware products are Xbox game console and the
Microsoft Surface series of tablets.

•  Microsoft is the world's largest software maker measured by revenues.

•  The primary partnership for Windows Phone is with Nokia, which announced
that Microsoft’s platform would be its OS for all of their smartphones.

•  In May 2011, Microsoft acquired Skype Technologies for $8.5 billion in its
largest acquisition to date. In September 2013, it agreed to buy Nokia’s mobile
unit for $7 billion.


•  HTC

•  Samsung

•  LG

•  Dell

•  Nokia


•  Market Cap:

$313.4 billion


$252.4 billion


$77.8 billion


$21.9 billion


28.1%

•  P/E Ratio:

13.7


MSFT


•  Worldwide

Major Shareholders





•  Gates III William HE (4.08%)


Key Management

•  Satya Nadella, CEO

•  Brian Kevin Turner, COO

•  Raghu Ramakrishnan, CTO

Updated: July 2014


Apple

Company Background




Major Shareholders

Key Management

Category: Mobile Phone Maker

Headquarters: Cupertino, CA

URL address: www.apple.com

•  Apple is the world's second-largest IT company by revenue after Samsung
Electronics, and the world's third-largest mobile phone maker after Samsung
and Nokia.Apple is the largest publicly traded corporation in the world by
market capitalization, with an estimated market capitalization of $446 billion by
January 2014. (Wikipedia)

•  Apple is a leading consumer electronics, PC and mobile smartphone
manufacturer.The company's best-known products include the Macintosh
computers, the iPod,Apple TV, the iPhone and the iPad. They also operate 408
retail stores in over 14 countries.

•  iOS is Apple's mobile operating system that was developed for iPhone and now
used in iPad. This operating system and related user-interface (UI) is elegantly
designed.The iOS/iPhone's App Store is a revolution in mobile services since
the iPhone SDK has allowed numerous companies and individuals to create
new mobile applications that were not possible or ideal in previous mobile
environments.

•  FileMaker

•  AT&T

•  Verizon

•  Foxconn Technology Group

•  Anobit

•  Braeburn Capital

•  Market Cap:

$473.8 billion


$331.9 billion


$170.9 billion


$37.0 billion


21.7%

•  P/E Ratio:

12.2


AAPL

•  Worldwide




•  FMR LLC (3.18%)

•  Investco Ltd (1.49%)


•  Timothy Cook, CEO

•  Peter Oppenheimer, CFO & SVP

•  Jeffrey Williams, SVP of
Operation

•  Eduardo Cue, SVP of Internet
Software & Services

Updated: July 2014

Mobile Phone Makers

Blackberry

Company Background




Major Shareholders

Key Management

•  Vodafone

•  Airtel

•  T-Mobile

•  China Mobile

•  Telefonica

•  SK Telecom


Headquarters:Waterloo, Ontario, Canada

URL address: ca.blackberry.com

•  BlackBerry Limited, formerly known as Research In Motion Limited (RIM), is a
Canadian telecommunication and wireless equipment company best known as
the developer of the BlackBerry brand of smartphones and tablets.The
company changed its name to BlackBerry Limited in July 2013.
•  Originally a dominant innovative company in the smartphone market for
business and government usage, with 43% US market share in 2010, the
company has in recent years declined precipitously, in part because of intense
competition from Apple's iPhone and Google's Android brands. Due to such
competition, the company's US share of personal consumer market was
reduced to 3.8% in 2013. BlackBerry’s paying subscriber base has also fallen
drastically from 79 million in 2012 to about 55 million by the end of 2013.
(Wikipedia)
•  eBay

•  Tata Indicom


•  Alcatel-Lucent

•  Orange

•  IBM

•  Market Cap:

$4.9 billion


$2.9 billion


$11.1 billion


($0.6) billion


(5.8%)

•  P/E Ratio:

3.55


BBRY

•  Canada

•  USA

•  UK

•  France

•  Germany

•  Japan

•  South Korea

•  China

•  Fairfax Financial Holdings (10.50%)

•  Primecap Management (6.51%)

•  Lazaridis Michael (4.99%)

•  Toronto-Dominion Ban (3.46%)

•  Fregin Douglas (2.26%)


•  John S Chen, Chairman, Interim
CEO

•  JamesYersh, CFO

•  Steven Zipperstein, Chief Legal
Ofﬁcer, Secretary

Updated: July 2014

Mobile Phone Makers

•  Android

•  Beats Electronics

•  S3 Graphics

•  Dashwire

•  Zoodles

•  Saffron Digital

HTC


Headquarters:Taoyuan City,Taiwan

URL address: www.htc.com

Company Background

•  HTC Corporation is a Taiwanese manufacturer of smartphones and tablets.
Founded in 1997, HTC began as notebook computer manufacturer.After
initially making smartphones based mostly on Windows Mobile, HTC expanded
its focus in 2009 to devices based on the Android, and in 2010 to Windows
Phone.As of 2011, HTC primarily releases and markets its smartphones under
the HTC brand, ranking as the 98th top brand on Interbrand’s Best Global
Brands 2011 report.
•  In 2011, HTC became the largest smartphone vendor in the U.S. with 24%
market share, ahead of Samsung's 21%,Apple's 20% and BlackBerry's 9%.
However, during early 2012, HTC lost much of this U.S. market share due to
increased competition from Samsung and Apple.As of February 2013, HTC
only accounted for 9.3% of the United States smartphone market.

