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仂弍亳仍亳亰亶亠 于仂亶 弍亳亰仆亠




1   Google confidential
仆舒亠亠 仍亳  仂




                                          77%
                                 仂亳礌
                               仆亠 于仂亟
                               亳亰 亟仂仄舒 弍亠亰
                                亠仍亠仂仆舒


Source: Ipsos, Mobile Internet Insights, Russia, Jun 2011
                                                            Google Confidential and Proprietary
        2    Google confidential
仆舒亠亠 仍亳  仂




                               45%
                          仂仂弍亠仆亳亶	
 	
 
                                                  	
 	
 

                          仆舒仗亳舒仆	
 	
 仄仂弍亳仍仆仂亞仂	
 




                                                             Google Confidential and Proprietary
3   Google confidential
仆舒亠亠 仍亳  仂




                                   丼亳仍仂 仗仂亳从仂于 亰舒仗仂仂于
                                   Google  仄仂弍亳仍仆 仂亶于
                                   于仂仍仂 于 5 舒亰 亰舒 仗仂仍亠亟仆亳亠
                                   2 亞仂亟舒




Source: Google Internal
                                                   Google Confidential and Proprietary
        4    Google confidential
 亠亞仂 仍ミ莞 亞仂仂于 仂从舒亰舒 于 仗仂仍亰
        仄舒仂仆舒?




   43%                                     36%                                     34%                                   26%           38%
                                         丿                                     个丕丐                              丿亂   丐




Source: The Mobile Movement Study, Google/Ipsos OTX MediaCT, April 2011, Ipsos, Mobile Internet Insights, Russia, Jun 2011

        5    Google confidential
仂弍亳仍仆亶 仗仂亳从 舒亠

                          仄仂弍亳仍仆亶 仗仂亳从
                          舒仆亠亠 仗仂亳从 仆舒 




                                                        3 亞仂亟舒  亟仍 仄仂弍亳仍仆 仗仂亳从仂于 亰舒仗仂仂于
                                                     3 亞仂亟舒  亟仍 亰舒仗仂仂于  仆舒仂仍仆 从仂仄仗ム亠仂于
                                                            (仂弍亠仄 仗仂亳从仂于 亰舒仗仂仂于 Google U.S.)
Source: Google Internal Search Data for U.S., 2011

        6    Google confidential
仂弍亳仍仆亶  仆亠仂弍仂亟亳仄仂亠 仂亶于仂

                                                                                                         仂弍. 仂亶于仂
      仍舒仆亳 仗亳弍亠亳




                                                                        仂弍从

                                      仍舒仆亠
                                                              亳亟亠仂 从舒仄亠舒           丶亳仂于舒 从舒仄亠舒
                                            亠弍从

                                                 亅仍. 从仆亳亞舒                     MP3
                                                             亞仂于舒 从仂仆仂仍
                                                                                          仂仄仗ム亠

                                            亠亠仆仂仆舒                                             DVD
                                            亳亞仂于舒 从仂仆仂仍




                                                                       丕亢亠 亠 于 仂弍于亠仆仆仂亳

Source: TNS Mobile Life, Russia, 2011
                                                                                                         Google Confidential and Proprietary
              7            Google confidential
仂弍亳仍仆亶 亠仍亠仂仆  于亠亞亟舒 磲仂仄




                      仂仆 于 30 仄                                   40 舒亰 于 亟亠仆                          1 亳亰 4
                             仂 舒                                 仗仂于亠磳亠 亠亞仂           亳仗仂仍亰亠 亠亞仂 于 于舒仆仆仂亶




                                                        2 亳亰 3                   125 仍亠 亠亢亠亟仆.
                                                      仗  仆亳仄                舒亳 仆舒 Angry Birds



