This presentation covers key insights across the mobile app economy including market size, addressable market, consumer trends, what non-mobile industries and categories are being disrupted by mobile apps, comparison of consumer behavior on media platforms vs. ad spending and an outlook for what's next as the industry matures.
3. SMARTPHONES EATING FEATURE PHONES
WW SMART DEVICE ACTIVE USERS (MILLIONS)
519529
480487
446
385
358
337
319331
265
225
194
175
129 144158
104
84 93
67 71 76
Jun 10 10 10 10 10 10 10 11 11 11 11 11 11ul 11 11 11 11 11 11 12 12 12 12
Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun J Aug Sep Oct Nov Dec Jan Feb Mar Apr
Source: Flurry Analytics, iOS and Android, Flurry Estimates
4. iOS & ANDROID GROWTH ~10X PC, ~2X INTERNET
USERS PER PLATFORM 5 YEARS AFTER LAUNCH (MILLIONS)
529
248
48
PC (1983) Internet (1995) iOS & Android (2007)
5. CHINA POISED TO EAT THE US
COUNTRIES WITH GREATEST NUMBER OF ACTIVE iOS & ANDROID
DEVICES (MILLIONS)
165
128
31 28 22 19 17 16 13 13
US China UK S. Korea Japan Germany France Canada Spain Brazil
Source: Flurry Analytics active devices July 2012
6. APPS EATING THE INTERNET
U.S. MOBILE APPS VERSUS WEB CONSUMPTION
WEB BROWSING MOBILE APPS
94
81 MINUTES
70 66 74 MINUTES 72
64 MINUTES
MINUTES
MINUTES MINUTES
MINUTES
43
MINUTES
June 2010 Dec 2010 June 2011 Dec 2011
Sources: comScore, Alexa, Flurry Analytics; Smartphones & Tablets, U.S.
7. APPS ARE EATING MEDIA CONSUPMPTION
DAYPART COMPARISON, PEOPLE 15+ USING MEDIUM, U.S.
70%
% of Audience Share
TELEVISION INTERNET iOS & ANDROID APPS
60%
50%
40%
30%
20%
10%
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
Hour of Day
Sources: TV & Internet dayparts from analysis by Michael Zimbalist (2/10); Nielsen National People Meter; comScore Media Metrix
Mobile application daypart from analysis by Flurry (8/11); Flurry Analytics, n = 15.2M DAUs
8. APPS ARE EATING THE FIRST SCREEN
APP SESSIONS STARTED PER SECOND IN U.S. DURING SUPER BOWL
4.5
Application Session Starts per Second, Thousands
RETURN FROM
RETURN FROM COMMERCIAL BREAK
4.0
COMMERCIAL BREAK
3.5
3.0
2.5
GIANTS DRIVE
BATTLESHIP (FIELD GOAL)
2.0
MOVIE AD
COIN MADONNA
TOSS KICK HALFTIME SHOW EXCITING LAST FEW
TAX ACT
OFF MINUTES OF THE GAME
1.5 AD COCA-COLA
POLAR BEAR AD
1.0
6:45 PM
3:15 PM
3:30 PM
3:45 PM
4:00 PM
4:15 PM
4:30 PM
4:45 PM
5:00 PM
5:15 PM
5:30 PM
5:45 PM
6:00 PM
6:15 PM
6:30 PM
7:00 PM
7:15 PM
Source: Flurry Analytics
9. APPS EATING GAMES REVENUE
U.S. PORTABLE GAME SOFTWARE BY REVENUE
19%
34% 36%
11%
57% 58%
70%
9% 6%
2009 2010 2011
iOS & Android Sony PSP Nintendo DS
Source: Flurry Analytics, The NPD Group; Flurry analysis & estimates
10. THESE CATEGORIES ARE READY TO EAT SOMETHING
FASTEST GROWING APP CATEGORIES, TIME PER ACTIVE USER
89%
72%
66%
54%
40%
Photo & Video Music Productivity Social Networking Entertainment
Source: Flurry Analytics, October 2011 – March 2012
11. WHICH BUDGET WILL MOBILE AD DEMAND EAT?
2011 U.S. AD SPENDING VS. CONSUMER TIME SPENT
43%
40% AD SPEND PER MEDIA
TIME SPENT PER MEDIA
29%
22% 23%
16%
11%
9%
6%
1%
TV Print Web Radio Mobile
Sources: VSS, Mary Meeker (KPCB), comScore, Alexa, Flurry Analytics
12. HOW WILL DEVELOPERS EAT?
Cross-platform Revenue Comparison: iOS vs. Android
Source: Flurry Analytics
13. Thank you!
Jarah@flurry.com
For free, in-depth research, visit:
blog.flurry.com
Hinweis der Redaktion
Andreessen wrote that every sector is being disrupted by software (e.g., telecomm by Skype, Cannon + Nikon + YouTube by Viddy and SocialCam); find your own examplesRead and reference the WSJ article, “Why Software is Eating the World” by Marc Andreessen, August 11, 2011Apps are a great form of software delivers and disrupting everything faster than anything we’ve ever seen. “And its all built on delivering valuable experiences to the consumer.”“Let me ask you all: Do you have a favorite app you can’t without?For me… give examples of some apps you now use that substitute for, or augment what you do (e.g., Uber (private car hiring disrupts cabs), Shazam (music discovery), Exec (high end exec admin help; like taskrabbit but super high quality), etc.)We meet so many new companies, and we love their ambition
487 in Feb519 in March529 in April
487 in Feb519 in March529 in April
Jan 2012 – 36hrs online according to comscore. Europe: Feb 2012 – 28.2hrs online according to comscore.
Advertising dollars have not followed the consumer to mobile. While we estimate 23% of media consumption is mobile, mobile only receives 1% of advertiser budgets.