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Future performance cannot be assured. Actual results may differ materially from those in the forward‐looking
statements due to a variety of factors, including, but not limited to, the risks referenced in the section of
Clearwire’s Quarterly Report on Form 10‐Q entitled “Risk Factors,” filed August 13, 2009.
Clearwire believes the forward‐looking statements in this presentation are reasonable; however, you should not
place undue reliance on forward‐looking statements, which are based on current expectations and speak only as
of the date of this presentation. Clearwire is not obligated to publicly release any revisions to forward‐looking
statements to reflect events after the date of this presentation.
Building and Managing a 4G Network
Subscriber and Market Launch Updates
p
Mobile and Internet Trends
4G Pricing Models
4G Network Experience
Bundling 4G Services
Subscriber and Market Launch Updates
p
First National 4G Wireless Network
Pre WiMAX Markets Today
Pre‐WiMAX Markets Today
WiMAX Markets Today
Launched Planned Launches
Bellingham, WA Current and Planned WiMAX Coverage Markets: 2010:
Seattle, WA ¾ Atlanta ¾ Boston
¾ Austin ¾ Cincinnati
Portland, OR ¾ Baltimore ¾ Cleveland
¾ Chicago
Chi ¾ Daytona,
D t FL
¾ Dallas ¾ Denver
¾ Harrisburg, PA ¾ Eugene, OR
Boise, ID ¾ Houston ¾ Grand Rapids, MI
¾ Kansas City, MO ¾ Los Angeles
¾ Lancaster, PA ¾ Merced, CA
Chicago, IL Philadelphia, PA ¾ Las Vegas ¾ Miami
¾ Milledgeville,
Mill d ill GA ¾ Minneapolis
Mi li
Washington D.C. ¾ Philadelphia ¾ Modesto, CA
Kansas City, MO Baltimore, MD ¾ Portland ¾ Nashville, TN
¾ Reading, PA ¾ New York City
¾ Salem, OR ¾ Orlando, FL
Las Vegas, NV ¾ San Antonio ¾ Pittsburg
¾ York, PA ¾ Rochester, NY
Atlanta GA
Atlanta, GA ¾ Washington D C ¾ Salt Lake City,
D.C. City UT
¾ 17 conversion ¾ San Francisco Bay Area
markets including: ¾ St. Louis, MO
9 Abilene ¾ Stockton, CA
9 Amarillo ¾ Syracuse, NY
9 Bellingham ¾ Tampa, FL
Honolulu & Maui, HI Texas markets include: Abilene, 9 Boise ¾ Tri-Cities, WA
Amarillo, Austin, Corpus Christi,
ill i hi i 9 Charlotte ¾ Visalia,
Visalia CA
9 Corpus Christi ¾ Wilmington, DE
Dallas, Houston, Killeen/Temple, 9 Greensboro ¾ Yakima, WA
Lubbock, Midland/Odessa, San 9 Honolulu
Antonio, Waco and Wichita Falls 9 Killeen/Temple
9 Lubbock
9 Maui
9 Midland/Odessa
9 Raleigh
9 Richmond
9 Seattle/Tacoma/Everett/
Kitsap
¾ 45.3Bn MHz‐
45.3Bn MHz‐POPs at the end of
POPs at the end of Q1 2010
Q1 2010 9 Waco
9 Wichita Falls
¾ 120MM POPs expected at the end of 2010
120MM POPs expected at the end of 2010
Source: Company filings
Mobile and Internet Trends
Mobile Users to Exceed Desktop Internet Users by 2014
Source: “Internet Trends”, April 2010, Morgan Stanley (Mary Meeker, Scott Devitt, Liang Wu)
7
BAM3
Incredible Growth – Unprecedented Trends
Mobile Internet ramping faster than desktop Internet did
Cisco mobile data predications:
Cisco mobile data predications:
Increase 39x by 2014
Two‐thirds will be video
Widespread wireless connectivity will bring 10x more mobile
devices than the fixed Internet
Usage is shifting: Total users and time spent on social
networking applications surpassing email use for the first time
i 2009
in 2009
Impact of VoIP ‐ Skype has more registered users than any
carrier in the world, and they are responsible for 12% of
carrier in the world and they are responsible for 12% of
global international calling minutes
Source: “Internet Trends”, April 2010, Morgan Stanley (Mary Meeker, Scott Devitt, Liang Wu)
8
Source: Cisco Visual Networking Index: Global Mobile Data Traffic Forecast Update, 2009‐2014, 2/10.
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 is
actually being used.
HOME ON THE GO
ON THE GO
Clearwire offers unlimited 4G Internet usage
Clearwire offers unlimited 4G Internet usage
The average monthly usage is +7GB
10
3G Networks Have Capped Data Packages
4G Network Experience
p
Positive 4G WiMAX User Experience
Illustrative market: Portland
Illustrative market: Portland
CLWR 802.16e Carrier #1 Carrier #2 Carrier #3
EVDO ‐ A EVDO ‐ A HSPA Location: Portland, OR
Peak Rates
Peak Rates 19 Mbps
19 Mbps 2 4 Mbps
2.4 Mbps 2 5 Mbps
2.5 Mbps 1 9 Mbps
1.9 Mbps Drive route: 17 miles
Drive time: 30 min
Mean Rate 6.5 Mbps 0.7 Mbps 0.9 Mbps 0.9 Mbps
Average Vehicle Speed: 35 mph
Mean Latency 83 ms 168 ms 201 ms 354 ms Max Vehicle Speed: 55 mph
11 000
11,000
10,000
9,000
8,000
7,000
6,000
Clearwire Mobile WiMAX
5,000
4,000
3,000
2,000 Carrier 2 EVDO Rev A
Carrier 3 HSPA
1,000
0 Carrier 1 EVDO Rev A
t =0 min t =30 min
Time
Note: Drive tests were conducted at off‐peak hours to minimize loading effects
13
Interesting Facts about 4G Usage
As mobility increases, data
Mobility Factor
% of Use
consumption decreases
consumption decreases BUSINESS
HOME
Business users follow a MOBILE
more traditional trend PICK2
0 2 4 6Morning Afternoon Evening
8 10 12 14 16 18 20 22
Data Consumption
Localized Time of Day
100%
80%
onnage
% of Use
e
% of Total To
MOBILE DL
0%
0% 20% 40% 60% 80% 100% 0 2 4 Morning Afternoon Evening
6 8 10 12 14 16 18 20 22
% of Subscriber Base Localized Time of Day
Bundling 4G Services
g
Beneficial Relationships With Strategic Partners
ution
Access to 100MM+ customers
Expanded Distribu
Additional revenues and cash flow
Same margin as retail
Significaant commercial
Sprint
3G/4G dual handsets
/
relaationshipss
Leverage infrastructure and
enterprise salesforce
Intel
Embedded WiMAX chipsets
Google
Open architecture devices
Advertising revenue sharing
16
Clearwire 4G WiMAX Industry Partner Programs
Project
Ecosystem Strategy Technology & Device & Chipset Network
Management
& Business Case Vendor Selection Testingg Infrastructure
Offi
Office
Services,
Product Roadmap p Billing &
g
A li ti &
Applications & S l & M k ti
Sales & Marketing C t C
Customer Care
& Specifications Provisioning
Content