Lunsford Group Wireless Industry Snapshot 2010

Wireless Industry Snapshot!
Lunsford Group!
Overview: Fast Facts!
Top Fifteen Wireless Carriers

Worldwide 2010
1.  China Mobile, 522.3 million
2.  Vodafone Group, 333 million
3.  Telefonica, 202 million
4.  America Movil, 201 million
5.  Telenor Group, 174 million
6.  Deutsche Telekom, 151.7 million
7.  TeliaSonera, 147.6 million Worldwide Mobile Phone Sales Worldwide Smartphone OS
Market Share 2009 Market Share 2009
8.  China Unicom 147.6 million
• Nokia 36.4% • Symbian 46.9%
9.  France Telecom 132.6 million
• Samsung 19.5% • RIM 19.9%
10. Bharti Airtel, 125 million
• LG 10.1% • iPhone OS 14.4%
11. MTN Group, 123.6 million
• Motorola 4.8% • Windows Mobile 8.7%
12. Axiata, 120 million
• Sony Ericsson 4.5% • Linux 4.7%
13. Mobile Telesystems 101.3 million
• Others 24.7% • Android 3.9%
14. Etisalat, 100 million
• WebOS .7%
15. Reliance, 100 million
• Other OSs .6%
Source: RCRWireless (# subscribers) Source: Gartner Source: Gartner
Overview: Fast Facts!
Top Ten U.S. Wireless Top Ten 3G Markets Worldwide 2009 •  1.3 billion mobile phones
Carriers 2010 Subscribers Penetration Rate will be shipped in 2010.
1.  Verizon, 92.8 million 1.  USA 112 million 41% 250 million will be
2.  AT&T, 86.9 million 2.  Japan 97.5 million 90% smartphones.
3.  Sprint Nextel, 47.8 million 3.  Korea 35.6 million 75%
4.  T-Mobile, 33.7 million 4.  Italy 27.8 million 34% "Mobile will be
5.  MetroPCS, 7.33 million 5.  UK 23.7 million 31% bigger than the
6.  U.S. Cellular, 6.14 million 6.  Germany 22.3 million 22% desktop in 5
7.  Leap Wireless, 5.40 million 7.  Spain 22.0 million 41% years… It's
8.  Clearwire, .97 million 8.  France 15.7 million 27% ramping faster
9.  Cincinnati Bell, .52 million 9.  Australia 13.7 million 56% than the desktop
10. Ntelos, .46 million 10. Indonesia 13.6 million 10% Internet and will
be bigger than
most think.” !
- Mary Meeker,
Morgan Stanley!
Source: FierceWireless (# subscribers) Source: Morgan Stanley
Overview: Trends!
Android’s Rapid Challenge to Apple’s iOS

•  First quarter 2010, Android jumped from 6th to 4th in terms of mobile OS market
share, and from 1.6% Q1 2009 to 3.9% Q4 2009 to 9.6% Q1 2010. (Gartner)
•  8.2 million Android phones expected to ship in 2010 (Frost & Sullivan)
•  First quarter 2010, 60% of mobile developers building on Android vs. 51% on iOS.
(VisionMobile)
•  Flexibility of Android creates

immense opportunities for old
and new entrants. New form
factors and applications for
business, military and
consumer mobile devices.
Overview: Trends!
Growth of Mobile Advertising

•  In 2010, mobile advertising is forecast to grow 45% to $3.8 billion: $3.2 billion SMS
advertising, $253 million mobile display and $321 million mobile search. (J.P. Morgan)
•  1 trillion SMS (text messages) in 2009. Over 84 billion text messages a month.
•  SMS the new spam domain? Or will it be social networks? Either way, less value
and ROI in SMS advertising for the future.
Growth of Mobile eCommerce

•  In 2010, mobile ecommerce is estimated to hit $2.4 billion from $1.2 billion in the
prior year. (Coda Research)
•  In 2009, Japan had a $10 billion mobile ecommerce market.
•  23% of Internet users in Asia-Pacific made an Internet purchase through a mobile
phone vs. 3.5% of users in North America (eMarketer, 2009).
•  19% of Rakuten’s revenues, Japan’s largest ecommerce player, came from mobile.
•  Japan and Korea provide many crystal balls for new technology adoption and
growth in the U.S. and Europe (i.e. online gaming, camera phones, micropayments, etc.)
Overview: Trends!
Others to Watch For

•  Location-based advertising
•  Augmented reality
•  Mobile gaming devices
•  Mobile video
•  Visual search
Primary Sectors!
• Wireless Carriers
• Mobile Operating Systems
• Mobile Phone Manufacturer
• Wireless Applications
• Location-Based Services
• Other Companies of Interest

Global Wireless Universe!
NTT DoCoMo Tom Tom

China Unicom Garmin
Deutsche Telekom Booyah
Linux
KT Orange
FourSquare
SK Telecom AT&T Microsoft RIM Gowalla
Telefonica
Sprint Nextel Android Loopt
Symbian
Vodafone
Soonr
China Mobile
Softbank Mobile Apple 4INFO
Skyhook
Verizon
HTC Wireless Carrier
LG Meraki Mobile OS
Nokia Clearwire Mobile Phone Maker
Apple Twitter
Motorola Wireless Application
Location-Based
SpiderCloud
Sony Samsung ARM GetJar Other
Ericsson
INVESTMENT / M&A
Qualcomm ALLIANCE
AdMob Adobe
RIM EA
HP
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Wireless Universe Snapshot!
Select Global Companies:!

Detailed Profiles!
Wireless Carriers!
AT&T Mobility Updated: June 2010

Category: Wireless Carrier URL address: www.wireless.att.com/
Headquarters: Atlanta, GA No. of employees: 276,280 (AT&T)
Company Background Alliances/Subsidiaries
•  AT&T Mobility is a subsidiary of AT&T. It’s the 2nd largest wireless carrier •  Microsoft •  HTC
in the U.S. with 87 million subscribers. •  Apple •  Nokia
•  The exclusive provider of Apple’s iPhone. Due to poor wireless •  Blackberry •  Palm/HP
coverage in major metro areas, such as NYC and San Francisco, AT&T •  Motorola •  Pantech
brand and service has been battered. Recent problems with Apple’s •  Samsung •  Sony Ericsson
iPhone4 brings into question whether it was solely AT&T’s poor network •  LG
or design issues with the iPhone. Financial Information
•  Their top selling phones (as of June 2010) are the Samsung A777, Nokia
•  Market Cap: $146.7 billion (AT&T)
6350, LG Neon, and Sony-Ericsson W518a.
•  Enterprise Value: $214.3 billion
•  They are the largest Wi-Fi provider with more than 125,000 hot spots •  2009 Revenues: $123 billion
around the world (including company-owned and third-party roaming •  2009 Net Income: $12.5 billion
locations) — with the addition of approximately 7,000 Starbucks •  2009 Profit Margin: 9.65%
locations. •  P/E Ratio: 12.37
•  Ticker Symbol: T
Countries of Operation Major Shareholders Key Management

•  USA •  Capital Research Global Investors (4.03%) •  Ralph de la Vega, CEO of
•  Vanguard Group (3.46%) AT&T Mobility & Consumer
•  BlackRock (2.96%) Markets and Pres of Mobility &
•  Capital World Investors (1.78%) Consumer Markets
•  Wellington Management Company (1.69%) •  Randall L. Stephenson ,
•  Bank of New York Mellon (1.35%) Chairman, CEO, Pres and
•  Northern Trust Corp (1.23%) Chairman of Exec Committee
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Wireless Carriers!
China Mobile Updated: June 2010

Category: Wireless Carrier URL address: www.chinamobileltd.com
Headquarters: Hong Kong No. of employees: 145,954
•  China Mobile is the world’s largest wireless provider with more than •  Android
548.9 million subscribers. They provide mobile communications and
related services primarily to Mainland China.
•  Their three primary services are: Easyown (prepaid service), GoTone
(flagship service) and M-zone (premium prepaid service).
•  China Mobile is launching their own Android phone called the “OPhone”.
•  The company also offers agricultural information services;
Financial Information
telecommunications network planning and consulting services; •  Market Cap: $204.3 billion
technology platform development and maintenance services; and mobile •  Enterprise Value: $171.9 billion
data solutions, and system integration and development services, •  2009 Revenues: $66.2 billion
•  2009 Net Income: $16.9 billion
•  2009 Profit Margin: 25.47%
•  P/E Ratio: 12.17
•  Ticker Symbol: CHL

•  China •  Fisher Investments (.14%) •  Jianzhou Wang, Chairman,
•  Hong Kong •  Matthews International Capital (.09%) CEO & President
•  Pakistan •  UBS AG (.07%) •  Xu Long, Exec. Director,
•  Wellington Management Company (.06%) Chairman & President of
•  Bank of New York Mellon (.06%) Guangdong Mobile
•  Citigroup (.06%) •  Mr. Taohai Xue, CFO, VP of
China Mobile
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Wireless Carriers!
China Unicom Updated: June 2010

Category: Wireless Carrier URL address: www.chinaunicom.com.hk
Headquarters: Hong Kong No. of employees: 216,830
•  China Unicom is the 2nd largest wireless provider in China with over •  Android
147.6 million subscribers. Their GSM service covers 31 provinces, •  SK Telecom
municipalities, and autonomous regions, and they have 38.6 million •  Telefonica
fixed-line broadband subscribers in 335 cities in China. •  PCCW
•  China Unicom is launching a mobile phone built on Google’s Android OS
and will be called “uPhone”, and will build their own app store called
“Unistore” that will be compatible with Android’s market. Financial Information
•  The company also offers broadband and other Internet-related services,
•  Market Cap: $31.6 billion
information communications technology services, business and data
communications services, and domestic and international long distance
•  2009 Revenues: $22.5 billion
services.
•  P/E Ratio: 30.48
•  Ticker Symbol: CHU