(Wikipedia)

•  Microsoft

•  T-Mobile

•  Orange

•  Telefonica

•  Vodafone

•  Verizon


•  Market Cap:

$3.7 billion


$2.8 billion


$6.9 billion


($0.1 billion)


(0.7%)

•  P/E Ratio:

6.4


2498.TW


•  USA

•  Canada

•  Taiwan

•  China

•  Japan

•  Singapore

•  UK

•  Germany

Major Shareholders

•  Way-Chih Investment Co. (5.20%)

•  Way-Lien Technology (4.49%)

•  Hsiueh-Hung Wang (3.83%)

•  Hon-Mou Investment Co. (2.72%)

•  Wen-Chi Chen (2.66%)


Key Management

•  Cher Wang, Chairman and Co-
founder

•  Peter Chou, CEO, President and
Co-founder

•  Chang Chia-Lin, CFO / Head of
Global Sales

Updated: July 2014

Mobile Phone Makers

•  MaxDome

•  SkyLife

•  Hitachi

•  Microsoft

•  Intel

•  Android

LG Electronics


Headquarters: Seoul, Korea

URL address: www.lge.com

Company Background

•  LG Electronics is global leader in consumer electronics, mobile communications
and home appliances. is the world’s second-largest television manufacturer
(after Samsung) and the world’s fourth-largest mobile phone maker by unit in
2013.

•  In 2012, LGE’s world’s market share was 14.4% for LCD TV, 3.4% for mobile
phone.

•  LGE's ﬁve primary business units are: Home Entertainment, Mobile
Communications, Home Appliance,Air Conditioning & Energy Solution and
Vehicle components.


•  Qualcomm

•  Schneider

•  GE

•  Viking

•  Skype

•  Microsoft


•  Market Cap:

$9.3 billion


Unknown


$53.1 billion


$0.2 billion


0.3%

•  P/E Ratio:

13.7


066570.KS


•  South Korea

•  USA

•  Japan

•  China

•  UK

•  France

•  India

•  Germany

Major Shareholders

•  WON HWANG 28.68%

•  SHINYOUNG INVESTMENT MGMT CO LT 10.72%

•  NATIONAL PENSION SERVICE KOREA 6.08%

•  EUN-A NOH 5.79%

•  JAE-HA HWANG 0.50%


Key Management

•  Bon-joon Koo,Vice Chairman &
CEO

•  Yu-sig Kang, Co-Vice Chairman

•  Do-Hyun Jung, President and
CFO

•  Young-Ha Lee, President &
Business Support Ofﬁcer

Updated: July 2014

Mobile Phone Makers

Motorola Mobility


Headquarters: Libertyville, IL

URL address: www.motorola.com

Company Background

•  Motorola Mobility was formerly known as the Mobile Devices division of
Motorola until it was spun off as a separate entity in January 2011. It consists of
the Mobile Devices business which produces smartphones and the Home
business which produces set-top boxes, end-to-end video solutions, and cable
modems. (directly fromWikipedia)

•  On August 15, 2011, Google announced that it had agreed to acquire the
company for US$12.5 billion.The acquisition included a sizeable portfolio of
patents owned by Motorola. However, Google's ownership of Motorola would
be short-lived, as the company announced to sell Motorola Mobility to Chinese
personal computer maker Lenovo for $2.91 billion in a cash-and-stock deal in
January 2014. Google will retain the Advanced Technologies & Projects unit
(which will be reintegrated into the main Android team) and all but 2000 of the
company's patents. (Wikipedia)


•  Google

•  Android

•  Verizon

•  Lenovo


•  Market Cap:

$10.58 billion (Lenovo Group)


$7.03 billion


$29.6 billion


$472 million


1.6%

•  P/E Ratio:

22.6


0992.HK


•  USA

•  Canada

•  South Korea

•  China

•  India

•  UK

•  France

•  Germany

Major Shareholders


Key Management

•  Rick Osterloh, President and
CEO

•  Vanessa Wittman, SVP & CFO

Updated: July 2014

Mobile Phone Makers

Nokia


Headquarters: Espoo, Finland

URL address: www.nokia.com

Company Background

•  Nokia is a Finnish communications and IT multinational corporation, which
operates in three business segments: Devices & Services, HERE, and Nokia
Siemens Networks.
•  Nokia was the world's largest vendor of mobile phones from 1998 to 2012.
However, the company's market share started to decline in 2007 as a result of
the growing use of touchscreen smartphones from other vendors such as
Apple’s iPhone, and devices running on Android.
•  In a bid to recover, Nokia announced a strategic partnership with Microsoft in
2011 and replaced Symbian with Microsoft's Windows Phone OS in all Nokia
smartphones. However, Nokia's smartphone sales ﬁgures, which had previously
increased, collapsed dramatically. From the beginning of 2011 until 2013, Nokia
fell from the world's largest smartphone vendor to assume the status of tenth
largest. (Wikipedia)

•  In 2013, Microsoft acquired Nokia’s mobile phone business unit as part of an
overall deal totaling €5.44 billion (US$7.17 billion).


