I was speaker at SIMAlliance Berlin 2007

1. Mobile Contents :
a multichannel industry?
September 12th

2. OTA: the leading way…successfull?
Hardware channel: it works?
…just some ideas and feedback from a
wonderful world: games on mobile
September 12th

3. Feedback from a
wonderful world:
games on mobile!
September 12th

4. Competitive market
EA Mobile Gameloft
VU Games
Mobile
Art of Marketing
I-Play
Ifone/Glu Digital
In-Fusio
Chocolate
New publisher
Art of Technology
September 12th

5. Technical parameters: complex
market… ?
?
? ?
2G/GSM 2,5G/GPRS EDGE
Transport Technology
3/G UMTS (W-CDMA) 3,5G/HSPDA 4G/OFDM
DOJA J2ME/MIDP Brew ExEn Mophun Microsoft Mobile
Game Development Technology
Symbian/ S60 (C++) Tapwave Flash Open GL/ES Others
Symbian/ S60 Linux Mobile PlamOS Microsoft Mobile
Operating System
Operator Proprietaries Others
Series 60 Devices Traditional Mobile Phones Nintendo GameBoy SP
Mobile Game Devices
Nokia N-Gage MS Smartphone SonyPSP Tapwave
September 12th

6. Technical parameters: integrated
market… TABLEAU DE BORD MULTIMEDIA
Opérateurs de réseau mobile et MVNO (1)
30 juin 2006
Parc actif multimédia mobile
Métropole juin-05 sept-05 déc-05 mars-06 juin-06
- Parc actif multimédia mobile* (14) 10 708 500 11 273 600 14 024 500 13 400 900 13 362 300
- en % du parc actif total 24,8% 25,6% 30,6% 29,0% 28,5%
- Croissance nette trimestrielle (4) 330 900 565 100 2 750 900 -623 600 -38 600
- Croissance nette trimestrielle en % 3,2% 5,3% 24,4% -4,4% -0,3%
- croissance en glissement annuel 41,9% 39,8% 36,1% 29,1% 24,8%
TABLEAU DE BORD NATIONAL
Opérateurs de réseau mobile et MVNO (1)
30 juin 2006
juin-05 sept-05 déc-05 mars-06 juin-06
- Parc post-payé (2) 28 534 300 29 342 500 30 509 700 31 025 700 31 687 900
- Croissance nette trimestrielle (4) 672 500 808 200 1 167 200 516 000 662 200
- Croissance nette trimestrielle en % 2,4% 2,8% 4,0% 1,7% 2,1%
- Parc prépayé (2) 16 848 500 16 755 900 17 548 700 17 568 800 17 384 000
- Croissance nette trimestrielle (4) -216 300 -92 600 792 800 20 100 -184 800
- Croissance nette trimestrielle en % -1,3% -0,5% 4,7% 0,1% -1,1%
- Parc total (2) 45 382 800 46 098 400 48 058 400 48 594 500 49 071 900
- Croissance nette trimestrielle (4) 456 200 715 600 1 960 000 536 100 477 400
- Croissance nette trimestrielle en % 1,0% 1,6% 4,3% 1,1% 1,0%
- Taux de pénétration (5) 75,2% 76,4% 79,7% 80,6% 81,3%
- Parc total actif* (7) 44 622 100 45 321 900 47 313 200 47 760 400 48 443 900
- en % du parc total 98,3% 98,3% 98,4% 98,3% 98,7%
- Taux de pénétration actif (5) 74,0% 75,1% 78,4% 79,2% 80,3%
* Obtenu à compter de T3 2005 par extrapolation, pour la métropole, à l'ensemble des opérateurs des données déclarées par les opérateurs de plus
September 12th

7. Mobile Gaming Figures Forecast
Territories 2004 2005 2006 2007 2008 2009
Europe 345 527 711 885 1 064 1 232
France 41 63 85 106 128 148
Source : Jupiter Research July 2005 (€Mio)
15 €Mio
50 €Mio
September 12th

8. Mobile Gaming Revenue
Tentative
Total Installed Base
A
21 465 000
Marketshare 47,7%
Multimedia Devices 4 300 000
Rate 20%
Usual Players 214 650
Rate 1%
Monthly Downloads 50 000
Annual attached rate of DD games per Mobile 0,14
SDP 5€
Direct Revenue per unit 1,67 €
Premium to Aggregator 30%
Gross Revenue per unit 0,50 €
Premium to Licensor 0,25 €
Net Revenue Licensing 0,38 €
Montly Turnover 250 000
Montly Direct Revenue 83 612
Montly Revenue Publisher 18 813
Annual Turnover 3 000 000
Annual Direct Revenue 1 003 344
Annual Revenue Publisher 225 753
September 12th

9. Measure of the market
September 12th

10. Right price for consumer?
Price of Multimedia access?
7£
5£
7€
4€
3€ •Buy two, get one
free
•Discount
•1€ promotion
September 12th

11. OTA: the leading
way…successfull?
September 12th

12. 5 major countries, 12 MNOs, 60
UK strategiesSpain
France Germ. Italy
56,9 Mio 49 Mio+ 75 Mio+ 39 Mio+ 57 Mio+
1 Orange Orange T-Mobile Telefonica TIM
23% 4?% 40,8% Movistar 40,4%
48%
2 Vodafone SFR (Vod.) Vodafon Vodafone Vodafone
24% 3?% e 31% 34,7%
37,4%
3 O2 B.T. Eplus Amena Wind
23% 1?% 13,2% 21% 19,4%
4 T-Mobile O2 3
25% 8,9% 3,6%
5 3 Chiffres non
4% contractuels
September 12th

13. Mobile Gaming Value Chain
Content Content Content Content Consumption/
Creation Aggregation Marketing Distribution Usage
IP Aggregator MNOs
Ratio 80%!
IP Aggregator
IP
September 12th

14. Key Factor Success : multiply channel
distribution to optimise sales
September 12th

15. Hardware channel: it
works?
September 12th

16. Marketing is key!
September 12th

17. Mobile Gaming vs VideoGame
September 12th

18. Mobile Gaming vs VideoGame
September 12th

19. Sell mobile games on shops!
September 12th

20. Virtua MNO=MVNO
MVNO branded and community oriented
Seeking for added-value services to promote
their offer
=> Opportunity to sell “pre-paid “ mobile games
into the monthly subscription
Q4 2006= 477K new, 268,5 for MVNO
September 12th

21. Who is downloading?
September 12th

22. What Mobile Gaming Industry
needs:
Performance
Stockage
Visibility for mass market
September 12th