Obigo, Inc. · KRX:352910
Obigo — Investor Day (September 2003)
30 slides from Obigo's investor day presentation, Sep 24, 2003
Slide 1: Obigo
Obigo The world leading application suite for handheld devices Joakim Nydemark CEO Teleca Mobile Technologies [email protected] Rev 1.0
Slide 2: Agenda
Agenda Who is Obigo? Strategy Competition Business model and potential Questions Rev 1.0
Slide 3: Who is Obigo?
Who is Obigo? It’s an application suite for handheld devices Obigo Browser Obigo Messenger Obigo Digital Rights Obigo Content Manager mophun™ IMPS Rev 1.0
Slide 4: Vision with Obigo
Vision with Obigo ”To become the global, world-leading supplier of application software for mobile multimedia devices” Rev 1.0
Slide 5: The history of Obigo
The history of Obigo 1997 WAP Forum is founded and AU-System starts to develop a browser together with Ericsson 1998 Ericsson and AU-System launch the world’s first WAP 1.1 browser. Openwave (former UP) launch their mobile browser. Openwave creates a market position with proprietary browser and gate
Slide 6: Global business
Global business More than 60 customers in 17 countries More than 150 phone models Potential number of customers are more than 200 in the mobile device segment and probably more than 1000 in other segments Rev 1.0
Slide 7: Some of Obigo's Public Customers
Some of Obigo’s Public Customers Alcatel Maxon Arima Microcell Ltd Garmin Samsung Electronics Co. Ltd Hanwha Co. Siemens VDO Automotive AG Hutel Incorporation SK Telecom Hyundai CuriTel SK Teletech Legend SonyEricsson LG Electronics Inc. Swissvoice Rev 1.0
Slide 8: Examples of phone models using Obigo solutions
Examples of phone models using Obigo solutions Legend G820 Alcatel 535 Maxon E10 Maxon C20 (Lenovo) LG 7000 Samsung A500 GSM SonyEricsson T610 SonyEricsson Samsung A500 Samsung N400 SonyEricsson CDMA2000 Rev 1.0 P800 Z1010
Slide 9: Obigo suite characteristics
Obigo suite characteristics Tailored for mobile devices, small footprint Based on open standards Scalable Modular Extensible I fulfill your OS Independent expectations UI Independent Unified Interfaces Bearer Independent – Can be integrated on top of GSM, GPRS, CDMA and 3G Hardware Independent Rev 1
Slide 10: Obigo application suite
Obigo application suite Partners Browser Messenger Content Mgr Digital Rights Game WAP 2.0 SMS HTTP DL Forward lock Mophun HTML 4 EMS OMA DL Dual protocol MMS 1.1 MIDP2.0 IMPS stack Unified inbox Ecrio Push Provisioning Rev 1.0
Slide 11: I'm Obigo!
I'm Obigo! | Are you ready to pack some stunning, easy-to-use features ] into your next mobile device? In that case ['m definitely your loyal servant, I will achieve remarkable things In very small environments with limited memory and processing | capacity, I ‘tm Obigo, the most complete mobile suit
Slide 12: Next steps for Obigo
Next steps for Obigo Broaden the Application Suite Media Player & Viewer Voice Commands Synchronisation ... User friendly and customisable User Interface Stay with the Same Suite Everywere Rev 1.0
Slide 13: Agenda
Agenda Who is Obigo? Strategy Competition Business model and potential Questions Rev 1.0
Slide 14: Strategy
Strategy Operator Operator ODM ODM Obigo Obigo Brands Brands Platform Platform Company Company Ericsson Mobile Platform Rev 1.0
Slide 15: Risk factors and Threats
Risk factors New products not accepted on the market Patents and Intellectual Property Rights Price pressure Threats Competition from very strong actors – Nokia – Microsoft Rev 1.0
Slide 16: Agenda
Agenda Who is Obigo? Strategy Competition Business model and potential Questions Rev 1.0
Slide 17: Obigo competition
Obigo competition Competitive strength Microsoft Nokia TMT Openwave Opera Jataayu Magic4 Access Level of activity Source: TMT Rev 1.0
Slide 18: Openwave
Openwave Currently Obigo’s strongest competitor No source code delivery Brand logo in all devices Historically more proprietary solution Pioneer in browsing for mobile phones Benefits in terms of both client and server offerings, and close co- operations with operators No service partners Functional
Slide 19: Nokia
Nokia Based in Finland Entering the feature/smart phone segment with the application suite Series 60 platform – Based on Symbian OS with a custom UI and fairly complete package of applications Likely to become a strong competitor for smart phones Especially Asian manufacturers are interested in Seri
Slide 20: Microsoft
Microsoft Based in US Have invested in the mobile device segment for several years, so far with limited success Focusing on smart phones, business-wise and technically Drawback in extensive hardware requirements Could become a customer for specific software offerings As the market moves to feature/s
Slide 21: Number of applications
Operating system independence Smartphone functionality Microsoft Stinger Nokia Series 60 Number of applications Current Obigo functionality Obigo and Openwave Real-Time OS Linux Symbian Pocket PC Type of OS Rev 1.0
Slide 22: Obigo's competitive edges
Obigo’s competitive edges Obigo’s independence The unique architecture and its modularity Flexibility Platform independence Obigo Framework Source code delivery Strong Support offering Rev 1.0
Slide 23: Barriers to entry
Barriers to entry Specific expertise Industry knowledge Operator relationships Platform supplier relationships Customer relationships Understanding of the Customer’s needs Time-to-market Cost Rev 1.0
Slide 24: To stay ahead
To stay ahead Provide an even broader application suite including the user experience Continue to be an independent actor without exclusive relationships Adapt to standardization bodies Handle all customers with care Secure good relationships with major operators Secure good relationships with major
Slide 25: Agenda
Agenda Who is Obigo? Strategy Competition Business model and potential Questions Rev 1.0
Slide 26: Business arrangement
Business arrangement Upfront License fee Annual Support fee Royalty fee (buy out option) Agreement date Acceptance date Production start Royalty payment • Upfront license fee • Support fee • Quarterly installments Second support year • Support fee • Support fee Day 0 2-4 months 10-18 months 12-20 mo
Slide 27: Sources for revenue
Sources for revenue Actual 2002 Expected 2003 Licenses Support & Licenses maintenance Support & maintenance Royalties Royalties Rev 1.0
Slide 28: Royalty Revenues Contracts
Growth and potential 70 100 000 Royalty Revenues 60 No. of Royalty 80 000 50 Contracts 60 000 KSEK 40 30 40 000 20 10 20 000 0 0 2001 2001 2002 2002 2003 2003 2004 H1 H2 H1 H2 H1 H2 Time No of Royalty Contracts Royalty Revenues KSEK More than 60 customers are today using Obigo Browser, 40 using Mess
Slide 29: Business potential
Business potential Royalty based business model All customers are not yet using all applications Market share and volume growth More applications in the offering Rev 1.0
Slide 30: Thank you!
Thank you! www.obigo.com wap.teleca.com www.teleca.com [email protected] Rev 1.0