October20082Yahoo!Confidential••••••3Yahoo!Confidential••••••4Yahoo!Confidential5Yahoo!ConfidentialUniqueProductsCommodityContentProvidersMobileCarriersInternetSPsRingtoneSMSBasicgameMMS/Pictures2–2.5Gmobilecontentandserviceshavebeenincreasinglycommoditized.VideoClipsSearchEcommerceSportsBankingCommunity3Gopensnewopportunitiesthataredifficultforcarrierstobypassinternetserviceproviders.•••6Yahoo!ConfidentialOperatorcentricmodelOperatorcentricmodelCABank(FI)MerchantContentAggregationInternetSATGWWAPGWMobileNetworkMobileBankMoblieWeb(SIM)SecurityandSecurityandPaymentPaymentMobileeMobilee--CommerceCommerceServerServerMobileIPServiceProviderNetworkWap7Yahoo!Confidential8Yahoo!ConfidentialAndmore…ShoppingBankingTradingTicketingEntertainment9Yahoo!Confidential10Yahoo!ConfidentialYahoo!GoSMS/MMSMOBILEPLATFORMWAP2.0WAP-Listings-TransactionsSMS/MMS-SellerAlerts-BuyerAlerts-PaymentAuthenticationYahoo!GoClients-PhotoListingsUploads-MoreMerchanttools-BrowsableRichuserexperience11Yahoo!Confidential•Yahoo!Go–•–BCustomer•B2B––•Yahoo!Go–•–BCustomer•B2B––12Yahoo!ConfidentialChooseproductYahoo!MobileBuypageEnterMobile#SubmitSubmitphonenumber认证5678Submit5678EnterCode#SMSWAPConfirmationcodeSubmit13Yahoo!ConfidentialWAPGW/ProxySSLtunnelMePGSMSecuritySMS-CUserBrowsing(negotiation)MerchantMobileWalletCC/BankIPP14Yahoo!ConfidentialYahoo!GoWIDGETFACEBOOKMTVEBAYWIDGETFACEBOOKMTVEBAY15Yahoo!ConfidentialMobilewidgets•web2.0–XHTML–AJAX–CSS–JS•–Webkit–•WebUlAPls–•web2.0–XHTML–AJAX–CSS–JS•–Webkit–•WebUlAPls–16Yahoo!Confidentialshare@mix.comMMSDifferentiatedwithintegratedmobileandinternetphotovideoexperiencePhotosandvideouploadedtoMixalotarestoredandsharedwiththegroup3TargetyouthwithheavymobileapplicationusageEngagecarriersthroughverticalapplications2Createagroupfromtheweborfromyourphonewww.mix.comGreatforemergingmarketwithlowPCpenetrationhighmobileusage1Thegroupstaysconnectedwhileoutusing“community”Aftertheevening,photosandvideosaresharedonthewebMobileInternetorWebMobiledevicesareinherentlysocialMobilesocialnetworkingstillagreenfield417Yahoo!Confidential