3. Six Years In: Nothing But Growth
Source: Flurry Analytics 3
4. Regular Users Super Users Addicts
639
Worldwide Daily App Usage Distribution (Millions)
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 Analytics 4
6. Creating Overnight Telco Companies
6
700
Publicly Disclosed Number of Subscribers (in Millions)
465
355
300
105 100 66
App
Telco
34
China
Mobile
WhatsApp WeChat Line AT&T Kakao Talk NTT
Docomo
SK
Telecom
7. US M-Commerce Growth
7
60% Growth
2012 2013
Source: Internet Retailer
US M-Commerce Revenues (in Billions)
$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
2012-2013 Year-Over-Year
10
Digital’s Share of the 15B Music Industry; Mobile Streaming Hits $1B
Music Industry Overall Digital’s Share
Physical
51%
Digital
39%
Rights
8%
Downloads
67%
Paid
Streaming
17%
Other
16%
Growth
+51%
DOWNLOADS
-2.3%
PAID
STREAMING
Source: IFPI, 2013 data
2013 Music Sales
11. Mobile has Finally Eclipsed TV
Source: Flurry Analytics, comScore, US Bureau of Labor Statistics11
12. Growth Driven by the Torso and Tail
Source: Flurry Analytics, comScore 12
Many industries have been disrupted, starting with music in 2008 right with the launch of the iPhone and ending with TV most recently. I’m excited to take you through the mobile disruption we at Flurry have witnessed first hand.
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….
Much of this growth has been driven by what we at Flurry call “addicts.” Those who launch apps 60+ times per day have more than doubled to over 175m devices that are launching apps 2.5 times every hour, 24 hours a day.
Messaging apps are driving many of those sessions…
Digital’s share is 39%- for the first time paid streaming is growing by 50% and downloads decreasing