1. Internet. Mobile.
Dag Olav Norem
VP Product Management, Mobile
24.01.2011

2. The Internet population breakdown
% of total
Internet
population
In % of market
Source: US Census Bureau / Nielsen Online, International Telecommunications Union, GfK via
www.internetworldstats.com

3. Internet penetration per market
In % of market
Source: US Census Bureau / Nielsen Online, International Telecommunications Union, GfK via
www.internetworldstats.com

4. Remaining growth potential per market
In % of market
Source: US Census Bureau / Nielsen Online, International Telecommunications Union, GfK via
www.internetworldstats.com

6. p2p
video
web

7. Opera mobile browsers
Keypad Interface
Touch Interface

8. Our products: Opera Mini vs. Opera Mobile
Opera Mini Opera Mobile
User Interface Same cross platform UI Same cross platform UI
Rendering Engine Server side Client side
Compression technology Always enabled Enable or disable with Opera Turbo
Target platforms All devices Mid to high end devices only
More information at www.opera.com/mobile/specs

9. What the mobile Web looks like today
Spotlights key trends affecting mobile Web adoption worldwide through
analysis of Opera Mini stats
http://www.opera.com/smw/

10. Opera Mini: 5 years today!

11. The future of the Web is mobile
Opera Mini growth
90,000,000 50,000,000,000
80,000,000 45,000,000,000
40,000,000,000
70,000,000
35,000,000,000
60,000,000
30,000,000,000
50,000,000
25,000,000,000
Unique users
40,000,000
Page views
20,000,000,000
30,000,000
15,000,000,000
20,000,000
10,000,000,000
10,000,000 5,000,000,000
0 0
2006
2007
2008
2009
2010

12. Where is the growth happening?
Mobile subscribers emerging markets (mill) Mobile subscribers Developed markets (mill)
7000
6000
5000
4000
3000
2000
1000
0
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

13. Drivers: Feature phones

14. Opera Mini runs on over 3000 handsets
OS B2B solution Public Download
J2ME
Android
iOS
RIM (Blackberry)
Symbian
MTK
BMP
Windows Mobile*
Other OS upon request

15. Mobile Browser Market Share
iPhone vs. Opera
Source Data: Stat Counter March 2010
iPhone | Opera Mini

16. The top countries for Opera Mini
Since our first ever monthly Top 10 countries for Opera Mini usage
report (May 2008), the U.S. has 1 Indonesia
fallen from 5th to 7th, while
2 Russia
Poland and Germany have both
fallen out of the top 10 3 India
4 China
Recently Philippines and
Bangladesh went up in the top 5 Ukraine
20 countries ranking 6 South Africa
7 Vietnam
Other notables:
8 United States
#11: Malaysia
9 Nigeria
#20: Germany
10 Brasil
Source:
http://www.opera.com/smw/2010/08/

17. What we found in India
Mobile Web in India is a massive India Stats (YoY)
opportunity
User growth 277.5 %
Key metrics grow at significant Page view growth 354.2 %
rate
Data transfer growth 293.7 %
Mobile browsing per user is
increasing Page views per user 414
Data transferred 7 MB per user
Data transferred 17 KB per page
Source: Opera research

18. What we found in India
Top 10 websites
1 google.com 6 yahoo.com
2 facebook.com 7 songs.pk (8)
3 orkut.com (2) 8 wikipedia.org
4 youtube.com 9 zedge.net
5 getjar.com 10 vuclip.com
Top 10 handsets
1 Nokia 5130 XpressMusic 6 Nokia 7210c
2 Nokia 2700c 7 Nokia N70
3 Nokia 2690 8 Nokia 6300
4 Nokia 2730c 9 Nokia 5233
5 Nokia 3110c 10 Nokia N72
Source: Opera research

19. What we found in India: lifestyle survey
Users in India and Nigeria are the most
tolerant when it comes to text
messaging during restaurant meals.
In India 88.5 % respondents said they
browse the Web on their handsets more
than they browse on a laptop or desktop
computer
Only 11.5 % respondents in India use
desktop or laptop computers as the
primary means of Internet access
Source: Opera research

20. The ‘Mobile Only’ Internet
Generation
December 2010
Alistair Hill

21. The ‘mobile only’ Internet generation
In developed economies the mobile internet is commonly
thought of as an extension of the desktop
internet, providing an additional, convenient and portable
access method.
However for many people around the world, the mobile
phone will be the primary, or only way to access the
internet. This will have profound effects, not only on the
lives of these people, but on the Internet industry and the
way brands communicate and interact with these
consumers – the next billion consumers.

