Flurry Source 14' Keynote Presentation - Living Mobile

The Age of t Living Mobile Simon Khalaf, President & CEO @simonkhalaf

0 Mar-14

Jan-14

Nov-13

160

Sep-13

Jul-13

120

May-13

Mar-13

Jan-13

80

Nov-12

100

Sep-12

Jul-12

May-12

Mar-12

60

Jan-12

Nov-11

Sep-11

Jul-11

40

May-11

Mar-11

Jan-11

Nov-10

Sep-10

Jul-10

May-10

Music

Mar-10

Jan-10

Nov-09

Sep-09

Jul-09

May-09

Mar-09

20

Jan-09

Nov-08

Sep-08

Jul-08

May-08

Monthly Sessions (Billions)

Six Years In: Nothing But Growth Monthly Sessions Measured by Flurry from 500k+ Apps Messaging

140

Retail

Logistics & Travel

Social Networking

M&E

Gaming

2

Messaging Apps’ Astronomical Growth 2012-2013 Growth Rate 316%

115% Messaging

App Usage Overall

Source: Flurry Analytics

3

Creating Overnight Telco Companies Publicly Disclosed Number of Subscribers (in Millions) 700

App Telco 465 355

China Mobile

WhatsApp WeChat

300

Line

105

100

66

34

AT&T

Kakao Talk

NTT Docomo

SK Telecom 4

US M-Commerce Growth US M-Commerce Revenues (in Billions) 60% Growth

$33B

$20.5

2012

2013 Source: Internet Retailer

5

Mobile Travel & Logistics Growth 8 7 6 5 4 3 2 1

10 5 0 2011

2012 Revenue

2103

Usage (in Billions of sessions)

Revenue (in Billions)

15

Mobile Travel Revenues Growing at 168% CAGR

Usage Sources: Flurry, PhoCusWright

6

Mobile Has Completely Absorbed Social Share of Time Spent Per Platform, US Only 100% 80% 60% 40%

98%

86%

68%

100%

92%

Snapchat

Pinterest

20% 0% Facebook

Instagram Mobile

Twitter Desktop

Sources: Comscore, US 18+ Dec 2013

7

Back to Music: Mobile Disrupting Its Own Digital’s Share of the 15B Music Industry; Mobile Streaming Hits $1B Music Industry Overall

Digital’s Share

2012-2103 Year-Over-Year Growth

Rights 8%

Physical 51%

Digital 39%

Downloads 67%

+51%

Paid Streaming 17%

Other 16%

DOWNLOADS -2.3%

PAID STREAMING

2013 Music Sales Source: IFPI, 2013 data

8

Mobile Now Means Apps

Source: Flurry Analytics, Comscore, NetMarketShare

9

…And a 24/7/365 Activity Average Times Spent by iOS Devices on Flurry’s Network – US only 1.8 1.6 1.4 1.2 1 0.8 0.6 0.4 0.2 0 5:00 6:00 7:00 8:00 9:00 10:00 11:00 12:00 1:00 2:00 3:00 4:00 5:00 6:00 7:00 8:00 9:00 10:00 11:00 12:00 1:00 2:00 3:00 4:00 AM AM AM AM AM AM AM PM PM PM PM PM PM PM PM PM PM PM PM AM AM AM AM AM

Games Utilities & Productivity

Social &Photo Sharing Lifestyle & Shopping

News & Magazines Sports, Health & Fitness

Music, Media & Entertainment Other

Source: Flurry Analytics, August 2013

10

Mobile has Become a Worldwide Activity Top Ten Countries on the Flurry Platform (Millions) 330 295

62 China

45

United United Japan States Kingdom

42

42

40

India Germany Russia

36

36

Brazil

France

35

32

South Canada Korea

Source: Flurry Analytics, active devices as of March 2014

11

With the US Losing its Lead in Software Percentage of Active Apps by Developer Country 35%

47%

54%

62%

66% Other US

65%

PC Era

53%

2011

46%

2012

38%

34%

2013

2014

Source: Flurry, based on all apps in the Flurry system March of each year

12

…And China Becoming An Exporter of Software Share of Time Spent (% of total) by Apps Developed in China 64%

65%

2013 2014 16%

8% CHINA

UK

6%

14%

BRAZIL

8%

5% US

Source: Flurry, based on a sample of 100k users (March 2013 and March 2014)

13

Mobile Has Become Addictive Worldwide Daily App Usage Distribution (Millions) Regular Users 23%

Super Users

784

Addicts Tablets/Phones De-facto Wearables

639 55%

440

283

123%

79 Under 16 Times

16 to 60 Times Mar-13

176

60+ Times

Mar-14 Source: Flurry Analytics

14

Women Over Index as “Mobile Addicts�

Mobile Addicts vs. Average Mobile Users (Gender)

Males

-8%

+8%

Females

Average Mobile User Source: Flurry, 100k Sample January 2014

15

The Age of the “Mobile Addict” Mobile Addicts vs. Average Mobile Users (Age) 55+

-88% 40%

User Age

35-54 25-34

-42% 49%

18-24 13-17

25% Average Mobile User Source: Flurry, 100k Sample January 2014

16

The Persona of the “Mobile Addict�

Mobile Addicts vs. Average Mobile Users (Persona) Sports Fan

Catalogue Shopper

6.5x

Gamer

7x

Gamer

Parenting & Education

7x

Parenting & Education

10x

Moms

Females

4x 6x 7x

Auto Enthusiast

9x

Males Source: Flurry, 100k Sample January 2014

17

We Have Achieved Great Things in the t Last Six Years

And… t

Mobile Gaming Is Still Only 14% of Total Mobile’s Share of the 93B Gaming Software Industry in 2013 Handheld 19% Mobile 14%

Console 47%

An $80B Worldwide Upside Potential

PC 19% Source: Gartner

20

Mobile Advertising Is Still in its Infancy Mobile’s Share of the $162B US Advertising Market Mobile Ads 4%

A $155B US Upside Potential

Other Channels 96% Sources: iAB, Zenith Optimedia

21

North American Mobile Payments Just 0.7% of Total Mobile’s Share of the $158B North American Payment Market Mobile Payments 0.7%

A $157B North America Upside Potential Other 99.3%

Sources: eMarketer, Deutsch Bank, BCG 22

Mobile Is Still at 1% of Total US Retail Sales Mobile’s Share of the US $3.25 Trillion Market M-Commerce PC-Commerce 1% 8% A Trillion USD US Opportunity Traditional Retail 91%

Sources: ComScore, Forrester. 23

…We Still Have a Lot of Exciting Work t Ahead of Us