•  Siemens (partnership)

•  Navteq (subsidiary)

•  Vertu (subsidiary)

•  Qt Software (subsidiary)

•  Symbian Foundation


•  Market Cap:

$28.9 billion


$25.2 billion


$16.9 billion


($0.8 billion)


(4.8%)

•  P/E Ratio:

21.6


NOK


•  Finland

•  UK

•  Spain

•  Germany

•  France

•  China

•  Hong Kong

•  USA

Major Shareholders

•  Dodge & Cox (4.11%)

•  FIR TREE INCORPORATE 0.84%

•  FMR LLC 0.48%

•  BLACKROCK 0.32%

•  DISCOVERY CAPITAL MA 0.24%


Key Management

•  Risto Siilasmaa, Chairman, Interim
CEO

•  Timo Ihamuotila, Interim
President, ExecVP, and CFO

•  Henry Tirri, ExecVP and CTO

Updated: July 2014

Mobile Phone Makers

•  O2

•  Telefonica

•  China Mobile

•  China Unicom

•  Vodafone

•  Orange

Samsung Electronics


Headquarters: Seoul, Korea

URL address: www.samsung.com

Company Background

•  Samsung Electronics is a leading consumer electronics and semiconductor
company. It is the largest memory chip maker and second largest
semiconductor manufacturer in the world. It is the largest smartphone maker
and mobile phone manufacturer in the world. It displaced Apple Inc. as the
world’s largest technology company in 2011. Samsung Electronics is the ﬂagship
subsidiary of the Samsung Group.
•  In 2012, Samsung was the world’s largest FPTV and smart TV manufacturer by
market share (30.6% and 37.2% respectively). Its printing solutions business had
the biggest global market share of 16% and smartphone business had the
biggest global market share of 30.4% in 2012. Samsung is also the largest DRAM
and NAND Flash supplier in the world.

•  Samsung Group

•  AT&T

•  Verizon

•  Sprint Nextel

•  T-Mobile

•  SK Telecom


•  Market Cap:

$176.4 billion


$152.3 billion


$209.0 billion


$27.3 billion


13.0%

•  P/E Ratio:

6.7


005930.KS


•  South Korea

•  USA

•  China

•  India

•  UK

•  France

•  Germany

•  Spain

Major Shareholders

•  Kun-hee Lee and family (11.14%)

•  National Pension Service (7.43%)

•  Samsung Life Insurance (7.21%)

•  Samsung C&T Corp (4.06%)


Key Management

•  Lee Kun Hee, Chairman

•  Kwon Oh-Hyun, Co-Vice Chair,
CEO and Co-Rep Director

•  Boo-KeunYoon, President &
CEO of Consumer Electronics

•  Jong-Kyun Shin, President & CEO
of IT & Mobile

Updated: July 2014

Mobile Phone Makers

ZTE


Headquarters: Shenzhen, China

URL address: www.zte.com.cn

•  Founded in 1985 by a group of state-owned enterprises associated with China's
Ministry of Aerospace, ZTE Corporation is a Chinese telecommunications
equipment and systems company.As of 2Q13, ZTE is the world's fourth-largest
mobile phone and smartphone manufacturer and won the 5th place in U.S.
Smartphone market in 2013. It is the world's ﬁfth-largest telecoms equipment
maker measured by 2012 revenues.

•  ZTE's core products are wireless, exchange, access, optical transmission and
data telecommunications gear; mobile phones; and telecommunications
software.

•  ZTE has ﬁled 48,000 patents globally, and with more than 13,000 patents
granted. 90% more patents are invention-related. (Wikipedia)

•  Android


•  China Unicom

•  China Mobile

•  Market Cap:

$7.7 billion


$11.1 billion


$13.3 billion


($0.5 billion)


(3.4%)

•  P/E Ratio:

Unknown


0763.HK

•  USA

•  Australia

•  Germany

•  Hong Kong

•  JP Morgan Chase & Co (10.19%)


•  FIL Limited (5.19%)

•  Value Partners Group LTD (4.97%)

•  Wellington Management Co LLP (4.73%)


•  Hou Weigui, Chairman & Co-
founder

•  Shi Lirong, President, Executive
Director

•  Zhao Xianming, ExecVP and
CTO

Updated: July 2014

Mobile Phone Makers
Company Background



Major Shareholders

Key Management


Xiaomi


Headquarters: Beijing, China

URL address: wwwxiaomi.com/en

Company Background

•  Founded in 2010, Xiaomi has fast become one of the leading tech ﬁrms in
China. Xiami’s main product portfolio includes: Xiaomi Phones,Android
devices, MIUI ROM, highly customized ROM, MiTalk, a preeminent messaging
application, and MiBox, a smart set-top box.

