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DW 2015: Andreas Constantinou - The Business Model Mechanics of Internet Disruptors

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  1. 1. Copyright VisionMobile 2015 Updated: 25 October 2015 The Business Model Mechanics of Internet Disruptors Andreas Constantinou | Founder & Director | VisionMobile Digital Winners 2015
  2. 2. Copyright VisionMobile 2015 VisionMobile|theanalystsofthedevelopereconomy media presence trusted by mainstream media clients Our research is trusted by 2 We help the world understand developers. We help developers understand the world.
  3. 3. Copyright VisionMobile 2015 Reports & data subscriptions Join our syndicated research surveys to understand the who, what, and why of developer attitudes and experiences. 3 VisionMobile|whatwedo Developer Experience Tracking August 2015 August 2015 Developer Megatrends H1 2015 2015 VisionMobile1 DEVELOPER MEGATRENDS H1 2015 2015 VisionMobile.com May 2015 Access developer trends through 12 reports a year Slice & dice millions of developer data points If you could talk to 20,000+ developers what would you ask them? Access all our research data via interactive charts and filters. We help the world understand developers. We help developers understand the world.
  4. 4. Copyright VisionMobile 2015 Knowledge. Passion. Innovation. Andreas Constantinou @andreascon 2015 VisionMobile. This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License. Director & Founder, VisionMobile Adjunct professor, Lund University
  5. 5. Copyright VisionMobile 2015 1 2 The business model mechanics of Internet disruptors 5 Ecosystem business models Asymmetric business models
  6. 6. Copyright VisionMobile 2015 Ecosystem business models
  7. 7. Copyright VisionMobile 2015 Developers are conquering the wrist Apple Watch4,000+ apps Android Wear4,000+ apps Pebble1,400+ apps (excl. watch faces) Source: Apple, Pebble, Android Wear Center, VisionMobile estimates (Q2 2015)7
  8. 8. Copyright VisionMobile 2015 Developers are conquering the home There are a lot of things that were not going to be able to build. We want to work with developers who bring other great ideas in the mix. [] The iPhone was great - it had 5 apps on it when it shipped. Now it has a million apps on it. The opportunity in the home is going to be pretty close.Tony Fadell ex-Apple, CEO Nest https://www.youtube.com/watch?v=377oDvnrk5M&t=20m40s (edited for clarity) a small selection of Smart Home platforms and APIs 8
  9. 9. Copyright VisionMobile 2015 Developers are conquering the car Aftermarket solutions for any car, 250+ OBD apps in Google Play, growing support from big players API available by invite only 40 new vehicle models in 2015 API publicly available (Nov 2014) Apps can be published on Google Play (Mar 2015) First models in 2015 9
  10. 10. Copyright VisionMobile 2015 Developers are conquering the sky There are a lot of industrial use cases that DJI cant build the software for, but developers can come and create software for industrial companies. Developers are already using our SDK to build apps to help control drones for agriculture, construction, and mining.Michael Perry DJI http://techcrunch.com/2015/05/06/dji-drone-platform/ Android for drones http://dronekit.io/ Raised $75M to build an industrial UAV developer platform (May 2015) http://dev.dji.com/ An operating system for commercial drones http://www.airware.com/developers 10
  11. 11. Copyright VisionMobile 2015 Modern competitive battles are won by attracting developers Salesforce 1.4M registered devs in 2013 took #1 spot from Oracle in CRM Apple iOS | Google Android took #1 spot from Nokia and Blackberry in (smart)phones Under Armour fashion brand uses developers to engage communities of athletes Microsoft Windows dominant OS in the 90s and 00s because of superior developer strategy 11
  12. 12. Copyright VisionMobile 2015 Developer-driven business models in 3 steps 12 Identify complements to your product in another market Use developers to boost demand for these complements Bundle complements with you core business 1 2 3
  13. 13. Copyright VisionMobile 2015 Apple ecosystem recipe 13
  14. 14. Copyright VisionMobile 2015 The mechanics of Apple iOS ecosystem ecosystem around iOS platform is designed to drive hardware sales iOS platform developers sw publishers content retailers content owners internet players brands verticals operators subsidies users and data plans content, apps and services contributes App Store to offer $$$ and user engagement premium product experience premium $$$ telcos reduce friction for the iPhone business accessory manufacturers complements, revenue share access to market 14 contribution how value is captured
