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Wonk Mobile Future of Mobile

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Future of Mobile 2009 - 2018
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Page 1: Wonk Mobile Future of Mobile

Future of Mobile

2009 - 2018

Page 2: Wonk Mobile Future of Mobile

Global Internet Connected Device Shipments

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 20130

200,000,000

400,000,000

600,000,000

800,000,000

1,000,000,000

1,200,000,000

1,400,000,000

1,600,000,000

1,800,000,000

Personal Com-puters

Personal Com-puters

Personal Com-puters

Personal Com-puters

Personal Com-puters

Personal Com-puters

Personal Com-puters

Personal Com-puters

Personal Com-puters

Personal Com-puters

Personal Com-puters

Personal Com-puters

Personal Com-puters

Personal Com-puters

Smartphones

SmartphonesSmartphonesSmartphonesSmartphonesSmartphonesSmartphonesSmartphonesSmartphonesSmartphonesSmartphones

SmartphonesSmartphones

SmartphonesTablets

TabletsTabletsTabletsTabletsTabletsTablets

TabletsTabletsTablets

Tablets

Tablets

Tablets

Tablets

Smart TVs

Connected/Smart TVs

Connected/Smart TVs

Connected/Smart TVs

Connected/Smart TVs

Connected/Smart TVs

Connected/Smart TVs

Connected/Smart TVs

Connected/Smart TVs

Connected/Smart TVs

Connected/Smart TVs

Connected/Smart TVs

Connected/Smart TVs

Connected/Smart TVs

Wearables

WearablesWearablesWearablesWearablesWearablesWearables

WearablesWearablesWearables

Wearables

Wearables

Wearables

Wearables

Source: Gartner, IDC, Strategy Analytics, Company Filings, BI Intelligence Estimates