•  China •  Telefonica (8%) •  Xiaobing Chang, Chairman,
•  FMR LLC (.28%) CEO, Chairman of the Unicom
•  Dimensional Fund Advisors (.28%) Group and President of the
•  FIL LTD (.22%) China Telecom Corp
•  Yimin Lu, President &
Executive Director
•  Jilu Tong, CFO & Executive
Director
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Wireless Carriers!
Deutsche Telekom Updated: June 2010

Category: Wireless Carrier URL address: www.t-mobile.net
Headquarters: Bonn, Germany No. of employees: 36,000
•  T-Mobile is the wireless provider and subsidiary of Deutsche Telekom. It •  Everything Everywhere •  Blackberry
is the 6th largest wireless provider in the world and the leading company •  T-Mobile USA •  Garmin
in Germany with over 151 million subscribers worldwide. •  Android •  Dell
•  T-Mobile UK created a joint venture with France Telecom's Orange UK to •  Motorola •  HTC
form the UK's largest mobile operator called Everything Everywhere. •  Samsung •  Nokia
•  Sony Ericsson
•  T-Mobile USA is a subsidiary of Deutsche Telekom and the 4th largest
wireless provider in the U.S. with 33.7 million subscribers and generates Financial Information
over $17 billion in revenues.
•  Market Cap: $57.2 billion (Deutsche Telekom)
•  Enterprise Value: unknown
•  2009 Net Income: $456.8 million
•  P/E Ratio: 20.04
•  Ticker Symbol: XETRA: DTEL.DE

•  Germany •  Federal Republic of Germany (14.8%) •  Rene Obermann, CEO
•  UK •  KfW Bankengruppe (16.9%) •  Timotheus Hottges, CFO
•  USA •  Olivier Baujard, CTO
•  Austria •  Anastassia Lauterbach, Acting
•  Croatia Chief Product & Innovation
•  Czech Republic Officer
•  Hungary
•  Netherlands
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Wireless Carriers!
KT Updated: June 2010

Category: Wireless Carrier URL address: www.kt.com
Headquarters: Sungnam, South Korea No. of employees: unknown
•  KT, originally Korea Telecom, was the state-owned telecommunications •  MT (Mongolia) •  East Telecom (Uzbekistan)
provider in South Korea. After spinning out its wireless division, KTF, it •  KT China •  Apple
acquired it back in 2009, so both landline and wireless services are •  NTC (Russia)
housed under KT. •  KT JC (Japan)
•  KT is the exclusive distributor of Apple’s iPhone in Korea, which has •  KTAI (USA)
experienced tremendous sales and has made it more competitive with
the leading carrier in Korea, SK Telecom. Financial Information
•  KT provides integrated telecommunications services. It offers telephone
services, including local, domestic, and international long-distance fixed-
line telephone services. The company also provides broadband Internet
access and other Internet-related services, including IP-TV services; and
•  2009 Net Income: $524 million
PCS mobile telecommunications service, and third-generation HSDPA-
based IMT-2000 wireless Internet and video multimedia communications
•  P/E Ratio: 20.78
services. (Yahoo! Finance)
•  Ticker Symbol: KT

•  S. Korea •  Silchester Int'l Investors (3.63%) •  Suk-Chae Lee, CEO,
•  Mongolia •  BlackRock Fund Advisors (2.83%) Chairman of Exec. Committee
•  China •  Franklin Resources (2.15%) •  Sang-Hoon Lee, President,
•  Russia Director and President of
•  Japan Enterprise Customer Group
•  USA •  Soo-Ho Maeng, CFO & Sr.
•  Uzbekistan Exec. VP of Global Business
Unit
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Wireless Carriers!
NTT DoCoMo Updated: June 2010

Category: Wireless Carrier URL address: www.nttdocomo.co.jp
Headquarters: Tokyo, Japan No. of employees: unknown
•  NTT DoCoMo is the leading wireless provider in Japan with over 56 •  Sharp (handset maker) •  Samsung
million subscribers and 50% market share. Its cutting-edge i-mode •  Panasonic (handset maker) •  Blackberry
service was the leader and model for many in the world to follow in 1999 •  NEC Casio (handset maker) •  Sony Ericsson
and the early 2000s. NTT DoCoMo also launched FOMA™, the world's •  Fujitsu (handset maker) •  Umobile (Malaysia carrier)
first 3G commercial mobile service, in 2001 which was based on W- •  LG Electronics (handset maker) •  Tata Teleservices (6th in India)
CDMA.
•  NTT DoCoMo is a subsidiary of NTT, which is the primary Financial Information
telecommunications company in Japan and 33.7% owned by the
Japanese government. •  Market Cap: $66.2 billion
•  The company and its subsidiaries provide wireless telecommunications
•  2010 Revenues: $45.9 billion (March 2010)
services, packet communications services, and satellite mobile
•  2010 Net Income: $5.3 billion (March 2010)
communications services in Japan.
•  P/E Ratio: 11.87
•  Ticker Symbol: DCM

•  Japan •  NTT •  Ryuji Yamada, President and
•  USA •  Renaissance Technologies (.05%) CEODr. Kiyoyuki
•  UK •  Scout Investment Advisors (.05%) •  TsujimuraSenior EVP
•  France (Multimedia Services &
•  Netherlands Technology)
•  Germany •  Masatoshi SuzukiSenior EVP
•  China (Global Business and
•  India Corporate)
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Wireless Carriers!
Orange Updated: June 2010

Category: Wireless Carrier URL address: www.orange.com
Headquarters: Arcueil, France No. of employees: 176,669 (France Telecom)
•  Orange is the wireless and Internet subsidiaries of France Telecom. •  Apple •  Blackberry
Recently, France Telecom also adopted the “Orange” name across most •  Nokia •  Sony Ericsson
of its services to be consistent with its branding. The company is the •  Samsung •  Orange ISP (formerly
leading telecom and wireless provider in France and the 9th largest •  Alcatel Wanadoo)
wireless providers in the world with over 132.6 million subscribers. •  LG •  Orange Armenia
•  In 2009, France Telecom fixed line business was 18.5% of their •  HTC •  Orange Austria
revenues, mobile was 75.4%, and Internet was 6.1%. Financial Information
•  In 2008, Orange gained the rights to sell Apple’s iPhone in Austria,
•  Market Cap: $50.8 billion (France Telecom)
Belgium, the Dominican Republic, Egypt, Jordan, Poland, Portugal,
Romania, Slovakia, Switzerland and Orange's African markets.
•  Orange is the largest ISP in Europe and provides services in France, •  2009 Net Income: $6.2 billion
Spain, the United Kingdom, Kenya, Equatorial Guinea, Senegal, Guinea, •  2009 Profit Margin 6.52%
Mali, Romania, Slovakia and Switzerland. •  P/E Ratio: 13.47
•  Ticker Symbol: FTE

•  France •  France Telecom (Orange) •  Stephane Richard, CEO and
•  Austria •  Brandes Investment Partners (.36%) Head of Operations in France
•  Cameroon •  Allianz Global Investors of America (.17%) •  Gervais Pellissier, CFO,
•  Israel Deputy CEO, Chairman of
•  Kenya Claims Committee
•  Spain •  Marc Rennard , Exec. VP,
•  Uganda Head of Operations - Africa
Middle-East & Asia
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Wireless Carriers!
SK Telecom Updated: June 2010

Category: Wireless Carrier URL address: www.sktelecom.com
Headquarters: Seoul, South Korea No. of employees: unknown
•  SK Telecom is the leading wireless provider in South Korea with 47.9 •  Android •  Motorola
million subscribers and over 50% market share. SK Telecom was the •  China Unicom •  Samsung
first in the world to commercialize 3G and then HSDPA (2006), or 3.5G. •  Citibank •  LG
•  Their primary services are: NATE, a wired and wireless portal service; •  Helio (acquired)
JUNE, a premium multimedia streaming service (i.e. video, real-time •  SK Communications (CyWorld)
TV); MELON, mobile music portal; GXG, game portal service.
•  In 2006, SKT created a $440 million JV with Earthlink to enter the U.S. Financial Information
market. The new entity was called Helio. By 2007, SKT had to invest
$270 million more and took operational control. By 2008, Helio was
acquired by Virgin Mobile for $39 million. This was probably a case of
poor management and strategy by the two JV partners. Helio oddly
targeted Korean Americans in LA as one of its markets, which is a very
•  2009 Profit Margin 8.57%
niche population of 1 million people.
•  P/E Ratio: 9.93
•  In 2008, SKT launched a JV with Citibank called Mobile Money •  Ticker Symbol: SKM
Ventures, which provides mobile financial service solutions globally.
•  South Korea •  Citibank ADR (29.72%) •  Man-Won Jung, CEO &
•  USA •  SK Corp (23.22%) President
•  China •  [Korea] National Pension Corp (3.4%) •  Jae Won Chey, Vice
•  Hong Kong •  POSCO (2.9%) Chairman, CEO of SK
•  Singapore •  Tradewinds Global Investors (4.52%) Holdings, CEO of SK Gas
•  Philippines •  Brandes Investment Partners (2.75%) •  Dong-Hyun Jang, CFO
•  Malaysia •  BlackRock Fund Advisors (2.16%)
•  Morgan Stanley (1.98%)
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Wireless Carriers!
Sprint Nextel Updated: June 2010

Category: Wireless Carrier URL address: www.sprint.com
Headquarters: Overland Park, KS No. of employees: 40,000
•  Sprint Nextel is the 3rd largest wireless provider in the U.S. with 47.8 •  RadioShack •  IBM
million subscribers. Sprint launched the first 4G service in the U.S. using •  Boost Mobile •  Northrop Grumman
Clearwire’s WiMAX technology. •  Alcatel Lucent •  HTC
•  Sprint owns 56% in Clearwire, who built out the 4G network for Sprint. •  Cisco •  LG
•  HP •  Sanyo
•  Boost Mobile is a brand of Sprint Nextel under its Prepaid Group, and
•  Palm •  Samsung
has over 5 million subscribers. They additional have the Virgin Mobile
and Assurance Wireless brands under this group. Financial Information
•  Sprint Nextel provides wireless services on networks that utilize CDMA, •  Market Cap: $13.7 billion
iDEN (from Nextel acquisition), and 4G (WiMAX) technologies. The •  Enterprise Value: $30.3 billion
other major U.S. wireless carrier that uses CDMA technology is Verizon •  2009 Revenues: $32.3 billion
Wireless. •  2009 Net Income: ($2.4) billion
•  2009 Profit Margin (8.42%)
•  P/E Ratio: N/A
•  Ticker Symbol: S

