| orange vallée | 1 |

mVoIP – coming of age, and with a vengeance Open Mobile Summit | London 08.05.11

Giles Corbett @GiCorb | LifeisbetterON @lifeisbetteron

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Technology – here, old hat, and only becoming more VoIP friendly

| lifeisbetterON | 3 | 08.05.11 | OMS: mVoIP | public

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Economics – make sense in a way that no traditional network-based service can match

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Hour of circuit

switched Voice

£1.50

Cost of data for

an hour of VoIP

£0.40*

wholesale prices for MVNOs for an on-net call

* and £0.00 when

over wifi

Cheap?

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Annual product

development

budget $40M*

* Up from $8M

prior to eBay acq.

Sk-hype?

Source: (rounded) analysis of IPO registration

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Sk-hype?

150

• Annual new users

• Cost $0.80 each

30

• 1/5th convert to regular users

• Cost $4 each

1.5

• 1/20th convert to paying users

• Cost $80 each

Source: (rounded) analysis of IPO registration

| lifeisbetterON | 8 | 08.05.11 | OMS: mVoIP | public

Viber: Viral, better?

Twitter and Facebook accounts creation

Launch • 3m downloads • #1 app on the App

Store

Video on YouTube http://bit.ly/hc68fe

Teasing on Twitter and Facebook

Dec. 2nd

August Dec. 10th September Oct & Dec

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User experience – the argument to trump all others

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Device rather well suited…

Microphone

earpiece

feedback

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Integrated into address book

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Feedback

Was your

message

delivered?

Has it been read?

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Transfer, share

Turn the call into a

video-call

Share a photo, a

scribble, a file

during the call

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Group

Chat or call with a

group

as easily as with a

person

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Context

See what people

are up to as you

call them.

Are they

available?

Where are they?

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Availability

Choose who can

reach you, and

who can’t.

Base it on time,

location,

Or even on

surrounding

noise, brightness

movement….

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Which? In an OTT model, the market will find out

$8-40M, not $200-$1000M

No single plan

Many attempts, some success

| lifeisbetterON | 18 | 08.05.11 | OMS: mVoIP | public

thank-you.