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BlackBerry Services

Harewos.Research http://www.ligarvirtual.com/harewos

Contents

List of Figures & Tables ........................................................................................................ 3

Subscriber Base ..................................................................................................................... 4

Market Share ......................................................................................................................... 6

Growth ................................................................................................................................... 8

Bandwidth ............................................................................................................................ 11

Telkomsel ............................................................................................................................. 13

Indosat ................................................................................................................................. 14

Excelcomindo ....................................................................................................................... 15

Abbreviations & Notes ........................................................................................................ 16

3

BlackBerry Services


List of Figures & Tables

Figure 1 BlackBerry Services Customer Base Q1/2008 – Q3/2009 .................................... 4 Figure 2 BS Customer Base Q1/2008 – Q4/2009 (Estimates) ............................................. 5 Figure 3 Market Share of Subscribers Q3/2009................................................................... 6 Figure 4 Market Share of Subscribers Q4/2009................................................................... 7 Figure 5 Operators’ Bandwidth for BlackBerry Services Q3/2009 ................................... 11 Figure 6 Operators’ Bandwidth for Blackberry Services Q4/2009 (Estimates) ............... 12

Table 1 BlackBerry Services (BS) Customer Base Q1/2008 – Q3/2009 .............................. 4 Table 2 BS Customer Base Q1/2008 – Q4/2009 (Estimates) ............................................... 4 Table 3 Market Share of Subscribers Q1/2008 – Q3/2009 .................................................. 6 Table 4 Market Share of Subscribers Q1/2008 – Q4/2009 .................................................. 6

Figure Table 1 Growth of BS Subscribers Q4/2008 - Q3/2009 ............................................ 8 Figure Table 2 Growth of BS Subscribers (QGR & CQGR) ................................................ 8 Figure Table 3 Growth of BS Subscribers Q4/2008 – Q4/2009 ........................................... 9 Figure Table 4 Growth of BS Subscribers Q4/2008 – Q4/2009 (QGR & CQGR) ................ 9 Figure Table 5 Growth of BS Subscribers Q4/2008 – Q4/2009 (Annual Growth) ............ 10 Figure Table 6 Average Bandwidth/User Q3/2009 ............................................................ 11 Figure Table 7 Average Bandwidth /User Q4/2009 ........................................................... 12 Figure Table 8 TSEL’s BS Customer Base Growth Q4/2008 – Q3/2009 .......................... 13 Figure Table 9 TSEL’s BS Customer Base Growth (QGR & CQGR) ................................ 13 Figure Table 10 ISAT’s BS Customer Base Growth Q4/2008 – Q3/2009 ......................... 14 Figure Table 11 ISAT’s BS Customer Base Growth (QGR & CQGR)............................... 14 Figure Table 12 XL’s BS Customer Base Growth Q4/2008 – Q3/2009 ............................. 15 Figure Table 13 XL’s BS Customer Base Growth (QGR & CQGR) .................................. 15

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Figure 1 B

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Q331

Table

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Q408 35,000 30,000 18,000

ckBerry S

Q408 35,000 30,000 18,000

2 BS Cus

Q408

35,000

m/harewos

ry Servic

Services

Q10985,00075,00060,000

stomer Ba

Q109

85,000

TS

S

ces Custo

Q109 85,000 75,000 60,000

(BS) Cus

9 0 0 0

ase Q1/20

Q20

135,000

EL ISAT

Subs

omer Base

Q131111

stomer Ba

Q209 135,000 110,000 113,000

008 – Q4/2

09

0

180

T XL

Bl

scrib

e Q1/2008

Q209 35,000 10,000 13,000

ase Q1/20

Q30180,00140,00160,00

2009 (Esti

Q309

0,000

lackBerry S

er B

8 – Q3/200

Q30180,0140,0160,0

008 – Q3/2

9 00 200 200 2

31

imates)

4

Services

ase

09

09 000 000 000

2009

Q409 20,000 00,000 50,000 30,000 10,000

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2 BS Cus

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85,

T

m/harewos

stomer B

Q109

000

135

TSEL ISA

Base Q1/20

Q209

,000

180

AT XL

008 – Q4/2

Q309

0,000

22

NTS Sm

Bl

2009 (Est

Q409

20,000

250,000

30

mart

lackBerry S

imates)

,000

10,000

5

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TSEL ISAT XL


Table

F

Q

Table

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Q408 42.2 36.1 21.7

e 3 Marke

Figure 3 M

Q408 42.2 36.1 21.7

e 4 Marke

3

MB

m/harewos

et Share o

Market Sh

Q10938.634.127.3

et Share o

XL33%

MarketBlackB

Q109 38.6 34.1 27.3

of Subscr

hare of S

9

of Subscr

ISAT29%

t Sharerry S

M

Q

ribers Q1/

ubscribe

Q209 37.7 30.7 31.6

ribers Q1/

TSE38

re Q30Service

Bl

arke

Q209 37.7 30.7 31.6

/2008 – Q

ers Q3/200

Q30937.529.233.3

/2008 – Q4

EL%

9es

lackBerry S

et Sha

Q3037.29.33.

