This document discusses the growth of mobile devices and opportunities for apps. It notes that there are now over 5 billion mobile phone users worldwide, with iPhone, iPod and iPad users spending 30+ minutes per day in apps on average. Tablet computers are a rapidly growing segment, with the iPad currently dominating the market, comprising 84% of tablet sales and having a 91% customer satisfaction rate. The document argues that 50 million tablets will be sold in 2011, and explores potential business models for digital content, advertising, sponsorships, paywalls and games on tablets.

1. Apps = Opportunity
MIPCOM 2010
Michael Schneider
CEO

3. January, 2009
4.2 billion mobile phones

4. January, 2009
4.2 billion mobile phones

5. January, 2009 October, 2010
4.2 billion mobile phones 5+ billion mobile phones

6. January, 2009 October, 2010
20%
4.2 billion mobile phones 5+ billion mobile phones

8. Mobile Today

9. Mobile Today
• 5 billion mobile phone users in the world

10. Mobile Today
• 5 billion mobile phone users in the world
• Over 120 million iPhone, iPod touch, and iPad users

11. Mobile Today
• 5 billion mobile phone users in the world
• Over 120 million iPhone, iPod touch, and iPad users
• iPad: 2,000,000+ in first two months ‐> one every 3 sec

12. Mobile Today
• 5 billion mobile phone users in the world
• Over 120 million iPhone, iPod touch, and iPad users
• iPad: 2,000,000+ in first two months ‐> one every 3 sec
• iPhone users spend 30+ minutes PER DAY in apps

13. Mobile Today
• 5 billion mobile phone users in the world
• Over 120 million iPhone, iPod touch, and iPad users
• iPad: 2,000,000+ in first two months ‐> one every 3 sec
• iPhone users spend 30+ minutes PER DAY in apps
• Google selling 200,000 Android devices a day

14. Mobile Today
• 5 billion mobile phone users in the world
• Over 120 million iPhone, iPod touch, and iPad users
• iPad: 2,000,000+ in first two months ‐> one every 3 sec
• iPhone users spend 30+ minutes PER DAY in apps
• Google selling 200,000 Android devices a day
• By 2013, more people will access internet from mobile devices
than computers

15. (Source: motorolaconf, August 2010)

16. 4 births a second
(Source: motorolaconf, August 2010)

17. 4 births a second
39 mobile phones sold a second
(Source: motorolaconf, August 2010)

19. DefiniOon of “Mobile” changing

32. Tablets

33. Available Rumored/
Today Coming soon

34. Available Rumored/
Today Coming soon

35. Available Rumored/
Today Coming soon

36. Dell Streak ‐ $549

37. joojoo ‐ $499

38. Archos 7 ‐ $249

39. Archos 9 ‐ $399

40. Galaxy Tab ‐ $799

41. OpOmus ‐ ~€499

42. Adam Tablet ‐ Unknown

43. Unknown

44. ?
HP Slate ‐ ~$500

45. India Gov’t Tablet ‐ $35

46. PlayBook ‐ Unknown

47. iPad ‐ $499

48. iPad ‐ $499
•$2B Last Quarter

49. iPad ‐ $499
•$2B Last Quarter
•84% of market

50. iPad ‐ $499
•$2B Last Quarter
•84% of market
•91% satisfaction rate
(Source: ChangeWave Research, May 2010)

57. (Source: iSuppli, August 25, 2010)

58. Business models
that work on tablets.

59. Digital Content Sales

60. Digital Content Sales

61. Digital Content Sales

62. Digital Content Sales

63. Miami Dolphins - Sponsorship (road.ie/dolphins-app)

64. Miami Dolphins - Sponsorship (road.ie/dolphins-app)

65. Advertising

66. Advertising

67. Paywalls (maybe)

68. Paywalls (maybe)

69. Paywalls (maybe)

70. Games

71. 50 million tablets
will be sold in 2011.
(Source: Bloomberg)

72. http://road.ie/rf48tx
THANK YOU
michael@mobileroadie.com | @msfd | @mobileroadie