4. 4
IN 2000, THERE WERE 0.5 B PEOPLE ONLINE AND 0 SMARTPHONES
3.5
3.0
2.5
2.0
1.5
0.0
1.0
0.5
20001995
Billion People Online
People Online Smartphones
Source: ITU, a16z
5. 5
IN 2014, THERE WERE 3 B PEOPLE ONLINE AND 2 B SMARTPHONES
3.5
3.0
2.5
2.0
1.5
0.0
1.0
0.5
20001995
People Online Smartphones
2014
Billion People Online
Source: ITU, a16z
6. 6
IN THE NEXT 5 YEARS, ANOTHER 1 B PEOPLE WILL COME ONLINE...
THROUGH SMARTPHONES
Source: ITU, a16z
5
4
3
2
0
1
20001995 2014
Billion People Online
2020
People Online Smartphones
7. 7
BY 2020, 80% OF ADULTS ON EARTH WILL HAVE A SMARTPHONE
Source: World Bank, GSMA, a16z
8
7
6
5
4
0
3
2
ADULTSPOPULATION
2014 Growth to 2020
PCs
Global Population (bn)
1
SMARTPHONESMOBILETV AUDIENCE
8. 8
THE SMARTPHONE INDUSTRY ALREADY DWARFS THE PC INDUSTRY
Source: Gartner, Apple, Google, a16z
PCs iOS & Android
Quarterly Shipments (m)
300
250
200
150
100
0
50
MARCH
95
MARCH
97
MARCH
99
MARCH
01
MARCH
03
MARCH
05
MARCH
07
MARCH
09
MARCH
11
MARCH
13
9. 9
SMARTPHONES & TABLETS = 50% OF ALL CONSUMER ELECTRONICS
Source: GfK, a16z
Smartphone & Tablet Share of Global CE retail Revenue
50%
40%
30%
20%
10%
0%
2008 2009 2010 2011 2012 2013 2014
10. 10
45% OF ALL VIDEO PLAYERS ARE MOBILE
AND ONLY 24% ARE TVS
Source: Apple, Google, nokia, blackberry, displaysearch
Global Install Base of Video Players
TVs
24%
iOS
13%
Google Android
23%
Chinese Android
9%
PCs & Macs
30%
WP/RIM
1%
11. 11
WHICH MEDIA WOULD CHILDREN MISS THE MOST?
Source: Ofcom
100%
75%
50%
25%
0.0
BOYS
OtherTV set
‘Media You Would Miss Most’. UK aged 11-15
Games ConsolePC
GIRLS
Mobile & Tablet
15. 15
NEURAL CENTER OF THE CONNECTED HOME
“THE TALK OF CES 2015”
Consumers Intending to Buy Smart Home
Devices in NEXT 12 Months
U.S. Broadband Households
19. 19
A NEW iPHONE HAS
625 TIMES MORE COMPUTING POWER THAN A 1995 PENTIUM
Source: Apple, Intel, a16z
A SMARTPHONE IS A SUPERCOMPUTER IN YOUR POCKET
APPLE SOLD 25 TIMES MORE PROCESSING POWER
DURING IPHONE LAUNCH WEEKEND
THAN EXISTED IN ALL THE PCS ON EARTH IN 1995
20. 20
SMARTPHONES SELL TO EVERYONE. YES, EVERYONE
AS INCOME FALLS, THE UTILITY OF MOBILE INCREASES
Source: Ericsson, Mckinsey
Sub-Saharan Africa Population Coverage
80%
70%
60%
50%
40%
0%
30%
20%
CELLULAR
COVERAGE
10%
3G COVERAGE
NOW
3G COVERAGE
BY 2019
ELECTRICITY
MOBILE
USERS
21. 21
BUT A SMARTPHONE IS ALSO INHERENTLY DIFFERENT
AND MORE USEFUL THAN A PC:
Source: Apple, Intel, a16z
PERSONAL
SOCIAL
GOES EVERYWHERE
SENSORS, CAMERAS, GPS, PAYMENTS
AND MUCH, MUCH EASIER TO USE
22. 22
Source: Comscore Multi-platform & Mobile Metrix, us, June 2013 - June 2014
MOBILE APPS ARE OFTEN HIGHLY VERTICALIZED MARKETPLACES
CONTAINING WILDLY SUPERIOR USER EXPERIENCES
P.S. MORE TIME IS SPENT IN MOBILE APPS THAN ON ALL OF THE WEB
GREAT EXPERIENCES WIN
23. 23
UBER
Revenue is 100% mobile
