5. Mobile Is the Natural Platform for Social Discovery
Average hours spent calculated using total hours spent divided by MeetMe Platform MAU (September 2012).
Source: Google Analytics for Web. Flurry for Android, iPhone and iPad.
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7. Smartphone Penetration to Increase
Source: MeetMe Survey. June 2012. 6,754 responses.
Confidential – Not For Distribution 7
8. Mobile Monetization is the Low-Hanging Fruit
A 1 cent increase in mobile
ARPDAU drives $2+ million in
annualized revenue
Mobile App Revenue
– New Subscription Product
– Two new freemium products
– Mobile users 3-6x more likely to pay
Mobile Ad Revenue
– Roll out feed advertising in Q1’13
and Q2’13
– Testing new ad units as mobile ad
market continues to mature
Avg. Revenue per Daily Active User (ARPDAU) represents MeetMe Platform web and mobile revenue divided by average daily active users (DAUs) for web and mobile.
Results presented above include data from prior to the merger of Quepasa with myYearbook on November 10, 2011.
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9. Mobile is More Than a Screen: A Payment Platform
Revenue charts refer to total Revenue of MeetMe, previously myYearbook. Mobile Revenue refers to mobile advertising and mobile virtual currency revenue on
MeetMe’s mobile apps and mobile web site. MeetMe results presented above include data from prior to the merger of Quepasa with myYearbook on November 10, 2011.
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10. Mobile Products Launched in March Drive 45% of Q3
Revenue
Virtual Currency and Advertising Revenue refer to revenue generated from the MeetMe-Platform (MeetMe website and mobile app).
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12. Be Mobile or Be Irrelevant
Confidential – Not For Distribution 12
13. Imagine the Mobile Ad Market $20 Billion Bigger
% of Time Spent in Media vs. % of Advertising Spending, USA 2011
Source: http://allthingsd.com/20120530/mary-meekers-internet-trends-live-at-d10-slides/
Confidential – Not For Distribution 13
14. It’s Not As Crazy As It Sounds
More Reach
– Always on, always plugged in
More Context
– High quality
– Targeted on interests, social graph, location
– Point-of-sale tracking capabilities developing
More Expectations
– Users expect to carry their web experiences seamlessly in
their pocket
Confidential – Not For Distribution 14
15. Advertisers Are Spending Like It’s 1998!!
Source: eMarketer
Confidential – Not For Distribution 15
16. Plenty of Smart People Trying to Crack the Nut
Facebook reporting $3 million a day on mobile feed advertising in Q3
Earnings Call.
Confidential – Not For Distribution 16
17. Ad Unit Innovation: No Longer Off to the Side
In-Game Branding
Confidential – Not For Distribution 17
18. Incentivized Mobile Video Ads Poised for Growth
Watch to completion
Guaranteed eyeballs
Accepted value exchange
Available on all mobile platforms
Confidential – Not For Distribution 18
19. Mobile Offer Walls Help Drive Monetization
Confidential – Not For Distribution 19
20. And Mobile Advertising isn’t Even the Most Exciting Part
Apps projected by Forrester to be $50 billion a year business by 2015 1
1http://www.forrester.com/Mobile+App+Internet+Recasts+The+Software+And+Services+Landscape/fulltext/-/E-RES58179?objectid=RES58179
and http://www.slideshare.net/avinash.raghava/forrester-8840580. Chart Source:
http://allthingsd.com/20120530/mary-meekers-internet-trends-live-at-d10-slides/
Confidential – Not For Distribution 20
21. In-App Purchases Increasingly Outperforming Paid Apps
66% of iOS app revenue attributed to Freemium games, up from 39% in Jan. 2011
Confidential – Not For Distribution 21
22. The Formula: One-Tap Purchase
Virtually every iPhone user has a credit card on file with iTunes,
enabling a frictionless one-tap purchase flow
Confidential – Not For Distribution 22
23. Android In-App Billing Getting Easier
Expect Google to encourage users to create a billing profile on
activation of a new phone or download of the first app
Confidential – Not For Distribution 23
24. Both Platforms Must Improve Internationally
Both iOS and Android are overly reliant on a faulty expectation that everyone
has a credit card – need to support popular local payment methods,
especially in countries with much smaller advertising markets
Konbini
Confidential – Not For Distribution 24
25. New Players Emerge – But Will They Matter?
• Flurry: Amazon Appstore monetizing 90% as well as iTunes per user
• The original innovator in frictionless payments
• Ability to strike large deals with handset makers and market their own
tablets
Confidential – Not For Distribution 25
26. The Nut Will Be Cracked
Smart phone proliferation continues
Mobile advertising growth explodes
Mobile payments become frictionless on all leading platforms
Confidential – Not For Distribution 26
27. Follow: @geoffcook and @meetme
Blog: valleyoutsider.com
Confidential – Not For Distribution
29. Internationalization Presents Enormous Opportunity
Addressable Market of Over 1.5 Billion People Aged 18-30 Worldwide
Source: United States census data for 2012 (www.census.gov)
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Don’t know if it will be 2 or 3 years or 10 years for mobile ads to catch up
71% apps, 29% ads
http://www.businessinsider.com/bii-report-how-in-app-commerce-drives-app-store-success-2012-8 30% of app gamers have made a purchase or upgraded -- $3 sweet spot -- http://www.theappside.com/2012/10/12/30-of-app-gamers-have-made-purchase-or-upgraded-with-3-the-sweet-spot/