{
© 2012 Research In Motion Limited – RIM Confidential - Disclosed under NDA
Value Added Services For The
Smartphone Revolution
Sean Killen, Regional Director Caribbean, RIM
© 2012 Research In Motion Limited – RIM Confidential - Disclosed under NDA
The smartphone revolution
4,500,000,000
4,000,000,000
3,500,000,000
3,000,000,000
2,500,000,000
Population
Subscribtions
2,000,000,000
Smartphone Subscriptions
1,500,000,000
1,000,000,000
500,000,000
WE
EE
ME
Africa
LATAM
Asia Pacific
NA
 Smartphone penetration in LATAM /Caribbean is only around 11%, showing a huge market opportunity
 Operators need to consider how they profitably onboard prepay users (and remaining post-pay) on to
smartphones, without the benefit or business case for significant or any subsidy
 This plays to RIM’s strengths, through high value data “on-boarding” services (like BBM) and low tiers packages
Informa Telecoms & Media, May 2012
© 2012 Research In Motion Limited – RIM Confidential - Disclosed under NDA
The BlackBerry Cloud enables
DIFFERENTIATION
© 2012 Research In Motion Limited – RIM Confidential - Disclosed under NDA
Data Compression (Efficiency)
© 2012 Research In Motion Limited – RIM Confidential - Disclosed under NDA
BlackBerry is an enabler of the…
Carrier
Platform
Platform Integration
How?
Service Tier Integration
Classic
BlackBerry
platform
Increased VAS revenue
driven by deep integration
of carrier services into the
BlackBerry Platform
How?
Higher Data ARPU driven
by simple upgrades to
higher service tiers
How?
Deeper enterprise
penetration by moving
on-premise services to
the cloud, leveraging
carrier core competencies
Cloud Services
© 2012 Research In Motion Limited – RIM Confidential - Disclosed under NDA
BBM Value Proposition for Carriers
• A constructive engagement platform
that provides a mechanism to drive
ARPU & increases data attach rates
• A socially viral platform that facilitates
customer stickiness
BBM 6
• Facilitates broad distribution of carrier
preferred services
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© 2012 Research In Motion Limited – RIM Confidential - Disclosed under NDA
Impact of Carrier Billing for BlackBerry App World
Growth in Paid Downloads
 increases paid downloads and Carrier ARPU
 increase in paid downloads of approximately 1000% over the period of 120 days
© 2012 Research In Motion Limited – RIM Confidential - Disclosed under NDA
RIM Has A Strong Foundation
 There are over 78 million BlackBerry subscribers worldwide
 There are 56 million BBM users around the world
 RIM holds the #1 smartphone position in many fast-growing markets
including the Caribbean
 90% of the Fortune 500 and countless government agencies are RIM
customers
 BlackBerry is one of the most profitable platforms for mobile
developers
 BlackBerry is the most secure smartphone platform
 We partner with more than 650 carrier partners in 170 countries
 BlackBerry was the FIRST smartphone in the Caribbean
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© 2012 Research In Motion Limited – RIM Confidential - Disclosed under NDA
What is happening now?
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© 2012 Research In Motion Limited – RIM Confidential - Disclosed under NDA
Where are we headed next?
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