Tracxn Research: Mobile Advertising Landscape, August 2016

1. Mobile Advertising Report, August 2016 Tracxn World’s Largest Startup Research Platform 2

2. Mobile Advertising Report, August 2016 Contents Topic Page No. Scope of Report 05 Entrepreneur Activity 07 Investment Trend 11 Who is Investing 19 Exit Outlook - IPO, Acquisitions 23 Sub Sector Analysis 26 Interesting Companies 41 Useful Links 47 Company List 49 Team 225 3 3

3. Mobile Advertising Report, August 20164 Illustrative Sectors We Track ENTERPRISE APPLICATIONS AD-TECH HR TECH MOBILE-FIRST ENT. APPS BUSINESS INTELLIGENCE OPEN SOURCE RETAIL TECH MARKETING TECH CONTENT MARKETING VERTICAL SAAS MOBILE ADVERTISING TRADTIONAL ADVERTISING ENTERPRISE INFRASTRUCTURE SECURITY STORAGE NETWORKING MOBILITY IT OPS CLOUD INFRASTRUCTURE API MANAGEMENT BIGDATA INFRASTRUCTURE FINTECH BITCOIN PAYMENTS MOBILE EDUCATION MOBILE COMMERCE MOBILE PAYMENTS MOBILE ADVERTISING MOBILE DEV TOOLS MOBILE HEALTH MOBILE GAMING MOBILE LEARNING MOBILE COMMUNICATION EDUCATION IT SELF LEARNING CONSUMER HEALTHCARE MARKETPLACES SUBSCRIPTION COMM. FOOD TECH INTERNET FIRST BRANDS UBER FOR X ONLINE RENTAL TRAVEL GAMING LIFE SCIENCES DIGITAL HEALTH

4. Mobile Advertising Report, August 20165 Sector Overview Scope of report The report covers the companies which provide technology, software and tools that are used to deliver, control and target mobile digital advertisements and search advertisements. It also includes technology enablers in the Ad Tech space - Ad performance, Ad verification etc. The scope of the report is limited to mobile heavy and mobile only advertising technology players. The report excludes Media agencies and generic data provider (first party and third party) companies. Companies for which Ad Technology is not a part of their core business are also excluded. Large diversified companies such as Google, Facebook are not included in the report. • Total $4 Billion in funding across 415 companies with approx. $745 Million invested in 2015/16. • Number of companies acquired in past two years are 63. Most active funds • First Round Capital – (Flurry, Ubermedia, Jingle Networks) • Draper Fisher Jurvetson (DFJ) – (Admob, NinthDecimal, 4INFO) • Google Ventures – (Vungle, Adelphic, mParticle) Notable investments in last three months • Mobvista (Ad Network) – $80M, PE Funding from CITIC Securities, Yuexiu Fund, New Access Capital – May 17, 2016 • Unlockd (Ad Serving Platform – Lock Screen) – $15M, Series A from PLC Ventures – April 25, 2016 • TabMo (Demand Side Platform) – $4.5M, Series A from Ardian, Generis Capital – April 14, 2016 The scope of this report includes equity as well as debt funding received by the companies.

5. Mobile Advertising Report, August 2016 Scope of Report Entrepreneur Activity Investment Trend Who is Investing Exit Outlook - IPO, Acquisitions Sub Sector Analysis Interesting Companies Useful Links Company List Team 6 6

6. Mobile Advertising Report, August 2016 89 94 122 110 109 92 3 0 28 56 84 112 140 2010 2011 2012 2013 2014 2015 2016 YTD NumberofCompanies 7 YoY – Number of companies founded Domob AppsFlyer Adjust Mobvista Unlockd Appodeal So!Crowd Lomark Vungle Near TVSmiles Button Nada Mobile AdinCube

