wifi: current and future opportunities

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24 February 2013

Presented By:

Peter Jarich

Vice President, Consumer and Infra

Current Analysis

Meet The AnalystsCurrent and Future Opportunities for WiFi

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WiFi: Opportunities vs. Execution

even the best of ideas need help…

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WiFi Opportunities: The Bad NewsQ: 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

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WiFi Opportunities: The Bad NewsHotspot 2.0 vs. Monetization

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WiFi Opportunities: The Bad NewsHotspot 2.0 vs. Free

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WiFi Opportunities: The Bad NewsHotspot 2.0 vs. Easy

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WiFi Opportunities: The Good NewsHotspots Skew Young

overall 18-340%

10%

20%

30%

40%

50%Q: How Often Do You Access Public

WiFi?

rarely daily

Source: Current Analysis, WiFi Usage Survey – General US Population February 2014

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WiFi Opportunities: The Good NewsEngaged Smartphone Users Engage with WiFi

Source: Current Analysis, WiFi Usage Survey – Engaged US Android Users February 2014

daily

2 to 3 times per week

2 to 3 times per month

rarely

never

0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0%

Q: How Often Do You Access Public WiFi?

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WiFi Opportunities: The Good NewsDevices No Longer A HS2.0 Gating Factor

January 2014: US Device Shelf Share

Apple Samsung LG MotorolaHTC Nokia Others

55.5%

Source: Current Analysis, CurrentTRACK Database

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WiFi Opportunities: The Good NewsWiFi is Well Represented in Innovative Carrier Service

Launches…

Source: Current Analysis, Innovation IMPACT Database

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WiFi Opportunities: The Good News…and It’s Not All About Connectivity (though it mostly is)

Source: Current Analysis, Innovation IMPACT Database

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WiFi Opportunities: The Bad NewsFor All the Initial Faults, At Least We’re Learning

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Thank You

Peter JarichVice President, Consumer & InfrastructureEmail: pjarich@currentanalysis.comTwitter: @pnjarichOffice: 1.703.788.3792