                             亠亞亟舒 于从仍ム亠仆. 亠亞亟舒 亟仂仗亠仆. 亠亞亟舒  仂弍仂亶.
                                            亠亞亟舒 仆舒 于磶亳.
Sources: http://www.youtube.com/watch?v=CjUcq_E4I-s April 2011
                                                                                                      Google Confidential and Proprietary
舒 亠仍亠仂仆 亰仆舒亠 舒


亠 亞仍舒亰舒, 仂仆                亠 亳, 仂仆
  于亳亟亳 舒                   仍亳 舒
   从舒仄亠舒                      仄亳从仂仂仆




亠 从仂亢舒, 仂仆                亠 亞仂仍仂, 仂仆
于于亠 舒               亞仂于仂亳  舒仄亳
 亠仆仂仆亶                     亟亳仆舒仄亳从
    从舒仆
                            Google Confidential and Proprietary
舒亰仄亠 仄仂弍亳仍仆仂亶 舒亟亳仂亳亳



                  6.96                                        5.60                                        28%                               940
                 仄仍亟.                                      仄仍亟.                               仗仂仆亳从仆仂于亠仆亳亠                         仄仍仆.
                亠仍仂于亠从                                   亠仍亠仂仆仂于                              仄舒仂仆仂于                      仗仂仍亰仂于舒亠仍亠亶
                                                                                                                                 仄仂弍. 亳仆亠仆亠舒




                142.9                                       125.7                                         22%                              12.3
                  仄仍仆.                                       仄仍仆.                                仗仂仆亳从仆仂于亠仆亳亠                        仄仍仆.
                亠仍仂于亠从                                   亠仍亠仂仆仂于                               仄舒仂仆仂于                     仗仂仍亰仂于舒亠仍亠亶
                                                                                                                                 仄仂弍. 亳仆亠仆亠舒



Source:
World: U.S. Census Bureau - World POPClock Projection; TNS Web Index 2011; Mobile phone subscribers per Informa 2011; ITU 2011
Russia: 仂舒, 2010; 个, 2010; TNS Mobile Life, TNS Web Index 2011
                                                                                                                                 Google Confidential and Proprietary
仂仆亳从仆仂于亠仆亳亠 仄舒仂仆仂于
                  仂亳                     弌丿


             47%                       47%
                                                                       40%


                                                   23%




                         18  29 仍亠                     30  49 仍亠




11 Google confidential
仂弍亠仆仆仂亳 亳仗仂仍亰仂于舒仆亳
        仄仂弍亳仍仆仂亞仂 亳仆亠仆亠舒




                                                                  亳
                                                                        1
                                                                        亞
                                                                          9% 亠
                                                                         亟舒 仆 亶
                                                                    仆亳从仂 仆舒仆
                                                              仂 亳仍 舒亳仂
                                                          亠亟从 ム      
                                                            仍亰 仆亠仆亠
                                                        亳仗仂     亳




Source: mobithinking.com/mobile-marketing-tools/latest-mobile-stats#mobile-only

        12 Google confidential
仂弍亳仍仆亶 仆仂从 弍亟亠 舒亳

个舒从仂 仂舒:

仂仆仂 仂亶于 舒亠
弌从仂仂 仄仂弍亳仍仆仂亞仂 亳仆亠仆亠 仂亠亟亳仆亠仆亳 舒亠




弌仂亳仄仂 仂亶于 仆亳亢舒亠
弌仂亳仄仂 仄仂弍亳仍仆仂亞仂 亳仆亠仆亠舒 仆亳亢舒亠



13 Google confidential
仂亟舒亢亳 仄舒仂仆仂于

                                                                    1,5 仄仍仆 .




Source:  束弌于磶仆仂亶損 亟亠仍 仍亠亟仂于舒仆亳亶 亳 仆舒仍亳亰舒 仆从舒, Jun 2011

       14 Google confidential
弌亠亟仆 亠仆舒 仄舒仂仆舒



                                13 500 .




                                                                    11 000 .




