insights & opportunities in the mobile age
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Sean GalliganVP Sales and Business Development
Insights & Opportunities in the Mobile Age
• Mobile analytics and ads platform that sees app activity from over 550,000 apps from 175,000 mobile developers
… An average of 7 apps per device
… Across 1.5 Billion smartphones and tablets worldwide
… That’s approximately 1/3 of all app activity
A Quick Intro to Flurry, from Yahoo
Mobile is Personal, Ads Should be Too
Six Years In: Nothing But Growth
Source: Flurry Analytics
5
Messaging Apps’ Astronomical Growth
Messaging App Usage Overall
316%
115%
2012-2013 Growth Rate
Source: Flurry Analytics
6
Creating Overnight Telco Companies
China Mobile
WhatsApp WeChat Line AT&T Kakao Talk
NTT Docomo
SK Telecom
700
465
355300
105 10066 34
Publicly Disclosed Number of Subscribers (in Millions)
AppTelco
US M-Commerce Growth
7
60% Growth
2012 2013Source: Internet Retailer
US M-Commerce Revenues (in Billions)
$20.5
$33B
8
Mobile Travel & Logistics Growth
2011 2012 210302468
101214
1
2
3
4
5
6
7
8
Revenue Usage
2013
Reve
nue
(in B
illion
s)
Usag
e (in
Billi
ons
of s
essio
ns)
Sources: Flurry, PhoCusWright
Mobile Travel Revenues Growing at 168% CAGR
9
Mobile Has Completely Absorbed Social
Facebook Instagram Twitter Snapchat Pinterest0%
10%20%30%40%50%60%70%80%90%
100%
68%
98%86%
100% 92%
Mobile Desktop
Share of Time Spent Per Platform, US Only
Sources: Comscore, US 18+ Dec 2013
10
Back to Music: Mobile Disrupting Its Own
Physical51%
Digital39%
Rights8%
Downloads67%
PaidStreaming
17%
Other16%
+51%
-2.3%
Digital’s Share of the 15B Music Industry; Mobile Streaming Hits $1B
DOWNLOADS
PAIDSTREAMING
Source: IFPI, 2013 data
2012-2103 Year-Over-Year Growth
2013 Music Sales
Music Industry Overall Digital’s Share
11
Mobile Now Means Apps
Source: Flurry Analytics, Comscore, NetMarketShare
12
Average Times Spent by iOS Devices on Flurry’s Network – US only
…and a 24/7/365 Activity
5:00 AM
6:00 AM
7:00 AM
8:00 AM
9:00 AM
10:00 AM
11:00 AM
12:00 PM
1:00 PM
2:00 PM
3:00 PM
4:00 PM
5:00 PM
6:00 PM
7:00 PM
8:00 PM
9:00 PM
10:00 PM
11:00 PM
12:00 AM
1:00 AM
2:00 AM
3:00 AM
4:00 AM
0
0.2
0.4
0.6
0.8
1
1.2
1.4
1.6
1.8
Games Social &Photo Sharing News & Magazines Music, Media & Entertainment Utilities & ProductivityLifestyle & Shopping Sports, Health & Fitness Other
Source: Flurry Analytics, August 2013
13
Mobile has Become a Worldwide Activity
Top Ten Countries on the Flurry Platform (Millions)
Source: Flurry Analytics, active devices as of March 2014
China
United
States
United
Kingdo
mJa
pan
India
German
yRus
siaBraz
il
France
South
Korea
Canad
a
330295
62 45 42 42 40 36 36 35 32
Under 16 Times 16 to 60 Times 60+ Times
639
283
79
784
440
176
Mar-13 Mar-14
Worldwide Daily App Usage Distribution (Millions)
23%
55%
123%
Tablets/PhonesDe-facto Wearables
Regular Users Super Users Addicts
Mobile Has Become Addictive
14Source: Flurry Analytics
Consumers are Demanding Bigger Screens
Source: Flurry Analytics 15
Market for Watches Looks Promising…
Source: Flurry Analytics 16
…And Could Reach a Very Desirable Audience
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Mobile Has Achieved Great Things in the LastSix Years, And…
19
Mobile Gaming Is Still Only 14% of Total
Mobile14%
Handheld19%
PC19%
Console47%
Mobile’s Share of the 93B Gaming Software Industry in 2013
Source: Gartner
An $80B Worldwide Upside Potential
20
Mobile Advertising Is Still in its Infancy
Mobile’s Share of the $162B US Advertising Market
Other Channels96%
Mobile Ads4%
Sources: iAB, Zenith Optimedia
A $155B US Upside Potential
21
North American Mobile Payments Just 0.7% of Total
Mobile Payments0.7%
Other99.3%
Mobile’s Share of the $158B North American Payment Market
A $157B North America Upside Potential
Sources: eMarketer, Deutsch Bank, BCG
22
Mobile Is Still at 1% of Total US Retail Sales
Traditional Retail91%
PC-Commerce8%
M-Commerce1%
Mobile’s Share of the US $3.25 Trillion Market
Sources: ComScore, Forrester.
A Trillion USD US Opportunity
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…The Biggest Opportunities are Ahead of Us
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