•  USA •  AXA (7.98%) •  Dan Hesse, Chairman, CEO &
•  Dodge & Cox (7.84%) President
•  Bank of New York Mellon (7.10%) •  Robert H. Brust, CFO
•  Goldman Sachs Group (4.00%) •  Keith O. Cowan, President of
•  Vanguard Group (3.47%) Strategic Planning & Corp
•  State Street Corp (3.40%) Initiatives
•  BlackRock Institutional Trust (2.99%) •  Daniel H. Schulman, President
of Prepaid Group
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Wireless Carriers!
Softbank Mobile Updated: June 2010

Category: Wireless Carrier URL address: mb.softbank.jp
Headquarters: Tokyo, Japan No. of employees: 6,300
•  Softbank Mobile is a subsidiary of Softbank Corp, which is the holding •  Apple •  Panasonic (handset maker)
company of Masayoshi Son. It is the 3rd largest wireless provider in •  Android •  Nokia
Japan with 22.5 million subscribers. •  Casio (handset maker) •  HTC
•  In 2006, Vodafone sold Vodafone Japan (Vodafone KK) to SoftBank for •  Toshiba (handset maker) •  Samsung
1.75 trillion yen (approx US$15.1 billion). •  Sharp (handset maker) •  ZTE
•  NEC (handset maker)
•  Softbank Mobile was the exclusive distributor of Apple’s iPhone in
Japan, which allowed it to capture 72% of the smartphone market Financial Information
(BusinessWeek, April 22, 2010). However, the smartphone market isn’t
•  Market Cap: N/A
large relative to Japan’s overall wireless market. Japan’s advanced
•  Enterprise Value: N/A
feature phones dominate the current consumer interests.
•  2009 Revenues: (latest available is 2005)
•  2009 Net Income: (latest available is 2005)
•  2009 Profit Margin: (latest available is 2005)
•  Ticker Symbol:

•  Japan •  Softbank Corp •  Masayoshi Son, Chairman &
CEO
•  Ken Miyauchi, Senior EVP &
COO
•  Tetsuzo Matsumoto, Senior
EVP
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Wireless Carriers!
Telefonica Updated: June 2010

Category: Wireless Carrier URL address: www.telefonica.com
Headquarters: Madrid, Spain No. of employees: 259,209
•  Telefonica is the leading wireless provider in Spain and the 3rd largest in •  O2
the world with 202 million subscribers worldwide. •  Terra
•  The company operates in 25 countries with its strongest presence in •  China Unicom
Europe and Latin America. More than 60% of its business is outside of
Spain. In Latin America, it services more than 172 million customers.
•  Additionally, they have 40 million fixed telephony, 15 million Internet, and
2.5 million pay TV subscribers. Movistar is their flagship brand for Financial Information
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.
•  In 2005, O2 was acquired by Telefonica for GBP17.7 billion (approx. US •  2009 Profit Margin: 13.40%
$27.1 billion). Currently O2 UK has 18.4 million subscribers. •  P/E Ratio: 9.73
•  Ticker Symbol: TEF

•  Spain •  Argentina •  Banco Bilbao Vizcaya Argentaria (6.96%) •  César Alierta Izuel, Executive
•  Colombia •  Brazil •  Caixa d'Estalvis i Pensions de Barcelona ("La Caixa") (5.44%) Chairman & CEO
•  Ecudaor •  Chile •  Morgan Stanley (.68%) •  Julio Linares Lopez, COO
•  El Salvador •  UK •  Dodge & Cox (.53%) •  Jose Maria Alvarez-Pallete
•  Guatemala •  Ireland •  Franklin Resources (.36%) Lopez, Executive Director and
•  Mexico •  Germany GM of Telefónica
•  Nicaragua •  Czech Republic Latinoamérica
•  Panama
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Wireless Carriers!
Verizon Updated: June 2010

Category: Wireless Carrier URL address: www.verizon.com
Headquarters: Basking Ridge, NJ No. of employees: 217,100
•  Verizon Wireless is a joint venture between Verizon Communications •  Verizon Wireless •  Samsung
(55%) and Vodafone Group (45%). This is the leading wireless provider •  Vodafone •  Blackberry
in the U.S. with 92.8 million subscribers. •  Android •  LG
•  Verizon Communications operates in two segments, Wireline and •  Motorola •  Claro (Puerto Rico)
Domestic Wireless. The Wireline segment provides voice, Internet •  HTC
access, broadband video and data, next generation Internet protocol (IP) •  HP/Palm
network services, network access, and long distance services to Financial Information
consumers, carriers, businesses, and government customers. (Yahoo!
Finance) •  Market Cap: $75.5 billion
•  Enterprise Value: $134 billion
•  In 2009, Verizon Wireless acquired Alltel Wireless for $28.1 billion. This
allowed Verizon Wireless to become the largest wireless provider in the
U.S. in terms of subscribers.
•  The company is one of two major wireless carriers utilizing CDMA •  P/E Ratio: 31.40
technology. The other is Sprint Nextel. •  Ticker Symbol: VZ

•  USA •  Capital World Investors (4.87%) •  Ivan G. Seidenberg, Chairman
•  Puerto Rico •  Vanguard Group (3.47%) & CEO
•  BlackRock Institutional Trust (2.69%) •  John F. Killian, CFO &
Executive VP
•  Lowell C. McAdam, Executive
VP & CEO of Verizon Wireless
•  John W. Diercksen, Executive
VP of Strategy & Planning
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Wireless Carriers!
Vodafone Updated: June 2010

Category: Wireless Carrier URL address: www.vodafone.com
Headquarters: Newbury, UK No. of employees: 85,000
•  Vodafone is the 2nd largest wireless provider in the world with over 341 •  Verizon Wireless (45%) •  Safaricom (Kenya, 35%)
million subscribers. In its home market, the UK, Vodafone is the 3rd •  SFR (France, 43.9%) •  Softbank Mobile (Japan)
largest carrier. •  Plus (Poland, 24.4%) •  Chunghwa Telecom (Taiwan)
•  The company has operations in 31 countries and partner networks in •  China Mobile (China, 3.4%) •  Android
another 40 countries. Vodafone’s strongest presence is in Europe, Asia •  Airtel (India, 4.4%)
Pacific, Africa, the Middle East and the U.S.
Financial Information
•  P/E Ratio: 9.15
•  Ticker Symbol: VOD

•  UK •  Czech Republic •  Dodge & Cox (1.75%) •  Sir John Bond, Chairman
•  USA •  Romania •  FMR LLC (.74%) •  Vittorio Colao, CEO
•  Germany •  Turkey •  Morgan Stanley (.39%) •  John Buchanan, Deputy
•  Greece •  Australia Chairman
•  Hungary •  India •  Andy Halford, CFO
•  Italy •  New Zealand
•  Netherlands •  China
•  Spain •  Egypt
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Mobile Operating Systems!
Android Updated: June 2010

Category: Mobile OS URL address: www.android.com
Headquarters: Mountain View, CA No. of employees: approximately 250 / 20,621 (Google)
•  Android is Google’s Linux-based mobile operating system, which •  Open Handset Alliance •  NEC
includes middleware and key applications. Original Android, Inc, it was •  HTC •  Kyocera
acquired by Google in July, 2005. The co-founders were Andy Rubin (co- •  Motorola •  ZTE
founder of Danger), Rich Miner (co-founder of Wildfire Communcations), •  Samsung •  Nuance
Nick Sears and Chris White. •  Dell Garmin •  ARM
•  Android’s vision and plans were revealed in late 2007 with the •  Haier •  Qualcomm
announcement of the Open Handset Alliance, which was a consortium of Financial Information
71 hardware, software and telecom companies seeking to accelerate
mobile innovation. Android was its foundation as the first complete, •  Market Cap: $157.3 billion (Google)
open and free mobile platform. Google released the Android code under •  Enterprise Value: $129.29 billion
the Apache License, which is an open source license. •  2009 Revenues: $23.7 billion
•  P/E Ratio: 22.49
•  Ticker Symbol: GOOG

•  USA •  FMR LLC (6.37%) •  Eric E. Schmidt, Chairman,
•  Japan •  Capital Research Global Investors (3.85%) CEO
•  South Korea •  Vanguard Group (3.52%) •  Dr. Larry Page, Co-Founder,
•  China •  Price (T.Rowe) Associates (3.47%) President of Products
•  UK •  State Street Corporation (3.26%) •  Sergey Brin, Co-Founder,
•  Spain •  BlackRock Institutional Trust (2.98%) President of Technology
•  Germany •  Andy Rubin, VP of
•  France Engineering, Head of Android
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Apple Updated: June 2010

Category: Mobile OS URL address: www.apple.com
Headquarters: Cupertino, CA No. of employees: 34,300
•  Apple is a leading consumer electronics, PC and mobile smartphone •  FileMaker
manufacturer. The company's best-known products include the •  AT&T
Macintosh computers, the iPod, the iPhone and the iPad. They also •  Foxconn Technology Group
operate 284 retail stores in 10 countries.
•  Apple's strength is in its design and creating cool, cutting products.
Steve Jobs, their CEO, has famously stated they don't use focus groups
for their products because they know what consumers want. Financial Information
•  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.
•  P/E Ratio: 21.32
•  iPhone 4 was released on June 24, 2010 and sold 1.7 million during the
•  Ticker Symbol: AAPL
first three days.