7. Mobile Advertising Report, August 20168 Large Upcoming Sectors

8. Mobile Advertising Report, August 20169 Niche Upcoming Sectors

10. Mobile Advertising Report, August 201611 YoY – Number of Rounds and Total Funding Note: The funding includes debt rounds also. $212M $167M $202M $667M $406M $539M $676M $628M $305M 39 43 72 107 111 130 120 100 30 0 28 56 84 112 140 0 160 320 480 640 800 2008 2009 2010 2011 2012 2013 2014 2015 2016 YTD NumberofRounds FundingAmount(inMillions) Funding Amount Number of Rounds

11. Mobile Advertising Report, August 201612 YoY – Number of Rounds by Stage

12. Mobile Advertising Report, August 201613 YoY – Funding by Stage

13. Mobile Advertising Report, August 201614 Average Ticket Size – Early Stage

14. Mobile Advertising Report, August 201615 Top investments in last one year

15. Mobile Advertising Report, August 201616 Top investments in last one year

16. Mobile Advertising Report, August 201617 Funnel view of Sector

18. Mobile Advertising Report, August 201619 Most Active Investors in Sector 22 18 16 13 12 12 10 10 9 8 0 5 10 15 20 25 First Round Capital DFJ Venture Google Ventures SoftBank 500 Startups Accel Lerer Hippeau Ventures Metamorphic Ventures IDG Ventures India Bessemer Venture Partners TotalNumberofCompanies Ubermedia Flurry Vungle xAd, Inc. Vungle Ubermedia Ubermedia TapCommerce Millennial MediaVserv Transpera 4Info SweetLabs UpSnap Medialets URX LiveIntent Thinknear SweetLabsSilverPush

19. Mobile Advertising Report, August 201620 Where are Top Investors investing

20. Mobile Advertising Report, August 201621 Top Investor by Stage of Entry

22. Mobile Advertising Report, August 201623 Major Acquisitions in last one year Date Company Acquirer Deal Size Overview Total Funding Jun-2016 madvertise.com Pokkt (Mumbai, 2012) Adways Undisclosed Alternative payments options for digital content Jungle Ventures, Singtel Innov8, JAFCO Asia, SEGNEL Ventures, GSF India $8M Jun-2016 clrtouch.com Roximity (Denver, 2012) Verve Mobile Undisclosed iBeacon-powered Location Advertising Platform Fenox Venture Capital, Techstars, IMJ Investment Partners, Plug and Play Tech Center, Fraser McCombs Capital, Ludlow Ventures $3.1M Jun-2016 clrtouch.com Smaato (San Francisco, 2005) Spearhead $148M Mobile RTB Ad Exchange and SSP Singapore Press Holdings, EDBI, Aeris Capital $43M Jun-2016 doublevis.com Fiksu (Boston, 2008) Noosphere Ventures Undisclosed Mobile Marketing Technology Platform Qualcomm, Charles River Ventures, Silicon Valley Bank $17M May-2016 where.com MOBILS (San Paolo, 2014) Glispa Undisclosed Mobile advertising in apps May-2016 where.com URX (San Francisco, 2012) Pinterest Undisclosed Deep Linking for Mobile Apps GV, Y Combinator, SV Angel, First Round Capital, Maverick Capital, Plug and Play Tech Center, Fuel Capital, Greylock Partners, Accel, Cyberagent Ventures, Betaworks, Start-Up Chile $15M Mar-2016 admob.com MoneyTap (Saint Petersburg, 2013) Glispa Undisclosed Mobile network mediation platform Mar-2016 voicestar.com Juice Mobile (Toronto, 2010) YellowPages $35M Offers programmatic direct platform and mobile DSP

23. Mobile Advertising Report, August 201624 Major Acquisitions in last one year

25. Mobile Advertising Report, August 201626 August 2016Tracxn BlueBox: Mobile Advertising 810+ companies in the sector, 320+ funded in last 5 years, $745M invested in 2015/16 29