•  Xiaomi expanded from mainland China into Hong Kong and Taiwan in 2013 and
entered Singapore in early 2014 and announced their new brand, Redmi, to the
world. Redmi, previously known as Hongmi for sales within China, will soon be
for sale in Singapore.

•  In 2013, Xiaomi sold 18.7 million smartphones, up 160% from a year earlier
(sold close to 7 million in 2012).

•  Xiaomi, which has now expanded to selling smart TV's and Apple Airport
Extreme like Wi-Fi routers now plans to sell 40 million units in 2014.

•  In October 2013, Xiaomi was reported as the ﬁfth most used smartphone
brand in China.


•  Westhouse

•  Pebbles Interfaces


•  Market Cap:

N/A


N/A


$5.2 billion


unknown


unknown

•  P/E Ratio:

N/A


N/A


•  China

•  Taiwan

•  Hong Kong

•  Singapore

Major Shareholders

•  MorningSide, Qiming and IDG: $41 million series A

•  Qiming, IDG, Qualcomm, MorningSide and Temask: $90 million Series
B


Key Management

•  Lei Jun, CEO

•  Lin Bin, President

•  Hugo Barra,Vice President

Updated: July 2014

Mobile Phone Makers

Meraki

Category: Wireless Technology


URL address: www.meraki.com

Company Background

•  Meraki's technology was developed from MIT's Roofnet project. The core is a
wireless mesh hardware and software that allows people to extend the range
of their Wiﬁ networks.

•  Meraki’s networking systems bring enterprise-class networking to organizations
of all sizes. Meraki's unique cloud-hosted controller architecture provides
centralized management and security though an intuitive web interface,
eliminating the high costs and complexity associated with traditional
networking systems. (company website)

•  In November 2012, Cisco, the networking tech giant, acquired Meraki for $1.2
billion, all in cash.


•  Google

•  City of San Francisco

•  Cisco


•  Market Cap:

N/A


N/A


unknown


unknown


unknown

•  P/E Ratio:

N/A


N/A


•  USA

Investors

•  Google, Seed Round

•  Sequoia Capital, $5 million Series A

•  Sequoia Capital, DAGVentures, and Northgate Capital, $20 million
Series B

•  Sequoia Capital, $15 million Series C

•  Sequoia Capital and Northgate Capital, $40 million Series D

No. of employees: 330

Key Management

•  Andy McCall,VP, Sales

•  Douglas Leone, Board Member

•  John Bicket, CTO & Co-Founder

Updated: July 2014

Wireless Technology


Headquarters: San Diego, CA

URL address: www.qualcomm.com

•  Founded in 1985, QUALCOMM engages in the development, design,
manufacture, and marketing of digital wireless telecommunications products
and services.The company operates in four segments: Qualcomm Code
Division Multiple Access Technologies (QCT), Qualcomm Technology Licensing
(QTL), Qualcomm Wireless and Internet (QWI), and Qualcomm Strategic
Initiatives (QSI). (Yahoo! Finance)

•  The QCT segment develops and supplies code division multiple access
(CDMA)-based integrated circuits and system software.The QTL segment
grants licenses to use portions of its intellectual property portfolio, which
includes cdmaOne, CDMA2000,WCDMA, CDMA TDD and others.The QWI
segment comprises Qualcomm Internet Services that provides content
enablement services for the wireless industry.The QSI segment makes strategic
investments to promote the worldwide adoption of CDMA-based products
and services. (Yahoo! Finance)

•  ZTE

•  Oracle

•  Audiovox

•  Symbian

•  AT&T

•  Verizon

•  Market Cap:

$128.4 billion


$96.8 billion


$24.9 billion


$6.9 billion


27.6%

•  P/E Ratio:

14.3


QCOM

•  USA

•  South Korea

•  China

•  Japan

•  Taiwan

•  Australia,

•  Austria

•  Belgium




•  FMR LLC 2.74%)

•  T Rowe Price Group I (2.01%)


•  Paul E. Jacobs, Executive
Chairman

•  Steve Mollenkodf, CEO

•  Matt Grob, CTO

•  Derek Aberle, President

•  Brazil

•  Canada

•  Finland

•  France

•  Germany

•  Hong Kong

•  India

•  Indonesia

•  Ireland

•  Israel

•  Italy

•  Mexico

•  Netherlands

•  Nigeria

•  Philippines

•  Russia

Wireless Technology
Qualcomm

Company Background




Investors

Key Management

Updated: July 2014

•  Qualcomm

•  Texas Instruments

•  Apple

•  Softbank Mobile

•  MapQuest

•  Priceline

Skyhook


Headquarters: Boston, MA

URL address: www.skyhookwireless.com

Company Background

•  Skyhook is the leader in location positioning with its technology that utilizes
Wi-Fi access points to determine geographic location instead of GPS hardware.
It has played a major role in developing beacon-based,Wi-Fi location
positioning, known as hybrid positioning.
•  Skyhook is best known for its “Precision Location” and “Context Accelerator”
software development kits (SDK’s), which “leverage the network to enable
businesses to gain unprecedented levels of geospatial insight, optimize mobile
and device experiences, provide the right content when it’s needed, and certify
that location is precise and reliable.”
•  In February 2014, Cellular location company TruePosition, a subsidiary of
Liberty Media, acquired Skyhook Wireless for an undisclosed price.