  15. 15. Copyright VisionMobile 2015 Apple iOS ecosystem core business consumer electronics step how Apple implements it identify complements in another market content and mobile apps boost demand for complements create developer ecosystem and app store bundle with core business iOS apps only available on iDevices 15
  16. 16. Copyright VisionMobile 2015 16 Tencent ecosystem recipe
  17. 17. Copyright VisionMobile 2015 The mechanics of WeChat ecosystem convert user engagement into an e-commerce business 17 mobile operators $$$ SMS free messaging and calls engagement kills legacy SMS business user reach$$$ commoditization how value is captured e-commerce platform virtualgoods games physicalgoods transportation payments flights marketing music
  18. 18. Copyright VisionMobile 2015 Example: WeChat messaging app core business - ecommerce 18 step how WeChat implements it identify complements in another market free comms services boost demand for complements free messaging, 3rd party service ecosystem bundle with core business messaging is bundled with Tencent payment and ecommerce services
  19. 19. Copyright VisionMobile 2015 19 Automatic ecosystem recipe
  20. 20. Copyright VisionMobile 2015https://jawbone.com/marketplace20 Automatic: an OBD plug as an enabler for distribution platform for insurance and car services Raised $24M in Q2 2015 from USAA and CDK Global http://www.reuters.com/article/2015/06/25/ca-automatic-labs-idUSnBw255375a+100+BSW20150625
  21. 21. Copyright VisionMobile 2015 Automatic: From a standalone product to an innovation ecosystem connecting drivers to the rest of their life 320 recipes on IFTTT 21 social service trip logging location smart home wearables works with any car through OBD-II plug offers selection of own services for smart car experience
  22. 22. Copyright VisionMobile 2015 Example: Automatic + IFTTT core business automotive services 22 step how Automatic implements it identify complements in another market Integrate the Automatic app with IFTTT boost demand for complements Use the IFTTT innovator community to come up with 100s of recipes bundle with core business Requires the Automatic OBD plug to work. Automotive services are bundled with the plug.
  23. 23. Copyright VisionMobile 2015 Diverse companies use developers to extend their business 23 value creation value capture value delivery developers as extenders to new use cases, and partners into new alliances developers as distribution reaching new users & new markets developers as customers Source: VisionMobile
  24. 24. Copyright VisionMobile 2015 AsymmetricBusinessModels:surpriseyourcompetition
  25. 25. Copyright VisionMobile 2015 Asymmetric Business Models are based on the economics of complements 25 increases demand for Google products mobile networks handsets net neutrality Android on-line advertising (90+ % of profits) Closed Open A product consumed with the main product A product where a business generates profits commoditise commoditise Adjacent products in mobile Google core business Adjacent product Core product
  26. 26. Copyright VisionMobile 2015 Asymmetric biz models create & capture value across industries softwarehandsets e-commerce advertising Messenger WhatsApp 26 telecoms Google Play ad sales Google Fiber Google Fi Android handsets Google Wallet ad sales devices App Store iDevices
  27. 27. Copyright VisionMobile 2015 Asymmetric biz models create & capture value across industries value capturevalue creation softwarehandsets e-commerce telecoms profit transfer 27 insurance Amazon app store e-commerce Kindle Fire employee benefits plan free life insurance as long as you re a subscriber free HR software
  28. 28. Copyright VisionMobile 2015 Google is asymmetrically colonising industry after industry 28 ads Search, AdWords enterprise software Google Apps mobile Android PC Chromebook TV Chromecast, YouTube home appliances Nest travel Google Maps, Google Flights wearables Android Wear automotive Android Auto
  29. 29. Copyright VisionMobile 2015 ABMs render industry boundaries meaningless comms media e-commerce advertising software handsets
  30. 30. Copyright VisionMobile 2015 Knowledge. Passion. Innovation. Andreas Constantinou Director & Founder [email protected] @andreascon Understand developers Talk to us Work With us If you could speak to 20,000 developers, what would you ask them?
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Copyright VisionMobile 2015 Updated: 25 October 2015 The Business Model Mechanics of Internet Disruptors Andreas Constantinou | Founder & Director | VisionMobile Digital Winners 2015
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