AC&M Consulting mobile VAS market in Russia estimates (2Q2009) USD

1. Published at Procontent.Ru
Total Russian VAS Market VAS Segmentation
2Q09 1Q09 2Q09 1Q09
VAS revenues, US$ mln (gross) 840,2 856,2 Content revenue, US$ mln (gross) 226,1 217,3
Growth q-o-q -1,9% -13,9% Growth q-o-q 4,0% 14,7%
VAS ARPU, US$ (gross) 1,5 1,5 Data revenue, US$ mln (gross) 240,9 230,3
Growth q-o-q -4,1% -14,2% Growth q-o-q 4,6% -5,4%
VAS share in revenues* (gross) 16,6% 17,7% Messaging revenue, US$ mln (gross) 344,4 381,4
Growth q-o-q -9,7% -17,4%
*Revenue=Operating Revenue excluding Sales of Equipment Other VAS revenue, US$ mln (gross) 28,8 27,2
Growth q-o-q 6,2% -22,0%
VAS Share in Revenues Content Market Breakdown (2Q09) Messaging Market Breakdown (2Q09)
25%
MTS VimpelCom MegaFon Other
7% Other
20% 16%
MTS
MTS 31%
15% 36%
MegaFon
30%
10% 19.3% 19.6% MegaFon
17.2% 17.8%
15.9% 17.2% 24%
5%
VimpelCom VimpelCom
0% 27% 29%
1Q09 2Q09
VAS Market Breakdown by Operator Data Market Breakdown (2Q09) Other VAS Market Breakdown (2Q09)
Other Other
100% 9% 11%
12.8% 11.7% MTS
31% MTS
80%
27.7% 37%
29.0%
MegaFon
60% 29%
MegaFon
27.6% 28.5% 36%
40%
20% VimpelCom VimpelCom
30.6% 32.1% 31% 16%
Advanced Communications & Media
0%
11/2a Armyansky pereulok
1Q09 2Q09
Moscow 101990
MTS VimpelCom MegaFon Other Russia
Phone: +7 495 933-5578 / 623-5480
Russia Email: info@acm-consulting.com
SOURCE: Company data, ACM-Consulting estimates