Source:  束弌于磶仆仂亶損 亟亠仍 仍亠亟仂于舒仆亳亶 亳 仆舒仍亳亰舒 仆从舒, Jun 2011

       15 Google confidential
仂仍亳亠于仂 仄舒仂仆仂于




Source: Json & Partners Consulting, Jun 2011

        16 Google confidential
仂仍亰仂于舒亠仍亳 仄仂弍亳仍仆仂亞仂 亳仆亠仆亠舒




17 Google confidential
仗仂仍仂于亳仆舒
                      仄仂弍亳仍仆 亳仆亠仆亠
                      亠亳亶 仆舒亳仆舒亠 
                            仗仂亳从舒



                                            70%
                        亳仗仂仍亰ム
                      仄仂弍亳仍仆亶 仗仂亳从
Source: Google Internal, Ipsos, Mobile Internet Insights, Russia, Jun 2011

        18 Google confidential
72%
                                                                 仄仂弍亳仍仆亠
                                   仆亠                             舒亶
                             仂弍 
                                 舒亶




Source: Ipsos, Mobile Internet Insights, Russia, Jun 2011
                                                                              Google Confidential and Proprietary
        19 Google confidential
ABI, www.abiresearch.com/research/1004105
                                            Google Confidential and Proprietary
       20 Google confidential
仂弍亳仍仆舒 亠从仍舒仄舒 Google AdWords




                                           亠从仍舒仄舒 于
                                          仗亳仍仂亢亠仆亳
                           亠从仍舒仄舒 于 
                               亠亳
              亠从仍舒仄舒 仆舒
                仂亳从亠




21 Google confidential
	
 亟亠仆亞亳	
 亞亟亠?	
 




                          Google Confidential and Proprietary   22
Google Confidential and Proprietary   23
M-足从仂仄仄亠亳	
 

          $119	
 
          仄仍亟	
 	
 
            从	
 2015	
 
                	
 




                            Google Confidential and Proprietary   24
舒   eBay



            仄仂弍亳仍仆舒 仗仂亟舒亢舒
               仗仂亳仂亟亳
            从舒亢亟 亠从仆亟
                     Google Confidential and Proprietary
72,000	
 	
 
 亞舒仄弍亠亞仂于	
 
 仗仂亟舒仆仂	
 亰舒	
 

72	
 舒舒	
 
	
 仗仂仄仂	
 仄仂弍亳仍仆	
 	
 
      从仗仂仆仂于	
 Groupon	
 
              	
                   Google Confidential and Proprietary   26
Its not too
    late
               to be
               early

