Flurry Presents at Digital Analytics Association Symposium - San Francisco, CA, 8/2012

State of DisruptionDigital Analytics Association Symposium

Jarah Euston Director of Analytics

August 29, 2012

“SOFTWARE IS EATING THE WORLD” ANDREESSEN IN WSJ

Source: Flurry Analytics, iOS and Android, Flurry Estimates

WW SMART DEVICE ACTIVE USERS (MILLIONS)

SMARTPHONES EATING FEATURE PHONES

Jun 10

Jul 10

Aug 10

Sep 10

Oct 10

Nov 10

Dec 10

Jan 11

Feb 11

Mar 11

Apr 11

May 11

Jun 11

Jul 11

Aug 11

Sep 11

Oct 11

Nov 11

Dec 11

Jan 12

Feb 12

Mar 12

Apr 12

67 71 76 84 93104129144

158175194

225265

319331337358

385

446480487

519529

iOS & ANDROID GROWTH ~10X PC, ~2X INTERNET

PC (1983) Internet (1995) iOS & Android (2007)

47.5

248

529

USERS PER PLATFORM 5 YEARS AFTER LAUNCH (MILLIONS)

Source: Flurry Analytics active devices July 2012

CHINA POISED TO EAT THE US

US China UK S. Korea Japan Germany France Canada Spain Brazil

165

128

31 28 22 19 17 16 13 13

COUNTRIES WITH GREATEST NUMBER OF ACTIVE iOS & ANDROID DEVICES (MILLIONS)

APPS EATING THE INTERNET

June 2010 Dec 2010 June 2011 Dec 2011

Sources: comScore, Alexa, Flurry Analytics; Smartphones & Tablets, U.S.

MINUTES

70MINUTES

66 MINUTES

74 MINUTES

81

MINUTES

64

MINUTES

43

WEB BROWSING MOBILE APPS

MINUTES

72MINUTES

94

U.S. MOBILE APPS VERSUS WEB CONSUMPTION

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

DAYPART COMPARISON, PEOPLE 15+ USING MEDIUM, U.S.

5am 6am 7am 8am 9am 10am 11am 12pm 1pm 2pm 3pm 4pm 5pm 6pm 7pm 8pm 9pm 10pm 11pm 12am 1am 2am 3am 4am 0%

10%

20%

30%

40%

50%

60%

70%

% o

f Aud

ienc

e Sh

are

Hour of Day

APPS ARE EATING MEDIA CONSUPMPTION

TELEVISION INTERNET iOS & ANDROID APPS

03:1

4:59

PM

03:1

9:29

PM

03:2

3:59

PM

03:2

8:29

PM

03:3

2:59

PM

03:3

7:29

PM

03:4

1:59

PM

03:4

6:30

PM

03:5

0:59

PM

03:5

5:29

PM

03:5

9:59

PM

04:0

4:29

PM

04:0

9:00

PM

04:1

3:29

PM

04:1

7:59

PM

04:2

2:30

PM

04:2

6:59

PM

04:3

1:30

PM

04:3

5:59

PM

04:4

0:29

PM

04:4

4:59

PM

04:4

9:29

PM

04:5

3:59

PM

04:5

8:29

PM

05:0

2:59

PM

05:0

7:29

PM

05:1

1:59

PM

05:1

6:29

PM

05:2

0:59

PM

05:2

5:29

PM

05:2

9:59

PM

05:3

4:29

PM

05:3

8:59

PM

05:4

3:29

PM

05:4

7:59

PM

05:5

2:29

PM

05:5

6:59

PM

06:0

1:29

PM

06:0

5:59

PM

06:1

0:29

PM

06:1

4:59

PM

06:1

9:29

PM

06:2

3:59

PM

06:2

8:29

PM

06:3

2:59

PM

06:3

7:29

PM

06:4

1:59

PM

06:4

6:30

PM

06:5

0:59

PM

06:5

5:29

PM

06:5

9:59

PM

07:0

4:29

PM

07:0

8:59

PM

07:1

3:29

PM

1,000.0

1,500.0

2,000.0

2,500.0

3,000.0

3,500.0

4,000.0

4,500.0

COIN TOSS

MADONNAHALFTIME SHOW EXCITING LAST FEW

MINUTES OF THE GAMEKICKOFF

BATTLESHIP MOVIE AD

TAX ACTAD COCA-COLA

POLAR BEAR AD

GIANTS DRIVE (FIELD GOAL)

Source: Flurry Analytics

APP SESSIONS STARTED PER SECOND IN U.S. DURING SUPER BOWL

APPS ARE EATING THE FIRST SCREEN03

:14:

59 P

M03

:19:

29 P

M03

:23:

59 P

M03

:28:

29 P

M03

:32:

59 P

M03

:37:

29 P

M03

:41:

59 P

M03

:46:

30 P

M03

:50:

59 P

M03

:55:

29 P

M03

:59:

59 P

M04

:04:

29 P

M04

:09:

00 P

M04

:13:

29 P

M04

:17:

59 P

M04

:22:

30 P

M04

:26:

59 P

M04

:31:

30 P

M04

:35:

59 P

M04

:40:

29 P

M04

:44:

59 P

M04

:49:

29 P

M04

:53:

59 P

M04

:58:

29 P

M05

:02:

59 P

M05

:07:

29 P

M05

:11:

59 P

M05

:16:

29 P

M05

:20:

59 P

M05

:25:

29 P

M05

:29:

59 P

M05

:34:

29 P

M05

:38:

59 P

M05

:43:

29 P

M05

:47:

59 P

M05

:52:

29 P

M05

:56:

59 P

M06

:01:

29 P

M06

:05:

59 P

M06

:10:

29 P

M06

:14:

59 P

M06

:19:

29 P

M06

:23:

59 P

M06

:28:

29 P

M06

:32:

59 P

M06

:37:

29 P

M06

:41:

59 P

M06

:46:

30 P

M06

:50:

59 P

M06

:55:

29 P

M06

:59:

59 P

M07

:04:

29 P

M07

:08:

59 P

M07

:13:

29 P

M

1,000.0

1,500.0

2,000.0

2,500.0

3,000.0

3,500.0

4,000.0

4,500.0

RETURN FROM COMMERCIAL BREAK

RETURN FROM COMMERCIAL BREAK

36%

6%58%

57%9%

34%

70%

11%

19%

APPS EATING GAMES REVENUE

Source: Flurry Analytics, The NPD Group; Flurry analysis & estimates

U.S. PORTABLE GAME SOFTWARE BY REVENUE

2009 2010 2011

iOS & Android Sony PSP Nintendo DS

THESE CATEGORIES ARE READY TO EAT SOMETHING

Source: Flurry Analytics, October 2011 – March 2012

FASTEST GROWING APP CATEGORIES, TIME PER ACTIVE USER

Photo & Video Music Productivity Social Networking Entertainment

89%

72%66%

54%

40%

TV Print Web Radio Mobile

43%

29%

16%

11%

1%

40%

6%

22%

9%

23%

2011 U.S. AD SPENDING VS. CONSUMER TIME SPENT

Sources: VSS, Mary Meeker (KPCB), comScore, Alexa, Flurry Analytics

TIME SPENT PER MEDIAAD SPEND PER MEDIA

WHICH BUDGET WILL MOBILE AD DEMAND EAT?

Cross-platform Revenue Comparison: iOS vs. Android

HOW WILL DEVELOPERS EAT?

Source: Flurry Analytics

Thank you!

Jarah@flurry.com

For free, in-depth research, visit:blog.flurry.com