3/2009

09

9 5 2 3

4/2009

6

Services

are

09 .5 .2 .3

Q409 31.0 28.2 35.2

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Figure 4 M

X4

B

m/harewos

Market Sh

XL3%

NTS4%

S

BW forServ

hare of S

Smart5%

r Blackvices Q

ubscribe

TSEL24%

ISAT24%

kBerryQ409

Bl

ers Q4/200

T

y

lackBerry S

09

7

Services

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Figure T

Figure

11223035404550

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Table 1 G

e Table 2

050,000

100,00050,00000,00050,00000,00050,00000,00050,00000,000

Q4ubs. 83,0

QGRCQGR

0.020.040.060.080.0

100.0120.0140.0160.0180.0

m/harewos

Growth of

Growth o

Q408

08000 2

#Subs

8

Q109165.1165.1

#Subs

f BS Subs

of BS Sub

Q109

Q109220,000

scriber

80%

Q6

1

scriber

scribers Q

bscribers

Q209

Q209358,000

rs - All

Q20962.707.7

rs - All

Bl

G

Q4/2008 -

(QGR &

Q309

Q30480,0

l

Q30934.179.5

l

lackBerry S

Grow

Q3/2009

CQGR)

09000

9

8

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Figure T

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20

30

40

50

600

700

800

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Table 3 G

e 4 Grow

0

00,000

00,000

00,000

00,000

0,000

0,000

0,000

0,000

Q

Q408bs. 83,000

QGRCQGR

0.020.040.060.080.0

100.0120.0140.0160.0180.0

m/harewos

Growth of

wth of BS

Q408 Q10

8 Q100 220,0

#Subs

7

Q109165.1165.1

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f BS Subs

SubscribCQGR)

09 Q209

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scriber

71%

Q20962.7107.7

scriber

scribers Q

bers Q4/20

Q309

09 Q3000 480

rs - All

Q30934.179.5

rs - All

Bl

Q4/2008 –

008 – Q4/2

Q409

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l

Q44771

l

lackBerry S

Q4/2009

2009 (QG

Q4090,000

4097.91.0

9

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R &

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10

20

30

40

500

600

700

800

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0,000

0,000

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scriber

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bers Q4/20)

Q409

7

rs - All

Bl

008 – Q4/2

Q409710,000

l

lackBerry S

2009 (Ann

10

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Fig

pMMMpM

0

2

4

6

8

10

12

14

16

kbps

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Operators

gure Tab

TSE

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BW fo

Min.Max.Min.

Max.

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.00

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.00

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ble 6 Aver

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age BW

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XL

110M

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ry Servic

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rvices

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0.00

5.00

10.00

15.00

20.00

25.00

30.00

35.00

40.00

45.00

kbps

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Operators

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TSEL

100Mbps

BW fo

TSELn. 0.91

x. 9.09. 0.45

ax. 2.27

0

0

0

0

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0

0

0

0

0

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180Mbps

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NTS

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Fi


gure Tabl

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ble 9 TSE

020,00040,00060,00080,00000,00020,00040,00060,00080,000

Q4ubs. 35,0

#

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0.0

20.0

40.0

60.0

80.0

100.0

120.0

140.0

160.0

#

m/harewos

L’s BS Cus

L’s BS Cu

Q408

408000

#Subsc

7

Q109142.9142.9

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stomer B

ustomer B

Q109

Q10985,000

cribers

73%

Q59

cribers

Base Grow

Base Gro

Q209

Q209135,000

s-TSEL

Q20958.896.4

s-TSEL

Bl

Tel

wth Q4/20

owth (QG

Q309

Q30180,0

L

Q30933.372.6

L

lackBerry S

lkom

008 – Q3/2

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09000

9

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20,000

40,000

60,000

80,000

00,000

20,000

40,000

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#

QGRCQGR

0.0

20.0

40.0

60.0

80.0

100.0

120.0

140.0

160.0

#

m/harewos

T’s BS Cu

AT’s BS Cu

Q408

408000

#Subsc

6

Q109150.0150.0

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ustomer B

ustomer

Q109

Q10975,000

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67%

Q49

criber

Base Grow

Base Gro

Q209

Q209110,000

s - ISA

Q20946.791.5

rs-ISAT

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I

wth Q4/20

owth (QG

Q309

Q30140,0

AT

Q30927.367.1

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lackBerry S

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cent

age

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able 13 XL

020,00040,00060,00080,000

100,000

20,000

40,000

60,000

Q4ubs. 18,0

QGRCQGR

0.0

50.0

100.0

150.0

200.0

250.0

m/harewos

s BS Cus

L’s BS Cu

Q408

408000

#Subs

1

Q109233.3233.3

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tomer Ba

stomer B

Q109

Q10960,000

scriber

107%

Q8

1

scriber

Ex

ase Grow

Base Grow

Q209

Q209113,000

rs - XL

Q20988.350.6

rs - XL

Bl

xcelc

th Q4/200

wth (QGR

Q309

Q30160,0

L

Q30941.6

107.1

L

lackBerry S

omin

08 – Q3/20

R & CQGR

09000

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BlackBerry Services


Abbreviations & Notes

QGR Quarterly Growth Rate

CQGR Compound Quarterly Growth Rate

Q408 Fourth Quarter 2008

BS BlackBerry Services

BW Bandwidth

Mbps Mega bit per second

Kbps Kilo bit per second

TSEL

PT. Telekomunikasi Selular (PT. Telkomsel)

ISAT

PT. Indosat

XL

PT. Excelcomindo Pratama

NTS

PT. Natrindo Telepon Selular

Smart

PT. Smart Telecom

Max As used e.g. in Figure Table 6 It refers to maximum values (BW/User values)

Min As used e.g. in Figure Table 6 It refers to minimum values (BW/User values)

pMax As used e.g. in Figure Table 6 It refers to peak maximum values (BW/User values during peak time)

pMin As used e.g. in Figure Table 6 It refers to peak minimum values (BW/User values during peak time)

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