26. Mobile Advertising Report, August 201627 Top Business Models by Funding $2.1B $530M $363M $170M $144M $123M $102M $99M $79M $76M 0 500 1000 1500 2000 2500 Ad Network Demand Side Platform Analytics Data Management Platform Enabler Attribution Supply Side Platform Native Ads Creatives Retargeting TotalFundingAmount(inMillions) # Cos. 365 67 33 27 54 9 23 32 41 30 Avg. Age 2010.9 2011.1 2010.5 2011.3 2011.4 2010.2 2010.7 2009.9 2011.6 2012.1 Millennial Media xAd, Inc. Marchex NinthDecimal Factual 4Info Smaato Zumobi Crisp Media TVSmiles InMobi Amobee Flurry Vserv Aquto Adjust YieldMo DailybreakMedia Spongecell TapCommerce

27. Mobile Advertising Report, August 201628 Ad Network – Business Model Description

28. Mobile Advertising Report, August 201629 Ad Network – Entrepreneur Activity and Investment Trend

29. Mobile Advertising Report, August 201630 Ad Network – Most Funded Companies

30. Mobile Advertising Report, August 201631 Demand Side Platform – Business Model Description

31. Mobile Advertising Report, August 201632 Demand Side Platform – Entrepreneur Activity and Investment Trend

32. Mobile Advertising Report, August 201633 Demand Side Platform – Most Funded Companies

33. Mobile Advertising Report, August 201634 Analytics – Business Model Description

34. Mobile Advertising Report, August 201635 Analytics – Entrepreneur Activity and Investment Trend

35. Mobile Advertising Report, August 201636 Analytics – Most Funded Companies

36. Mobile Advertising Report, August 201637 Data Management Platform – Business Model Description

37. Mobile Advertising Report, August 201638 Data Management Platform – Entrepreneur Activity and Investment Trend

38. Mobile Advertising Report, August 201639 Data Management Platform – Most Funded Companies

40. Mobile Advertising Report, August 201641 Interesting Seed Companies Company Overview Business Model Total Funding silverpush.co SilverPush (2012, Gurgaon) Provider of advertising and retargeting technology in TV Palaash Ventures, GSF India, 500 Startups, Unilazer Ventures, IDG Ventures India, TA Ventures, M and S Capital Partners Retargeting > Second Screen $2.8M unlockar.com Unlockar (2013, Delhi) Android app for lock-screen advertising & customer rewards Ad Serving Platform > Lock Screen $162K Curated list of companies by the sector analyst are defined as Interesting

41. Mobile Advertising Report, August 201642 Interesting Series A Companies

42. Mobile Advertising Report, August 201643 Interesting Series A Companies

43. Mobile Advertising Report, August 201644 Interesting Late Stage Companies

44. Mobile Advertising Report, August 201645 Top Funded Deadpooled Companies

46. Mobile Advertising Report, August 201647 Useful Links Slide Title Content Platform Link List of All Companies in readable format Companies Link Large Upcoming Sectors Entrepreneur Activity Link Niche Upcoming Sectors Entrepreneur Activity Link Top investments in last one year Investment Trend Link Top IPOs in last three years Exit Outlook - IPO, Acquisitions Link Major Acquisitions in last one year Exit Outlook - IPO, Acquisitions Link DSP – Most Funded Companies Sub Sector Understand Link Ad Network – Most Funded companies Sub Sector Understand Link SSP – Most Funded Companies Sub Sector Understand Link Data Management Platform – Most Funded Companies Sub Sector Understand Link Analytics – Most Funded companies Sub Sector Understand Link Top Funded Deadpooled Companies Companies Link

48. Mobile Advertising Report, August 201649 Mobile Advertising – Company List COVERS THE FOLLOWING SECTORS Campaign Management New Ad Formats Creatives Demand Side Platform Ad Network Ad Exchange Supply Side Platform Native Ads Ad Serving Platform Ad Server Deep Linking Analytics Data Management Platform Retargeting Attribution Enabler