Units

Page 3: Wonk Mobile Future of Mobile

Q1 2009

Q2 2009

Q3 2009

Q4 2009

Q1 2010

Q2 2010

Q3 2010

Q4 2010

Q1 2011

Q2 2011

Q3 2011

Q4 2011

Q1 2012

Q2 2012

Q3 2012

Q4 2012

Q1 2013

Q2 2013

Q3 2013

Q4 2013

0

25,000,000

50,000,000

75,000,000

100,000,000

125,000,000

150,000,000

175,000,000

200,000,000

225,000,000

250,000,000

275,000,000

300,000,000

325,000,000

Samsung

Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Apple

Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2

Series2Series2Series2Series2Series2Huawei

Series3Series3Series3Series3Series3Series3Series3Series3Series3Series3

Series3Series3Series3Series3

Series3Series3Series3Series3

Series3LG

Series4Series4Series4Series4Series4Series4Series4Series4Series4Series4

Series4Series4Series4Series4

Series4Series4Series4Series4

Series4Lenovo

Series5Series5Series5Series5Series5Series5Series5Series5Series5Series5

Series5Series5Series5Series5

Series5Series5Series5Series5

Series5Sony Ericsson

Series6Series6Series6Series6Series6Series6

Series6Series6Series6Series6

Series6Series6Series6Series6

Series6Series6Series6Series6

Series6ZTE

Series7Series7Series7Series7Series7Series7

Series7Series7Series7Series7

Series7Series7Series7Series7

Series7Series7Series7Series7

Series7

Nokia Windows Phone

Series8Series8Series8Series8Series8Series8

Series8Series8Series8Series8

Series8Series8Series8Series8

Series8Series8Series8Series8

Series8

BlackBerry

Series9Series9Series9Series9Series9Series9

Series9Series9Series9Series9

Series9Series9Series9Series9

Series9Series9Series9Series9

Series9

HTC

Series10Series10Series10Series10Series10Series10

Series10Series10Series10Series10

Series10Series10Series10Series10

Series10Series10Series10Series10

Series10

Motorola

Series11Series11Series11Series11Series11Series11

Series11Series11Series11Series11

Series11Series11Series11Series11

Series11Series11Series11Series11

Series11

OtherSeries12Series12Series12Series12Series12

Series12Series12Series12Series12Series12

Series12Series12Series12Series12

Series12Series12Series12

Series12Series12

Uni

ts S

hipp

ed

Source: BI Intelligence Estimates

Global Shipments by Manufacturer

Page 4: Wonk Mobile Future of Mobile

Global Computer Shipments

0

20,000

40,000

60,000

80,000

100,000

120,000

140,000

160,000

180,000

PCsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC Shipments

TabletsTablet Shipments

Tablet ShipmentsTablet

ShipmentsTablet Shipments

Tablet Shipments

Tablet Shipments

Tablet ShipmentsTablet

ShipmentsTablet

ShipmentsTablet

ShipmentsTablet

ShipmentsTablet Shipments

Tablet Shipments

Tablet Shipments

Tablet ShipmentsTablet

ShipmentsTablet

ShipmentsTablet

Shipments

Tablet ShipmentsTablet

ShipmentsTablet

ShipmentsTablet

Shipments

Tablet Shipments

Source: Gartner, IDC, Strategy Analytics company releases

(Tho

usan

ds)

Page 5: Wonk Mobile Future of Mobile

Demand For Phablets Is Skyrocketing In Asia

2011 Q4 2012 Q1 2012 Q2 2012 Q3 2012 Q4 2013 Q1 2013 Q20

3,000,000

6,000,000

9,000,000

12,000,000

15,000,000

18,000,000

21,000,000

24,000,000

27,000,000

Laptop

Tablet

Phablet

Source: International Data Corporation August 2013"Asia" excludes Japan and includes Australia, China, Hong Kong, India, Indonesia, Korea,

Malaysia, New Zealand, Philippines, Singapore, Taiwan, Thailand, and Vietnam.

Page 6: Wonk Mobile Future of Mobile

Wearable Device Market Size Forecast

2010 2011 2012 2013 2014 2015 2016 2017 2018 $-

$2,000

$4,000

$6,000

$8,000

$10,000

$12,000

$14,000

Source: BI Intelligence estimates, ABI Research, IMS, Juniper, *Assumes 42$ average selling price for wearable devices

(Mill

ions

)

Page 7: Wonk Mobile Future of Mobile

Connected Car Revenue Forecast

2009A 2010A 2011A 2012A 2013E 2014E 2015E 2016E 2017E 2018E€ .000

€ 5000.000

€ 10000.000

€ 15000.000

€ 20000.000

€ 25000.000

€ 30000.000

€ 35000.000

€ 40000.000

€ 45000.000

In-vehicle services

In-vehicle services

In-vehicle services

In-vehicle services

In-vehicle services

In-vehicle services

In-vehicle services

In-vehicle services

In-vehicle services

In-vehicle services

Hardware

HardwareHardware

HardwareHardware

HardwareHardware

HardwareHardware

Hardware

Telematics service

providers

Telematics service

providers

Telematics service

providers

Telematics service

providers

Telematics service

providers

Telematics service

providers

Telematics service

providers

Telematics service

providers

Telematics service

providers

Telematics service

providersTelecom service

providers

Telecomm service

providers

Telecomm service

providers

Telecomm service

providers

Telecomm service

providers

Telecomm service

providers

Telecomm service

providers

Telecomm service

providers

Telecomm service

providers

Telecomm service

providers

Source: SBD, GSMA

(mill

ions

)

Page 8: Wonk Mobile Future of Mobile

Global PC Shipments by Manufacturer

0

10,000

20,000

30,000

40,000

50,000

60,000

70,000

80,000

90,000

100,000

LenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHP

HPHPHPHPDell DellDellDellDellDellDell

DellDellDellDellDellDellDellDellDellDellDellDellDell

DellDellDellDellAcer AcerAcerAcer

AcerAcerAcer

AcerAcerAcerAcerAcer

AcerAcerAcerAcerAcerAcerAcerAcerAcerAcerAcerAcer

OtherOther

OtherOther

OtherOther

OtherOther

OtherOtherOtherOther

OtherOtherOtherOther

OtherOtherOtherOther

OtherOtherOtherOther

Source: Gartner, IDC

(tho

usan

ds)

iPad releasedWindows 8 re-leased

Page 9: Wonk Mobile Future of Mobile

Breakdown Of The Average Smartphone Owner's Daily Time-Spend

Other8%

Visit Websites14%

Games8%

Social Networking15%Talk

26%

Text20%

Email9%

On Average, U.S. Smartphone Owners Spend 58 Minutes Daily On Their Phones

Source: Experian Marketing Services, May 2013

Page 10: Wonk Mobile Future of Mobile

Average Minutes Spent Per Interaction By Device

TV PC/Laptop Tablet Smartphone0

5

10

15

20

25

30

35

40

45

50

4339

30

17

Source: Google, August 2012

Min

utes

Page 11: Wonk Mobile Future of Mobile

U.S. Consumer Media Consumption Share

TV Online Radio Print Other Mobile0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