(Media)


•  Samsung

•  Motorola

•  Gowalla

•  Foursquare

•  Aloqa

•  Opera


•  Market Cap:

N/A


N/A


unknown


unknown


unknown

•  P/E Ratio:

N/A


N/A


•  USA

Investors

•  Nokia and Commons Angels, $1.8 million Series A

•  Nokia, Intel, Bain CapitalVentures, Commons Angels, $6.5 million
Series B

•  Intel, Bain CapitalVentures, Common Angels, RREVentures, $8.5
million Series C

•  Acquired by TruePosition


Key Management

•  Jeffrey Glass, CEO

•  Jim Crowley, President

•  Kepp Jones,VP Product

•  Michael Shean, SVP & Co-
Founder

•  Nick Brachet, CTO

Updated: July 2014

Wireless Technology

SpiderCloud


Headquarters: San Jose CA

URL address: www.spidercloud.com

Company Background

•  SpiderCloud is startup that developed the industry’s ﬁrst enterprise radio
access network (E-RAN) that enables direct integration between enterprise IT
networks and mobile devices through small cell technologies.This wireless
platform has solved indoor coverage and capacity issues for mobile operators
and their business customers.

•  The E-RAN system consists of a Services Node (SCSN) that can control over
100 self-organizing and multi-access 3G,Wi-Fi and LTE/4G Small Cells that can
be installed in just days using an enterprise- Ethernet LAN. One E-RAN
delivers unprecedented capacity and coverage to over 10,000 connected
smartphones and tablets, with just one connection to the mobile operator’s
core network. (company website)

•  In 2012, the company launched a small-cell wireless system in the UK in
partnership withVodafone. This is an enhanced indoor 3G network that allows
people to access wireless services in busy ofﬁce settings.


•  Vodafone


•  Market Cap:

N/A


N/A


unknown


unknown


unknown

•  P/E Ratio:

N/A


N/A


•  USA

•  UK

Investors

•  Charles River, Matrix Partners, $15 million Series A

•  Charles River, Matrix Partners, ShastaVentures, and Opus Capital,
$25 million Series B

•  Charles River, Matrix Partners, ShastaVentures, and Opus Capital,
$35 millionVenture Round


Key Management

•  Mike Gallager, CEO

•  Thomas Scott, CFO

•  Behrooz Parsay, SVP of
Engineering and Operations

Updated: July 2014

Wireless Technology

Urban Airship


Headquarters: Portland, OR

URL address: www.urbanairship.com

Company Background

•  Founded in 2009, Urban Airship provides app developers the ability to easily
add features such as creation and delivery of enhanced push notiﬁcations and a
digital wallet, as well as reporting on the use of those features back to app
developers.These services are provided on Android, iOS,Windows 8, and
BlackBerry. (Wikipedia)

•  Urban Airship has more than 1.5 billion active installs and more than 5.5 billion
messages are sent per month.

•  In 2011, Urban Airship acquired SimpleGeo, and in 2012, it acquired Tello in an
all-stock for its Apple Passbook management product for developers.Tello’s
PassTools product enables companies to visually create Passbook items with
colors, text and the like.


•  Tello

•  SimpleGeo


•  Market Cap:

N/A


N/A


unknown


unknown


unknown

•  P/E Ratio:

N/A


N/A


•  USA

•  UK

Investors

•  TrueVentures, Founder’s Co-op, Pete Grillo, $1.1 million Series A

•  Foundry Group,TrueVentures, Founder’s Co-op, $5.4 million Series B

•  Salesforce,Verizon, Foundry Group,TrueVentures, $15.1 million
Series C

•  August Capital, Foundry Group, Intel Capital,TrueVentures,Verizon
Communications, $25 million Series D


Key Management

•  Scott Kveton, Co-Founder &
CEO

•  Steven Osborn, Co-Founder &
CTO

•  Dylan Anderson – CFO

•  Michael Richardson – Co-
Founder & Senior Engineer

Updated: July 2014

Wireless Applications

Kakao

Category: Mobile Applications

Headquarters: Gyeonggi-do, Korea

URL address: www.kakao.com

Company Background

•  Founded in 2010, Kakao is mostly known for its dominant messaging app,
Kakao Talk, a free mobile messenger app with free text and call features,
available on iOS,Android, Bada, BlackBerry,Windows and personal computers.
It supports for 12 languages. Kakao Talk is used by 133 million people and is
also the primary platform for mobile games.

•  Kakao’s revenue mostly comes from its mobile gaming platform. In 2013, Kakao
generated revenue of approximately $200 million USD.

•  Kakao dominates the South Korean instant messaging market. Its application is
installed in 90% of smartphones in the country. Kakao Talk has been launched in
Indonesia, Philippines, Malaysia and Japan.

