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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
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
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
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
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
MARCH95
MARCH97
MARCH99
MARCH01
MARCH03
MARCH05
MARCH07
MARCH09
MARCH11
MARCH13
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
45% OF ALL VIDEO PLAYERS ARE MOBILEAND ONLY 24% ARE TVS
Source: Apple, Google, nokia, blackberry, displaysearch
Global Install Base of Video Players
TVs24%
iOS13%
Google Android23%
Chinese Android9%
PCs & Macs30%
WP/RIM1%
11
WHICH MEDIA WOULD CHILDREN MISS THE MOST?
Source: Ofcom
100%
75%
50%
25%
0.0BOYS
OtherTV set
‘Media You Would Miss Most’. UK aged 11-15
Games ConsolePC
GIRLS
Mobile & Tablet
15
NEURAL CENTER OF THE CONNECTED HOME
“THE TALK OF CES 2015”
Consumers Intending to Buy Smart HomeDevices in NEXT 12 Months
U.S. Broadband Households
19
A NEW iPHONE HAS625 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 POWERDURING IPHONE LAUNCH WEEKEND
THAN EXISTED IN ALL THE PCS ON EARTH IN 1995
20
SMARTPHONES SELL TO EVERYONE. YES, EVERYONEAS INCOME FALLS, THE UTILITY OF MOBILE INCREASES
Source: Ericsson, Mckinsey
Sub-Saharan Africa Population Coverage
80%
70%
60%
50%
40%
0%
30%
20%
CELLULARCOVERAGE
10%
3G COVERAGENOW
3G COVERAGEBY 2019 ELECTRICITY MOBILE
USERS
21
BUT A SMARTPHONE IS ALSO INHERENTLY DIFFERENT AND MORE USEFUL THAN A PC:
Source: Apple, Intel, a16z
PERSONALSOCIAL
GOES EVERYWHERESENSORS, CAMERAS, GPS, PAYMENTS
AND MUCH, MUCH EASIER TO USE
22Source: Comscore Multi-platform & Mobile Metrix, us, June 2013 - June 2014
MOBILE APPS ARE OFTEN HIGHLY VERTICALIZED MARKETPLACESCONTAINING WILDLY SUPERIOR USER EXPERIENCES
P.S. MORE TIME IS SPENT IN MOBILE APPS THAN ON ALL OF THE WEB
GREAT EXPERIENCES WIN
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
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
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
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
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
PURCHASE
MOBILE DISRUPTION IN RETAIL
CONSIDERATION
AWARENESSCONSIDERATION
CONSIDERATION
PURCHASE
AWARENESSPURCHASE
CONSIDERATION
AWARENESSCONSIDERATION
PURCHASEADVOCACY
AWARENESSADVOCACY
AWARENESST.V., PRINT
CONSIDERATIONASK A FAMILY MEMBER
PURCHASEIN 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
MOBILE DISRUPTION IN RETAIL
PURCHASE
AWARENESSADVOCACY
CONSIDERATIONPURCHASE
CONSIDERATIONADVOCACY
MOBILE EMPOWERS SHOPPERS AND MAKES BRAND ADVOCACY POSSIBLE, IN REAL-TIME
33
MOBILE LANDSCAPE
CONSIDERATION
BANK/PAY
GET SMARTER
EAT/DRINK
COMMUNICATE
WATCH/LEARN/LISTEN
GAME TRAVELZOCDOC
MD LIVEAETNA
MY FITNESS PALDOC ON DEMAND
WEB MDKAISER PERMANENTE
FITBIT
LIVE HEALTHIER
DOWNCASTSPOTIFY
PANDORAFLIPBOARD
NETFLIXNYTIMES
YOUTUBE
FACEBOOKYOUTUBE
GMAILINSTAGRAMWHATSAPP
TWITTERSKYPE
SNAPCHATGOOGLE+
VINEPINTERESTLINKEDIN
CHASECAPITAL ONEMINTVENMOGOOGLE WALLET
SEARCHGOOGLE MAPSGOOGLE TRANSLATEEVERNOTEWEATHER CHANNELCAMERADROPBOX
SEEMLESSYELPOPEN TABLESTARBUCKSFOOD NETWORKMY RECIPE BOOK
UBERKAYAKHOTELSTRAVELOCITYWAZE
THE EXTENT OF MOBILE DISRUPTION HAS ONLY SCRATCHED THE SURFACE
35
MOBILE STACK
2
CREATIVE
Native
Dynamic
Video
ANALYTICSTARGETING
Location (GPS) Cross-deviceAttribution
In Store (Beacon)
Retail POS
Cross-mediaAttribution
45
product: Place Visit Rate (PVR)
PVR = # of exposed devicesobserved in location
# of exposed devices
53
product: Online Campaign Ratings (OCR) Cross-Platform Campaign Ratings (XCR)
OCR: next-day view of online & mobile audienceXCR: unduplicated cross-platform reach
54
product: PIQ PrimeTimeHH set-top box data from Rentrak is merged with location analytics from PlaceIQTarget consumers when they are mobile and on-the-go, based on their TV viewership
56
connect:
target:
determine:
determine:
TV viewing data to mobile devices in same HH
Those TV viewers when they are near retail
Whether consumers actually visit the stores
Whether store visits resulted in purchases