1.
Insights & Opportunities
in the Mobile Age
t
Sean Galligan
VP Sales and Business Development

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

3.
Mobile is Personal, Ads Should be Too

4.
Six Years In: Nothing But Growth
Source: Flurry Analytics

5.
Messaging Apps’ Astronomical Growth
5
2012-2013 Growth Rate
316%
115%
Messaging App Usage Overall
Source: Flurry Analytics

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

15.
Consumers are Demanding Bigger Screens
Source: Flurry Analytics15

16.
Market for Watches Looks Promising…
Source: Flurry Analytics16

17.
…And Could Reach a Very Desirable Audience

18.
Mobile Has Achieved
Great Things in the Last
t
Six Years, And…

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.

23.
…The Biggest
Opportunities are
t
Ahead of Us