•  In May 2014, Kakao announced that it will merge with Daum in an all-stock that
values Kakao at 3.1 trillion won ($3 bn).The new company will be called Daum
Kakao and will be listed in October 2014.

(Wikipedia & media)


•  Tencent


•  Market Cap:

N/A


N/A


$200 million


$65 million


32.5%

•  P/E Ratio:

N/A


N/A


•  South Korea

•  Indonesia

•  Japan

•  Malaysia

•  Philippines

•  Vietnam

Investors

•  CyberAgent, Maverick Capital, DCM, Series A

•  Tencent, $62.9 million Private Equity funding

•  Berjaya, $10 millionVenture Round

No. of employees: Unknown

Key Management

•  Beom-Su Kim, Founder &
Chairman

•  Sirgoo Lee, Co-CEO

•  Jae-Bum Lee, Co-CEO

Mobile Applications
Updated: July 2014

•  LINE PLUS Corporation

•  LINE Business Corporation

•  LINE Fukuoka Corporation

•  DataHotel Co., Ltd.

LINE


Headquarters: Bundang, South Korea

URL address: http://line.me/en/

Company Background

•  LINE is a free instant message, voice and video call application available on all
smartphone devices and PCs. Users can exchange text messages, graphics,
video and audio media, make freeVoIP calls, and hold free audio or video
conferences.

•  LINE, launched in Japan in 2011, reached 100 million users within eighteen
months and 200 million users only six months later. LINE became Japan's
largest social network in 2013; on 1 April 2014, it announced that it had over
420 million registrants worldwide, of which 50 million users are within Japan.

•  In Q1 2014, LINE Corporation. reported JPY 18 billion in revenue.The revenue
for LINE Corporation’s core business, LINE, totaled JPY 14.6 billion in 1Q
2014, up 223% over the same quarter in the previous year.



•  Market Cap:

$22.7 billion (Naver Corp.)


KRW 23,243 billion


KRW 2,312 billion


KRW 328 billion


82.0%

•  P/E Ratio:

38.7


035420.KS


•  Korea

•  Japan

•  USA

•  Spain

Investors


Key Management

•  Akira Morikawa, CEO

•  Takeshi Idezawa, COO

•  Joongho Shin, CGO (global)

•  Jun Masuda, CSO & CMO

•  Euibin Park, CTO

Mobile Applications
Updated: July 2014

Tango



URL address: www.tango.me

Company Background

•  The company was founded in September 2009 by Uri Raz and Eric Setton.
Tango is the leading all-in-one social networking application used by 200 million
people in 212 countries.

•  Tango provides free text messages, games and free phone calls, high-quality
video calls, and photo sharing for iPhone and Android.

•  Tango empowers people to share what they see and to have fun with video
calling whether at home or on-the-go.Tango works on iPhones, iPod touch,
hundreds of Android phones and Windows Phone devices, as well as tablets and
PCs, and provides high quality experience over 3G, 4G, and Wi-Fi. (CrunchBase)

•  In March 2014,Tango raised $280 million in a new funding round led by Alibaba
Group Holding Ltd.Alibaba invested $215 million while the remainder of the
funding came from Tango’s prior investors, which include Access Industries,
Draper Fisher Jurvetson and JerryYang.


•  Apple

•  Samsung

•  Microsoft


•  Market Cap:

N/A


N/A


unknown


unknown


unknown

•  P/E Ratio:

N/A


N/A


•  USA

Investors

•  Bill Tai, $5 miilion Series A

•  Draper Fisher Jurvetson, Len Blavatnik,Alex Zubillaga,Translink
Capital, $42 million Series B

•  QualcommVentures,Access BridgeGapVentures, Draper Fisher
Jurvetson,Translink Capital, $38.1 million Series C


Key Management

•  Uri Raz, Co-founder & CEO

•  Eric Setton, Co-founder & CTO

•  Gary Chevsky,VP of Engineering

•  JP Marcos, COO

Mobile Applications
Updated: July 2014

•  Vine

Twitter



URL address: www.twitter.com

Company Background

•  Twitter is a micro-blogging services that allows people to post updates and
links within 140 characters. Created in March 2006,Twitter is a global real-time
communications platform with 400 million monthly visitors to twitter.com and
more than 200 million monthly active users around the world.These users
generate over 500 million tweets per day.

•  Registered users of Twitter are able to read and post tweets via the web, SMS
or mobile applications.

•  In April 2008 Twitter launched Twitter Japan in partnership with Digital Garage.
Twitter can be used in multiple languages worldwide.

•  In November 2013,Twitter held its IPO on the NYSE and listed under with
ticker “TWTR”.