                  Google Confidential and Proprietary   27

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  • 2. 仆舒亠亠 仍亳 仂 77% 仂亳礌 仆亠 于仂亟 亳亰 亟仂仄舒 弍亠亰 亠仍亠仂仆舒 Source: Ipsos, Mobile Internet Insights, Russia, Jun 2011 Google Confidential and Proprietary 2 Google confidential
  • 3. 仆舒亠亠 仍亳 仂 45% 仂仂弍亠仆亳亶 仆舒仗亳舒仆 仄仂弍亳仍仆仂亞仂 Google Confidential and Proprietary 3 Google confidential
  • 4. 仆舒亠亠 仍亳 仂 丼亳仍仂 仗仂亳从仂于 亰舒仗仂仂于 Google 仄仂弍亳仍仆 仂亶于 于仂仍仂 于 5 舒亰 亰舒 仗仂仍亠亟仆亳亠 2 亞仂亟舒 Source: Google Internal Google Confidential and Proprietary 4 Google confidential
  • 5. 亠亞仂 仍ミ莞 亞仂仂于 仂从舒亰舒 于 仗仂仍亰 仄舒仂仆舒? 43% 36% 34% 26% 38% 丿 个丕丐 丿亂 丐 Source: The Mobile Movement Study, Google/Ipsos OTX MediaCT, April 2011, Ipsos, Mobile Internet Insights, Russia, Jun 2011 5 Google confidential
  • 6. 仂弍亳仍仆亶 仗仂亳从 舒亠 仄仂弍亳仍仆亶 仗仂亳从 舒仆亠亠 仗仂亳从 仆舒 3 亞仂亟舒 亟仍 仄仂弍亳仍仆 仗仂亳从仂于 亰舒仗仂仂于 3 亞仂亟舒 亟仍 亰舒仗仂仂于 仆舒仂仍仆 从仂仄仗ム亠仂于 (仂弍亠仄 仗仂亳从仂于 亰舒仗仂仂于 Google U.S.) Source: Google Internal Search Data for U.S., 2011 6 Google confidential
  • 7. 仂弍亳仍仆亶 仆亠仂弍仂亟亳仄仂亠 仂亶于仂 仂弍. 仂亶于仂 仍舒仆亳 仗亳弍亠亳 仂弍从 仍舒仆亠 亳亟亠仂 从舒仄亠舒 丶亳仂于舒 从舒仄亠舒 亠弍从 亅仍. 从仆亳亞舒 MP3 亞仂于舒 从仂仆仂仍 仂仄仗ム亠 亠亠仆仂仆舒 DVD 亳亞仂于舒 从仂仆仂仍 丕亢亠 亠 于 仂弍于亠仆仆仂亳 Source: TNS Mobile Life, Russia, 2011 Google Confidential and Proprietary 7 Google confidential
  • 8. 仂弍亳仍仆亶 亠仍亠仂仆 于亠亞亟舒 磲仂仄 仂仆 于 30 仄 40 舒亰 于 亟亠仆 1 亳亰 4 仂 舒 仗仂于亠磳亠 亠亞仂 亳仗仂仍亰亠 亠亞仂 于 于舒仆仆仂亶 2 亳亰 3 125 仍亠 亠亢亠亟仆. 仗 仆亳仄 舒亳 仆舒 Angry Birds 亠亞亟舒 于从仍ム亠仆. 亠亞亟舒 亟仂仗亠仆. 亠亞亟舒 仂弍仂亶. 亠亞亟舒 仆舒 于磶亳. Sources: http://www.youtube.com/watch?v=CjUcq_E4I-s April 2011 Google Confidential and Proprietary
  • 9. 舒 亠仍亠仂仆 亰仆舒亠 舒 亠 亞仍舒亰舒, 仂仆 亠 亳, 仂仆 于亳亟亳 舒 仍亳 舒 从舒仄亠舒 仄亳从仂仂仆 亠 从仂亢舒, 仂仆 亠 亞仂仍仂, 仂仆 于于亠 舒 亞仂于仂亳 舒仄亳 亠仆仂仆亶 亟亳仆舒仄亳从 从舒仆 Google Confidential and Proprietary
  • 10. 舒亰仄亠 仄仂弍亳仍仆仂亶 舒亟亳仂亳亳 6.96 5.60 28% 940 仄仍亟. 仄仍亟. 仗仂仆亳从仆仂于亠仆亳亠 仄仍仆. 亠仍仂于亠从 亠仍亠仂仆仂于 仄舒仂仆仂于 仗仂仍亰仂于舒亠仍亠亶 仄仂弍. 亳仆亠仆亠舒 142.9 125.7 22% 12.3 仄仍仆. 仄仍仆. 仗仂仆亳从仆仂于亠仆亳亠 仄仍仆. 亠仍仂于亠从 亠仍亠仂仆仂于 仄舒仂仆仂于 仗仂仍亰仂于舒亠仍亠亶 仄仂弍. 亳仆亠仆亠舒 Source: World: U.S. Census Bureau - World POPClock Projection; TNS Web Index 2011; Mobile phone subscribers per Informa 2011; ITU 2011 Russia: 仂舒, 2010; 个, 2010; TNS Mobile Life, TNS Web Index 2011 Google Confidential and Proprietary