49. Mobile Advertising Report, August 201650 Campaign Management (1/4) Campaign Management New Ad Formats Creatives Demand Side Platform Ad Network Ad Exchange Supply Side Platform Native Ads Ad Serving Platform Ad Server Deep Linking Analytics Data Management Platform Retargeting Attribution Enabler Company Details Funding Investors UpSnap [Cornelius, 2002]: UpSnap provides campaign management solution to the advertisers, ad agencies. Has built a proprietary database of historical consumer data. The data base is used to identify target audience for campaign. Uses technology platform to build suitable campaign for the target audience. The campaign can be used on the impressions purchased by UpSnap via RTB exchanges, direct publisher integrations and SDK integrations. $9.65M Village Ventures, SoftBank, Steamboat Ventures, Apax Partners Ubimo [Tel Aviv, 2012]: Ubimo provides location-based marketing service with additional datapoints such as weather and local events to make ads more relevant and contextually aware. Ubimo’s software-as-a-service platform allows companies to manage ad placements by looking at factors that might influence each consumer’s purchasing decisions, such as nearby venues, events, the weather, and neighborhood demographics such as the ages and gender of people most likely to patronize different services and businesses. Ubimo won Red Herring 2015 Top 100 Europe award. $9.5M Pitango Venture Capital, OurCrowd, YJ Capital Appoxee [Jaffa, 2010]: Appoxee is a push marketing platform for marketers to increase app engagement, retention and in-app purchases. Appoxee offers a set of tools to create, target, analyze and automate push and in-app messaging campaigns. Provides multi-app messaging and targeting capabilities for publishers with multiple apps. Also offers a set of in-app plugins, giving publishers additional ways to interact with their users. These include a message inbox and customer feedback form. Acquired by Teradata in Jan 2015 $2.4M Cyhawk Ventures Ltd., Lazarus Israel, Oryzn Capital Rain [Los Angeles, 2014]: Rain customers can create and place ads using the ad platform. The customers provide a location for targeting of customers and Rain delivers the ads to the mobile of the customers who are nearby to the location. Also, offers a landing page when a customer clicks on an ad. Provides real-time reporting solution to the customers. $100K 500 Startups ZapMe [Sydney, 2007]: ZapMe is a Mobile Digital Marketing Company that offers a content delivery platform that is location enabled. ZapMe allows its users to follow brands and receive direct offers at anytime. Offers location based service that can deliver offers when and where the user chooses. Using Google Maps API ZapMe can also send users to a location e.g. to the nearest retailer with a redeemable coupon etc. All data including ad response, CTR and demographics are stored in the platform and can be gathered for full reporting to the advertiser. $40k

50. Mobile Advertising Report, August 201651 Campaign Management (2/4) Campaign Management New Ad Formats Creatives Demand Side Platform Ad Network Ad Exchange Supply Side Platform Native Ads Ad Serving Platform Ad Server Deep Linking Analytics Data Management Platform Retargeting Attribution Enabler Company Details Funding Investors Enpocket [Boston, 2001]: Enpocket allows brands to plan, create, execute, measure and optimize mobile advertising campaigns. Provides a platform for mobile advertising campaign management and delivery system distinguished by advanced consumer insight, targeting, and measurement. Delivers mobile advertising across multiple formats including SMS, MMS, mobile internet advertising, and video. Acquired by Nokia in September 2007 for an undisclosed amount. BlueRun Ventures, GrandBanks Capital, Leader Ventures MobIntent [New York City, 2010]: MobIntent builds tools to simplify the process of creating, managing and optimizing mobile ad campaigns. Mobintent provides a complete view of campaign performance across search, display and social to better understand how customers interact with brand. Mobintent closed its operations in 2011. Techstars Lean [Mountain View, 2010]: LeanMarket is a campaign management platform which enables the marketers to pull a report and see in-depth data on every mobile app and mobile website that their ads appear in. Features include campaign dashboard, category targeting, device targetting, interactive reports etc. It also offers a self-serve interface to tweak and optimize the campaigns anytime they want. Also offers a self-serve platform for RTB bidding. It was a part of Y-Combinator accelerator program. Y Combinator WhereADbouts [Palo, 2013]: The WhereADbouts platform allows advertisers to create, manage and organize mobile advertisements campaigns using location and context-based selection strategies. The cloud-based platform enables advertisers to geotag, timetag and contextag their ads for maximizing CTR. Using the predictive analytics of the WhereADbouts platform, brands and advertisers are able to build forecasts to understand and prioritize what drives the most impact in their advertisement campaign. Flightly [Santa Monica, 2014]: Flightly provides Twitter advertising platform where it helps advertisers optimize the ad campaign to reach the relevant audience. Advertisers can create ad campaign and also manage using system workflow. Has partnership with Twitter for ad API and mobile measurement. Customers include Live Nation, Koral, Razorgator, Gameday, Golden State Warriors etc.

