The Mobile Internet Report Key Themes*

Competitive Share Gain Opportunities Keep Carriers in
Search of Next Hot Handset and Afraid of Network Outages
Global wireless carriers continue to compete to offer iPhone as they see it as a
way to gain share of high-value customers / reduce churn.
Apple is broadening its distribution to multiple carriers in the same country (UK /
Canada…).
In markets that will become competitive as multiple carriers offer iPhones,
carriers that have paying customers who hate their service will find that their
customers simply go to another vendor.
Competition to offer the best 3G+ services will intensify…
Getting iPhone was top of my to-do list.
-- Tom Alexander, CEO of Orange, 10/07
It’s clear that the iPhone has worked pretty well in the UK market and not
having it has penalized us [losing 159K customers].
-- Vittorio Colao, CEO of Vodafone, CQ1:09 Earnings Call
Source: The Telegraph, 10/02/09. Vodafone CQ1:09 Earnings Call. 547