•  USA •  FMR LLC (4.99%) •  Steve P. Jobs, Co-Founder,
•  China •  Vanguard Group (3.53%) CEO
•  UK •  BlackRock Institutional Trust (2.90%) •  Peter Oppenheimer, CFO &
•  Australia •  Price (T.Rowe) Associates (2.67%) SVP
•  New Zealand •  Janus Capital Management (2.07%) •  Timothy Cook, COO
•  Japan •  Scott Forstall, SVP of iPhone
•  Germany Software Engineering &
•  France Platform
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Linux Updated: June 2010

Category: Mobile OS URL address: www.linux.com
Headquarters: San Francisco, CA No. of employees: n/a
Company Background Members
•  In 1991, Linus Torvalds wrote the Linux kernel that spawned the •  Fujitsu •  AMD
development of the Linux operating system. Linux was an excellent •  Hitachi •  Cisco
example of the power of collaboration within open source software. •  IBM •  Google
•  In 2007, the Linux Foundation was created to sponsor the work of Linus •  Intel •  HP
Torvalds and add need infrastructure into the Linux community. •  NEC •  Motorola
•  Oracle •  Nokia
•  Linux became an alternative to Symbian, Windows CE and others for
mobile devices since it was inexpensive and flexible enough to allow Financial Information
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 •  2009 Revenues: N/A
(Gartner). •  2009 Net Income: N/A
•  2009 Profit Margin: N/A
•  Ticker Symbol: N/A

•  USA •  N/A •  John Zeglis, Chairman and
•  UK CEO
•  China •  Michael Keith, EVP
•  Japan •  Mohan Gyani, President &
•  France CEO, Wireless Services
•  Germany
•  Brazil
•  Finland
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Microsoft Updated: June 2010

Category: Mobile OS URL address: www.microsoft.com
Headquarters: Redmond, WA No. of employees: 93,000
•  Microsoft Corporation provides software and hardware products and •  HTC
solutions worldwide. The Client segment offers Windows 7/Vista •  Samsung
comprising Home Basic, Home Premium, Enterprise, and Starter •  LG
editions; and Windows XP, including Professional, Home, Media Center,
and Tablet PC editions. The Server and Tools segment develops
software server products and solutions consisting of Microsoft SQL
Server, Visual Studio, Silverlight, Biz Talk Server, and others. The Online Financial Information
Services Business segment provides online advertising platform; online
information offerings; and email and instant messaging services. •  Market Cap: $223.6 billion
•  Microsoft’s mobile OS is Windows Mobile. Windows Mobile market share •  Enterprise Value: $189.1 billion
has fallen over the past several years due to its clunkiness and •  2009 Revenues: $58.4 billion
bugginess. It currently has a 9% share of the mobile OS market. •  2009 Net Income: $14.6 billion
•  The latest version is “Windows Phone 7” which is launching this October
•  P/E Ratio: 13.22
2010. It’s been emphasized that Windows Phone 7 will be an advertising
•  Ticker Symbol: MSFT
platform.

•  USA •  Capital Research Global Investors (4.20%) •  Steven A. Ballmer, CEO
•  UK •  Vanguard Group (3.20%) •  B. Kevin Turner, COO
•  China •  State Street (3.02%) •  Robert Bach, President of
•  Japan •  Capital World Investors (2.78%) Entertainment & Devices
•  Germany •  BlackRock Institutional Trust (2.56%) •  Stephen A. Elop, President of
•  Brazil Microsoft Business Division
•  Spain
•  Russia
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RIM Updated: June 2010

Category: Mobile OS URL address: www.rim.com
Headquarters: Waterloo, Ontario, Canada No. of employees: 12,000
•  Research In Motion Limited (RIM) is a Canadian wireless device and •  eBay •  Vodafone
telecommunications company that created the BlackBerry smartphone. •  Tata Indicom •  Airtel
Initially starting out as a pager company, RIM's BlackBerry product •  China Telecom •  T-Mobile
started its stranglehold on the enterprise market in the early 2000s with •  Alcatel-Lucent •  China Mobile
its ability to quickly send and receive emails. This earned the nickname •  Orange •  Telefonica
"CrackBerry” from corporate users across North America and than the •  IBM •  SK Telecom
globe. Financial Information
•  Over 50 million BlackBerry phones have been sold, which makes it the
second best selling smartphone. •  Market Cap: $30.6 billion
•  P/E Ratio: 11.34
•  Ticker Symbol: RIMM

•  Canada •  FMR LLC (4.16%) •  Mike Lazaridis, Founder,
•  USA •  Janus Capital Management (4.07%) President & co-CEO
•  UK •  Royal Bank of Canada (2.73%) •  Jim Balsillie, co-CEO
•  France •  Toronto Dominion Bank (2.55%) •  Don Morrison, COO
•  Germany •  Invesco (2.17%) •  Robin Bienfait, CIO
•  Japan •  Blackrock Inc (1.93%) •  Brian Bidulka, CFO
•  South Korea
•  China
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Symbian Updated: June 2010

Category: Mobile OS URL address: www.symbian.org
Headquarters: London, UK No. of employees: 10+
Company Background Members
•  They Symbian Platform started out as Symbian Software Limited. In •  Fujitsu •  Sony Ericsson
2008, Nokia acquired it and created an independent non-profit called the •  Huawei •  AT&T
Symbian Foundation. The foundation doesn’t directly develop the •  LG •  Vodafone
platform, but seeks to ensure compatibility and coordination within the •  Nokia •  NTT DoCoMo
Symbian community. Such as organizing, distributing and building the •  Samsung •  Orange
Symbian source code among its members. •  Sharp •  Softbank
•  The "Symbian platform" is the successor to the "Symbian OS", and was Financial Information
made available as open source code in February 2010. The platform
was created by integrating the software contributions from Nokia, NTT •  Market Cap: N/A
DoCoMo, Sony Ericsson, and Symbian Ltd. This was obviously a move •  Enterprise Value: N/A
to counter the growing threat of Google's Android. •  2009 Revenues: N/A
•  2009 Net Income: N/A
•  While Symbian still retains 47% of the mobile OS market and is the
•  2009 Profit Margin: N/A
leader in the smartphone market, its grip is quickly becoming undone.
•  The founding members where: Nokia, Sony Ericsson, NTT •  Ticker Symbol: N/A
DoCoMo, Motorola, TI, Vodafone, LG, Samsung, and others.
•  UK •  N/A •  Lee Williams, Executive
•  USA Director
•  South Korea •  John Forsyth, Technology &
•  China Delivery Management
•  Japan •  Tim Holbrow, Finance & Ops
•  Finland •  Dietmar Tallroght, General
•  India Counsel
•  Brazil
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Mobile Phone Makers!
Apple Updated: June 2010

Category: Mobile Phone Maker URL address: www.apple.com
Headquarters: Cupertino, CA No. of employees: 34,300
•  Apple is a leading consumer electronics, PC and mobile smartphone •  FileMaker
manufacturer. The company's best-known products include the •  AT&T
Macintosh computers, the iPod, the iPhone and the iPad. They also •  Foxconn Technology Group
operate 284 retail stores in 10 countries.
•  Apple's strength is in its design and creating cool, cutting products.
Steve Jobs, their CEO, has famously stated they don't use focus groups
for their products because they know what consumers want. Financial Information
•  Apple's revolutionary iPhone was introduced in January 2007. At the
time, the iPhone had a unique multi-touch screen with a virtual keyboard
and its App Store, which allowed third-party developers to create various
applications for the platform.
•  iPhone 4 was release on June 24, 2010 and sold 1.7 million during the •  2009 Profit Margin: 21.15%
first three days. •  P/E Ratio: 21.32
•  Ticker Symbol: AAPL

•  USA •  FMR LLC (4.99%) •  Steve P. Jobs, Co-Founder,
•  China •  Vanguard Group (3.53%) CEO
•  UK •  BlackRock Institutional Trust (2.90%) •  Peter Oppenheimer, CFO &
•  Australia •  Price (T.Rowe) Associates (2.67%) SVP
•  New Zealand •  Janus Capital Management (2.07%) •  Timothy Cook, COO
•  Japan •  Scott Forstall, SVP of iPhone
•  Germany Software Engineering &
•  France Platform
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HP Updated: June 2010

Category: Mobile Phone Maker URL address: www.hp.com
Headquarters: Palo Alto, CA No. of employees: 304,000
•  Hewlett-Packard Company is the storied original startup of Silicon Valley. •  Palm
Founded in a Palo Alto garage in 1939 by Bill Hewlett and Dave •  O2
Packard. •  AT&T
•  HP sells various products, technologies, solutions, and services •  Sprint Nextel
worldwide. Its Personal Systems Group division makes PCs for •  Vodafone
consumer and enterprise, handheld computing devices, calculators, and
other related products. Financial Information
•  HP recently acquired Palm for $1.2 billion. Palm’s CEO, Jon Rubinstein,
•  Market Cap: $108.6 billion (HP)
now runs Palm under Todd Bradley's Personal Systems Group. Bradley
is also a former Palm CEO.
•  Palm was once the leader in PDAs with their Palm Pilot, Palm V, Zire •  2009 Net Income: $7.66 billion
and Tungsten series. They also had successful entry into the •  2009 Profit Margin: 7.09%
smartphone market with the Treo and Centro models, but competition •  P/E Ratio: 13.19
from Apple, BlackBerry and Android made their next series, Pre, an •  Ticker Symbol: HPQ
unsuccessful launch.
•  USA •  Vanguard Group (3.57%) •  Mark Hurd, Chairman, CEO &
•  UK •  FMR LLC (3.51%) President
•  Singapore •  Dodge & Cox (2.97%) •  Catherine A. Lesjak, CFO &
•  New Zealand •  BlackRock Institutional Trust (2.77%) EVP
•  Malaysia •  Capital Research Global Investors (2.44%) •  Ann M. LIvermore, EVP of
•  Mexico •  Capital World Investors (2.11%) Enterprise Business
•  Brazil •  Todd Bradley, EVP of Personal
Systems Group
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HTC Updated: June 2010

