t

Simon Khalaf

Head of Flurry

@flurrymobile

The State of AppNation 2015

Six Years In: Nothing But Growth

Source: Flurry Analytics 2

Growth Drivers: Apps

Sources: Flurry Analytics, Comscore, NetMarketShare (Us Only)

Growth Drivers: Independent App Developers

Source: Flurry Analytics, comScore 4

Growth Drivers: Categories

Mobile Use Grows 76% Year-Over-Year (Sessions)

Source: Flurry Analytics

Messaging Continued its Stunning Growth

2013 2014

Percentage Usage Growth From Previous Year (Sessions)

203

115103

76

%

Source: Flurry Analytics

Overall Messaging & Social

Creating Platforms Rivaling Major Telcos

ChinaMobile

Whatsapp Messenger WeChat Line AT&T Snapchat NTT Kakao SK Telecom

Subscribers (Telcos) or Monthly Active Users (OTT Apps) in Millions

700

600

500460

170105 100

66 5034

Sources: Publicly Disclosed Numbers; Snapchat: WSJ (August 2014)

Productivity: Teens & College Students Using Tablets as PCs

Source: Flurry Analytics, 100K Device Sample, February 2014

Productivity &

Utility App

Usage by Time

of Day

(Tablets Only)

Time Spent in Online Retail is Shifting to Mobile & Apps

2013 2014

Desktop Mobile

52%66%

Time Spent in Online Retail

Source: Comscore, Internet Retailer

63%

Apps

37%

Browsers

Distribution

21%

68%

…and M-Commerce Sales Are Growing Fast

2013 2014

66B

118B78%

42%

Apps

58%

Browsers

M-Commerce Sales By Leading 500 M-Commerce Retailers

Source: Internet Retailer

Year-Over-Year Growth Distribution By Revenues

Fueled by Anytime, Anywhere Shopping in Apps

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%

7.0%

8.0%

9.0%

5AM

6AM

7AM

8AM

9AM

10AM

11AM

12PM

1PM

2PM

3PM

4PM

5PM

6PM

7PM

8PM

9PM

10PM

11PM

12AM

1AM

2AM

3AM

4AM

Source: Flurry Analytics, 100k Sample, Android Devices Only, Feb 2014

Away Around the House

Distribution of Time Spent in Shopping Apps (US Only)

Mobile & its Apps have Finally Eclipsed TV

Source: Flurry Analytics, comScore, US Bureau of Labor Statistics12

Both Mediums Peaking at Prime Time

0%

10%

20%

30%

40%

50%

60%

70%

5AM

6AM

7AM

8AM

9AM

10AM

11AM

12PM

1PM

2PM

3PM

4PM

5PM

6PM

7PM

8PM

9PM

10PM

11PM

12AM

1AM

2AM

3AM

4AM

Daypart Comparison, Consumers 18+ Using Medium (US Only)

Sources: Michael Zimbalist (2/10), Nielsen National People Meter, Flurry Analytics 100k Sample, February 2014

Television Apps

% A

udie

nce S

hare

Apps: Still a Bargain Compared to Cable TV

Sources: Flurry Analytics, NewZoo, FCC’s Media Bureau Annual Survey of Cable Rates

t … Still in the Early Days