•  Twitter Japan

•  Digital Garage

•  Apple


•  Market Cap:

$32.1 billion


$30.1 billion


$0.7 billion


($0.6) billion


(97.1%)

•  P/E Ratio:

273.52%


TWTR


•  USA

•  Netherlands

•  Germany

•  Ireland

•  UK

•  Japan

•  Brazil

•  Canada

Major Shareholders

•  RTLC Management LLC (15.34%)

•  Williams Evan (9.93%)

•  Rizvi Traverse Management (9.55%)

•  SSPARK Management PA (5.84%)

•  Institutional Assoc. (5.79%)


Key Management

•  Jack Dorsey, Co-Founder,
Chairman of Twitter, and CEO of
Square

•  Dick Costolo, CEO

•  Mike Gupta, CFO

•  Ali Rowghani, COO

•  Spain

•  France

•  Australia

•  South Korea

•  Singapore

Mobile Applications
Updated: July 2014

WeChat


Headquarters: Shenzhen, China

URL address: www.wechat.com

Company Background

•  WeChat is a mobile text and voice messaging communication service
developed by Tencent in China.The app is available on Android, iPhone,
BlackBerry,Windows Phone, Symbian, and OS X platforms and it supports 15
languages.

•  WeChat had 355 million monthly active users at the end of 2013 and
generated $32 million to $49 million in revenue in the fourth quarter.

•  In August 2013,WeChat announced that it had 100 million registered
international users which was doubled in 3 months. It also claimed 300 million
registered Chinese users.

•  Tencent revealed that the combined monthly active users of WeChat reached
355 million as of end of 2013, an increase of 121%YoY and up 6% QoQ.
According to GlobalWebIndex,WeChat is ﬁfth most used smartphone app
worldwide.


•  Tencent


•  Market Cap:

$130.1 billion (Tencent)


$133.4 billion


$9.91 billion


$2.56 billion


25.8%

•  P/E Ratio:

29.8


0700 HK


•  China

Investors

•  Naspers Ltd (33.8%)

•  JP Morgan Chase & Co (4.96%)


•  Capital Group companies (1.82%)


No. of employees:

Key Management

•  Huateng Ma, Chairman, CEO
amd Co-founder

•  Chi Ping Lau, President

•  Zhidong Zhang, Co-CTO/Co-
founder

•  Shek Hon Lo, CFO & SVP

•  Chenye Xu, CIO/Co-founder

Mobile Applications
Updated: July 2014

WhatsApp



URL address: www.whatsapp.com

Company Background

•  WhatsApp Messenger is a free cross-platform instant messaging service for
smartphone. In addition to text messaging, users can send each toerh images,
video, and audio media messages as well as their location using integrated
mapping features.WhatsApp Messenger is available for iPhone, BlackBerry,
Windows Phone,Android and Nokia. (Wikipedia)

•  WhatsApp has 450 million users as of February 2014.The company claims to
have 200 million monthly actives, 10 billion messages sent and 17 billion
received in a single day. (CrunchBase)

•  In February 2014,WhatsApp was acquired by Facebook for $19 billion. It was
one of the biggest tech acquisitions since HP bought Compaq for $25 billion in
2001.


•  Facebook


•  Market Cap:

N/A


N/A


unknown


unknown


unknown

•  P/E Ratio:

N/A


N/A


•  USA

Investors

•  $250,000 Seed round

•  Sequoia Capital, $8 millionVenture Round

•  Sequoia Capital, $50 million Series C

•  Acquired by Facebook, $19 billion


Key Management

•  Jan Koum, Co-founder & CEO

•  Brian Acton, Co-founder

•  Jim Goetz, Board member

Mobile Applications
Updated: July 2014

Blend



URL address: www.blend.la

Company Background

•  Blend bridges the gap between the brands and students creating an innovative
channel that offers a curated collection of the hottest brands and the ﬁnest
products speciﬁcally for the college audience. On Blend, brands receive
promotional consideration to the most sought-after demographic - the
millennial student. This exclusive college-only app offers a new engaging way
for students to share their unique experiences. Students share photos relating
to the theme of the day, earn Snaps (likes) from peers nationwide, and use their
Snaps to redeem free gifts. Blend integrates free products and gift cards directly
into students’ photo feeds, putting brands front and center. Blend only partners
with brands that we know appeal to the college audience. The app is available
at almost any college in the U.S.



•  Market Cap:

N/A


N/A


unknown


unknown


unknown

•  P/E Ratio:

N/A


N/A


•  USA

Investors

•  New Enterprise Associates,TrinityVentures, Foundation Capital,
Lerer Hippeau, Maveron, BoxGroup, XGVentures, CAA, and
SparkLabs GlobalVentures, $2.7 million seed round


Key Management

•  Akash Nigam, Co-founder &
CEO

•  Matt Geiger, Co-founder

•  Evan Rosenbaum, Co-founder &
CTO

Updated: July 2014

Mobile Applications

Lifesum


Headquarters: Stockholm, Sweden

URL address: www.lifesum.com

Company Background

•  Lifesum is a Stockholm-based digital health startup that offers its users a
ﬂexible platform to support and encourage a healthy, balanced lifestyle. Lifesum
wants to make people healthier and happier by helping users to forge good
habits on their journey towards a better lifestyle, as well as an improved overall
quality of life.

