Future of Mobile statistics, Mobile Marketing, Mobile Advertising

1. Future of Mobile
2009 - 2018

2. Global Internet Connected Device
Shipments
Personal
Computers
Smartphones
Tablets
Smart TVs
Wearables
0
200,000,000
400,000,000
600,000,000
800,000,000
1,000,000,000
1,200,000,000
1,400,000,000
1,600,000,000
1,800,000,000
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Units
Source: Gartner, IDC, Strategy Analytics, Company Filings, BI Intelligence Estimates

3. Samsung
Apple
Huawei
LG
Lenovo
Sony Ericsson ZTE
Nokia Windows
Phone
BlackBerry
HTC
Motorola
Other
0
25,000,000
50,000,000
75,000,000
100,000,000
125,000,000
150,000,000
175,000,000
200,000,000
225,000,000
250,000,000
275,000,000
300,000,000
325,000,000
Q1
2009
Q2
2009
Q3
2009
Q4
2009
Q1
2010
Q2
2010
Q3
2010
Q4
2010
Q1
2011
Q2
2011
Q3
2011
Q4
2011
Q1
2012
Q2
2012
Q3
2012
Q4
2012
Q1
2013
Q2
2013
Q3
2013
Q4
2013
UnitsShipped
Source: BI Intelligence Estimates
Global Shipments by Manufacturer

4. Global Computer Shipments
PCs
Tablets
0
20,000
40,000
60,000
80,000
100,000
120,000
140,000
160,000
180,000
(Thousands)
Source: Gartner, IDC, Strategy Analytics company releases

5. Demand For Phablets Is Skyrocketing In
Asia
Laptop
Tablet
Phablet
0
3
6
9
12
15
18
21
24
27
2011 Q4 2012 Q1 2012 Q2 2012 Q3 2012 Q4 2013 Q1 2013 Q2
MillionsOfUnitsShipped
Source: International Data Corporation August 2013
"Asia" excludes Japan and includes Australia, China, Hong Kong, India, Indonesia, Korea,
Malaysia, New Zealand, Philippines, Singapore, Taiwan, Thailand, and Vietnam.

6. Wearable Device Market Size Forecast
$-
$2,000
$4,000
$6,000
$8,000
$10,000
$12,000
$14,000
2010 2011 2012 2013 2014 2015 2016 2017 2018
(Millions)
Source: BI Intelligence estimates, ABI Research, IMS, Juniper, *Assumes 42$ average selling price for wearable devices

7. Connected Car Revenue Forecast
In-vehicle
services
Hardware
Telematics
service
providers
Telecom
service
providers
€ .0
€ 5000.0
€ 10000.0
€ 15000.0
€ 20000.0
€ 25000.0
€ 30000.0
€ 35000.0
€ 40000.0
€ 45000.0
2009A 2010A 2011A 2012A 2013E 2014E 2015E 2016E 2017E 2018E
(millions)
Source: SBD, GSMA

8. Global PC Shipments by Manufacturer
Lenovo
HP
Dell
Acer
Other
0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
90,000
100,000
(thousands)
Source: Gartner, IDC
iPad released
Windows 8
released

9. Breakdown Of The Average
Smartphone Owner's Daily Time-Spend
Other
8%
Visit Websites
14%
Games
8%
Social
Networking
15%
Talk
26%
Text
20%
Email
9%
On Average, U.S. Smartphone Owners Spend 58 Minutes Daily On
Their Phones
Source: Experian Marketing Services, May 2013

10. Average Minutes Spent Per
Interaction By Device
43
39
30
17
0
5
10
15
20
25
30
35
40
45
50
TV PC/Laptop Tablet Smartphone
Minutes
Source: Google, August 2012

11. U.S. Consumer Media Consumption
Share
45%
25%
17%
9%
7%
4%
44%
26%
16%
8% 8%
6%
43%
26%
15%
7% 7%
9%
42%
26%
14%
6%
5%
12%
38%
20%
12%
4% 5%
20%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
TV Online Radio Print Other Mobile
Source: eMarketer, August 2013
2009 2010 2011 2012 2013

12. User Bases Instagram, WhatsApp
Snapchat
Instagram
WhatsApp
Snapchat
0
50,000,000
100,000,000
150,000,000
200,000,000
250,000,000
300,000,000
350,000,000
400,000,000
TotalUserBaseSize
Source: News Reports, Company Listings, ComScore, BII Estimates

