4. “ The iPhone is the most sophisticated, outlook-challenging piece of electronics to come along in years. It does so many things so well, and so pleasurably, that you tend to forgive its foibles.” - David Pogue The US technology writer as Apple's iPhone hit US shelves, June 2007
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8. iPhone VVM - Main Functions Navigation Touch screen New Messages Notifications Create VM Greeting Full Support Unheard Messages Notification Skip option Skip option to any point in a message by dragging the playhead on the scrubber bar. Video Support No Contacts From HS Message Listening Users can listen over the speakerphone or use earphones for a more private listening Message Options Call Back, Delete Folders Inbox, trash, greetings
16. Response to the iPhone iPhone Instinct Voyager Operator AT&T Sprint Verizon Handset vendor Apple Samsung LG Touch screen Yes Yes Yes Icon based menu Yes Yes Yes Launch Jun-07 Jun-08 Nov-07 Wi-Fi Yes No GPS Yes Yes Yes Camera 2 megapixels 2 megapixels Video recording No Yes Yes 3G No Yes Yes MMS No Yes Yes Music player Yes Yes Yes Music Store iTunes Sprint Music Store V Cast music store Stereo Bluetooth No Yes Yes IM No No Yes Visual Voice Mail Yes Yes Threaded SMS Yes Yes Price $299.99* $299.99
20. Summary of iPhone offering in USA – AT&T *More SMS text messages can be added to any plan. Minimum new 2-year wireless service plan and activation fee required to activate iPhone features. Monthly Price $59.99 $79.99 $99.99 $119.99 Minutes 450 900 1350 Unlimited Unlimited Data (Email/Web) Visual Voicemail SMS Text Messages* 200 200 200 200 Nights & Weekends 5000 Unlimited Unlimited Unlimited Rollover® Minutes Unlimited Mobile to Mobile
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22. Summary of iPhone offerings in Europe (2) Orange France T-Mobile Germany O2 UK Source: OVUM, “The iPhone in Europe – operator strategies”, November 2007 Monthly charge Minutes/Text £35 (€49) £45 (€63) £55 (€77) 200/200 600/500 1,200/500 Monthly charge Minutes/Text € 49 € 69 € 89 100/40 200/150 1000/300 Monthly charge Minutes/Text € 49 € 59 € 79 € 119 120/50 180/100 300/150 480/1000
25. Initial Offering – Pricing Orange France T-Mobile Germany “… customers appreciate unlimited e-mail and Visual Voicemail.” Orange FR PR 5/12/07 Visual Voicemail is part of the iPhone Plan = no extra charges
34. T-Mobile Germany iPhone’s Buzz Using Celebrities : German TV personality showing off her iPhone… 1 st person to buy an iPhone from T-Mobile Germany
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36. What O2UK customers think of Visual Voicemail “ I love the voicemail. It is brilliant” “ Just seems so simple and was already set-up” “ How voicemail should have worked from the beginning” “ It’s great, I can decide which messages I listen to 1st ” “ I love the little red dot which appears to show you how many new messages you have” “ I didn’t use voicemail before, now I love it”
42. “ Mr. Jobs announced that Apple hoped to capture 1% of the mobile phone market in calendar 2008, a percentage that equates to ten million unit sales. Apple sold 270,000 iPhones in the first 30 hours following its launch on June 29, 2007 and 1.1 million units in the September quarter..” - Charlie Wolf Investment Analyst at Needham & Company, January 2008
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44. Mark Donovan, Senior Analyst, 2008 “ The iPhone has certainly delivered on its hype. Beyond a doubt, this device is compelling consumers to interact with the mobile Web, delivering off-the-charts usage from everything to text messaging to mobile video.”
48. René Obermann, CEO of Deutsche Telekom AG, 2008 "iPhone customers retrieve weather reports, stock prices, and YouTube videos from the Internet on the go -- all as a matter of course. "The average Internet usage for an iPhone customer is more than 100 MBytes. This is 30 times the use for our average contract-based consumer customers."
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50. Charlie Wolf, Needham & Company, 2008 “ The iPhone has redefined the smart phone market …. The real value-creation potential of the iPhone lies in the exclusive distribution deals Apple is signing with carriers. The carriers are skipping their traditional handset subsidies, paying Apple an equivalent amount; and these payments are pure profit. Our forecast has the iPhone capturing 15% of its target market, consisting of carriers who generate high ARPU and view the iPhone as their ticket to subscriber share growth.”
59. Comverse VVM References iPhone launch in Germany iPhone launch in UK iPhone launch in Austria iPhone additional launch- soon VVM launch planned H2 2008 VVM deployment (few devices) - Tier 1 operator - to be launched soon iPhone – to be launched during 2008 Ongoing processes – to be launched during 2008 Europe America Ongoing processes planned launch H2 2008 APAC
60. Thank you Raúl Castañón Martínez PRODUCT MARKETING [email_address] www.comverse.com