Mobile Web briefOpera Software

Tom Christian GotschalksenEVP Operators & Services@tcg1301

Opera has a proud history focused on delivering the best Internet experience on any device

•takes a significant role developing Internet•sees the opportunity in new internet platforms•Opera as a successful enabler (TV, Mobile +++)

1995 - 2006

•positioned perfectly for the fragmented web•mobile Internet consolidation starts•focusing on user growth & monitization strategy

2007 - 2011

•re-positioned as independent web player•strong user base and innovation pipe line•drives & manages traffic for operators, dev and IC

2012 ->

@tcg1301

Opera is among the biggest Mobile Internet successes in terms of customer base

@tcg1301

Opera positioned to drive & manage traffic for Operators, developers and Internet companies

@tcg1301

Opera welcomes developers and content owners with enabling services

Opera enables developer monetization•Advertiser SDK from AdMarvel to monetize their apps and content•Opera Mobile Store for paid and subscribed apps

Opera enables discoverability of apps and content•PPD programs for distribution and discovery•Advertising programs

Through partners offering bundling opportunities•Opera WebPass bundling•Operator App Store featuring

@tcg1301

Opera is positioned centrally on the Mobile

Web...

...and here are a few of our hopefully relevant

observations..

iOS is leading in terms of monetization, but the catch up has begun

• Social leads in number of impressions (22%) but monetization performance remain to be proved (7%)

• Music, Media and Video delivers both impressions (19%) and great monetization performance (13%)

• Finance (1%) and Sports (5%) delivers relatively low on impressions but with the best monetization performance (Fin:9% & Spo:14%)

Numbers are rounded off, from State of the Mobile Advertising report published at http://www.opera.com/sma/2012/q3/ @tcg1301

Discoverability is a major challenge for any player without its own eco-system

• The App market is expected to reach 46billion$ in 2016• Apple is preferred by developers (inv: 700 000)• Google has about 600 000 apps but is monetization wise

outperformed by Amazon Android store• Opera Mobile Store is among the biggest independent

stores (supports 6000 device with daily 1,5M downloads)• Opera provides marketing tools as PPD programs,

advertising and local bundling opportunities• Across the most known stores approximately 70% of top

grossing apps are free

Opera believes in the open web & the right for 3rd party stores to increase commerce experiences across

platforms

@tcg1301

HTML5 is leaving buzz mode and entering as a pragmatic and practical choice for developers

• Pure & hybrids rules on efficiency• Majority of developers are already partly using

HTML5 in their apps• HTML5 is perfect for Media and Access apps• Features & functionality develops slowly• Challenged by lack of distribution, monetization

and to some extent functionality & promoters

HTML5 technology will disrupt the current app model, but consumer success will require avoidance of browser

fragmentation and “open web” compliant eco-systems

@tcg1301

Are the big eco-systems and platform owners in their sweet spots incentivised to slow down innovation?

@tcg1301

Delivering great consumer experiences by

★Delivering the best Internet experience on any device★Driving and managing traffic for Operators, Developers and Internet Companies

Tom Christian GotschalksenEVP Operators & Services@tcg1301