1.
Meet The Analysts
Current and Future Opportunities for WiFi
Presented By:
Peter Jarich
Vice President, Consumer and Infra
Current Analysis
Washington, DC / London / Paris
24 February 2013
Proprietary and Confidential © Current Analysis Inc. All rights reserved. 1

2.
WiFi: Opportunities vs. Execution
even the best of
ideas need help…
Proprietary and Confidential © Current Analysis Inc. All rights reserved. 2

3.
WiFi Opportunities: The Bad News
Q: How often do you access public hotspots from your smartphone?
25%
13%
49%
13%
Source: Current Analysis, WiFi Usage Survey – General US Smartphone Population
February 2014
Proprietary and Confidential © Current Analysis Inc. All rights reserved. 3

4.
WiFi Opportunities: The Bad News
Hotspot 2.0 vs. Monetization
Proprietary and Confidential © Current Analysis Inc. All rights reserved. 4

5.
WiFi Opportunities: The Bad News
Hotspot 2.0 vs. Free
Proprietary and Confidential © Current Analysis Inc. All rights reserved. 5

6.
WiFi Opportunities: The Bad News
Hotspot 2.0 vs. Easy
Proprietary and Confidential © Current Analysis Inc. All rights reserved. 6

7.
WiFi Opportunities: The Good News
Hotspots Skew Young
50%
40%
30%
20%
10%
0%
Q: How Often Do You Access Public WiFi?
overall 18-34
rarely daily
Source: Current Analysis, WiFi Usage Survey – General US Population
February 2014
Proprietary and Confidential © Current Analysis Inc. All rights reserved. 7

8.
WiFi Opportunities: The Good News
Engaged Smartphone Users Engage with WiFi
Q: How Often Do You Access Public WiFi?
never
rarely
2 to 3 times per month
2 to 3 times per week
daily
0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0%
Source: Current Analysis, WiFi Usage Survey – Engaged US Android Users
February 2014
Proprietary and Confidential © Current Analysis Inc. All rights reserved. 8

9.
WiFi Opportunities: The Good News
Devices No Longer A HS2.0 Gating Factor
January 2014: US Device Shelf Share
55.5%
Apple Samsung LG Motorola HTC Nokia Others
Source: Current Analysis, CurrentTRACK Database
Proprietary and Confidential © Current Analysis Inc. All rights reserved. 9

10.
WiFi Opportunities: The Good News
WiFi is Well Represented in Innovative Carrier Service Launches…
Source: Current Analysis, Innovation IMPACT Database
Proprietary and Confidential © Current Analysis Inc. All rights reserved. 10

11.
WiFi Opportunities: The Good News
…and It’s Not All About Connectivity (though it mostly is)
Source: Current Analysis, Innovation IMPACT Database
Proprietary and Confidential © Current Analysis Inc. All rights reserved. 11

12.
WiFi Opportunities: The Bad News
For All the Initial Faults, At Least We’re Learning
Proprietary and Confidential © Current Analysis Inc. All rights reserved. 12

13.
Thank You
Peter Jarich
Vice President, Consumer & Infrastructure
Email: pjarich@currentanalysis.com
Twitter: @pnjarich
Office: 1.703.788.3792
Proprietary and Confidential © Current Analysis Inc. All rights reserved. 13