2. A Quick Intro to Flurry, from Yahoo
• Mobile analytics and ads platform that sees app activity
from over 550,000 apps from 175,000 mobile developers
… An average of 7 apps per device
… Across 1.5 Billion smartphones and tablets worldwide
… That’s approximately 1/3 of all app activity
6. Creating Overnight Telco Companies
6
Publicly Disclosed Number of Subscribers (in Millions)
700
465
355
300
105 100
66
App
Telco
34
7. US M-Commerce Growth
7
US M-Commerce Revenues (in Billions)
60% Growth
2012 2013
Source: Internet Retailer
$20.5
$33B
8. Mobile Travel & Logistics Growth
8
8
7
6
5
4
3
2
1
14
12
10
8
6
4
2
0
Mobile Travel Revenues Growing at 168% CAGR
2011 2012 2103
Revenue Usage
2013
Revenue (in Billions)
Usage (in Billions of sessions)
Sources: Flurry, PhoCusWright
9. Mobile Has Completely Absorbed Social
9
Share of Time Spent Per Platform, US Only
68%
98%
86%
100% 92%
100%
80%
60%
40%
20%
0%
Facebook Instagram Twitter Snapchat Pinterest
Mobile Desktop
Sources: Comscore, US 18+ Dec 2013
10. Back to Music: Mobile Disrupting Its Own
2012-2103 Year-Over-Year
10
Digital’s Share of the 15B Music Industry; Mobile Streaming
Music Industry Overall Digital’s Share
Physical
51%
Rights
8%
Digital
39%
Downloads
67%
Paid
Streaming
17%
Other
16%
Growth
+51%
-2.3%
Hits $1B
DOWNLOADS
PAID
STREAMING
Source: IFPI, 2013 data
2013 Music Sales
11. Mobile Now Means Apps
Source: Flurry Analytics, Comscore, NetMarke1tS1hare
12. …and a 24/7/365 Activity
Average Times Spent by iOS Devices on Flurry’s Network – US only
12
1.8
1.6
1.4
1.2
1
0.8
0.6
0.4
0.2
0
Games Social &Photo Sharing News & Magazines
Music, Media & Entertainment Utilities & Productivity Lifestyle & Shopping
Source: Flurry Analytics, August 2013
13. Mobile has Become a Worldwide Activity
13
Top Ten Countries on the Flurry Platform
(Millions)
Source: Flurry Analytics, active devices as of March 2014
330
295
62 45 42 42 40 36 36 35 32
14. Worldwide Daily App Usage Distribution (Millions)
Regular Users Super Users Addicts
639
283
Tablets/Phones
De-facto Wearables
79
784
440
176
Under 16 Times 16 to 60 Times 60+ Times
Mar-13 Mar-14
23%
55%
123%
Mobile Has Become Addictive
Source: Flurry Analytics14
19. Mobile Gaming Is Still Only 14% of Total
Mobile’s Share of the 93B Gaming Software Industry in 2013
19
Handheld
19%
Mobile
14%
PC
19%
Console
47%
An $80B
Worldwide
Upside
Potential
Source:
Gartner
20. Mobile Advertising Is Still in its Infancy
20
Mobile’s Share of the $162B US Advertising Market
Other Channels
96%
Mobile Ads
4%
A $155B US
Upside
Potential
Sources: iAB, Zenith Optimedia
21. North American Mobile Payments Just 0.7% of Total
Mobile’s Share of the $158B North American Payment Market
21
Mobile Payments
0.7%
Other
99.3%
A $157B
North
America
Upside
Potential
Sources: eMarketer, Deutsch Bank, BCG
22. Mobile Is Still at 1% of Total US Retail Sales
A Trillion USD
US
Opportunity
22
Mobile’s Share of the US $3.25 Trillion Market
Traditional Retail
91%
PC-Commerce
8%
M-Commerce
1%
Sources: ComScore, Forrester.
It turns out that our app fingerprint is more distinctive than DNA
The average smartphone consumer uses 20 apps per device heavily
With over one million apps to choose from in the app store, the number of possible app combination dwarfs the number of possible chromosomal combinations
Marketers who can tap into this personal nature of mobile to better understand and reach their target audience are at a great advantage
From the 540K apps that Flurry tracks, we’re now seeing 5.5 Billion sessions/day
170+ Billion app sessions/month
This data (more than Google, Facebook or Twitter) gives us tons of insight into what’s happening in mobile, and we share that knowledge back with advertisers and with the industry on our blog.
We’ve been in the app ecosystem since the beginning of smartphones, and we’ve seen key categories emerge to drive growth in the app Economy. Today, nearly ever sector of the mobile economy is seeing explosive growth….