The Next Mobile Revolution

Rob Glaser
Founder & Chairman, RealNetworks
Fundamental shift in Connected Computing Devices

PC Market Share 2005 WW PC and SmartPhone/SuperPhone

2%
Shipments ‐ 2008 Sales (Source: Gartner 3/09 )

Symbian
PC
Blackberry
Mac
WinMo

iPhone
98%
Linux

Palm OS

Other Mobile
OSs

By 2013 There will be more SmartPhones/SuperPhones (1.82 Billion)

than PCs (1.78 Billion) (Source: Gartner)
 SmartPhones versus SuperPhones
SmartPhone SuperPhone
Apps 100s  10,000s or 100,000s
Apps per user 2‐5 30‐50+
User Interaction Method Buttons Touch
Display 160 x 120 480 x 320+, w/ HW Acceleration
Bandwidth 2G & 3G 3G, 4G, WiFi
Web Experience Subset Full
Location Awareness Optional Inherent
Who Drives Experience Carrier  + Handset  OEM Carrier + Platform OEM + User
Social Drives Media Explosion
FaceBook
‐ 20bn photos online, 2bn added per month
Individuals like sharing their media online
‐ 1bn links to video added per week
‐ 1.2m photos viewed per second
‐ 217m videos per month Existing frequency of media sharing online
Percent of people

Flickr
Facebook has an estimated 25 billion pictures, or about ~80 
‐ 4bn shared photos pictures per member
‐ 0.5bn new per month

MySpace
31
‐ 90GB of music, pictures, video per second 24
16
YouTube
‐1bn Videos viewed per day
Share photos on social  Share Photos on  Share Video
networks other sites
‐PhotoBucket
‐ 6.2bn photos shared
Growth in Rich Media Consumption

Slide 6
Market Approaching A Tipping Point
Behavior and Technology are Converging to drive a Digital Media Revolution

 Fast/always-on connectivity everywhere and on a plethora of devices

 Hardware that enables the high quality capture and playback of media
across all devices (processing, memory and resolution)
 Consumers are psychologically ready for digital virtual libraries (no physical
goods or delayed physical goods)

Market Today
Tremendous Proliferation of Opportunities
• “Digital Persistence”
• Universal Access across Devices
• Making Discovery Easy
• Empowering Social Expression and Engagement

• Leveraging The Global Nature of These Trends

Challenges
• Delivering solutions that scale with variable bandwidth and device capabilities
• Creating commercial models across an extremely complex value chain
• Vertical versus horizontal industry structure
• Media industry adaption of new business models
• Educating users on privacy and social implications
Summary
• The Next Mobile Revolution is both a huge opportunity and a massively
disruptive force
 It will ultimately be bigger than the PC or Web 1.0 or 2.0 revolutions
• Cross-industry collaboration, while complex, is essential
 “We must all hang together, or most assuredly we shall all hang 
separately”