51. Mobile Advertising Report, August 201652 Campaign Management (3/4) Campaign Management New Ad Formats Creatives Demand Side Platform Ad Network Ad Exchange Supply Side Platform Native Ads Ad Serving Platform Ad Server Deep Linking Analytics Data Management Platform Retargeting Attribution Enabler Company Details Funding Investors Waypedia [Atlanta, 2014]: Waypedia provides a platform for mobile app promotion. App developers can register and select their app for promotion. Select specific geographical location for targeting or target worldwide. Select the volume of ads to be displayed. Estimated cost per download is 0.1$. Claims to have worked with 800+ advertisers, 5K+ monthly campaigns, 7M+ monthly impressions. Fractional Media [Boston, 2013]: Fractional media provides campaign management for the brands based on CPM, CPC and CPA with targeting methods. Fractional Media's machine learning technology matches individual ad opportunities based on the history of that individual user's actions and behavior with each campaign and creative. TapSurge [San Francisco, 2011]: TapSurge is a mobile performance based marketing agency which creates customized mobile media strategy for each individual app. Use RTB technology to execute the strategy. Has access to major ad exchanges along with own traffic sources. PowerPlay Mobile [ , 2010]: PowerPlay Mobile provides unique technology to connect with customers in real time. PowerPlay Mobile builds mobile campaigns with personalized feature sets addressing client's key performance measures. It analyses the results and refines the campaign in real time. In addition Powerplay Mobile also offers Loyalty Programs by giving consumers exclusive deals or special information on business. GeoMoment Digital [Boca Raton, 2015]: GeoMoment's mobile marketing solution combines the power of any digital ad product with the universal adoption of text messaging. Provides SMSAd Solution, its flagship patent-pending product that is flexible in its integration with all other mobile touchpoints. Provides mobile proximity and beacon solutions engaging consumers through customizable mobile applications, providing insight, information, engagement and contextual content to consumers in proximity of specific locations.

52. Mobile Advertising Report, August 201653 Campaign Management (4/4) Campaign Management New Ad Formats Creatives Demand Side Platform Ad Network Ad Exchange Supply Side Platform Native Ads Ad Serving Platform Ad Server Deep Linking Analytics Data Management Platform Retargeting Attribution Enabler

53. Mobile Advertising Report, August 201654 New Ad Formats (1/5) Campaign Management New Ad Formats Creatives Demand Side Platform Ad Network Ad Exchange Supply Side Platform Native Ads Ad Serving Platform Ad Server Deep Linking Analytics Data Management Platform Retargeting Attribution Enabler

58. Mobile Advertising Report, August 201659 Creatives (1/9) Campaign Management New Ad Formats Creatives Demand Side Platform Ad Network Ad Exchange Supply Side Platform Native Ads Ad Serving Platform Ad Server Deep Linking Analytics Data Management Platform Retargeting Attribution Enabler

