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TeleSoft Partners Annual Venture Capital Ecosystem Meeting

TeleSoft Partners Annual Venture Capital Ecosystem Meeting. Doug Garland SVP Broadband & Mobile Services. October 20, 2003. Yahoo!’s Mission. To be the most essential global Internet service for consumers and businesses. Our Strategy. Leverage the power of the Yahoo! global network…

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TeleSoft Partners Annual Venture Capital Ecosystem Meeting

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  1. TeleSoft Partners Annual Venture Capital Ecosystem Meeting Doug Garland SVP Broadband & Mobile Services October 20, 2003

  2. Yahoo!’s Mission To be the most essential global Internet service for consumers and businesses

  3. Our Strategy Leverage the power of the Yahoo! global network… to create the most innovative, highest quality products for our consumers… and provide the most efficient and effective marketing platform for businesses.

  4. Nine Quarters Of Revenue Growth $ in millions $357 $166

  5. Two Core Businesses Marketing Services • Brand Advertising • Sponsored Search • Listings • Fees • Consumers & Businesses • SBC Yahoo! DSL & Dial • Premium Yahoo! Mail services • Yahoo! Personals • Small Business Services

  6. Marketing Services Small and Medium Sized Businesses • Largely untapped market • Sponsored Search • Fastest growing Segment within Internet advertising –$5 billion category by 2006 • Overture acquisition positions Yahoo! as largest player in growing ad segment Online Advertising Market Continues to Grow • Double digit year-over-year revenue growth • Yahoo! reaches Blue Chip clients – two thirds of Ad Age Top 100 advertisers

  7. New Yahoo! Search – Faster, Easier, Results. • Expanded vertical integration • News Search • Product Search • Search IMV • Global advancements • Launched Search 4.0 in Europe, Brazil and Australia • Integration of Inktomi algorithmic • News Search • Brazil

  8. Yahoo! Consumers • Search • News • Entertainment 245MM+ Active Registered Consumers • My Yahoo! • Mail • Messenger 123MM+ Subscription Relationship • SBC Yahoo! DSL • BT Yahoo! Broadband • Mail Plus 4MM+ Deeper Consumer Relationships

  9. Broadband Growth SOURCE: Strategy Analytics, 2003

  10. Top Global Broadband Partner Mission: Bundle connectivity from partners with next generation Internet experience from Yahoo! • Strong alliances in three largest broadband regions • Unparallel level of integration • Large base of broadband customers

  11. SBC Yahoo! Milestones Enhanced DSL Launched SBC Y! DSL Launched SBC Y! Dial Launched Strategic Alliance Signed Nov 01 April - 02 Sept 02 Sept 03

  12. SBC Y! Subscriber Growth SBC is the only carrier able to sustain double digit growth percentages in the face of a broadband industry slowdown Broadband Providers 4Q '02 1Q '03 2Q '03 Net Adds % Sub Growth Net Adds % Sub Growth Net Adds % Sub Growth SBC 245 12.3% 270 12.1% 304 12.2% BellSouth 97 10.5% 101 9.9% 103 9.2% Comcast (& T) 367 11.3% 417 11.5% 351 8.7% Cox 136 10.7% 154 11.0% 112 7.2% TW 300 13.0% 100 3.8% 170 6.3% Charter 83 7.8% 134 11.8% 77 6.0% Verizon 148 9.0% 160 9.6% 101 5.5% Qwest 10 1.9% 16 3.0% 16E 2.9% Total 1,385 10.7% 1,353 9.4% 1,234 7.9%

  13. BT Yahoo! Broadband • Launched just 11 weeks after announcing alliance • Still early but new DSL sales are strong and migration rates are higher than expected • Developing other initiatives with BT

  14. Success Drivers • Focused on key business drivers • Acquire customers • Increase engagement • Reduce churn • Deep integration • Customer care • Suite of Y! products and services, plus additional “premium services” • Great user experience • Delivers what broadband users want, while also covering the basics • Leverages the best of Yahoo!

  15. US Mobile Market Is Evolving 200120032005 $$ Growing US MVAS Opportunity $$

  16. Significant Growth in Data Service Usage Product (s) Total AT&T 18% Cingular 13% Nextel 6% Sprint 12% T-Mobile 12% Verizon 20% 2-Way Text Messaging 76% 88% 87% 75% 57% 87% 85% Email 46% 47% 35% 42% 59% 29% 31% Downloads 42% 44% 38% 29% 52% 41% 32% Internet 41% 24% 15% 52% 72% 19% 36% Instant Messaging 31% 25% 18% 18% 37% 37% 21% Camera 10% 10% 5% 2% 18% 11% 6% Source Telephia: Question: Q325 - Which of the following wireless data applications are you currently using on your wireless device?

  17. Yahoo! Well Positioned In Wireless Data • Yahoo! has strong “PC-Net” strengths: • Brand, User base, Services • Key mobile usage and interest aligned with Yahoo! services • Community • Personalization • IM, Mail • Information Services 70% of wireless customers are active Yahoo! users Source: @Plan Sept, 02

  18. Mobile Evolution Has begun Y! Mobile Circa 2002 Y! Mobile 2003 Y! Mobile 2004 WAP 1.0 Text Alerts WAP 2.0 PC2SMS Messaging Clients Connecting Applications Enhanced Alerts Downloads MMS

  19. Hundreds of thousands of movie ratings & reviews since launch of My Movies Fastest growing free mail service Time spent up 20% YOY since redesign in Jan Consumer Satisfaction is Key Fastest Growing DSL Services

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