Transcript
Page 1: Investment opportunities in the digital media, mobile and tech sector

 Investment opportunities in the Digital Media, Web and

Telecommunications sector

 

Anuj Khanna, Wireless Expertise

2 8 t h A p r i l 2 0 1 4 , L o n d o n 1  

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Investment  opportuni/es  in  digital  media  and  telecoms  in  2014  and  beyond?  

The   investment   landscape   in   the  digital  media  and  mobile  technology  sector  is  at  a  /pping  point.  There  are  many  new  opportuni/es   created   due   to   improved   technology,  increasing  number  of  consumers   in  emerging  markets  and  the  rise  of  the  mobile  web.    This  presenta/on  aims  to  give  a  brief  overview  of   the  size  of  the  market  and  the  enormous  growth  opportuni/es  for  private  equity  firms,  venture  capitalists,  tech  start  ups  and  high  net  worth  investors.    Please  fee  free  to  contact  me  if  I  can  be  of  any  help  to  your  firm  at  anuj@wirelessexper/se.com    

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Anuj  Khanna,  Director,  Wireless  Exper+se  Strategy  Consultant  /  Business  Coach  /  Virtual    CEO  /  

Advisor  to  VC  &  PE  firms    

MBA  Marke/ng,  University  of  Sheffield  

BA  Economics,  University  of  Bombay    

 

Working  in  the  Telcoms  &  Media  sector  since  1996  

C  Level  business  experience  with  Hutchison  Telecom,  

Netsize  Gemalto,  Dialogue  Communica/ons  and  Tanla  

Solu/ons.      

Worked  with  global  telecom  and  digital  media  brands  

across  con/nents.  Global  business  development  

exper/se  in  the  tech  sector.    

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Strategy  Consul+ng,  Client  references  

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Source:  Internet  World,  US  Census,  wearescocial  and  CNNIC      

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Source:  Internet  World,  US  Census,  wearescocial  and  CNNIC      

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Source:  Internet  World,  US  Census,  wearescocial  and  CNNIC      

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Source:  Internet  World,  US  Census,  wearescocial  and  CNNIC      

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Source:  Internet  World,  US  Census,  wearescocial  and  CNNIC      

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Source:  idate  2013  

World  Telecom  Services  Market  is  expected  to  grow  to  euro  1200  billion  by  2015      

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Global  Ecommerce  retail  sales  to  reach  1.5  trillion  in  2014      

Source:  emarketer  2014  

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Mobile  Payments  in  a  high  growth  phase  

•  Mobile  payment  transac/on  value  of  more  than  $235  billion  processed  in  2013.  (Source  Gartner).  

•  Alipay  China  is  the  largest  mobile  payment  processor  with  $150  bn  worth  of  transac/ons  and  300  million  registered  users,  followed  by  Paypal  with  $27  billion.  (Source  Alipay  &  Paypal)  

•  25%  of  all  call  sales  on  Ebay  UK  are  through  the  mobile  channel.  

•  MasterCard  and  Visa  building  own  products  with  the  help  of  specialist  value  chain.  

•  Apple  and  Google  expected  to  also  move  in  this  space.  

•  Specialist  digital  payment  brands  e.g.  Adyen,  Boku,  Global  Collect  and  Paymentwall,  etc.  benefi/ng  from  this  growth.  

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Mobile  Adver/sing  revenues  growing  due  to  smartphone  prolifera/on  

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Shie  towards  the  Android  opera/ng  system  and  $50-­‐$100  smartphones      

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Source:  Coady  Diamar  Partners    

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Source:  Coady  Diamar  Partners    

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Source:  Coady  Diamar  Partners    

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Digital  Media,  Web  and  Telecoms  

Investment  opportuni/es    

1.  Mobile  Telecoms  (voice,  messaging  and  data)  

2.  Smartphone  Apps  &  Services  

3.  Mobile  Commerce  and  Adver/sing  

4.  E  commerce,  digital  retailers  and  web  apps  

5.  Social  Media  and  messaging  

6.  Digital  Agencies  and  vendors  

7.  Internet  of  things,  devices  and  wearable's  

8.  Equipment  vendors  and  plahorms  

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How  can  Anuj  Khanna  help  investors  &  entrepreneurs  ?  

1.  Iden/fy  and  introduce  investment  opportuni/es  before  they  are  available  in  the  open  market.  

2.  Cherry  pick  winners  and  safe  businesses.  

3.  Maximize  returns  by  advising  on  high  growth  opportuni/es  

4.  Product  Due  diligence  and  analysis  

5.  Board  advisory  /  Non  Exec  represen/ng  investor  interests  

6.  Build  and  expand  porholio  of  different  digital  businesses.  

7.  Help  in  business  planning  and  developing  a  long  term  strategy  for  the  sector.    

8.  Introducing  investors  to  tech  entrepreneurs  and  vice  versa.  

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Thank  you  for  listening.  I  hope  you  found  this  presenta6on  useful  and  please  feel  free  to  contact  me  if  you  need  any  further  informa6on.  

 Anuj  Khanna  

Director,  Wireless  Exper/se  Email:  anuj@wirelessexper/se.com  

Mobile:  +44  7916056916  Skype:  anujkhanna  

www.wirelessexper/se.com    

Wireless  Exper+se  Ltd  


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