Opera–Past, Present, FutureNOK 50 000 in starting capital ... SLVR 6280 W810i 6131 6233 EL71 EF81...

Opera – Past, Present, FutureJón S von Tetzchner, CEO

2Opera’s vision

Opera’s mission is to provide the best Internet experience on any device

Opera - Background

4

Background

• Founders started to work with the WWW in 1992

• Started to develop Browser technology in 1994

• Opera was founded in 1995 with NOK 50 000 in starting capital

“It has to be one of the strangest business plans in the history of the Internet”

Time Magazine, Oct. 2001

Opera – Background

5

1995 1996 1997 1998 1999 2000 2001 2002 2003

Small Screen Rendering

Smart framesTable magic

Spatial navigationFootprint reduction

DOM/BIDI for Smartphones

Cross-platform development

Opera Show

Focus on Modularisation

Porting to EPOC

2004 2005…

Keyboard navigation

Image zoomingMultiple Documents

Mouse GesturesInnovation

Products

Focus R&D Desktop R&D Internet Devices Commercialisation Expanding in the value chain

Opera PlatformMultimodal

ERAWeb forms


6

• 380 employees• 40 nationalities represented• Offices in Norway, Sweden, Poland, USA, Japan,

China, Korea, India

Organization today


7

Opera’s Overall Strategy

Be World Champion in ONE areaBrowsing is a growing industry

Do not loose focusMake the smallest and fastest browser

Be Persistent Follow our belief even if major players are moving in other directionsMicrosoft and Netscape went the other direction and hence does not fit into smartphonesWhile everyone was shouting about WAP, Opera was focusing on HTML

Accept Lost OpportunitiesIn order to get acceptable prices, Opera has been willing to loose contracts

Concentrate on long-term strategies, not on short-term exitSony Ericsson P800


8

How can a small Nordic Company grow internationally

A great product always helps – full focus on R&D since 1995Work through strategic partners

Opera focus sales efforts on a limited number of strategic partners

One-on-One meetings -TravelUnderstand our partner’s organisation

Full focus on PR and communicationCovered Opera: CNN, BBC, Economist, News Week, Business Week, Wall Street Journal, Fortune, Time, etc.Actively using Communication in building user baseOpera has become an established brand

Establish an international organisationLocal employees in local markets 40 nationalities and only 50% Norwegians makes Opera a truly international company

Motorola 920A


Opera - The Present

10

Opera is the smallest full-featured browserPC Download from 3.4MB Minimal browser is less than 1.3MB uncompressedOpera Mini starts at 50kb.Lower HW requirementsLower power consumption

Opera’s key strengths – leading technology, cross platform

Platform Independent

kernel

Windows

Windows CE/Mobile

Brew

Unix

Mac

Media Highway

Symbian OS

ltron

QnX

Linux

S60

UIQ

Nintendo

MotorolaP2K

Qt

Gogi

JavaJ2ME(Mini)Qte

Qtopia

DSWII

Smartphone

PocketPC

Solaris

FreeBSD

Opera is the fastest full-featured browserSuperior on limited bandwidthBetter Internet experienceSignificantly faster than the competitors in a number of tests

Opera is the most standard compliant browser in the world.

Opera – The Present

Opera Desktop

12

Opera UI


13Improved traction with premier online brands

Opera for T-Online

Opera and T-Online create custom version of the Opera browser

New road to commercialize browser and expand distribution

Direct links to favorite T-Online content

Leverages T-Online distribution channels

Complements T-Online’s other branded offerings


Opera Mobile

15

Solutions for entire mobile value chainOpera Mobile

Full Web browser for OEM integration

Opera MiniLight weight Web browser

Opera PlatformDevice independent platform for mobile Web applications

Opera Platform Opera Mobile Browser Opera Mini


16

Opera Mobile announced models FY2006: 37

Psion Revo

Nokia 9210

2000-2003 2004 2005

Sharp Zaurus

Sharp Zaurus

Sony Ericsson P800

Motorola A920

Sony Ericsson P900

Nokia 6600

Nokia 7700

Sendo X

Kyocera PS 900

BenQ P30

Nokia 9500

Nokia 7610

Motorola A1000

Sony Ericsson P910

Motorola A780

Nokia 9300

Nokia 7710

Casio W21CA

Nokia 6620*

Sharp SL-6000

2006

Motorola A1010

Motorola M1000

ZTE e3

Casio W21CA II

Motorola E680i

Casio W31CA

Toshiba W31T

Nokia 6680**

Nokia 6681

Nokia 6682

Hitachi W32H

Motorola E895

T-Mobile SDA II**

Nokia N90

Nokia N70

Kyocera AH-K3002V

Kyocera WX 310K

Kyocera WX 300K

Nokia 6630**

Sony Ericsson P990

Toshiba W32T*: Only in Cingular’s network**: Only in T-mobile’s network

Nokia 9300i

Sharp W-ZERO3

Motorola A1200

2006 cont'd

Motorola ROKR 2

Sony Ericsson W41S

Casio W41CA

Hitachi W41H

Sony Ericsson M600

Sony Ericsson W950

Sanyo E02SA

Sanyo W33SA II

Sony Ericsson W42S

Casio W42CA

Toshiba W43T

Hitachi W42H

Toshiba W44T

Nokia N72

MOTORAZR xx

MOTORAZR maxx

Nokia N70**

Motorola RAZR V3x **

Sharp W-ZERO3[es]

