5. 2011 2012 2013 2014 2015
0
5
10
15
20
25
30
35
MESSAGES SENT PER DAY IN BN
WHATSAPP
SMS
MESSENGERS DOMINATE
MOBILEMESSENGERS ARE THE NEW SOCIAL NETWORKS
SOURCE: THE ECONOMIST, BUSINESS INSIDER
4Q11 4Q12 4Q13 4Q14 1Q15
0
500
1.000
1.500
2.000
2.500
Big 4 Social Networks
Big 4 Messaging Apps
MonthlyUsersinM
MESSAGING APPS HAVE CAUGHT UP TO SOCIAL
NETWORKS
5
6. WHATSAPP + FB
MESSENGER + WECHAT+
VIBER
2.2B MONTHLY ACTIVER
USERS, ALL ON MOBILE
6 OF THE TOP 10 MOST
USED APPS ARE MOBILE
MESSAGING APPS
MESSAGING IS THE NEW
SOCIAL MEDIA
SOURCE: BUSINESS INSIDER
7. WHATSAPP CARRIED 42B
MESSAGES DAILY,
ONLY AROUND 20B SMS
DAILY
BUT SMS STILL MONETIZE
BETTER
MESSAGING IS THE NEW
SOCIAL MEDIA
19. FB MESSENGER3 YEARS AGO LOSING THE
LEAD, NOW #1
MOBILE FIRST +
ACQUISITIONS + COPY
PASTE
FB 1.55B MAU*, 1B DAU**
MESSENGER 900M MAU*MONTHLY ACTIVE USERS
** DAILY ACTIVE USERS
22. FB MESSENGER > BOTSCOPY PASTE FROM ASIAN
MIMs, KIK, TELEGRAM
NO NEED TO LEAVE THE
APP TO BROWSER
DISCOVERY WITHOUT APP
DOWNLOAD
MESSAGING APPS + BOTS
= THE OS OF MOBILE
23. WHATSAPP1B MAU, 70% DAILY, 42B
DAILY MESSAGES
NO ADS, NO STICKERS,
NO GAMES
CALLS, INTERNET PLANS,
DESKTOP VERSION,
ENCRYPTION
44. THE NKITB: SNAPCHATDAU, 400M SNAPS DAILY
70% WOMEN & UNDER 25
YEARS OLD
YOUNGEST & FASTEST
GROWING MIM
EPHIMERAL CONTENT,
TURNED DOWN 3B FROM
FB,
NOW VALUATION AT 10B-SOURCE: BUSINESS INSIDER