45%

25%

17%

9%7%

4%

44%

26%

16%

8% 8%6%

43%

26%

15%

7% 7%9%

42%

26%

14%

6% 5%

12%

38%

20%

12%

4% 5%

20%

2009 2010 2011 2012 2013

Source: eMarketer, August 2013

Page 12: Wonk Mobile Future of Mobile

User Bases Instagram, WhatsApp Snapchat

0

50,000,000

100,000,000

150,000,000

200,000,000

250,000,000

300,000,000

350,000,000

400,000,000

Instagram

WhatsApp

Snapchat

Source: News Reports, Company Listings, ComScore, BII Estimates

Tota

l Use

r Ba

se S

ize

Page 13: Wonk Mobile Future of Mobile

WhatsApp Growth

Apr-13 Jun-13 Aug-13 Dec-13 Feb-140

5

10

15

20

25

0

50

100

150

200

250

300

350

400

450

500

810

11

16

19

200

Activer Users450

Messages Sent Activer Users

Source: WhatsApp, News Reports, BII Estimates

Num

ber

Of D

aily

Mes

sage

s (B

illio

ns)

Num

ber

Of A

ctive

Use

rs (M

illio

ns)

Page 14: Wonk Mobile Future of Mobile

WhatsApp, WeChat, And LINE Monthly Active Users (Global)

Oct-10

Dec-10

Feb-11

Apr-11

Jun-11

Aug-11

Oct-11

Dec-11

Feb-12

Apr-12

Jun-12

Aug-12

Oct-12

Dec-12

Feb-13

Apr-13

Jun-13

Aug-13

Oct-13

Dec-13

0

50

100

150

200

250

300

350

400

450

500

Source: BI Intelligence Estimates

Mill

ions

WhatsApp

WeChat

LINE

Page 15: Wonk Mobile Future of Mobile

OTT Surpasses SMS

2011 2012 201300

05

10

15

20

25

30

35

40

45

16.1643835616438

19.5

4.38356164383562

41.0

SMS OTTSource: Informa, April 2013

Billi

ons

Of M

essa

ges

Per D

ay

Page 16: Wonk Mobile Future of Mobile

Top Photo Sharing Sites, Nov. 2013

Facebook43%

Snapchat49%

Instagram7%

Flickr1%

Share Of Average Daily Photo Uploads Among Top 4 Sites (809 Mil-lion Photos)

Source: BI Intelligence

Page 17: Wonk Mobile Future of Mobile

Snapchat's Daily Photo Shares

Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-130

50

100

150

200

250

300

350

400

Source: Snapchat, TechCrunch September 2013, CNET June 2013, KPCG May 2013

Dai

ly P

hoto

Sha

res

In M

illio

ns

Page 18: Wonk Mobile Future of Mobile

Global Internet TrafficDesktop Vs. Mobile

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Source: StatCounter, September 2013

Page 19: Wonk Mobile Future of Mobile

Global Mobile Video Traffic Will Continue To Surge

2011 2012 2013 2014 2015 2016 20170

1000000

2000000

3000000

4000000

5000000

6000000

7000000

8000000

Source: Cisco, 2013

Mill

ions

of T

erab

ytes

Per

Mon

th

Page 20: Wonk Mobile Future of Mobile

Mobile Usage: Pandora, Twitter, Facebook

2008 2009 2010 2011 2012 20130%

10%

20%

30%

40%

50%

60%

70%

80%

90%

Pandora

Facebook

Twitter

Page 21: Wonk Mobile Future of Mobile

Facebook Ad Revenues Split

1Q10 2Q10 3Q10 4Q10 1Q11 2Q11 3Q11 4Q11 1Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13$ .000