22. The mobile Internet is becoming the sole or
primary access method for many
• It has often been assumed that the mobile Internet will be the sole access
method for many. The results of recent client studies show that for roughly 50%
of African and Asian mobile internet browsers this is the primary access method.
• In contrast 22-25% of US and UK mobile internet browsers never or infrequently
use the desktop internet.
Mobile Internet Users Who Never or Infrequently Use the Desktop Internet
80 %
70 %
% Mobile Browsers
70 %
59 % 57 %
60 % 55 % 54 %
50 %
50 % 44 %
40 % 32 % 30 %
30 % 25 % 22 % 19 %
20 %
10 %
0%
Countries: Egypt, South
Africa, Ghana, Nigeria, India, Indonesia, Thailand, China, US, UK and
Russia

23. Emerging markets ‘mobile only’ browsers
are mostly under 25
• In emerging markets the vast majority of the ‘mobile only’ are under 25, the vast majority are male and
many are in education.
• In the developed world the ‘mobile only’ are a different segment. In the UK they are split more evenly
with 58% over 25.
• The US however provides interesting results, with most being over 25 and many on lower incomes.
Mobile Only Generation
100%
% Mobile Only Generation
90% 24 % 26 %
80%
70% 58 %
60% 76 %
50%
40% 76 % 72 %
30%
20% 42 %
10% 24 %
0%
Nigeria India UK US
Under 24 Over 25
Countries: Nigeria, India, US, and UK
Date: July- November 2010
N= 6165

24. Content downloads and social networking
leads mobile browsing behaviour in Africa
• Over 50% of mobile browsers go to sites for downloading games and music
• Communication services such as social networking and email are popular
• Almost half of respondents use search
Top Genres of Mobile Internet Sites – Africa 7
60 % 55 % 54 % 52 %
% Mobile Browsers
48 % 46 %
50 % 44 % 43 % 43 %
40 % 35 % 32 % 30 %
30 %
20 %
10 %
0%
Countries: Nigeria, Kenya, Egypt, South
Africa, Ghana, Tanzania, Senegal
Date: October 2010

25. Opera provides quasi-smartphone experience
for feature phone users in Africa
• Opera users are 33% more likely to use social networks than Non-
Opera users and are comparable in behaviour to UK mobile browsers.
• In the UK, smartphone owners are 20% more likely to use social
networking than those who don’t own a smartphone.
Mobile Internet Genres - Opera vs Non-Opera
70 % 65 % 63 %60 %
60 % 55 % 53 %54 %
50 % 46 %
40 %38 %
% Group
40 % 34 %
30 %
20 %
10 %
0%
Email Social networking Search News Sports information
UK Africa 7 - Opera Africa 7 - Non-Opera
Countries: Nigeria, Kenya, Egypt, South
Africa, Ghana, Tanzania, Senegal, UK
Date: October 2010

26. Opera browsers use the mobile internet for
longer
• Opera users are 19% more likely, compared to non-Opera users, to browse for
more than 1 hour each time they go on the mobile internet.
• Although not shown on this slide they are also 19% (the same percentage is a
coincidence) more likely to browse for at least 1 hour each and every day.
Average Session Lengths - Opera vs Non-Opera Browsers
70 % 140
119
60 % 107 120
50 %
85 100
40 %
% Group
80
30 % 61
60
20 %
40
10 %
0% 20
-10 % Less than 5 mins 5-30mins 30-60 mins More than 1 hour 0
Opera Browsers Non-Opera Browsers Index
Countries: Thailand
Date: January 2011
N= 1074

