barry west_clearwire

8/7/2019 Barry West_Clearwire

1/20

4GintheEyesoftheConsumer:

ClearwireinAction

Barry West, Clearwire Strategic Advisor | June 16, 2010


2/20

Thispresentationcontainsforwardlookingstatementswithinthemeaningofthesecuritieslaws.

Thestatementsinthispresentationregardingplansforthedevelopmentanddeploymentofthefirstnationwide

nextgenerationwirelessbroadbandnetworkbasedonmobileWiMAX technology;thetiming,availability,

capabilitiesandcoverageofournetwork,includingmarketlaunchplans;productsandservicestobeoffered

onournetwork;plannedmarketingandbrandingeffortsandotherstatementsthatarenothistoricalfactsareforwardlookingstatements.Thewordswill,would,may,should,estimate,project,

forecast,intend,expect,believe,target,designed,planandsimilarexpressionsare

intendedtoidentifyforwardlookingstatements.Forwardlookingstatementsareprojectionsreflecting

managementsjudgmentandassumptionsbasedoncurrentlyavailableinformationandinvolveanumber

ofrisksanduncertaintiesthatcouldcauseactualresultstodiffermateriallyfromthosesuggestedbythe

forwardlookingstatements.

Futureperformancecannotbeassured.Actualresultsmaydiffermateriallyfromthoseintheforwardlooking

statementsduetoavarietyoffactors,including,butnotlimitedto,therisksreferencedinthesectionof

Clearwires QuarterlyReportonForm10QentitledRiskFactors,filedAugust13,2009.

Clearwire believestheforwardlookingstatementsinthispresentationarereasonable;however,youshouldnot

placeunduerelianceonforwardlookingstatements,whicharebasedoncurrentexpectationsandspeakonlyas

ofthedateofthispresentation.Clearwire isnotobligatedtopubliclyreleaseanyrevisionstoforwardlooking

statementstoreflecteventsafterthedateofthispresentation.


3/20

BuildingandManaginga4GNetwork

SubscriberandMarketLaunchU dates

MobileandInternetTrends

4GPricingModels

4GNetworkExperience

Bundling4GServices


4/20

SubscriberandMarketLaunchU dates


5/20

FirstNational4GWirelessNetwork

WiMAXMarketsToday

CurrentandPlannedWiMAXCoverageBellingham,WA

Portland,OR

Seattle,WA

LaunchedMarkets: Atlanta Austin Baltimore

Planned Launches2010: Boston Cincinnati Cleveland

Boise,ID

Philadelphia,PAChicago,IL

cago Dallas Harrisburg, PA Houston Kansas City, MO

Lancaster, PA Las Vegas

ay ona, Denver Eugene, OR Grand Rapids, MI Los Angeles

Merced, CA Miami

LasVegas,NV

Baltimore,MDWashingtonD.C.

KansasCity,MO

e gev e, Philadelphia Portland Reading, PA Salem, OR San Antonio York, PA

nneapo s Modesto, CA Nashville, TN New York City Orlando, FL Pittsburg Rochester, NY

an a,

Honolulu&Maui,HI Texasmarketsinclude:Abilene,

as ng on . . 17 conversion

markets including: Abilene Amarillo Bellingham Boise

a a e y, San Francisco Bay Area St. Louis, MO Stockton, CA Syracuse, NY Tampa, FL Tri-Cities, WA

Amarillo,Austin,CorpusChristi,

Dallas,Houston,Killeen/Temple,

Lubbock,Midland/Odessa, San

Antonio,WacoandWichitaFalls

Corpus Christi Greensboro Honolulu Killeen/Temple Lubbock Maui

, Wilmington, DE Yakima, WA

45.3BnMHz45.3BnMHzPOPsPOPsattheendofattheendofQ12010Q12010

Raleigh Richmond Seattle/Tacoma/Everett/

Kitsap Waco Wichita Falls

Source:Companyfilings


6/20

MobileandInternetTrends


7/20

MobileUserstoExceedDesktopInternetUsersby2014

7

Source:InternetTrends,April2010,MorganStanley(MaryMeeker,ScottDevitt,LiangWu)


8/20

IncredibleGrowth UnprecedentedTrends

MobileInternetrampingfasterthandesktopInternetdid

Increase39xby2014

Twothirdswillbevideo

Widespreadwirelessconnectivitywillbring10xmoremobile

devicesthanthefixedInternet

Usageisshifting:Totalusersandtimespentonsocial

networkingapplicationssurpassingemailuseforthefirsttime

in2009

ImpactofVoIP Skypehasmoreregisteredusersthanany

carr er n ewor ,an eyarerespons e or o

globalinternationalcallingminutes

8

Source:InternetTrends,April2010,MorganStanley(MaryMeeker,ScottDevitt,LiangWu)

Source:CiscoVisualNetworkingIndex:GlobalMobileDataTrafficForecastUpdate,20092014,2/10.