Category: Mobile Phone Maker URL address: www.htc.com
Headquarters: Taoyuan City, Taiwan No. of employees: 8,948
•  In 1997, Cher Wang and Peter Chou founded HTC as a notebook •  Microsoft •  Sprint Nextel
computer manufacturer. They shifted towards hand-held PCs and •  T-Mobile •  AT&T
smartphones within a few years. In 2009, they shipped out 11.71 million •  Orange •  Softbank Mobile
units with 3G wireless handsets accounting for 95% of total units •  Telefonica •  NTT DoCoMo
shipped. •  Vodafone •  Qwest
•  HTC was the first mobile manufacturer for Microsoft's Pocket PC, a •  Verizon •  Android
Microsoft powered smartphone, Microsoft 3G phone, and the first Financial Information
Android-based mobile phone. In June 2009, they launched the HTC Evo
4G, the first 4G mobile phone in the U.S. •  Market Cap: unknown
•  In March 2010, Apple claimed that HTC infringed upon 20 its patents
covering aspects of the iPhone user interface and hardware. HTC
countered by claiming Apple infringed on 5 of its patents. Also in a
probable defensive measure against Apple, HTC signed a broad patent
•  P/E Ratio: unknown
agreement with Microsoft for various patents related to mobile
•  Ticker Symbol: 2498.TW
technology. They will be paying royalty fees to Microsoft.

•  USA •  Way-Chih Investment Co. (5.14%) •  Cher Wang, Chairman
•  Canada •  Way-Lien Technology (4.78%) •  Peter Chou, CEO & President
•  Taiwan •  Euro Pacific Growth Fund (3.08%) •  Fred Liu, Senior EVP &
•  China •  Hon-Mou Investment Co. (2.86%) President of Engineering
•  Japan •  Hui-Ming Cheng, CFO
•  Singapore
•  UK
•  Germany
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LG Updated: June 2010

Category: Mobile Phone Maker URL address: www.lg.com
Headquarters: Seoul, Korea No. of employees: 82,772
•  LG Electronics is global leader in consumer electronics, mobile •  Qualcomm •  MaxDome
communications and home appliances. It is the 2nd largest •  Schneider •  SkyLife
manufacturer of TVs and the 3rd largest of mobile phones. •  GE •  Hitachi
•  In 2009, LGE sold over 117 million handsets worldwide. •  Viking •  Microsoft
•  Skype •  Intel
•  LG's five primary business units are: Home Entertainment, Mobile
•  Microsoft •  Android
Communications, Home Appliance, Air Conditioning and Business
Solutions. Financial Information
•  2009 Net Income: unknown (not clear)
•  2009 Profit Margin: unknown
•  Ticker Symbol: LSE: LGLD

•  South Korea •  LG Corp. (31%) •  Yong Nam, Vice Chairman &
•  USA •  Foreign investors (27%) CEO
•  Japan •  Domestic investors (42%) •  Simon Kang, President & CEO
•  China of Home Entertainment
•  UK •  Skott Ahn, President & CEO of
•  France Mobile Communications
•  India •  Young-Ha Lee, President &
•  Germany CEO of Home Appliance
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Motorola Updated: June 2010

Category: Mobile Phone Maker URL address: www.att.com
Headquarters: Schaumburg, IL No. of employees: 53,000
•  Motorola has had a bumpy ride in the recent decade, but has been in the •  Android
forefront of mobile communications since developing the world's first •  Verizon
cellphone. Recently bringing on board Sanja Jha as Co-CEO, the
company simplified its structure into two business units: Mobile Devices
& Home and Enterprise Mobility Solutions & Networks.
•  Once the number two player, it has declined to become the 4th largest
mobile phone manufacturer in the world with 4.8% market share. Financial Information
•  The company's handset efforts have been leading in the development of
new smartphones using Google's Android OS. Their DROID and DROID
X models have been well received by consumers.
•  2009 Revenues: $22 billion
•  2009 Net Income: ($51 million)
•  P/E Ratio: 64.92
•  Ticker Symbol: MOT

•  USA •  Dodge & Cox (9.89%) •  Gregory Q. Brown, Co-
•  Canada •  AXA (7.49%) Chairman, Co-CEO, & CEO of
•  South Korea •  Icahn Capital (6.72%) Motorola Solutions
•  China •  NWQ Investment Management (4.60%) •  Sanjay K Jha, Co-Chairman,
•  India •  Highfields Capital Management (4.09%) Co-CEO & CEO of Mobile
•  UK Devices & Home
•  France •  Edward J. Fitzpatrick, CFO &
•  Germany SVP
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Nokia Updated: June 2010

Category: Mobile Phone Maker URL address: www.nokia.com
Headquarters: Espoo, Finland No. of employees: 125,859
•  Nokia is the largest mobile phone manufacturer in the world with over •  Siemens (partnership)
one billion mobile phones sold. It is also the largest Finnish company •  Navteq (subsidiary)
and accounts for a significant portion of their economy. •  Vertu (subsidiary)
•  Nokia was one of the primary developers of GSM (Global System for •  Qt Software (subsidiary)
Mobile Communications), which was a second-generation mobile •  Symbian Foundation
technology that could carry voice and data traffic.
•  Nokia also provides Internet, digital mapping, and navigation services Financial Information
worldwide. Its NAVTEQ group provides various digital map information
and location-based content services. Its Nokia Siemens Networks group
provides mobile and fixed network solutions: systems integration,
network and service management, charging and billing software, and
subscriber database management.
•  P/E Ratio: 22.67
•  Ticker Symbol: NOK

•  Finland •  FMR LLC (2.19%) •  Olli-Pekka Kallasvuo,
•  UK •  Barrow, Hanley Mewhinney & Strauss (1.85%) Chairman, CEO & President
•  Spain •  AXA (1.00%) •  Timo Ihamuotila, CFO & EVP
•  Germany •  Anssi Vanjoki, EVP of Markets
•  France •  Dr. Tero Ojanpera, EVP of
•  China Services
•  Hong Kong
•  USA
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RIM Updated: June 2010

Category: Mobile Phone Maker URL address: www.rim.com
Headquarters: Waterloo, Ontario, Canada No. of employees: 12,000
•  Research In Motion Limited (RIM) is a Canadian wireless device and •  eBay •  Vodafone
telecommunications company that created the BlackBerry smartphone. •  Tata Indicom •  Airtel
Initially starting out as a pager company, RIM's BlackBerry product •  China Telecom •  T-Mobile
started its stranglehold on the enterprise market in the early 2000s with •  Alcatel-Lucent •  China Mobile
its ability to quickly send and receive emails. This earned the nickname •  Orange •  Telefonica
"CrackBerry” from corporate users across North America and than the •  IBM •  SK Telecom
globe. Financial Information
•  Over 50 million BlackBerry phones have been sold, which makes it the
second best selling smartphone. •  Market Cap: $30.6 billion
•  P/E Ratio: 11.34
•  Ticker Symbol: RIMM

•  Canada •  FMR LLC (4.16%) •  Mike Lazaridis, Founder,
•  USA •  Janus Capital Management (4.07%) President & co-CEO
•  UK •  Royal Bank of Canada (2.73%) •  Jim Balsillie, co-CEO
•  France •  Toronto Dominion Bank (2.55%) •  Don Morrison, COO
•  Germany •  Invesco (2.17%) •  Robin Bienfait, CIO
•  Japan •  Blackrock Inc (1.93%) •  Brian Bidulka, CFO
•  South Korea
•  China
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Samsung Updated: June 2010

Category: Mobile Phone Maker URL address: www.samsung.com
Headquarters: Seoul, Korea No. of employees: 164,600
•  Samsung Electronics is a leading consumer electronics and •  Samsung Group •  O2
semiconductor company. It is the largest memory chip maker and •  AT&T •  Telefonica
second largest semiconductor manufacturer in the world. It is the 2nd •  Verizon •  China Mobile
largest mobile phone manufacturer in the world after Nokia with 19.5% •  Sprint Nextel •  China Unicom
market share. It is the flagship subsidiary of the Samsung Group. •  T-Mobile •  Vodafone
•  In 2009, Samsung Electronics surpassed Siemens and HP as the •  SK Telecom •  Orange
world’s largest technology company in terms of revenues. Financial Information
•  Ticker Symbol: 005930.KS

•  South Korea •  Kun-Hee Lee & affiliates (17.57%) •  Yoonwoo Lee, Vice Chairman
•  USA •  [Korea] National Pension Service (5.90%) & Chairman of the BOD
•  China •  Gee-Sung Choi, President &
•  India CEO
•  UK •  Ju-Hwa Yoon, CFO
•  France
•  Germany
•  Spain
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Sony Ericsson Updated: June 2010

Category: Mobile Phone Maker URL address: www.sonyericsson.com
Headquarters: London, UK No. of employees: 8,450
•  Sony Ericsson is a joint venture between Sony Corp and Ericsson to •  T-Mobile
manufacture mobile phones. Ericsson was third largest mobile handset •  Telefonica
maker, but due to various reasons struggled which led to this JV in 2001. •  Orange
Sony was the leading consumer electronics company, but a marginal •  Vodafone
player in the mobile handset business so it jumped at this opportunity to
partner with Ericsson. It is currently the 5th largest mobile phone
manufacturer in the world. Financial Information
•  The company’s more successful models have utilized Sony’s existing
consumer brands: Walkman-branded phone and Cyber-shot-branded •  Market Cap: $26.9 billion (Sony)
phone. •  Enterprise Value: $29.5 billion (Sony)
•  2009 Revenues: $10.4 billion (Sony Ericsson)
•  In 2009, they sold over 57 million handsets worldwide and had 4.5%
•  2009 Net Income: ($1.3) billion (Sony Ericsson)
market share.
•  2009 Profit Margin: (0.57%) (Sony)
•  P/E Ratio: N/A (Sony)
•  Ticker Symbol: SNE (Sony)