13. WhatsApp Growth
8
10
11
16
19
200
Activer Users
450
0
50
100
150
200
250
300
350
400
450
500
0
5
10
15
20
25
Apr-13 Jun-13 Aug-13 Dec-13 Feb-14
NumberOfActiveUsers(Millions)
NumberOfDailyMessages(Billions)
Source: WhatsApp, News Reports, BII Estimates
Messages Sent Activer Users

14. WhatsApp, WeChat, And LINE
Monthly Active Users (Global)
0
50
100
150
200
250
300
350
400
450
500
Millions
Source: BI Intelligence Estimates
WhatsApp
WeChat
LINE

15. OTT Surpasses SMS
16
20
04
41.0
00
05
10
15
20
25
30
35
40
45
2011 2012 2013
BillionsOfMessagesPerDay
Source: Informa, April 2013
SMS OTT

16. Top Photo Sharing Sites, Nov. 2013
Facebook
43%
Snapchat
49%
Instagram
7%
Flickr
1%
Share Of Average Daily Photo Uploads Among Top 4 Sites (809
Million Photos)
Source: BI Intelligence

17. Snapchat's Daily Photo Shares
0
50
100
150
200
250
300
350
400
DailyPhotoSharesInMillions
Source: Snapchat, TechCrunch September 2013, CNET June 2013, KPCG May 2013

18. Global Internet Traffic
Desktop Vs. Mobile
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Source: StatCounter, September 2013

19. Global Mobile Video Traffic Will
Continue To Surge
0
1
2
3
4
5
6
7
8
2011 2012 2013 2014 2015 2016 2017
MillionsofTerabytesPerMonth
Source: Cisco, 2013

20. Mobile Usage:
Pandora, Twitter, Facebook
Pandora
Facebook
Twitter
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
2008 2009 2010 2011 2012 2013

21. Facebook Ad Revenues Split
Total Ad
Revenue
Mobile Ad
Revenue
$ .0
$ 500.0
$ 1000.0
$ 1500.0
$ 2000.0
$ 2500.0
1Q10 2Q10 3Q10 4Q10 1Q11 2Q11 3Q11 4Q11 1Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13
Millions
Source: Facebook

22. Ecommerce Website Traffic By
Device
PC
Tablet
Smartphone
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Q1 2011 Q2 2011 Q3 2011 Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013
Source: Monetate

23. Leading Retailers' Digital Audience
Population By Device
0
20
40
60
80
100
120
140
160
(Millions)
Source: comScore
Desktop Only Desktop + Mobile Mobile Only

24. Starbucks's Mobile Payments
Volume
$144.648
$206.640
$244.332
$272.113
$340.20
$.0
$50.0
$100.0
$150.0
$200.0
$250.0
$300.0
$350.0
$400.0
Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2014
MillionsOfU.S.Dollars
Source: Starbucks's Statements, BI Intelligence Estimates

25. Apple App Store Cumulative
Revenue
And Developer Payouts
Cumulative
Revenue
Payments To
Developers
$.0
$5000.0
$10000.0
$15000.0
$20000.0
$25000.0
(millions)
Source: News Reports, Company Releases

26. Global Mobile Phone Sales
-
50000.0
100000.0
150000.0
200000.0
250000.0
300000.0
350000.0
400000.0
(Thousands)
Source: Gartner
Feature
Smartphones

27. Smartphone Sales In 2014 will be Driven
By New Users In Emerging Markets
0
50
100
150
200
250
300
MillionsOfSmartphones
Source: Mediacells via The Guardian
Sales To New Smartphone Users In 2014 Smartphone Upgrades In 2014
Top 11
Other
Markets

28. Total App Downloads vs. App
Downloads Per Capita By Country,
1358.080
293.950
184.580 139.130 129.820
244.190
79.230
506.890
314.510
4.30
4.65
2.30
2.12
0.67
1.70
3.43
0.37
2.47
0.00
0.50
1.00
1.50
2.00
2.50
3.00
3.50
4.00
4.50
5.00
0
200
400
600
800
1,000
1,200
1,400
1,600
USA UK Germany France Brazil Russia Australia China Japan
AppDownloadsPerCapita
TotalAppDownlaods(Millions)
Source: XYO, BII Estimates
Total App Downloads App Downloads Per Capita

