Snapshot of the SmartPhone Usage trends with specific emphasis on India. Some predictions regarding 'shape of things to come' for content consumed on SmartPhones.

1. SmartPhone Usage Metrics March 2010

3. Impact of 3G on Content Consumption

4. SmartPhones Ramp Up

5. India’s position in the Global Mobile Marketplace

6. Top Content Genres – Informate Analysis

7. Music

8. Games

9. News

10. Social Networking

11. Search

13. Globally, more users are likely to connect to the Internet via mobile devices than desktop PCs Computing Growth Drivers Over Time, 1960 -2020E More Than Just Phones 1,000,000 Mobile Internet 100,000 SmartPhone Kindle Tablet MP3 Cellphone/PDA Car Electronics GPS/ ABS, A/V Home Entertainment Games Wireless Home Appliances Desktop Internet Increasing Integration 10,000 10B+ Units? 1,000 PC Devices/Users (MM in log scale) 1B+s Units/Users 100 Minicomputer 100MM+ Units 10 10MM+ Units Mainframe 1 1MM+ Units 1960 1970 1990 2000 1980 2010 2020 Note: PC installed base reached 100MM in 1993, cellphone/ internet users reached 1B in 2002/ 2005 respectively (ITU, Mark Lipacis, Morgan Stanley Research) Source: Morgan Stanley – The Mobile Internet Report, December 2009

14. The ramp up of Mobile Internet will be a lot faster than the Desktop Internet

15. It took iPhone & iTouch just 9 quarters to reach a base of 57 mn users Mobile Internet Outpaces Desktop Internet Adoption iPhone +iTouch users = 8x AOL users 9 quarters after launch Note: *AOL subscribers data not available before CQ3:94; Netscape users limited to US only. Morgan Stanley Research estimates ~39MM netbooks have shipped in first eight quarters since launch (10/07) Source: Morgan Stanley – The Mobile Internet Report, December 2009

16. 3G will drive the reach and popularization ofMobile Internet

17. We seem to be at an inflection point as 3G will soon cross 20% penetration worldwide Global 3G + Subscribers & Penetration, 2007 – 2014E 2010E: Inflection Point 3G Penetration Reaches Sweet Spot 2776 2348 1928 1503 1055 688 430 273 Note: 3G+ technologies include WCDMA, HSPA, TD-SCDMA, 1xEV-DO, LTE and WiMax (Source: Ovum Estimates, Morgan Stanley Research) Source: Morgan Stanley – The Mobile Internet Report, December 2009

18. SmartPhone share of content is far higher than their shipment share

19. SmartPhone penetration has reached 10-20% mark across developed markets and is expected to rapidly increase over the years Note: Net Applications collects data from ~160MM monthly visitors on mobile devices hat render full HTML pages and JavaScript. Visits to WAP pages are excluded Source: Morgan Stanley – The Mobile Internet Report, December 2009 [AdMob Mobile Metrics Report (10/09), Net Applications (0409), Gartner (CQ3:09)]

20. Mobile Internet in India is already at a significant level

22. India ranks thirdamong the top markets for Opera Mini, which reported that page views and unique users in India have gone up by 202% and 61%respectively in the last 15 months.

24. Top content genres on SmartPhones in India Browsing commands highest share of time spent- more than calls and messaging put together. Entertainment (comprising media player, gallery, online video sharing, games, radio, camera) as a category has a sizeable share. Share of Screen Share of screen depicts the time spent on each of the activities as a share of the mobile screen space. Active Time: Time spent on mobile phone doing deliberate activities. Example: Calling, playing games, Listening to music etc. Active Time 152 mins Active Time 196 mins All figures represent % of active time spent on the handset Windows Mobile SmartPhones Symbian SmartPhones Base: Informate SmartMeter India, December 2009 Track 14

25. Share of Time Spent

26. More music will be consumed in India through mobile phones than through any other medium within the next few years

27. Multimedia Usage on SmartPhones Share of Multimedia – 48 minutes/ day Smartphone users spend 25 mins/ day on media player apps Base: Informate SmartMeter India ,December 2009 Track

28. The mobile phone will be the No. 1 gaming device in India when it comes to share of time spent 18

29. 6 out of every 10 users have played a game in the last 1 month An average users spends about 12 minutes/ day on gaming which translates to 6 hours per month per user! Source: Informate SmartMeter Tracker Nov ‘09 Source: Informate SmartMeter Tracker Nov ‘09 Mobile Game Usage Base: Ever played any game in November 09:

30. The mobile phone will be the No. 1 medium for delivering ‘Breaking News’ in the future

32. 11% of the users have used a downloadable news application on their phone in the previous monthBase: Informate SmartMeter India, December 2009 Track

33. Eventually, more people will access Social Networking sites through their mobile phones than through desktop PCs

34. 4 out of 10 SmartPhone users visit Social Networking sites using their phones and 10% of the total page views are attributed to these sites Social Networking Website’s Share of Page Views (%) Social Networking as a category commands 6.9% of overall page views in Dec Base: Ever browsed any website in Dec,2009 Share of Page Views: (%): Percent of total page views accounted for by the specific site page views during the report month Orkut is the most popular social networking site in terms of both reach & page views. It is followed by Facebook & Mygamma

35. More searches will happen on mobile phones than Desktop PCs

36. Search is the most popular genre on the Mobile Internet With more than 70% penetration and a close to 7% share of page views, search dominates the mobile web in India VAS Portal Low Reach; High Share of Page Views Social Networking Webmail Adult Content High Reach; Low Share of Page Views Web communication Content Sharing Telecom BFSI Base: Ever browsed any website in Dec,2009 Reach(%) Our smart meter tracker reveals that Telecom websites have high reach but are clicked significantly lesser number of times than other web categories. New mantras on the web like Content sharing, Entertainment , Web communication & specific interest areas like BFSI & Sports have low reach & page views but they are expected to catch up fast.

37. Advertising $$ will eventually follow eyeballs and there are already a lot of eyeballs glued to the Mobile in India

39. That’s not the case for the Mobile Internet today – advertising accounts for a small share

40. But there is large scope for disruptive innovation for monetizing the opportunities that the medium has made available