•  UK •  Sony •  Bert Nordberg, President
•  Sweden •  Ericsson •  Kristian Tear, EVP
•  Japan •  William A. Glaser, CFO
•  China •  Rikko Sakaguchi, EVP & Chief
•  India Creation Officer
•  France
•  Germany
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Wireless Applications!
4INFO Updated: June 2010

Category: Location-Based URL address: www.4info.com
Headquarters: San Mateo, CA No. of employees: 30
•  4INFO is the largest provider of free text message alerts in the U.S. It's
a free service with some wireless carriers charging for text messages.
They currently send over 400 million SMS alerts and answers per month.
•  The 4INFO SMS Ad Network offers businesses targeted advertising
programs through SMS ad serving technology. Companies also partner
with 4INFO to publish free ad-supported SMS content. (CrunchBase)
•  The company generates revenues through advertising placed in the text Financial Information
messages. Their top ten requested content is: MLB scores,
horoscopes, pickup lines, celeb gossip, weather, jokes, trivia, flirt tips,
living well tips, and insults.
•  2009 Revenues: unknown
•  In June 2010, the company acquired Butter, a mobile advertising •  2009 Net Income: unknown
company that builds custom applications for iPhone and Android phones. •  2009 Profit Margin: unknown
Countries of Operation Investors Key Management

•  USA •  Draper Fisher Jurvetson, USVP, Sand Hill Capital, Gannett, •  Zaw Thet, Co-Founder & CEO
Tim Connors, and Dan Ehrman, $8 million Series A •  Rob DeMillo, CTO
•  DFJ, USVP, Sand Hill Capital, Gannett, Tim Connors, and Dan •  Julie Shumaker, SVP of Sales
Ehrman, $10 million Series B & Marketing
•  Richard Qiu, SVP of Biz
•  Peacock Equity, DFJ, USVP, Sand Hill Capital, Gannett, and
Development
Selby Venture, $20 million Series C/D (unclear information)
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GetJar Updated: June 2010

Category: Wireless Application URL address: www.getjar.com
Headquarters: San Mateo, CA No. of employees: 20
•  GetJar is the largest independent app store and second largest after •  Apple
Apple's App Store. They have had over 1 billion downloads with 75, 000 •  Android
mobile applications in over 200 countries. Their open market approach •  BlackBerry
allows them to deliver applications on all phones and major platforms, •  Symbian
such as Android, BlackBerry, iPhone, Symbian and Windows Mobile. •  Sprint Nextel
•  GetJar was founded in Vilnius, Lithuania by Ilja Laurs. Now they are
headquartered in San Mateo, CA with offices in the UK and Lithuania. Financial Information
•  2009 Net Income: unknown

•  USA •  Accel, $6 million Series A •  Ilja Laurs, CEO & Founder
•  UK •  Accel, $11 million Series B •  Chris Dury, VP of Products
•  Lithuania •  Patrick Mork, CMO
•  Bill Scott, VP of Sales & Biz
Dev
•  VJ Anand, VP of Engineering
•  Tom Burke, CFO
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Meraki Updated: June 2010

Category: Wireless Application URL address: www.meraki.com
Headquarters: San Francisco, CA No. of employees: unknown
•  Meraki's technology was developed from MIT's Roofnet project. The •  Google
core is a wireless mesh hardware and software that allows people to •  City of San Francisco
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 Financial Information
associated with traditional networking systems. Over
15,000 organizations in 140+ countries around the world rely on Meraki •  Market Cap: N/A
for their networks. (company website) •  Enterprise Value: N/A

•  USA •  Google, Seed Round •  Sanjit Biswas, CEO & Co-
•  Sequoia Capital, $5 million Series A Founder
•  John Bicket, CTO & Co-
•  Sequoia Capital, DAG Ventures, and Northgate Capital, $20
Founder
million Series B
•  Hans Robertson, VP of
Product Management & Co-
Founder
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Skyhook Updated: June 2010

Category: Wireless Application URL address: www.skyhookwireless.com
Headquarters: Boston, MA No. of employees: unknown
•  Skyhook is the leader in location positioning with its technology that •  Samsung •  Qualcomm
utilizes Wi-Fi access points to determine geographic location instead of •  Motorola •  Texas Instruments
GPS hardware. •  Gowalla •  Apple
•  Skyhook’s Wi-Fi Positioning System (WPS) uses hundreds of millions of •  Foursquare
Wi-Fi access points worldwide, and provides accurate location •  Aloqa
information indoors and in urban areas. Its database contains over 230 •  Opera
million access points and has already mapped most of the U.S and Financial Information
Europe.
•  XPS is their the hybrid positioning system which is the first of its kind.
This utilizes several location technologies, WPS, GPS, and cellular tower
triangulation to provide the fastest, most accurate, and flexible location
system.
•  With Apple’s selection of Skyhook over Google’s location data, the •  P/E Ratio: N/A
company has increasingly competed with Google. It also faces •  Ticker Symbol: N/A
competition from RIM and Nokia, who have their own technologies.
•  , who Countries of Operation Investors Key Management
•  USA •  Nokia and Commons Angels, $1.8 million Series A •  Ted Morgan, CEO & Co-
•  Nokia, Intel, Bain Capital Ventures, Commons Angels, $6.5 Founder
million Series B •  Michael Shean, SVP of Biz
Dev & Co-Founder
•  Intel, Bain Capital Ventures, Common Angels, RRE Ventures,
•  Nick Brachet, CTO
$8.5 million Series C
•  Dr. Farshid Alizadeh-Shabdiz,
Chief Scientist
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Soonr Updated: June 2010

Category: Wireless Application URL address: www.soonr.com
Headquarters: Campbell, CA No. of employees: 25
•  SoonR is a service that enables standard mobile phones to use the •  CSL (Hong Kong)
applications on computers in an optimized way. SoonR allows users to
use any data enabled device (mobile phone, PDA, or computer) to
access the information on PCs, such as Desktop Search, Outlook, Mac
Mail, Skype, and the files on desktop computers, using the built-in
communications facilities of the device. There is no software to install on
the phone; users simply need to install a secure client on their Financial Information
computers. (CrunchBase)

•  USA •  Clearstone Venture Partners, Intel Capital, $6 million Series A •  Martin Frid-Nielsen, Co-
•  Clearstone Venture Partners, Intel Capital, and Cisco, $9.5 Founder, Chairman, & CEO
million Series B •  Song Huang, Co-Founder &
•  Clearstone Venture Partners, Intel Capital, Cisco, and Sand Hill Chief Evangelist
Capital, $3 million Series C •  Steven Boye, Co-Founder &
•  Clearstone Venture Partners, Intel Capital, Cisco, HighBar CTO
Ventures, Presido Ventures, $4.5 million Series D •  Lars Gunnersen, Co-Founder
& VP of Engineering
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SpiderCloud Updated: June 2010

Category: Wireless Application URL address: www.spidercloud.com
Headquarters: Santa Clara, CA No. of employees: unknown
•  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 SmartCloud E-RAN solution provides a flexible and native
architecture for enabling enterprise wireless applications such as mobile Financial Information
unified communications and IP-PBX integration. Such seamless
integration allows enterprise users to transparently access corporate •  Market Cap: N/A
assets with their existing unmodified mobile devices for not just voice, •  Enterprise Value: N/A
but also video and data applications. (company website) •  2009 Revenues: unknown

•  USA •  Charles River, Matrix Partners, $15 million Series A •  Mike Gallager, CEO
•  UK •  Charles River, Matrix Partners, Shasta Ventures, and Opus •  Behrooz Parsay, SVP of
Capital, $25 million Series B Engineering & Operations
•  Theresa McCarthy, General
Counsel & VP
•  Ron Pelley, VP & MD for
Europe
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Twitter Updated: June 2010

Category: Wireless Application URL address: www.twitter.com
Headquarters: San Francisco, CA No. of employees: 140
•  Twitter was founded by Jack Dorsey, Biz Stone and Evan Williams in •  Twitter Japan
March 2006. It's a micro-blogging services that allows people to post •  Digital Garage
updates and links within 140 characters.
•  Users can send and receive tweets through the main website, external
applications (i.e. Seesmic, TweetDeck, Echofon), or through SMS in
certain countries. SMS usage may incur fees from certain mobile
operators. Financial Information
•  The company experienced rapid growth with an excellent strategy of
opening its APIs and allowing for third-party developers to built
applications to proliferate Twitter's usage. Today Twitter has over 190
million users and a profound effect on media and real-time
communications throughout the world. Over 65 million tweets are
posted each day.
•  In April 2008 Twitter launched Twitter Japan in partnership with Digital •  Ticker Symbol: N/A
Garage. Twitter can be used in multiple languages worldwide.
•  USA •  Charles River, Union Square, Marc Andreessen, Dick Costolo, •  Jack Dorsey, Co-Founder &
•  Japan Ron Conway, and Greg Yaitanes, $5 million Series A Chairman
•  Union Square, Bezos Expeditions, Spark Capital, Digital •  Evan Williams, Co-Founder &
Garage, Kevin Rose, $15 million Series B CEO
•  Union Square, Charles River, Digital Garage, Benchmark, IVP, •  Biz Stone, Co-Founder &
and Spark Capital, $35 million Series C Creative Director
•  Benchmark Capital, IVP, Spark Capital, Insight Venture, T. •  Dick Costolo, COO
Rowe Price, and Morgan Stanley, $100 million Series D •  Greg Pass, CTO
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Location-Based Services!
Booyah Updated: June 2010