67. Mobile Advertising Report, August 201668 Demand Side Platform (1/15) Campaign Management New Ad Formats Creatives Demand Side Platform Ad Network Ad Exchange Supply Side Platform Native Ads Ad Serving Platform Ad Server Deep Linking Analytics Data Management Platform Retargeting Attribution Enabler

82. Mobile Advertising Report, August 201683 Ad Network (1/75) Campaign Management New Ad Formats Creatives Demand Side Platform Ad Network Ad Exchange Supply Side Platform Native Ads Ad Serving Platform Ad Server Deep Linking Analytics Data Management Platform Retargeting Attribution Enabler

157. Mobile Advertising Report, August 2016158 Ad Exchange (1/3) Campaign Management New Ad Formats Creatives Demand Side Platform Ad Network Ad Exchange Supply Side Platform Native Ads Ad Serving Platform Ad Server Deep Linking Analytics Data Management Platform Retargeting Attribution Enabler

160. Mobile Advertising Report, August 2016161 Supply Side Platform (1/5) Campaign Management New Ad Formats Creatives Demand Side Platform Ad Network Ad Exchange Supply Side Platform Native Ads Ad Serving Platform Ad Server Deep Linking Analytics Data Management Platform Retargeting Attribution Enabler

165. Mobile Advertising Report, August 2016166 Native Ads (1/8) Campaign Management New Ad Formats Creatives Demand Side Platform Ad Network Ad Exchange Supply Side Platform Native Ads Ad Serving Platform Ad Server Deep Linking Analytics Data Management Platform Retargeting Attribution Enabler

173. Mobile Advertising Report, August 2016174 Ad Serving Platform (1/14) Campaign Management New Ad Formats Creatives Demand Side Platform Ad Network Ad Exchange Supply Side Platform Native Ads Ad Serving Platform Ad Server Deep Linking Analytics Data Management Platform Retargeting Attribution Enabler

187. Mobile Advertising Report, August 2016188 Ad Server (1/2) Campaign Management New Ad Formats Creatives Demand Side Platform Ad Network Ad Exchange Supply Side Platform Native Ads Ad Serving Platform Ad Server Deep Linking Analytics Data Management Platform Retargeting Attribution Enabler

188. Mobile Advertising Report, August 2016189 Ad Server (2/2) Campaign Management New Ad Formats Creatives Demand Side Platform Ad Network Ad Exchange Supply Side Platform Native Ads Ad Serving Platform Ad Server Deep Linking Analytics Data Management Platform Retargeting Attribution Enabler

189. Mobile Advertising Report, August 2016190 Deep Linking Campaign Management New Ad Formats Creatives Demand Side Platform Ad Network Ad Exchange Supply Side Platform Native Ads Ad Serving Platform Ad Server Deep Linking Analytics Data Management Platform Retargeting Attribution Enabler

190. Mobile Advertising Report, August 2016191 Analytics (1/7) Campaign Management New Ad Formats Creatives Demand Side Platform Ad Network Ad Exchange Supply Side Platform Native Ads Ad Serving Platform Ad Server Deep Linking Analytics Data Management Platform Retargeting Attribution Enabler

197. Mobile Advertising Report, August 2016198 Data Management Platform (1/6) Campaign Management New Ad Formats Creatives Demand Side Platform Ad Network Ad Exchange Supply Side Platform Native Ads Ad Serving Platform Ad Server Deep Linking Analytics Data Management Platform Retargeting Attribution Enabler

Tracxn Research: Mobile Advertising Landscape, August 2016

Du liest eine Vorschau.

Hier ansehen

Tracxn Research: Mobile Advertising Landscape, August 2016

Weitere Verwandte Inhalte

Diashows für Sie (20)

Andere mochten auch (20)

Ähnlich wie Tracxn Research: Mobile Advertising Landscape, August 2016 (20)

Weitere von Tracxn (20)

Aktuellste (20)