29. Global Smartphone Average Selling
Price Forecast
$100.0
$150.0
$200.0
$250.0
$300.0
$350.0
2010A 2011A 2012A 2013E 2014E 2015E 2016E
AverageSellingPrice
Source: BI Intelligence Estimates

30. iPhone Sales
0%
20%
40%
60%
80%
100%
120%
140%
160%
0
10,000
20,000
30,000
40,000
50,000
60,000
Q1
2010
Q2
2010
Q3
2010
Q4
2010
Q1
2011
Q2
2011
Q3
2011
Q4
2011
Q1
2012
Q2
2012
Q3
2012
Q4
2012
Q1
2013
Q2
2013
Q3
2013
Q4
2013
YOYSalesGrowth
UnitSales(Thousands)
Source: Company Filings
Unit Sales YOY Sales Growth

31. iPad Sales
-50%
0%
50%
100%
150%
200%
0
5,000
10,000
15,000
20,000
25,000
30,000
Q2
2010
Q3
2010
Q4
2010
Q1
2011
Q2
2011
Q3
2011
Q4
2011
Q1
2012
Q2
2012
Q3
2012
Q4
2012
Q1
2013
Q2
2013
Q3
2013
Q4
2013
YOYSalesGrowth
UnitSale(Thousands)
Source: Company Filings Unit Sales YOY Sales Growth

32. Global Tablet Shipments by Platform
Apple
Amazon
(Kindle Fire)
Windows
0
10,000,000
20,000,000
30,000,000
40,000,000
50,000,000
60,000,000
70,000,000
80,000,000
90,000,000
100,000,000
Q2
2010
Q3
2010
Q4
2010
Q1
2011
Q2
2011
Q3
2011
Q4
2011
Q1
2012
Q2
2012
Q3
2012
Q4
2012
Q1
2013
Q2
2013
Q3
2013
Q4
2013
Source: BI Intelligence Estimates
Android

33. Year Over Year Growth
Smartphones vs Tablets, Quarterly
Smartphones
Tablets
0%
50%
100%
150%
200%
250%
300%
350%
Q2
2009
Q3
2009
Q4
2009
Q1
2010
Q2
2010
Q3
2010
Q4
2010
Q1
2011
Q2
2011
Q3
2011
Q4
2011
Q1
2012
Q2
2012
Q3
2012
Q4
2012
Q1
2013
Q2
2013
Q3
2013
Q4
2013
Source: BI Intelligence Estimates

34. Global Smartphone Market Share
Android
Apple iOS
Microsoft
BlackBerry
Other
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Q3
2009
Q4
2009
Q1
2010
Q2
2010
Q3
2010
Q4
2010
Q1
2011
Q2
2011
Q3
2011
Q4
2011
Q1
2012
Q2
2012
Q3
2012
Q4
2012
Q1
2013
Q2
2013
Q3
2013
Q4
2013
Source: IDC, Strategy Analytics

35. Global Tablet Market Share
Android
Apple
Amazon
(Kindle Fire)
BlackBerry Nook Windows
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Q2
2010
Q3
2010
Q4
2010
Q1
2011
Q2
2011
Q3
2011
Q4
2011
Q1
2012
Q2
2012
Q3
2012
Q4
2012
Q1
2013
Q2
2013
Q3
2013
Q4
2013
Source: BI Intelligence Estimates

36. Global Computing Platform
Market Share
Android
Windows
Apple
BlackBerry
Other
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Q1
2009
Q2
2009
Q3
2009
Q4
2009
Q1
2010
Q2
2010
Q3
2010
Q4
2010
Q1
2011
Q2
2011
Q3
2011
Q4
2011
Q1
2012
Q2
2012
Q3
2012
Q4
2012
Q1
2013
Q2
2013
Q3
2013
Q4
2013
Source: Gartner, IDC, Stategy Analytics, Company Filings, BI Intelligence Estimates

37. Developers Main Platforms / Global
0%
34%
33%
17%
4%
5%
7%
Developers' Main Platform
Android
iOS
HTML5
BlackBerry 10
Windows Phone
Other
Source: Developer Economics July 2013

38. Android Platform Dist. As of Feb 2014
Froyo
1%
Gingerbread
20%
Ice Cream
Sandwich
16%
Jelly Bean
61%
KitKat
2%
Source: developer.android.com