Category: Location-Based URL address: www.booyah.com
Headquarters: Palo Alto, CA No. of employees: unknown
•  Booyah is a leading location-based service that competes with •  Google
FourSquare and Gowalla. The company is trying to define the new
market of “Real-World Gaming.”
•  Booyah’s MyTown app has more gaming elements than its competitors
mentioned above. It is the most popular location-based social game for
the iPhone, and it reached 2 million users a couple months faster than
FourSquare, who gets more media attention. Financial Information
•  The development team came from gaming industry leaders: Blizzard
Entertainment, Activision, EA, and Insomniac Games.
•  In May, Booyah signed a partnership agreement with Google to be the •  2009 Revenues: unknown
first company working on Google's Places Web Service feature. This •  2009 Net Income: unknown
API will give Booyah's MyTown access to Google's data set of over 50 •  2009 Profit Margin: unknown
million locations worldwide. (TechCrunch) •  P/E Ratio: N/A

•  USA •  Kleiner Perkins Caufield & Byers (iFund), $4.5 million Series A •  Keith Lee, CEO & Co-Founder
•  Kleiner Perkins Caufield & Byers?, $5 million Series B •  Sam Christiansen, CTO & Co-
Founder
•  KPCB, Accel Partners, DAG Ventures, $20 million Series C
•  Brian Morrisroe, Chief
Creative Officer & Co-Founder
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FourSquare Updated: June 2010

Category: Location-Based URL address: www.foursquare.com
Headquarters: New York, NY No. of employees: 24
•  Foursquare is a location-based social network with gaming elements, •  Skyhook •  Gossip Girl
such as badges and mayorships, that incentivize users to check-in and •  Zagat •  Huffington Post
share information with their contacts. •  Bravo
•  Points are awarded for check-ins along with various badges, such as •  Conde Nast
swarm (50+ checking in at the same place), super user (30 check-ins in •  The New York Times
a month) and crunked (4+ stops in one night). Users are given the •  MTV
"Mayor" title when they are the person who has checked in the most Financial Information
times at a certain location.
•  Foursquare surpassed 2 million users in July 2010 along with 100 million
check-ins.

•  USA •  Union Square, O'Reilly AlphaTech, SV Angel, Jack Dorsey, •  Dennis Crowley, Co-Founder
Kevin Rose, $1.35 million Angel round •  Naveen Selvadurai, Co-
•  Union Square, O'Reilly AlphaTech, and Andreessen Horowitz, Founder
$20 million Series B •  Alex Rainert, Chieft Product
Officer
•  Holger Luedorf, VP of Mobile
& Partnerships
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Garmin Updated: June 2010

Category: Location-Based URL address: www.garmin.com
Headquarters: Olathe, KS No. of employees: 8,437
•  Garmin Ltd. (Garmin) is a provider of navigation, communication and •  Android
information devices and applications, which are enabled by global •  KPN (Netherlands)
positioning system (GPS) technology. The Company designs, develops, •  ASUSTeK Computer
manufactures and markets a range of hand-held, portable and fixed- •  T-Mobile
mount GPS-enabled products and other navigation, communications and •  Microsoft
information products for the automotive/mobile, outdoor/fitness, marine
and general aviation markets. The Company operates in four segments: Financial Information
Marine, Automotive/Mobile, Outdoor/Fitness and Aviation. (Reuters)
•  Garmin partnered with ASUSTeK Computer to build their own mobile •  Market Cap: $5.84 billion
phones. For the U.S., T-Mobile is the exclusive distributor for the •  Enterprise Value: $4.69 billion
Garminfone, which is an Android-powered smartphone. •  2009 Revenues: $2.95 billion
•  P/E Ratio: 8.52
•  Ticker Symbol: GRMN

•  USA •  Sterneck Capital Management (14.31%) •  Dr. Min H. Kao, Chairman &
•  UK •  First Citizens Bank & Trust (.08%) CEO
•  Taiwan •  Clifton A. Pemble, President &
COO
•  Kevin S. Rauckman, CFO &
Treasurer
•  Andrew Etkind, VP, General
Counsel & Secretary
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Gowalla Updated: June 2010

Category: Location-Based URL address: www.gowalla.com
Headquarters: Austin, TX No. of employees: 18
•  Gowalla is a location-based social networking game and service created •  Skyhook
by Alamofire. They have more than 300,000 users, but they trail Booyah
and Foursquare, who are their primary competitors, who both have more
than 2 million users.
•  One minor difference that Gowalla has is that they allow for "trips" to be
created and check-in at, and not just "spots" or "places" (like in
Foursquare). Financial Information

•  USA •  The Founders Fund, Alsop-Louie Partners, $2 million Series A •  Josh Williams, Co-Founder &
•  Greylock Partners, Shasta Ventures, Maples Investments, CEO
Kevin Rose, Chris Sacca, Jason Calacanis, and SV Angel, •  Scott Raymond, Co-Founder
$8.29 million Series B & CTO
•  Keegan Jones, Visual
Designer
•  John Critz, Senior Developer
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Loopt Updated: June 2010

Category: Location-Based URL address: www.loopt.com
Headquarters: Mountain View, CA No. of employees: unknown
•  Loopt is a location-based social mapping services and utilizes a mobile •  AT&T •  Zagat
phone-based GPS sharing system that allows people to visualize one •  Verizon •  CitySearch
another using their cell phones and share information. Loopt also •  T-Mobile •  Bing
enables users to explore nearby locations by connecting them with •  Android •  Metromix
content from Zagat, Bing, CitySearch, Metromix and others. •  Apple
•  The company has over 4 million users and partnerships with every major •  CBS
U.S. wireless carrier. Loopt's service is available on over 100 phones, Financial Information
including iPhone, BlackBerry and Android handsets.
•  In response to FourSquare, Booyah and others, Loopt launched their
competing service called Loopt Star, which might be too late in the game
for them. Loopt was the perceived leader in location-based social
networking, but the space did not take off until Foursquare and others
were launched (or that Loopt was too early since they started in 2005).

•  USA •  Y Combinator, $6,000 Seed round •  Sam Altman, Co-Founder &
•  New Enterprise Associates, Sequoia, $5 million Series A CEO
•  Nick Sivo, Co-Founder & CTO
•  New Enterprise Associates, Sequoia, $12 million Series B
•  Alok Deshpande (Co-Founder
& Chief Software Architect
•  Brian Knapp, COO
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Tom Tom Updated: June 2010

Category: Location-Based URL address: www.tomtom.com
Headquarters: Amsterdam, Netherlands No. of employees: 3,090
•  Tom Tom is a digital mapping and device manufacturer that focuses on •  Tele Altas
automotive navigation systems.
•  70.6% of the company's sales are in Europe, 25.9% in North America
and 3.5% in the rest of the world.
•  In 2008, Tom Tom acquired Tele Atlas, a digital map maker, for 2.9 billion
euros ($3.74 billion) after a bidding war with Garmin. Garmin dropped
out after signing a long-term agreement with Navteq, which was Financial Information
acquired by Nokia.
•  As a minor product differentiation versus Garmin, Tom Tom has licensed
various voices for their navigation units. Celebrities and characters such
as Snoop Dogg, Yoda, Darth Vader, Chip'n'Dale, Austin Powers, Tony
Blair, and George Bush.
•  Ticker Symbol: Euronext: TOM2

•  Netherlands •  Harold Goddijn, Co-Founder (12%) •  Harold Goddijn, Co-Founder &
•  USA •  Corinne Vigreux, Co-Founder (12%) CEO
•  France •  Pieter Geelen, Co-Founder (12%) •  Marina Wyatt, CFO
•  Germany •  Peter-Frans Pauwels, Co-Founder (12%)
•  Spain •  Janivo/Cyrte (8%)
•  Brazil
•  Australia
•  New Zealand
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Other Companies of Interest!
AdMob Updated: June 2010

Category: Other URL address: www.admob.com
Headquarters: San Mateo, CA No. of employees: unknown
•  AdMob is one of the world's largest mobile advertising networks. They •  Google
offer publishers a Mobile Advertising Network, AdMob Mobile Analytics,
and a Mobile Metrics Report. They supposedly serve more than 7.1
billion mobile banner and text ads per month.
•  The company empowers advertisers to create ads and target people in
specific locations, wireless carriers, mobile platforms and phone models.
•  The company was acquired by Google in November 2009 for $750 Financial Information
million. Prior to their acquisition, AdMob acquired AdWhirl, an ad
developer for iPhone applications.

•  USA •  Michael Dearing, $4 million Series A •  Omar Hamoui, Founder &
•  UK •  Accel, Sequoia Capital, $15 million Series B CEO
•  Japan •  Russell Buckley, VP of Global
•  Accel, Sequoia Capital, $15.7 million Series C
•  Singapore Alliances
India •  DFJ, Northgate Capital, $12.5 million Series C •  Cheryl Dalrymple, CFO
•  South Africa •  Ali Diab, VP of Product
Management
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Adobe Updated: June 2010

Category: Other URL address: www.adobe.com
Headquarters: San Jose, CA No. of employees: 8,660
•  Adobe is the company that helped launch the desktop publishing •  Omniture •  NVIDIA
industry along with Apple and other companies. Their software from •  Conviva •  McAfee
Adobe PostScript to Illustrator to Photoshop have had a profound impact •  RIM
on design and publishing throughout the world. •  Qualcomm
•  Additionally, their Portable Document Format (PDF) and Flash changed •  Salesforce.com
document delivery and web interactivity for millions of online users. •  Nokia
•  Recently Adobe and Apple have had public arguments regarding the Financial Information
reliability and security of Flash. Steve Jobs has stated that Apple
•  Market Cap: $15 billion
decided not to support Adobe Flash on their iPhone and other products
due to the issues above. Adobe responded that the real reason was that
Apple wished to maintain control over their iOS platform.
•  In October 2009, Adobe acquired Omniture for $1.8 billion. Omniture is •  2009 Profit Margin: 11.66%
a leader in web analytics and optimization. •  P/E Ratio: 40.14
•  Ticker Symbol: ADBE