Sony Ericsson M608c

Hitachi W43H

Toshiba W47T

Toshiba DRAPE

Casio W43CA

Sony Ericsson W43S

Kyocera W43K

Sharp W41SH

Toshiba W45T

Sanyo W42SA

Kyocera W44K

Sony Ericsson W958c

Motorola E680G

Sanyo W43SA

Motorola A910

Motorola ROKR e6

Motorola A1200i

Motorola A1200r


17

Opera Mini announced models FY2006: 35

2006 2006 cont’d 2007 2008

*: Undisclosed European operator**: Only in T-mobile’s network***: Samsung Poland / PTC

2009

Motorola L7**

Nokia 6280**

Motorola RAZR V3 **

Motorola RAZR V3i**

Sony Ericsson K608i**

BenQ-Siemens EL71**

BenQ-Siemens EF81**

Nokia 6131**

Nokia 6233**

Sony Ericsson W810i**

Nokia 2610*

Sony Ericsson K610i*


Nokia N73*

Nokia 6288*

Nokia 6233*

Nokia 6131*

Nokia 6103*

Nokia 6080*

Nokia 6070*

Sony Ericsson Z610i*

Sony Ericsson Z530i*


Samsung X160*

Samsung E570*

Samsung E420*

Samsung X510*

Samsung X650*

LG K880*

Samsung D900**

Sony Ericsson K510i**

Motorola KRZR K1**

BenQ E71**

Samsung Z400***

Nokia 6300


18Mobile browsing momentum accelerates

Sneak peek: 25 new phones so far in 2007

ASUSASUS V1210

KDDISharp W51SHCasio W51CAHitachi W51HKyocera W51KSony Ericsson W51SToshiba W52TToshiba W51Tau design project MEDIA

SKINSanyo W51SAPanasonic W51P

E28R2821

HTCHTC Ameo (T-Mobile)HTC U1000 (Dopod)

Longcheer Linux Smartphone

MotorolaV1100A1200eMOTOQ Q9RIZR Z8

Sharp eMobile

Simcom S955T

ToshibaG500G900

Wistron D-link

ZTE E700


19

Opera Mini launched world wide in January 2006

Powers mobile social networking with intuitive new features

Total number of cumulative users*: nearly 12 million

Cumulative pages downloaded since launch: nearly 4 billion

* Number of users who have downloaded and used Opera Mini

0

2

4

6

8

10

12

JAN

FEBMARAPRMAYJU

NJU

LAUGSEPOCTNOVDECJA

N

Mill

ions

0

500

1,000

1,500

2,000

2,500

3,000

3,500

Mill

ions

Cumulative users Page views

Cumulative Opera Mini Users and Page Views

Consumer Mini highlights


Opera MobileSuccess stories

21

KDDI is Japan’s Fastest Growing MNO

Sources: Telecom Carriers Association Japan, KDDI IR

Web Browsing with Opera Mobile has become a core service for KDDI’s EV-DO based services and helped drive 2-digit growth rates in a mature and saturated market

50 M

40 M

30 M

20 M

10 M

0

5%13%

-1%-8%

10%33%

2%-10%

1 year growth

2 year growth

2005

2003 2004 2005

[JPY]

Flat rate

Double flat light

Web browsing offerDouble flat

Annual RevenueKDDI has always faced fierce competition from industry giants DoCoMo and Vodafone nowadays Softbank…

…but since the introduction of 1XRTT & EV-DO networks, KDDI has been Japan’s growth leader in 2004 and 2005

Opera Mobile: Success stories

22

2H

20052004 20061H2H

W21CA W21CA II

All KDDI EV-DO BREW Terminals Feature Opera

W31CA W41CA W42CA

2H1H

W43CA

W31T W32T

W32H W41H W42H

W43T W44T W45T W47T DRAPE

W43H

E02SA W42SA W43SA

W43K

W41SH

W33SA II

W41S W42S W43S

W44K

27 devices from 7 vendorsshipped through November 2006

KDDI enables their complete EV-DO portfolio


23

T-Mobile – 1st to Launch Full Mobile Internet Strategy in EuropeIn 2005, T-Mobile International launched Opera Mobile enabling full Web Browsing across the company’s European markets in

•Germany•UK•Austria•Netherlands•Czech Republic

Hungary remaining natcos to follow shortly NB: total addressable market in Europe +60m


