@zoobeapp #TOA14

#MMWars !

http://bit.ly/mmwarszoobe

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A BIT ABOUT ZOOBE• Mobile App for iOS and Android to

create 3D animated videos

• Share your videos as link or file

• Social Networks, Messaging Apps, SMS, Email

• Optional tour around the office, meet our CEO and check the app

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WHICH MOBILE MESSAGING APPS DO

YOU KNOW / USE?

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LAST #TOA13• Mobile Messaging Apps (MMA) vs Social Networks (SN)

• More privacy vs More reach

• MMA: No limits of country, hardware or operator

• MMA are the new way to stay connected: private as email, addictive as SN

• SN are playing defensive and adopting MMA features7

ALL EYES ON MMA• FB bought WhatsApp, separated FB messages with

Messenger app, tried with Poke and Slingshot

• Apple added MMA features to iMessage on iOS8

• Twitter revamped DM adding pictures

• Instagram added Direct for private sharing

• Path added Stickers

MMA IN NUMBERS

• MMA have been 5 years around: Skype granddad

• Line, WeChat, KakaoTalk: 1B users in 5 years

• WhatsApp bought by $19B: $42 per user

• Line earned $338M in 2013, $144M by Q1 2014

FACEBOOK MESSENGER

• Biggest Messenger thanks to FB user base

• Chase Asian style, experiment while WhatsApp keeps it simple

• Free and branded stickers

• Video, voice, text: fast!

FACEBOOK MESSENGER

• Biggest Messenger thanks to FB user base

• Chase Asian style, experiment while WhatsApp keeps it simple

• Free and branded stickers

• Video, voice, text: fast!

FACEBOOK MESSENGER

• Biggest Messenger thanks to FB user base

• Chase Asian style, experiment while WhatsApp keeps it simple

• Free and branded stickers

• Video, voice, text: fast!

IMESSAGE

• Users locked within iOS but synchs iPod, iPad, iPhone, Mac

• Very limited until iOS8 comes: shows how important MMA is now

• Compete with SN and MMA at the same time

TWITTER

• 255M Monthly Active Users (MAU)

• 198M Mobile users

• 1st SN with MMA features, Direct Messages between connections OTT mobile service

• Mobile and Desktop synch

WHATSAPP

• 450M MAU

• 320 DAU - 70% of users

• No ads, FB promised

• Ex-Yahoo founders

• No Desktop version

WHATSAPP

• 450M MAU

• 320 DAU - 70% of users

• No ads, FB promised

• Ex-Yahoo founders

• No Desktop version

LINE• Owned by Naver

• 480M users

• 235M MAU

• Growing faster than FB or Twitter

• 1,8B stickers a day

• Mobile and Desktop synch

LINE• Owned by Naver

• 480M users

• 235M MAU

• Growing faster than FB or Twitter

• 1,8B stickers a day

• Mobile and Desktop synch

LINE

LINE

LINE

LINE

LINE

LINE

KAKAOTALK• 500M downloads

• 145M MAU

• 5,2B messages per day

• 1B sales by January 2014

• Celebrities and brands

• Mobile and Desktop synch

• Promoted games: top on Android

WECHAT, WEIXIN, QQ• Owned by Tencent

• 355M MAU

• User base mostly in China

• e-commerce, mobile payments

• Messi endorsement

• Mobile and Desktop synch

SNAPCHAT• Turned down FB $3B offer

• Won’t disclose numbers

• -3 years old

• 400M Messages

• 60M-120M installs

• 30M-82M MAU, 50% daily

• 16,5M DAU

SNAPCHAT• Turned down FB $3B offer

• Won’t disclose numbers

• -3 years old

• 400M Messages

• 60M-120M installs

• 30M-82M MAU, 50% daily

• 16,5M DAU

SNAPCHAT• Turned down FB $3B offer

• Won’t disclose numbers

• -3 years old

• 400M Messages

• 60M-120M installs

• 30M-82M MAU, 50% daily

• 16,5M DAU

TELEGRAM• Whatsapp server fails: Telegram gets

8M users in couple of days

• End to end encryption, VKontakte Founders

• 35M MAU

• 15M DAU

• Secret chats, with expiration date

• Beta Desktop version

TELEGRAM• Whatsapp server fails: Telegram gets

8M users in couple of days

• End to end encryption, VKontakte Founders

• 35M MAU

• 15M DAU

• Secret chats, with expiration date

• Beta Desktop version

VIBER

• Bought by Rakuten for $900M

• Rakuten e-commerce giant in Japan

• Started focusing on free calls

• 300M registered users

• 100M MAU

• Mobile and Desktop synch

VIBER

• Bought by Rakuten for $900M

• Rakuten e-commerce giant in Japan

• Started focusing on free calls

• 300M registered users

• 100M MAU

• Mobile and Desktop synch

TANGO• Founded in 2009

• 280M D series round, Alibaba 215M invested

• Alibaba more revenue than Amazon + Ebay combined, invested in Sina Weibo

• Alibaba missed Asian MMA opportunity, now going after US market

• 200M users

• 70 MAU

KIK

• Requires username, not phone number

• 140M registered users

• The Twitter of MMA

• Integrated browsing within the app

KIK

• Requires username, not phone number

• 140M registered users

• The Twitter of MMA

• Integrated browsing within the app

KEEP IT SIMPLE VS CUTENESS

• Whatsapp, Threema, Telegram: simple, no ads, no gimmicks

• Line, Kakao, WeChat, FB Messenger, Viber, Tango: sticker shop, animated - gif stickers, themes and backgrounds, music, e-commerce, brands channels…

WHO WILL WIN?

• Biggest? => Whatsapp? FB Messenger?

• Best monetised? => Line, KakaoTalk, WeChat?

• Most features? => Line, Viber?

• Youngest demographic? => Snapchat?

SOURCES, SLIDES & LINKShttp://bit.ly/mmwarszoobe

@zoobeapp #TOA14

#MMWars !

http://bit.ly/mmwarszoobe

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