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Mobile State of the Union Simon Khalaf

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Mobile State of the Union

Simon Khalaf

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SEVEN YEARS IN: NOTHING BUT GROWTHMONTHLY SESSIONS MEASURED BY FLURRY FROM 630K+ APPS AND 200K DEVS

SOURCE: FLURRY ANALYTICS

TO

TA

L S

ES

SIO

NS

(B

ILLIO

NS

)

MUSIC GAMING

M&E

SOCIAL

NETWORKING

LOGISTICS &

TRAVEL

RETAIL

MESSAGING

TV

• MAINSTREAM INDUSTRY SEGMENTS

JOINING THE APP REVOLUTION

• PHABLETS

• APP CONTENT EXPLOSION

MAJOR GROWTH FACTORS

TIME SPENT ON IOS AND ANDROID CONNECTED DEVICES

SOURCE: FLURRY ANALYTICS, COMSCORE, NETMARKETSHARE

GROWTH IN TIME SPENT BY APP TYPEUS DAILY AVERAGE (MIN)

SOURCE: FLURRY ANALYTICS, COMSCORE

ANNUAL GROWTH IN APP USAGE(SESSIONS)

SOURCE: FLURRY ANALYTICS

AVERAGE

76%

2013 2014

203%

115%103%

76%

OVERALL MESSAGING & SOCIAL

MESSAGING CONTINUED ITS STUNNING GROWTHPERCENTAGE USAGE GROWTH FROM PREVIOUS YEARS (SESSIONS)

SOURCE: FLURRY ANALYTICS

CHINA MOBILE WHATSAPP FACEBOOK WECHAT SNAPCHAT LINE AT&T NTT KAKAO SK TELECOM

700

500460

200170 66

50 34

SOURCES: PUBLICLY DISCLOSED NUMBERS; SNAPCHAT: TECHCRUNCH (DEC2014)

CREATING PLATFORMS RIVALING MAJOR TELCOSSUBSCRIBERS (TELCOS) OR MONTHLY ACTIVE USERS (OTT APPS) IN MILLIONS

MESSENGER

700

105

PRODUCTIVITY & UTILITY APP USAGE BY HOUR OF DAY(TABLETS ONLY)

SOURCE: FLURRY ANALYTICS, 100K DEVICE SAMPLE, FEB 2014

63%

Apps

37%

Browsers

2013 2014

TIME SPENT IN ONLINE RETAIL DISTRIBUTION

52% 66%

MOBILE DESKTOP

SOURCE: COMSCORE, INTERNET RETAILER

TIME SPENT IN ONLINE RETAIL IS SHIFTING TO MOBILE & APPS

58%

Browsers

42%

Apps

2013 2014

66B

78%

YEAR-OVER-YEAR GROWTH DISTRIBUTION BY REVENUES

118B

21%

SOURCE: COMSCORE, INTERNET RETAILER

…AND M-COMMERCE SALES ARE GROWING FASTM-COMMERCE SALES BY LEADING 500 M-COMMERCE RETAILERS

DISTRIBUTION OF TIME SPENT IN SHOPPING APPS(US ONLY)

SOURCE: FLURRY ANALYTICS, 100K SAMPLE, ANDROID DEVICES ONLY, FEB 2014

AWAY AROUND THE HOUSE, WORKPLACE OR COLLEGE

PHABLETS: FASTEST GROWING DEVICE TYPE% GROWTH IN USAGE (JANUARY 2014- JANUARY 2015)

-50%

0%

50%

100%

150%

200%

SMALL

PHONES

MEDIUM

PHONES

PHABLETS SMALL

TABLETS

FULL-SIZE

TABLETS

-16% -20%

38%

14%

148%

Average

78%

SOURCE: FLURRY ANALYTICS, MAPPED DEVICES ONLY, JAN 2014- JAN 2015

SPORTS NEWS & MAGAZINES MUSIC, MEDIA & ENTERTAINMENT

30%53%

29%

158% 144%

103%

427% 172%

255%

ALL DEVICE TYPES PHABLETS

PHABLETS: 3RD STAGE MEDIA BOOSTER ROCKET% GROWTH IN CATEGORY USAGE AND % OVER INDEX (JAN 2014 - JAN 2015)

2014 WAS THE YEAR OF MILESTONES

TIME SPENT ON MOBILE DEVICES AND TVUS DAILY AVERAGE (MIN)

SOURCE: FLURRY ANALYTICS, COMSCORE, US BUREAU OF LABOR STATISTICS

BOTH MEDIUMS PEAKING AT PRIME TIMEDAYPART COMPARISON, CONSUMERS 18+ USING MEDIUM (US ONLY)

0%

18%

35%

53%

70%

5AM 7AM 9AM 11AM 1PM 3PM 5PM 7PM 9PM 11PM 1AM 3 AM

% A

UD

IEN

CE

SH

AR

E

SOURCES: MICHAEL ZIMBALIST (2/10), NIELSEN NATIONAL PEOPLE METER, FLURRY ANALYTICS 100K SAMPLE, FEBRUARY 2014

TELEVISION APPS

PRIME TIME

0.

3.5

7.

10.5

14.

17.5

2008 2009 2010 2011 2012 2013 2014

TO

TA

L R

EV

EN

UE

S (

IN B

ILLIO

NS

)

OS GAMES US BOX OFFICE

SOURCE: FLURRY ANALYTICS, ASYMCO

MOBILE GAMES OVERTOOK HOLLYWOOD IN REVENUESMOBILE GAMES REVENUES ( OS ONLY) VERSUS US BOX OFFICE REVENUES

i

i

THE LOCAL ECONOMICAL IMPACT SF CAB INDUSTRY: ANNUAL RUN-RATE

UBER SF CAB INDUSTRY

$500m

$140m

MORE THAN 3X

SOURCE: UBER

THE REGIONAL ECONOMICAL IMPACT4Q 2014 PROFITS

APPLE ALL OTHER SV TECH COMPANIES (COMBINED)

$18B$16.5B

SOURCE: KEITH RABOIS (@RABOIS), KHOSLA VENTURES, JANUARY 2015

THE GLOBAL ECONOMICAL IMPACT2014 MOBILE REVENUES COMPARED TO TOP 10 COUNTRIES BY GDP

TR

ILLII

ON

S (

US

D)

US CHINA JAPAN GERMANY Mobile FRANCE UK BRAZIL ITALY RUSSIA

16.7

9.1

4.9 3.7 2.7 2.2 2.2 2.1

SOURCE: BCG, FLURRY

2.83.3

MOBILE

THE GLOBAL ECONOMICAL IMPACT2014 JOBS CREATED

MIL

LIO

NS

CHINA US E.U. BRAZIL

13

2.31 0.9

SOURCE: BCG, FLURRY, ILO

11

MOBILE

… THE BEST IS YET TO COME