BAM3


9/20

Slide 8

BAM3 I would be looking for charts showing flavors of traffic Clearwire is seeing in the network - Clearwire uniquely positioned to show how 4G isactually being used.

Traffic flavors: voip, video, etc.Beverly Murdock, 19/05/2010


10/20

4GPricin Models


11/20

CLEARServicesOfferedToday

Theaveragemonthlyusageis+7GBTheaveragemonthlyusageis+7GB

10


12/20

3GNetworksHaveCappedDataPackages


13/20

4GNetworkEx erience


14/20

Positive4GWiMAXUserExperience

Location:Portland,OR

Driveroute:17miles

CLWR802.16e Carrier#1

EVDO A

Carrier#2

EVDO A

Carrier#3

HSPA

Drivetime:30min

AverageVehicleSpeed:35mph

MaxVehicleSpeed:55mph

. . .

MeanRate 6.5Mbps 0.7Mbps 0.9Mbps 0.9Mbps

MeanLatency 83ms 168ms 201ms 354ms

10,000

,

9,000

8,000

7,000

6,000

5,000ClearwireMobileWiMAX

4,000

3,000

2,000 Carrier2EVDORevA

Carrier3HSPA1,000

0t=0min t=30min

Time

Carrier1EVDORevA

Note:Drivetestswereconductedatoffpeakhourstominimizeloadingeffects

13


15/20

InterestingFactsabout4GUsage

actor

actor Asmobilityincreases,data

Use

BUSINESSUse

BUSINESS

MobilityF

MobilityF

%of

HOME

MOBILE

PICK2

%of

HOME

MOBILE

PICK2

Businessusersfollowa

moretraditionaltrend

DataConsumptionDataConsumption0 2 4 6 8 10 12 14 16 18 20 22

LocalizedTimeofDay0 2 4 6 8 10 12 14 16 18 20 22

LocalizedTimeofDayMorning Afternoon Evening

60%

80%

100%

nnage

60%

80%

100%

nnage

ee

20%

40%

%ofTotalTo

20%

40%

%ofTotalTo

%ofUs

MOBILEDLFIXEDDLMOBILEULFIXEDUL

%ofUs

MOBILEDLFIXEDDLMOBILEULFIXEDUL

Nationwidebusy

hourisatnight

stillapplies

0%

0% 20% 40% 60% 80% 100%

%ofSubscriberBase

0%

0% 20% 40% 60% 80% 100%

%ofSubscriberBase0 2 4 6 8 10 12 14 16 18 20 22

LocalizedTimeofDay0 2 4 6 8 10 12 14 16 18 20 22

LocalizedTimeofDayMorning Afternoon Evening


16/20

Bundlin 4GServices


17/20

BeneficialRelationshipsWithStrategicPartners

Accessto100MM+customerstion

Additionalrevenuesandcashflow

SamemarginasretaildDistrib

Expande

Sprint

3G/4Gdualhandsetsercial

Leverageinfrastructureand

enterprisesalesforce

Intelntcomm

tionship

EmbeddedWiMAXchipsets

Google

OpenarchitecturedevicesSignific re

l

16

Advertisingrevenuesharing


18/20

Clearwire4GWiMAXIndustryPartnerPrograms

EnablingApplications

andContent

EnablingOpen

Devices

EnablingGlobal

Intero erabilit

EnablingBusiness

ModelInnovation

4G/WiMAX

InnovationNetwork

4G/WiMAX Open

DeviceLab

4G/WiMAXGlobal

Roaming

www.clear.developer.com


19/20

GlobalAlliancePartnerProgram

Clearwire provides strategic and technical guidance on 4G deployments tooperators around the world through the Global Alliance Partner Program.

EcosystemStrategy

&BusinessCase

Technology&

VendorSelection

Device&Chipset

Testin

Project

ManagementNetwork

Infrastructure

O ce

Services,Billin &ProductRoadma

ustomer arepp cat ons

Content

a es ar et ngProvisioning&Specifications

Jay OKieffeAny Questions?

+1 [email protected]


20/20

barry west_clearwire

Documents