$ 500.000

$ 1000.000

$ 1500.000

$ 2000.000

$ 2500.000

Mobile Ad Revenue

Mobile Ad Revenue

Mobile Ad Revenue

Mobile Ad Revenue

Mobile Ad Revenue

Mobile Ad Revenue

Mobile Ad Revenue

Mobile Ad Revenue

Mobile Ad Revenue

Mobile Ad Revenue

Mobile Ad Revenue

Mobile Ad Revenue

Mobile Ad Revenue

Mobile Ad Revenue

Mobile Ad Revenue

Mobile Ad RevenueTotal Ad

RevenueTotal Ad Revenue

Total Ad Revenue

Total Ad Revenue

Total Ad Revenue

Total Ad Revenue

Total Ad Revenue

Total Ad Revenue

Total Ad Revenue

Total Ad Revenue

Total Ad Revenue

Total Ad Revenue

Total Ad Revenue

Total Ad Revenue

Total Ad Revenue

Total Ad Revenue

Source: Facebook

Mill

ions

Page 22: Wonk Mobile Future of Mobile

Ecommerce Website Traffic By Device

Q1 2011 Q2 2011 Q3 2011 Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 20130%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

PC PC PC PC PC PC PC PC PC PC PC

TabletTablet Tablet Tablet Tablet Tablet Tablet Tablet Tablet Tablet Tablet

SmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphone

Source: Monetate

Page 23: Wonk Mobile Future of Mobile

Leading Retailers' Digital Audience Population By Device

Amazon

eBay

Wal-M

artApple

Target

Best Buy

The Home Depot

Ticketm

aster

EtsyLo

wes0

20

40

60

80

100

120

140

160

Desktop Only Desktop + Mobile Mobile Only

Source: comScore

(Mill

ions

)

Page 24: Wonk Mobile Future of Mobile

Starbucks's Mobile Payments Volume

Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2014$.000

$50000000.000

$100000000.000

$150000000.000

$200000000.000

$250000000.000

$300000000.000

$350000000.000

$400000000.000

$144648000.000

$206640000.000

$244332000.000

$272113050.000

$340200000.000

Source: Starbucks's Statements, BI Intelligence Estimates

Page 25: Wonk Mobile Future of Mobile

Apple App Store Cumulative Revenue And Developer Payouts

Jun-10

Sep-10

Dec-10

Mar-1

1Jun-11

Sep-11

Dec-11

Mar-1

2Jun-12

Sep-12

Dec-12

Mar-1

3Jun-13

Sep-13

Dec-13

$.000

$5000.000

$10000.000

$15000.000

$20000.000

$25000.000

Payments To DevelopersSeries2Series2 Series2Series2 Series2Series2Series2Series2

Series2Series2

Cumulative Revenue

Series1Series1 Series1Series1Series1Series1Series1Series1

Series1Series1

(mill

ions

)

Source: News Reports, Company Releases

Page 26: Wonk Mobile Future of Mobile

Global Mobile Phone Sales

-

50000.000

100000.000

150000.000

200000.000

250000.000

300000.000

350000.000

400000.000

Source: Gartner

(Tho

usan

ds)

Feature Phones

Smartphones

Page 27: Wonk Mobile Future of Mobile

Smartphone Sales In 2014 will be Driven By New Users In Emerging Markets

0

50

100

150

200

250

300

Sales To New Smartphone Users In 2014 Smartphone Upgrades In 2014

Source: Mediacells via The Guardian

Mill

ions

Of

Smar

tpho

nes

Top 11 Markets Other

Mar-kets

Page 28: Wonk Mobile Future of Mobile

Total App Downloads vs. App Downloads Per Capita By Country,

USA UK Germany France Brazil Russia Australia China Japan0

200

400

600

800

1,000

1,200

1,400

1,600

0.00

0.50

1.00

1.50

2.00

2.50

3.00

3.50

4.00

4.50

5.00

1358.080

293.950 184.580 139.130 129.820

244.190 79.230

506.890 314.510

4.304.65

2.302.12

0.67

1.70

3.43

0.37

2.47

Total App Downloads App Downloads Per Capita

Source: XYO, BII Estimates

Tota

l App

Dow

nlao

ds (M

illio

ns)

