Presentation of eBuddy (Martijn Jansen) during Mobile Convention Amsterdam.

1. ‘The Business of Mobile Messaging’
Martijn Jansen
VP Products and Marketing
April 19, 2011

2. Introduction Martijn
Jansen
-
eBay,
Marktplaats,
Skype, eBuddy
eBuddy Messenger
-
Aggregated IM since 2003
92 employees
30m Unique users / mth
18B messages / mth

3. “Mobile Messaging – the biggest data application on the planet”
(Toni Ahonen, Almanac 2010)
My Statement for Today:
3

4. Phones Services
1992 - ~ 2006 Phones without •SMS
internet connection
SMS •Short text emails
2006 - ~ 2009
Feature phones & •MMS
initial smartphones •Mobile Instant Messaging
MMS / MIM
• Social Media messaging
2009 - ???? Advanced
smartphones • Picture sharing messaging
XMS
• Group messaging
4

5. 1) The SMS era
World eBuddy
• First sms send Dec, 19921 • Only available on web
• 3.6B users using sms text • eMessenger becomes eBuddy
messages1 Messenger
• 10% of UK students and 30% of
Korean students send more than
100 sms’/day1
• Average consumer cost/sms has
decreased >75 % while sms
revenue continues to grow1
• Profit margins still over 70%,
often even 97%1
5
Source: 1. 2010 Almanac, Toni Ahonen

6. 2) The MMS / MIM era
World eBuddy
• 48% of Asian users send • Mobile IM on J2ME feature
picture messages1 phones, iPhone and Android
• 73% of British users send • Lite version for other web-
picture messages2 enabled phones
• 8% of UK mobile phone • Roughly 18m Unique MIM
users used IM3 users
• 12.3% of US mobile phone • Global leader in aggregated
users used IM4 mobile IM
• 48% of iPhone users used • A profitable mobile IM
IM5 business (ads + paid app)
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Sources: 1. TNS 2007, 2. Aenas 2009, 3. Ofcom Jul’08, 4. Kelseygroup&Constat Nov’08, 5. Morgan Stanley Dec’09

7. 2) MMS/MIM Snapshot: Geography
A’dam:
eBuddy HQ
Indonesia: our
USA: largest market
Smartphone
dominance
India: fastest
growth now
LatAm: Next in
line Africa: Major By mid-2011 there will be more
potential smartphone owning youth in
India than in the US
(MobileYouth report 2010)
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8. 3) The ‘X’MS era
World eBuddy
• Mobile Internet, Push • eBuddy launches eBuddy
services and Smartphones XMS
allow for a variety of • ‘Do more than SMS’
messaging services&apps • Only in NL and AU now,
• BBM ‘invades’ youth culture Global launch planned later
• A drive towards free in Q2-2011
messaging (not free service)
and more expressiveness
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9. 3) XMS Snapshot: Notable Apps
Social Media Picture Share
Messaging Messaging
…… the new killer
app will be…
Mobile & Messaging
Group Messaging
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10. Thank you for listening
Martijn Jansen – mjansen@ebuddy.com - @jansenmartijn