24

Q2 Q32005

SDA II6680 6630N70

K608iRAZR V3/V3i

6280 62336131 EF81EL71W810iSLVRL7

W300i

2006Q1 Q2

K510i

Web ‘n’ Walk Utilizes Opera Mini to Enable Additional Handsets

Opera Mobile

Opera Mini


25

* Source, T-Mobile International Q3-06 presentation, November 2006

• Significant increase in data ARPU after Opera Mini launch in March ‘06

• Web 'n‘ walk customers were visiting 330 Internet pages per month

Web ‘n’ Walk ARPU Increase example from GermanyGermany: Internet usage and revenue growth in 2006


26Gaining traction with Tier One operators Telefónica launches Navega

Opera Mini pre-installed on high-volume handsets:Sony Ericsson Z610i Sony Ericsson K800 Sony Ericsson K610iNokia N70

(with more to come)

Revenue model for Opera:License fees based on active usersMaintenance & supportServer hosting fees


Opera DevicesSuccess stories

28Opera Devices: Success stories

29

Nokia 770 and 800 Web Tablets

"In short, the Nokia 770 offers by far the best Internet browsing experience of any handheld device I've ever used."

- Eric Bangeman, ArsTechnica.com

Opera Devices: Success stories

30

Kocom Wall Pad

"Opera is a versatile tool that enables us to update the Wall Pad system quickly and dynamically, which is important to our customers,“

- Ihnguen Nam, Director, Kocom Co. Ltd.


31

Thales TopSeries In-flight Entertainment

"The Opera product is an excellent fit to our system architecture. It provides the flexibility and utility that our customers are asking for." - Brad Foreman, Vice President and General Manager for Thales


32

Archos 604 WiFi & PMA400

"Opera is a very valuable partner for us and its browser is an asset to our product." - Henri Crohas, ARCHOS founder and chief executive officer


33

Dreampark Dreamgallery IPTV Solution


34

Nintendo DS & DS Lite

"Opera exceeded our expectations with its user friendly interface, quick access to all your favorite sites, ease of use and, most importantly, in making the best use of the Nintendo DS system's unique double screens and touch screen features. Opera is an important partner for Nintendo in our efforts to further expand the users of the Nintendo DS."

- Masaru Shimomura, Deputy General Manager of Nintendo's R & D Department


35

Nintendo Wii Opera is included in the revolutionary Wii game console

"For our Wii console launch in 2006, we required a browser that was fast and secure with support for the latest standards including AJAX. Opera proved perfect for our purposes and is an exceptional addition to both the Nintendo DS and the Wii console."

Genyo Takeda, senior managing director and general manager, Integrated Research & Development Division, Nintendo Co., Ltd.


36Featured Opera Powered Device - Sony mylo

Sony selected Opera as a key application in their innovative new product, the mylo, “my life, online”Mylo combines portable media playing with browsing, VoIP and instant

messaging via integrated WiFi Shipped in the US in September


Opera Community

38

My Opera community key for consumer growth

Opera Services

My.Opera.com popular with close to 700.000 members today -doubled the number of users since Dec. 2005

Opera to continue to work with its loyal user base to build word of mouth and brand awareness

Community-based services represents the key opportunity to create true convergence

Opera powers convergence

40

The services that win on the ordinary Web also win on the mobile web The cost of teaching people to do something new is too high – WAP was a mistake, let's not do it againMost mobile phones and other devices will ultimately have full web browsers; browsing drives higher ARPU and improves customer retention

There is only one Web


41

The growth of Web applications

Exercise: Find the Windows applications...

netvibes


42

No more native applications: practically all new services and applications are based on Web technologies such as Ajax.The social Web: people create web content through services like Flickr, MySpace, Blogger and YouTube. The open Web: content providers make their services available to all by using open web standards and APIs.

WEB 2.0

Web applications – what happened?


43

Stand-alone v. web-basedQuestion:

How much of you time with a PC did you spend with stand alone applications vs. web based apps in 1998? What about now?

80%

20%

15%

85%


1998 2007

44

The browser is the glue


45

making calls

1998 2006

watching films

browsing Web

watching movies

browsing Web

making calls

Three screens – boundaries blurring


46

The Opera-powered day


47

Widgets: Web 2.0 escapes your browser

Widgets are fun Web programs you can run right on your desktop. Access news and weather, play games, follow your favorite sports teams and much more.There are currently 984 widgets available.Anyone can make a widget!


48

Opera Platform 2003 Opera Platform 2006

Opera defining mobile Ajax since 2003


49

Example: Mash-up service mixing search results from multiple sources


50

Example: Mash-up service for LBS based real-time traffic information


51

Opera enables Web applications on devices

Web applications are dynamic, quick to create and can easily be modified

Opera supports cutting edge technologies such as Ajax

Opera brings Ajax to your TVWeb applications and user interfaces here today


Thank you for listening

Opera–Past, Present, FutureNOK 50 000 in starting capital ... SLVR 6280 W810i 6131 6233 EL71 EF81...

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