27. Nokia dominates mobile browsing in Africa
• 85% accessed the internet with a feature phone.
• Of the 15% who used a smartphone nearly all were Nokia Symbian devices
with almost no reported use of Android or iPhones.
Mobile Internet Device Manufactures
100%
9%
90%
80% 11 % NA
% Mobile Browsers
70% Other
12 %
60% ZTE
Motorola
50%
BlackBerry
40%
LG
30% 61 %
Samsung
20% Sony Ericsson
10% Nokia
0%
OEM
Countries: Nigeria, Kenya, Egypt, South
Africa, Ghana, Tanzania, Senegal
Date: October 2010

28. 66% of Kenyan ‘mobile only’ users
download mobile music
• With limited or no access to the desktop Internet for many in Africa, the mobile
Internet provides a significant opportunity for media and content companies.
• 66% of the Kenyan ‘mobile only’ have downloaded music on their mobile, with
almost half downloading games and videos.
Content Downloading - Kenya
70 % 66 %
% Mobile Only Generation
60 %
50 % 44 % 46 %
40 %
30 %
20 %
10 %
0%
Music Games Videos
Countries: Kenya
Date: October 2010
N= 1009

29. 75% of Indonesian mobile browsers use
social networks
• Only 39% of Indian browsers use social networking. Social networking is interactive and lends
itself to faster data speeds. India currently doesn’t have mass market 3G services, Indonesia
does.
• Search is the most popular mobile Internet activity in India.
• Indian browsers look for cricket scores, Indonesian for soccer (football).
Mobile Internet Genres in India and Indonesia
90 %
75 % 78 %
80 %
69 %
% Mobile Browsers
70 %
60 % 49 % 51 %
50 % 42 % 39 % 38 % 36 %
40 %
29 %
30 %
20 %
5% 8%
10 %
0%
Search E-mail Social Cricket News World and Local Soccer (Football)
Networking News News
India Indonesia
Countries: India + Indonesia
Date: July-August 2010
N= 2138

30. Over 90% browse the mobile Internet at home
• With roughly half of Indonesian and Indian mobile browsers not using the
desktop internet and over 90% using it in the home, it becomes clear that
the mobile will play a very different role in these Asian countries compared
to western markets.
Location of Mobile Browsing
100 % 94 %
90 %
90 %
% Mobile Browsers
80 %
70 % 60 %
60 %
50 %
40 % 31 % 33 % 33 % 31 %
30 % 26 %
19 % 19 %
20 %
10 %
0%
At home Whilst outside Whilst on public At work At university or
transport school
Indonesia India
Countries: India + Indonesia
Date: July-August 2010
N= 2138

31. 57% of the Indian ‘mobile only’ don’t have a
bank account
• In India, not only do the ‘mobile only’ not use the desktop internet but 57% also don’t have bank
account.
• There is a huge opportunity for the previously unbanked and unconnected to use electronic
payments to purchase goods and services.
• Everyone of this 57% has a billing relationship with their mobile operator.
Mobile Only Generation - Do you have a bank account?
70 %
% Mobile Only Generation
60 % 57 %
50 %
43 %
40 %
30 %
20 %
10 %
0%
No Yes
Countries: India
Date: July 2010
N= 1070

32. The Emerging markets opportunity
The new digital audience creates opportunities for brands, Internet, media and financial
services companies. The following section highlights some of these:
Internet Companies + Brands – There is an appetite for mobile friendly Internet services
(email, social networking, news, etc) many of which are ad funded. Brands have a new
opportunity to market to these users, reaching the previously unconnected emerging
middle classes in developing countries.
Media – Downloading content is extremely popular (games and music downloading are
the top browsing genres in Africa). Media companies have the opportunity to market and
sell directly on the device where the content will be consumed, to an audience who don’t
have the option to download on PC.
Financial – Many ‘Mobile Only’ browsers don’t have a back account (in India 57% of the
‘Mobile Only’ don’t have a bank account). All of these people have a billing relationship
with their mobile operator, giving them the opportunity to purchase electronically for the
first time.

33. Download at m.opera.com