RIM Confidential

RIM Confidential

RIM Confidential

DesafioTecnología Oportunidad

RIM Confidential

RIM Confidential

SaaS

Web 2.0

On Demand

Outsourcing

Hosted Services SOA

Web Services SOAP

Services

LOB

References

ROI TCO

Vertical

IT

Business Process

Region

Specialisation

Consolidation

ERP

M&AIntegration

Applications

SCM

SME

FinanceMaintenance

Differentiation

Service

Value

Shipping

Long Tail

Demand

In Store Operations

Inventory

Customers

WSDL

XML

OPEN SOURCEAPI

xHTML

COMPOSITE

PORTALS

INTRANET

3RD PARTY

TALENT

RESOURCESDR

CLOUD COMPUTING

DATA CENTER

OPERATIONS

SALESMARGINS

PROFITCOMPETITION

COMPLIANCE

CXO

SUB SEGMENT NICHE

PROVEN

RIM Confidential

RIM Confidential

RIM Confidential

Telco

Four waves of increasingly disruptive

competition

RIM Confidential

Hardware

Applications

Services

Source: CCS Insights 2008 – Adapted for BlackBerry template

RIM Confidential

RIM Confidential

Demand versus Capacity

Data traffic, Gigabytes

2010 2011 2012 2013 2014 2015 20160

5

10

15

20

25

Demand exceeds Capacity

Demand

Capacity

RIM Confidential

RIM Confidential

15

RIM Confidential

RIM Confidential

RIM Confidential

Accelerating Revenue Growth

$1,08

$1,37

$1,67

$1,88

$2,24

$2,58$2,78

$3,46 $3,42$3,53

$3,92

$4,08$4,24

$4,62

Revenue (US$M)

Strong BlackBerry Subscriber

Growth

Subscribers (Millions)

9 10,5 1214

1619

2125

28,532

36

41

4650

RIM Confidential

Approximately 1 in every 6 phones

worldwide shipped last quarter was a

smartphone

Source: IDC 2009 Q4

IDC Converged Device Shipments North America

Others

6%

42%

12%

5%

5%

6%

24%

RIM Confidential

RIM Confidential

RIM Confidential

RIM Confidential

RIM Confidential

RIM Confidential

RIM Confidential

Consumer & Enterprise Growth Strategy…

Platform…Not Phone

Develop Specific Customer

Propositions

Accelerate With Key Partners

RIM Confidential

Partnering – the new telco

business model• In a similar vein to the development of partnerships with network vendors as part of managed outsourcing

deals on the network side, telcos have recognised that they cannot provide the required level of service innovation that their customers are demanding in-house.

• In response to this problem, a number of telcos are looking to drive service innovation through initiating partnerships with other service providers/third parties. This evolving business model sees the telco acting as a smart enabler, providing third-party businesses with access to its distinctive assets (billing, CRM etc), which in turn facilitates the creation of additional services for the telco’s platform, which can then be rolled out to its subscribers and monetised.

Telco

platform

Third parties:

Developers

Content providers

Advertisers

Other businesses

End users:

Consumers

Businesses

Content,

advertising,

applications

Payment for

delivery and

profiling services

Revenue

sharingPayment for a

bundle of

services

Adding connectivity

and utilising other

telco assets

RIM Confidential

dirigiendo la innovación a través de

comunidades de desarrolladores

• Valueshifting towards mobile services and applications

• Smartphone era

Value Shift in mobility

• Mobile OS and SW platformsare reshaping thewireless landscape

• Innovationdriven through developercommunity and partnerships

Wirelesslandscapechanging

• Consumersembracingmassivelymobileservices and applications.

• Enterprise mobility has becomestrategic

Demand & market growth

Carriers as main catalyzers

ARPU & Revenue opportunity

RIM Confidential

Comunidad de Alianzas – Aplicaciones de Consumo

Música, Video y

Multimedia

Servicios de

Información & Noticias

Cartografía &

Navegación

E-Comercio

Viajes & Guias de

Referencia

Búsqueda, Mensajería

y Redes Sociales

Juegos y

Entretenimiento

RIM Confidential

Comunidad de Alianzas – Aplicaciones de Empresa

Automatismo de

Fuerza de Ventas

Automatismo de

Servicios Móviles

Gestión de Flotas &

Envíos

ERP – SCM, HR,

Gestión Financiera,

CRM

Comunicaciones

Unificadas

Inteligencia de

Negocios

Gestión de Sistemas TI

Gestión de

Documentos &

Impresión

Seguridad &

Cumplimiento

RIM Confidential

RIM Confidential

Movilidad en su contexto actual

Los Operadores son los principales catalizadores

• Propuestas de Valor

• Ingresos de Valor para todo el ciclo de vida

Oportunidades de Ingresos y ARPU

• El Valor se está desplazando hacia servicios móviles y aplicaciones

• Era

Smartphone

Cambio del Valor en

movilidad

• Los SSOO móvilesy las plataformas SWestán redefiniendo el escenario inalámbrico

• Innovacióndirigida a través de la comunidad de desarrolladores y alianzas

Cambio del escenario

inalámbrico

• Los

Consumidores adoptan masivamente los servicios móviles y aplicaciones.

• La Movilidad de

la Empresa se ha vuelto estratégica

Crecimiento de la demanda y del mercado

RIM Confidential

RIM Confidential

RIM Confidential

RIM Confidential

Thank you.