The Mobile Internet Report Key Themes*

Data = Increasingly Dominating Network Traffic Share
for Wireless Carriers in Developed Markets
100%
NTT docomo Data Traffic =
~90% of Total Network Traffic
% of Network Traffic From Data
80%
60%
40%
20%
Vodafone Data Traffic = ~70%
of Total Network Traffic
0%
CQ2:05 CQ4:05 CQ2:06 CQ4:06 CQ2:07 CQ4:07 CQ2:08 CQ4:08 CQ2:09
NTT docomo Data Traffic Share
Vodafone Data Traffic Share
Note: Assumes voice calls = ~12 bits / second of traffic; Vodafone traffic data not available prior to CQ2:07.
Source: Company data, Morgan Stanley Research.
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