39. U.S Smartphone Market Share
Android
Apple
BlackBerry
Microsoft
Other
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Jan
10
Mar
10
May
10
Jul
10
Sep
10
Nov
10
Jan
11
Mar
11
May
11
Jul
11
Sep
11
Nov
11
Jan
12
Mar
12
May
12
Jul
12
Sep
12
Nov
12
Jan
13
Mar
13
May
13
Jul
13
Sep
13
Nov
13
Source: comScore

40. Global Mobile Ad Revenue
Market Share By OS
iOS
Android
Other
BlackBerry OS
Symbian
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013
Source: Opera Mediaworks

41. Ecommerce Website Traffic By
Mobile Platform
iPad
iPhone
Android Phone
Android TabletOther
00%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Q1 2011 Q2 2011 Q3 2011 Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013
Source: Monetate

42. Ad Spending vs. Consumer Time
Spent
6%
42%
26%
14%
12%
23%
43%
22%
10%
3%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Print TV Web Radio Mobile
Source: Mary Meeker, IAB, eMarketer

43. U.S. Advertising
Offline
Online
$.0
$20.0
$40.0
$60.0
$80.0
$100.0
$120.0
$140.0
$160.0
$180.0
(billions)
Source: IAB, U.S. Census Bureau, Stategy Analytics. BI Intelligence estimates

44. Digital Ad Revenue by Format
48% 43%
21%
19%
7%
15%
7% 6%
6% 7%
5% 4%
2% 2%
3% 3%
0.5% 0.4%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
H1 2012 H2 2013
%OfTotalDigitalAdRevenue
Source: IAB 2013
Email
Rich Media
Sponsorship
Lead Generation
Digital Video
Classifieds
Mobile
Display/ Banner
Search

45. Global Mobile Advertising Revenue
Search
Display
Messaging
$0
$2,000
$4,000
$6,000
$8,000
$10,000
$12,000
$14,000
$16,000
2007 2008 2009 2010 2011 2012 2013E
(Millions)
Source: IAB, BI Intelligence Estimates

46. Global Mobile Search Market Share
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Dec08
Feb09
Apr09
Jun09
Aug09
Oct09
Dec09
Feb10
Apr10
Jun10
Aug10
Oct10
Dec10
Feb11
Apr11
Jun11
Aug11
Oct11
Dec11
Feb12
Apr12
Jun12
Aug12
Oct12
Dec12
Feb13
Apr13
Jun13
Aug13
Oct13
Dec13
Source: StatCounter
Google Yahoo! bing

47. What Is The Next Big Thing In Mobile?
6%
9%
19%
2%
4%
7%
7%
17%
7%
22%
0% 5% 10% 15% 20% 25%
Other
Connected TV
Everything As A Service
Indoor Location
Distance Learning
Mobile Advertising
Mobile Health
Mobile Wallet
Connected Car
Wearables
Source: Open Mobile Media, July 2013; n = 50+ Top-Level Mobile Executives Attending The Open Mobile
Summit

48. Wearable Technology
87%
13%
20%
12%
6%
2% 2% 2%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
No Yes Nike+
Fuelband Or
Activity
Tracker
Fitbit Bodymedia
Fitcore
Pebble
Watch
Jawbone UP Recon Ski
Goggles
Source: Bloomberg/Survey Monkey, April 2013
Have You Ever Purchased A Wearable Computing Device Or
Received One As A Gift?
If So, Which One? (US Respondents)

49. Wearable Technology
Yes
28%
No
53%
Not Sure
19%
Would You Feel Comforable If Someone You Were Interacting
With Were Wearing Glasses Like These?*
Source: YouGov, May 2013 *n = 1,000 smartphone

50. Average Daily Time Spent Per
Person
Sleeping
7.6 hours
Leisure And Sports
2.5 hours
In The Car 1.2 hours
Eating/Drinking 1.1 hours
Household Work 1.1 hours
Other 1.7 others
0
12
24
Source: Bureau Of Labor Statistics
U.S. Employed Citizens ages 25 to 54
Working
8.8 hours

51. Waze User Growth
0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
90,000
Jul-11 Jan-12 Jul-12 Oct-12 Jan-13 Feb-13 Jun-13 Dec-13*
ThousandsOfRegisteredUsers
Source: News Reports, Company Releases,*BII Estimate