•  Having already achieved over 6.5 million downloads across Europe, the Lifesum
app is available on Android and iOS, and can be tailored by individual users and
adapted to speciﬁc goals and aims, offering personal guidance based on
personal data.



•  Market Cap:

N/A


N/A


unknown


unknown


unknown

•  P/E Ratio:

N/A


N/A


•  Sweden

Investors

•  Bauer Media, SparkLabs GlobalVentures, $6.7 million Series A


Key Management

•  Henrik Torstensson, CEO

•  Marcus Gners, COO

•  Tove Westlund, Co-founder &VP
Product

•  Martin Wählby, Co-founder &VP
Product

Updated: July 2014

Mobile Applications

Soundwave


Headquarters: Dublin, Ireland

URL address: www.soundwave.com

Company Background

•  Founded in June 2013, Soundwave is a music discovery app that shows you
what music people are listening to and where in real-time. Soundwave aims to
connect music lovers worldwide to discover, share, discuss and track their
music consumption across Android and iOS devices.The Soundwave music map
is an innovative feature that allows a user to pick a destination and see in real-
time the music that is being consumed in that area by other Soundwave users.

•  After a successful launch of the free Music Discovery app - Soundwave has
received great feedback and engagement worldwide.As of March 1st 2014
Soundwave has been downloaded in over 190 countries worldwide with close
to 1 million downloads. Soundwave also recently achieved the top music app
position in the App store in France, which resulted in 10,000 downloads in a
single day. 65 million song plays have been tracked by the app’s users to date.



•  Market Cap:

N/A


N/A


unknown


unknown


unknown

•  P/E Ratio:

N/A


N/A


•  Ireland

•  USA

Investors

•  Mark Cuban,ACTVenture Capital, SparkLabs GlobalVentures,
Enterprise Ireland, Matthew Le Merle, and Trevor Bowen, $2 million


Key Management

•  Brendan O’Driscoll, CEO

•  Craig Watson, CIO

•  Aidan Sliney, CTO

Updated: July 2014

Mobile Applications

Stitch



URL address: www.stitchapp.com

Company Background

•  Stitch helps salespeople close more deals and be more responsive.They are
building the best mobile-first, sales productivity platform.Their first product is a
mobile email application for salespeople.With Stitch, salespeople can
communicate faster by having the right information, insights, and tools at their
fingertips.

•  Stitch lets its users track email opens and link clicks sent from their mobile
email.They will know and can follow up immediately with the right information.
The app indexes all files and attachments. Users can send files from Dropbox,
Google Drive, Hightail, and Box, and can easily access files they’ve recently sent
or received.

•  Stitch was founded in 2013 by Somrat Niyogi, Wiebke Poerschke, and Jason
McDowall - all formerly at Salesforce.com.



•  Market Cap:

N/A


N/A


unknown


unknown


unknown

•  P/E Ratio:

N/A


N/A


•  USA

Investors

•  GoogleVentures, SoftTechVC,TektonVentures, Foundation Capital,
TriplePoint Capital, EniacVentures, SparkLabs GlobalVentures,
Freestyle Capital, Brad Garlinghouse and others, $3.3 million seed
round

No. of employees: 9

Key Management

•  Somrat Niyogi, Co-founder &
CEO

•  Wiebke, Poerschke, Co-founder

•  Jason McDowall, Co-founder &
VP of Product

Updated: July 2014

Mobile Applications

•  Gossip Girl

•  Hufﬁngton Post

FourSquare

Category: Location-Based

Headquarters: NewYork, NY

URL address: www.foursquare.com

Company Background

•  Foursquare is a location-based social network where users receive points and
virtual badges for 'checking in' at selected venues.

•  More than 1.6 million businesses from large brands to small merchants have
used its advertising and merchant tools to attract and maintain customers.
More than 50,000 developers use the Foursquare API to add location to their
apps. It has applications for iPhone,Android, BlackBerry,Windows Phone, Nokia
S40/Asha, and Symbian.

•  By December 2013, Foursquare had over 45 million users and over 5 billion
check-ins.

•  Early 2014, Microsoft announced an extensive partnership with Foursquare,
giving access to their users’ physical movements and preferences.This data can
be used to personalize search results on the search engine Bing. (Crunchbase)


•  Skyhook

•  Zagat

•  Bravo

•  Conde Nast

•  The NewYork Times

•  MTV


•  Market Cap:

N/A


N/A


unknown


unknown


unknown

•  P/E Ratio:

N/A


N/A


•  USA

Investors

•  Total funding of $162.4 million from 6 funding rounds

•  Andreessen Horowitz, Union SquareVentures, Spark Capital, O'Reilly
AlphaTechVentures, Silver Lake Partners, $41M Debt Financing

•  DFJ Growth, Smallcap World Fund, $35M Series D

•  Microsoft, $15M


Key Management

•  Dennis Crowley, Co-Founder &
CEO

•  Evan Cohen, Chief Operating
Ofﬁcer

Updated: July 2014

Location-Based Services

SparkLabs Global Wireless Industry Overview 2014

SparkLabs Global Wireless Industry Overview 2014

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