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May 2013

Disruption: There’s an App for ThatSimon Khalaf, President & CEO

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Worldwide in-application events measured by Flurry (Trillions)

Disruption: There is an App for That

Source: Flurry Analytics, January 2009 – January 2013

Jan 2

009

Mar 20

09

May 20

09

Jul 2

009

Sep 20

09

Nov 20

09

Jan 2

010

Mar 20

10

May 20

10

Jul 2

010

Sep 20

10

Nov 20

10

Jan 2

011

Mar 20

11

May 20

11

Jul 2

011

Sep 20

11

Nov 20

11

Jan 2

012

Mar 20

12

May 20

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Jul 2

012

Sep 20

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Nov 20

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Jan 2

013

-

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1.0

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Trill

ions

Music

Gaming

M&E

SocialNetworking

Logistics &Travel

Retail

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Dec 2010 Dec 2011 Dec 2012 -

20

40

60

80

100

120

140

160

180

Sources: comScore, Alexa, U.S. Bureau of Labor Statistics, Flurry Analytics

70

162

66 72

168

9470

168

127

Mobile ApplicationsWeb Browsing Television

How Mobile Stacks Up Against TV and The Web

U.S. Web vs. Mobile App vs. TV Consumption, Minutes per Day

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It’s an App World, and Browsers Live in It

`

BROWSERS

APPS

Games, 32%

Facebook, 18%

Safari, 12%

Productivity, 2%

Social Networking, 6%

Utility, 8%

News, 2%

Entertainment, 8%

Android Native, 4% Opera Mini, 2%

Source: Flurry Analytics, Comscore

Time Spent on Smartphones and Tablets

App Other , 6%

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2008 2009 2010 2011 20120

2

4

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20

App Revenue Is ScalingBi

llions

($)

Source: eMarketer, Mary Meeker (KPCB)

129% CAGR

Virtual Goods Advertising

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U.S. display advertising and digital goods revenue

Faster Revenue Ramp than The Web

1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 20120

2

4

6

8

10

12

14

16

Billio

ns ($

)

Source: eMarketer, Flurry, Comscore

MOBILE APPS WEB (BROWERS)

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Retail: Revenue Growth Year-Over-Year

Retailers with Apps Online Marketplaces0%

50%

100%

150%

200%

250%

300%

257%

147%

Source: Flurry Analytics- Sample Size 48 Apps, 22 million MAUs, sale of physical and digital goods (no IAP)

Growth in Sales in Commerce Apps (Year- Over Year 2011- 2012)

~ 4.2 Billion USD in 2012 ~ 22 Billion USD in 2012

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Disruption Across Multiple Industries

Social Media & Entertainment Shopping Productivity Utilities Travel Gaming

387%

268%247% 237%

206% 198%

107%

132%

Source: Flurry Analytics Dec 2011- Dec 2012

WW Session in iOS and Android Apps (Dec 2011 – Dec 2012)

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Distribution of time spent in media apps

A Closer Look at Media & Entertainment Apps

Networks22%

Studios20%

2nd Screen Apps11%

Emerging Media37%

Others10%

Source: Flurry Analytics

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Sources: Michael Zimbalist; Nielsen National People Meter; comScore Media Metrix Flurry

5:00 AM

6:00 AM

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10:00 AM

11:00 AM

12:00 PM

1:00 PM

2:00 PM

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7:00 PM

8:00 PM

9:00 PM

10:00 PM

11:00 PM

12:00 AM

1:00 AM

2:00 AM

3:00 AM

4:00 AM

0%

10%

20%

30%

40%

50%

60%

70%

% o

f Aud

ienc

e Sh

are

TELEVISION MEDIA APPS

Media & Entertainment Apps Behave Like TV

Daypart comparison, people 15+ using medium, U.S.

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Distribution of time spent in commerce apps

The Rise of the App & Mortar Economy

Source: comScore, Flurry Analytics Dec 2012

Retailers27%

Online Mar-ketplaces

20%

Purchase Assistance17%

Price Comparison14%

Daily Deals13%

Others9%

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Shopping Apps: Usage by Gender

13-17 18-24 25-34 35-54 55+

5%

13%

19%

16%

2%

7%

10%

13%14%

1%

Age Group

FEMALESMALES

Source: Flurry Analytics

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Shopping App Usage: Gender and Daypart

5:00 AM

6:00 AM

7:00 AM

8:00 AM

9:00 AM

10:00 AM

11:00 AM

12:00 PM

1:00 PM

2:00 PM

3:00 PM

4:00 PM

5:00 PM

6:00 PM

7:00 PM

8:00 PM

9:00 PM

10:00 PM

11:00 PM

12:00 AM

1:00 AM

2:00 AM

3:00 AM

4:00 AM

0%

1%

2%

3%

4%

5%

6%

7%

8%

9%

10%FEMALESMALES

Source: Flurry Analytics

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up to 5 min 5 min to 20 min over 20 min

24%

62%

14%

Shopping App Usage: Time Before Purchase

Source: Flurry Analytics

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Thank you