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
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