•  USA •  Primecap Management (6.53%) •  Dr. John Warnock, Co-
•  Canada •  Jennison Associates (5.59%) Founder & Co-Chairman
•  Germany •  Vanguard/Primecap Fund (4.58%) •  Dr. Charles Geschke, Co-
•  India •  FMR LLC (3.52%) Founder & Co-Chairman
•  Romania •  Vanguard Group (3.50%) •  Shantanu Narayen, CEO &
•  China •  BlackRock Institutional Trust (3.30%) President
•  Mark Garrett, CFO & EVP
•  Kevin Lynch, CTO
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ARM Updated: June 2010

Category: Other URL address: www.arm.com
Headquarters: Cambridge, UK No. of employees: 1,700
•  ARM Holdings is the leading semiconductor intellectual property (IP) •  Sharp •  IBM
supplier. Their IP is the dominant design in mobile phone chips. •  TI •  Matsushita
•  The company was a JV between Apple, Acorn Computers and VLSI •  Cirrus Logic •  Qualcomm
Technology and founded in 1990. •  Alcatel •  Motorola
•  Microsoft •  Samsung
•  Their business model is the designing and licensing of IP, and they do
•  HP •  Sony Ericsson
not manufacturer or sell any semiconductor chips. Companies pay ARM
to license their IP and a royalty on every chip or wafer produced. Financial Information
•  Over 15 billion ARM based chips have been shipped to date, and 600 •  Market Cap: $6.45 billion
processor licenses sold to more than 200 companies. •  Enterprise Value: unknown
•  2009 Revenues: $466 million
•  2009 Net Income: $61.8 million
•  P/E Ratio: 47.97
•  Ticker Symbol: ARMH

•  UK •  Janus Capital (13%) •  Warren East, CEO
•  Germany •  Threadneedle Asset Management (4.9%) •  Tudor Brown, Co-Founder &
•  France •  Thornberg Investment (4.9%) President
•  Sweden •  INVESCO Asset Management (4.8%) •  Graham Budd, COO
•  USA •  Wellington Management (4.8%) •  John Cornish, EVP & GM of
•  China System Design Division
•  South Korea
•  Japan
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Clearwire Updated: June 2010

Category: Other URL address: www.clearwire.com
Headquarters: Kirkland, Washington No. of employees: 2,865
•  Clearwire Corporation builds and operates mobile broadband networks, •  Sprint
and offers a robust suite of high-speed Internet services to consumers •  Google
and businesses. •  Intel
•  Utilizing WiMAX technology, Clearwire provides 4G service in two •  Comcast
markets and provides pre-WiMAX services (2.5-2.6 GHz in the U.S. / 3.5 •  Time Warner Cable
GHz in Europe) in 50 markets across the U.S. and Europe. Their 4G
service is called CLEAR. Financial Information
•  Their 4G mobile broadband service is available today in 32 markets and
covers 41 million people. By the end of 2010, it is expected to be
available for 120 million in the U.S.
•  2009 Revenues: $274 million
•  The company was founded by cellular phone pioneer Craig McCaw in •  2009 Net Income: ($326 million)
2003. •  2009 Profit Margin: (109.29%)
•  Ticker Symbol: CLWR

•  USA •  Sprint (56%) •  Bill Morrow, CEO
•  Ireland •  Intel Capital, Google, Comcast, Time Warner Cable, Bright •  Laurent J. Bentitou, Chief
•  Belgium House Networks (27%) People Officer
•  Spain •  Intel (18.15%) •  Hope F. Cochran, SVP of
•  Denmark •  FMR LLC (13.74%) Finance & Treasurer
•  Mexico •  Goldman Sachs (4.63%) •  Teresa Elder, President of
•  Fidelity Growth Company (3.84%) Strategic Partnerships &
•  Goldman Sachs Mid-Cap Value Fund (2.90%) Wholesale
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Electronic Arts Updated: June 2010

Category: Other URL address: www.ea.com
Headquarters: Redwood City, CA No. of employees: 7,800
•  Electronic Arts Inc. develops, markets, publishes, and distributes video •  Bioware
game software and content. The company’s games include a range of •  Criterion Games
categories, including action-adventure, casual, sports, family, fantasy, •  Bright Light Studios
racing, music, massively-multiplayer online role-playing, simulation, and
strategy. (Yahoo! Finance)
•  Its portfolio of properties includes various brands, such as Need for
Speed, The Sims, Spore, Dead Space, Mass Effect, and Battlefield; and Financial Information
EA SPORTS Active, Dragon Age, Origins, and Dante’s Inferno. The
company’s portfolio of games based on licensed intellectual property •  Market Cap: $5.14 billion
includes sports-based titles, such as Madden NFL Football, FIFA Soccer, •  Enterprise Value: $3.14 billion
and Tiger Woods PGA Tour. (Yahoo! Finance) •  2010 Revenues: $3.65 billion
•  2010 Net Income: ($677 million)
•  In November 2009, EA acquired social game developer, Playfish, for
•  2010 Profit Margin: (18.53%)
$400 million.
•  P/E Ratio: 35.43
•  Ticker Symbol: ERTS

•  USA •  Price (T.Rowe) Associates (8.52%) •  John Riccitiello, CEO
•  UK •  Dodge & Cox (7.80%) •  Eric F. Brown, CFO & EVP
•  Canada •  Primecap Management (7.53%) •  John Schappert, COO
•  India •  Fisher Investments (4.20%) •  Frank D. Gibeau, President of
•  China •  Manning & Napier Advisors (3.56%) EA Games Label
•  South Korea •  Peter R. Moore, President of
•  Spain EA Sports Label
•  Brazil
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Qualcomm Updated: June 2010

Category: Other URL address: www.qualcomm.com
Headquarters: San Diego, CA No. of employees: 16,100
•  QUALCOMM engages in the development, design, manufacture, and •  ZTE
marketing of digital wireless telecommunications products and services. •  Oracle
The company operates in four segments: Qualcomm Code Division •  Audiovox
Multiple Access Technologies (QCT), Qualcomm Technology Licensing •  Symbian
(QTL), Qualcomm Wireless and Internet (QWI), and Qualcomm Strategic •  AT&T
Initiatives (QSI). (Yahoo! Finance) •  Verizon
•  The QCT segment develops and supplies code division multiple access Financial Information
(CDMA)-based integrated circuits and system software. The QTL
segment grants licenses to use portions of its intellectual property •  Market Cap: $64.2 billion
portfolio, which includes cdmaOne, CDMA2000, WCDMA, CDMA TDD •  Enterprise Value: $53.2 billion
and others. The QWI segment comprises Qualcomm Internet Services •  2009 Revenues: $10.4 billion
that provides content enablement services for the wireless industry. The •  2009 Net Income: $1.59 billion
QSI segment makes strategic investments to promote the worldwide •  2009 Profit Margin: 29.28%
adoption of CDMA-based products and services. (Yahoo! Finance) •  P/E Ratio: 20.86
•  Ticker Symbol: QCOM

•  USA •  Vanguard Group (3.60%) •  Dr. Paul E. Jacobs, Chairman
•  South Korea •  State Street Corp (3.37%) & CEO
•  China •  Price (T.Rowe) Associates (3.25%) •  Steven R. Altman, President
•  Japan •  FMR LLC (3.05%) •  Derek Aberle, EVP &
President of Qualcomm Tech
Licensing
•  Andrew Gilbert, EVP &
President of QIS / Europe
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Wireless Industry Snapshot!

Top Fifteen Wireless Carriers

Android’s Rapid Challenge to Apple’s iOS

• Flexibility of Android creates

Growth of Mobile Advertising

Growth of Mobile eCommerce

Others to Watch For

• Mobile Operating Systems

• Mobile Phone Manufacturer

• Other Companies of Interest

NTT DoCoMo Tom Tom

Select Global Companies:!

AT&T Mobility Updated: June 2010

Countries of Operation Major Shareholders Key Management

China Mobile Updated: June 2010

Countries of Operation Major Shareholders Key Management

China Unicom Updated: June 2010

Countries of Operation Major Shareholders Key Management

Deutsche Telekom Updated: June 2010

Countries of Operation Major Shareholders Key Management

KT Updated: June 2010

Countries of Operation Major Shareholders Key Management

NTT DoCoMo Updated: June 2010

Countries of Operation Major Shareholders Key Management

Orange Updated: June 2010

Countries of Operation Major Shareholders Key Management

SK Telecom Updated: June 2010

Sprint Nextel Updated: June 2010

Countries of Operation Major Shareholders Key Management

Softbank Mobile Updated: June 2010

Countries of Operation Major Shareholders Key Management

Telefonica Updated: June 2010

Countries of Operation Major Shareholders Key Management

Verizon Updated: June 2010

Countries of Operation Major Shareholders Key Management

Vodafone Updated: June 2010

Countries of Operation Major Shareholders Key Management

Android Updated: June 2010

Countries of Operation Major Shareholders Key Management

Apple Updated: June 2010

Countries of Operation Major Shareholders Key Management

Linux Updated: June 2010

Countries of Operation Major Shareholders Key Management

Microsoft Updated: June 2010

Countries of Operation Major Shareholders Key Management

RIM Updated: June 2010

Countries of Operation Major Shareholders Key Management

Symbian Updated: June 2010

Apple Updated: June 2010

Countries of Operation Major Shareholders Key Management

HP Updated: June 2010

HTC Updated: June 2010

Countries of Operation Major Shareholders Key Management

LG Updated: June 2010

Countries of Operation Major Shareholders Key Management

Motorola Updated: June 2010

Countries of Operation Major Shareholders Key Management

Nokia Updated: June 2010

Countries of Operation Major Shareholders Key Management

RIM Updated: June 2010

Countries of Operation Major Shareholders Key Management

Samsung Updated: June 2010

Countries of Operation Major Shareholders Key Management

Sony Ericsson Updated: June 2010

•  Flexibility of Android creates

• Mobile Operating Systems

• Mobile Phone Manufacturer

• Other Companies of Interest