Slides from ArabNet Riyadh 2012, November 20 -21, 2012. Panel: Stars of Youtube, featuring Abdulrahman Tarabzouni, Head of Emerging Arabia at Google, as moderator. Video: http://www.youtube.com/watch?v=_sYeUy_-5NE

1. Solid market fundamentals
Saudi Arabia market represents the growth engine for MENA user base
Share of Queries
13% Below 30 (in %) (Aug 27th 2012)
Population 30.0 57%
26.5
(Millions) &
30 - 65 36%
Socio-economics
(2010) 2010 2016 Above 65 7% KSA
GDP/Cap ~ $22k
25% Egypt
31%
Morroco
254% Algeria
210%
Mobile 126% 8% 18%
105% 79%
73%
UAE
Penetration &
9% 9% Others
ARPU (2011) UAE KSA Germany Jordan Egypt Iraq
ARPU ($)
PPP 27.5 44.1 16.6 29.3 16.5 17.3
 The market in Saudi Arabia constitutes a significant
Penetration of mobile in KSA could
reach ~ 40% by 2015 ( Germany share of MENA and exhibits strong growth
average today) fundamentals
Smart Devices
(Millions) (2011- 22% 22.9
7
2016)
 The market represents the the monetization engine for
2010 2011 2012 2013 2014 2015 2016 MENA:
– Connected and young generation
1
 2M fixed broadband connections – High Income and spend, targeted by advertisers
2
Estimated
Internet Users
 7M Mobile broadband connections
– Early adopters of new technology
(2011)  ~11M Internet Users 3
 ~30% Annual growth
1
Source: Canalys, Country Spotlight

2. What we like about Saudi
Saudi users are mobile, increasingly sophisticated, and passionate to video/social
Highly Mobile Increasingly Sophisticated Passionate for Video & Social
Mobile to Desktop Queries Ratio KSA Share of MENA App Impressions KSA YT Share of MENA Users (in
(in %) (Apr 2012) (in %) (2011-2012) %) (2012)
19.3%
17.8% 59.4%
47.3%
8.3% 34%
44%
KSA KSA
44% 34%
KSA UAE Egypt Yr 2011 Yr 2012 Views Uploads
YT Mobile Share of Total Playbacks • Saudi users are actively using their • Saudi users are highly active on YT
(in % of Total) (2012) smart mobiles to access apps views and uploads.
48% 1.5x 32%
• Saudi share of MENA App • YT views in grew at 109% in KSA vs
impressions is more than double 98% in MENA in 2011
KSA MENA
that of queries (32%)
• YT uploads grew at 95% in KSA vs.
• Saudi Internet users access the 86% in MENA in 2011
Internet through mobile at
significantly higher rates than
other MENA users
Source: Country Spotlight, various internal sources 2

3. T he natur e of r evolutions