Revenue grew 300% in 2014 and is accelerating
Gross revenue run rate of $10 B by end of 2015
Operates in 150 cities in 46 countries
Source: Business Insider, Nov 2014
>
>
>
>
24. 24
PANDORA
78% of total revenue comes from mobile
Mobile revenue grew 52% year-over-year (Q3 2014)
3.9 billion hours of music listened via mobile (Q3)
Source: Pandora Q3 2014 Financial Results
>
>
>
25. 25
AMAZON
86 million mobile users each month
41% of audience is coming via mobile only
60% of 2014 holiday sales were on mobile
Total holiday sales via app doubled in 2014
Source: TechCrunch, Dec 2014
>
>
>
>
26. 26
STARBUCKS
mobile is 20% of total US revenue
7 million mobile payment transactions per week
New COO is former technology pioneer
Source: WSJ, Jan 2015
>
>
>
28. 28
Mobile connects — digital & physical experiences, devices, media
Every brand has mobile “moments” with their customers — good or bad
Mobile increases opportunities for all media channels
New mobile platforms will create new user experiences and moments
4 IMPORTANT THINGS ABOUT MOBILE & MEDIA
1:
2:
3:
4:
31. 31
PURCHASE
MOBILE DISRUPTION IN RETAIL
CONSIDERATION
AWARENESS
CONSIDERATION
CONSIDERATION
PURCHASE
AWARENESS
PURCHASE
CONSIDERATION
AWARENESS
CONSIDERATION
PURCHASE
ADVOCACY
AWARENESS
ADVOCACY
AWARENESS
T.V., PRINT
CONSIDERATION
ASK A FAMILY MEMBER
PURCHASE
IN STORE
THE NEW MOBILE PURCHASE FUNNEL COMBINES
AWARENESS, CONSIDERATION, PURCHASE & ADVOCACY
INTO ONE EXPERIENCE THAT TRAVELS WITH YOU ANYWHERE, ANYTIME
PAST PRESENT
SHOPKICK - USES GEO FENCING TO
PROVIDE SHOPPERS DEALS WHILE IN-STORE
SHOPKICK - USES GEO FENCING TO
PROVIDE SHOPPERS DEALS WHILE IN-STORE
REDLASER - BARCODE SCANNER. PRICE
COMPARE INSTANTLY WITH TOP TIER RETAILERS
FANCY - COMBINES PINTEREST
AND MOBILE ECOMMERCE
32. 32
MOBILE DISRUPTION IN RETAIL
PURCHASE
AWARENESS
ADVOCACY
CONSIDERATION
PURCHASE
CONSIDERATION
ADVOCACY
MOBILE EMPOWERS SHOPPERS AND MAKES
BRAND ADVOCACY POSSIBLE, IN REAL-TIME
33. 33
MOBILE LANDSCAPE
CONSIDERATION
BANK/PAY
GET SMARTER
EAT/DRINK
COMMUNICATE
WATCH/LEARN/LISTEN
GAME TRAVEL
ZOCDOC
MD LIVE
AETNA
MY FITNESS PAL
DOC ON DEMAND
WEB MD
KAISER PERMANENTE
FITBIT
LIVE HEALTHIER
DOWNCAST
SPOTIFY
PANDORA
FLIPBOARD
NETFLIX
NYTIMES
YOUTUBE
FACEBOOK
YOUTUBE
GMAIL
INSTAGRAM
WHATSAPP
TWITTER
SKYPE
SNAPCHAT
GOOGLE+
VINE
PINTEREST
LINKEDIN
CHASE
CAPITAL ONE
MINT
VENMO
GOOGLE WALLET
SEARCH
GOOGLE MAPS
GOOGLE TRANSLATE
EVERNOTE
WEATHER CHANNEL
CAMERA
DROPBOX
SEEMLESS
YELP
OPEN TABLE
STARBUCKS
FOOD NETWORK
MY RECIPE BOOK
UBER
KAYAK
HOTELS
TRAVELOCITY
WAZE
THE EXTENT OF MOBILE DISRUPTION HAS
ONLY SCRATCHED THE SURFACE
54. 54
product: PIQ PrimeTime
HH set-top box data from Rentrak is merged with location
analytics from PlaceIQ
Target consumers when they are mobile and on-the-go,
based on their TV viewership