  • 11. 仂仆亳从仆仂于亠仆亳亠 仄舒仂仆仂于 仂亳 弌丿 47% 47% 40% 23% 18 29 仍亠 30 49 仍亠 11 Google confidential
  • 12. 仂弍亠仆仆仂亳 亳仗仂仍亰仂于舒仆亳 仄仂弍亳仍仆仂亞仂 亳仆亠仆亠舒 亳 1 亞 9% 亠 亟舒 仆 亶 仆亳从仂 仆舒仆 仂 亳仍 舒亳仂 亠亟从 ム 仍亰 仆亠仆亠 亳仗仂 亳 Source: mobithinking.com/mobile-marketing-tools/latest-mobile-stats#mobile-only 12 Google confidential
  • 13. 仂弍亳仍仆亶 仆仂从 弍亟亠 舒亳 个舒从仂 仂舒: 仂仆仂 仂亶于 舒亠 弌从仂仂 仄仂弍亳仍仆仂亞仂 亳仆亠仆亠 仂亠亟亳仆亠仆亳 舒亠 弌仂亳仄仂 仂亶于 仆亳亢舒亠 弌仂亳仄仂 仄仂弍亳仍仆仂亞仂 亳仆亠仆亠舒 仆亳亢舒亠 13 Google confidential
  • 14. 仂亟舒亢亳 仄舒仂仆仂于 1,5 仄仍仆 . Source: 束弌于磶仆仂亶損 亟亠仍 仍亠亟仂于舒仆亳亶 亳 仆舒仍亳亰舒 仆从舒, Jun 2011 14 Google confidential
  • 15. 弌亠亟仆 亠仆舒 仄舒仂仆舒 13 500 . 11 000 . Source: 束弌于磶仆仂亶損 亟亠仍 仍亠亟仂于舒仆亳亶 亳 仆舒仍亳亰舒 仆从舒, Jun 2011 15 Google confidential
  • 16. 仂仍亳亠于仂 仄舒仂仆仂于 Source: Json & Partners Consulting, Jun 2011 16 Google confidential
  • 18. 仗仂仍仂于亳仆舒 仄仂弍亳仍仆 亳仆亠仆亠 亠亳亶 仆舒亳仆舒亠 仗仂亳从舒 70% 亳仗仂仍亰ム 仄仂弍亳仍仆亶 仗仂亳从 Source: Google Internal, Ipsos, Mobile Internet Insights, Russia, Jun 2011 18 Google confidential
  • 19. 72% 仄仂弍亳仍仆亠 仆亠 舒亶 仂弍 舒亶 Source: Ipsos, Mobile Internet Insights, Russia, Jun 2011 Google Confidential and Proprietary 19 Google confidential
  • 20. ABI, www.abiresearch.com/research/1004105 Google Confidential and Proprietary 20 Google confidential
  • 21. 仂弍亳仍仆舒 亠从仍舒仄舒 Google AdWords 亠从仍舒仄舒 于 仗亳仍仂亢亠仆亳 亠从仍舒仄舒 于 亠亳 亠从仍舒仄舒 仆舒 仂亳从亠 21 Google confidential
  • 22. 亟亠仆亞亳 亞亟亠? Google Confidential and Proprietary 22
  • 23. Google Confidential and Proprietary 23
  • 24. M-足从仂仄仄亠亳 $119 仄仍亟 从 2015 Google Confidential and Proprietary 24
  • 25. eBay 仄仂弍亳仍仆舒 仗仂亟舒亢舒 仗仂亳仂亟亳 从舒亢亟 亠从仆亟 Google Confidential and Proprietary
  • 26. 72,000 亞舒仄弍亠亞仂于 仗仂亟舒仆仂 亰舒 72 舒舒 仗仂仄仂 仄仂弍亳仍仆 从仗仂仆仂于 Groupon Google Confidential and Proprietary 26
  • 27. Its not too late to be early Google Confidential and Proprietary 27