App

Dow

nloa

ds P

er C

apita

Page 29: Wonk Mobile Future of Mobile

Global Smartphone Average Selling Price Forecast

2010A 2011A 2012A 2013E 2014E 2015E 2016E $100.000

$150.000

$200.000

$250.000

$300.000

$350.000

Source: BI Intelligence Estimates

Ave

rage

Sel

ling

Pric

e

Page 30: Wonk Mobile Future of Mobile

iPhone Sales

Q1 2010

Q2 2010

Q3 2010

Q4 2010

Q1 2011

Q2 2011

Q3 2011

Q4 2011

Q1 2012

Q2 2012

Q3 2012

Q4 2012

Q1 2013

Q2 2013

Q3 2013

Q4 2013

0

10,000

20,000

30,000

40,000

50,000

60,000

0%

20%

40%

60%

80%

100%

120%

140%

160%

Unit Sales YOY Sales Growth

Source: Company Filings

Uni

t Sal

es (T

hous

ands

)

YOY

Sale

s G

row

th

Page 31: Wonk Mobile Future of Mobile

iPad Sales

Q2 2010

Q3 2010

Q4 2010

Q1 2011

Q2 2011

Q3 2011

Q4 2011

Q1 2012

Q2 2012

Q3 2012

Q4 2012

Q1 2013

Q2 2013

Q3 2013

Q4 2013

0

5,000

10,000

15,000

20,000

25,000

30,000

-50%

0%

50%

100%

150%

200%

Unit Sales YOY Sales GrowthSource: Company Filings

Uni

t Sal

e (T

hous

ands

)

YOY

Sale

s G

row

th

Page 32: Wonk Mobile Future of Mobile

Global Tablet Shipments by Platform

Q2 2010

Q3 2010

Q4 2010

Q1 2011

Q2 2011

Q3 2011

Q4 2011

Q1 2012

Q2 2012

Q3 2012

Q4 2012

Q1 2013

Q2 2013

Q3 2013

Q4 2013

0

10,000,000

20,000,000

30,000,000

40,000,000

50,000,000

60,000,000

70,000,000

80,000,000

90,000,000

100,000,000

AppleAppleAppleAppleAppleApple

AppleApple

AppleApple

AppleApple

AppleApple

AppleAmazon (Kindle

Fire)

Series3Series3Series3

Series3Series3

Series3

Series3Series3Series3

Series3Series3Series3Series3

Series3

Windows

Series4Series4Series4

Series4Series4

Series4

Series4Series4Series4

Series4

Series4Series4Series4

Series4

Series5Series5Series5

Series5Series5

Series5

Series5Series5Series5

Series5

Series5Series5Series5

Series5

Series6Series6Series6

Series6Series6

Series6

Series6Series6Series6

Series6

Series6Series6Series6

Series6

Source: BI Intelligence Estimates

Android

Page 33: Wonk Mobile Future of Mobile

Year Over Year Growth Smartphones vs Tablets, Quarterly

Q2 2009

Q3 2009

Q4 2009

Q1 2010

Q2 2010

Q3 2010

Q4 2010

Q1 2011

Q2 2011

Q3 2011

Q4 2011

Q1 2012

Q2 2012

Q3 2012

Q4 2012

Q1 2013

Q2 2013

Q3 2013

Q4 2013

0%

50%

100%

150%

200%

250%

300%

350%

Smartphones

Tablets

Source: BI Intelligence Estimates

Page 34: Wonk Mobile Future of Mobile

Global Smartphone Market Share

Q3 2009

Q4 2009

Q1 2010

Q2 2010

Q3 2010

Q4 2010

Q1 2011

Q2 2011

Q3 2011

Q4 2011

Q1 2012

Q2 2012

Q3 2012

Q4 2012

Q1 2013

Q2 2013

Q3 2013

Q4 2013

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

AndroidSeries1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1

Apple iOS

Series2Series2Series2

Series2Series2

Series2Series2

Series2Series2Series2

Series2Series2Series2Series2Series2Series2Series2

Microsoft

Series3Series3Series3

Series3Series3

Series3Series3

Series3Series3

Series3Series3Series3

Series3Series3Series3Series3Series3

BlackBerry

Series4Series4Series4Series4

Series4Series4

Series4Series4

Series4Series4Series4Series4Series4Series4Series4Series4Series4

Other

Series5Series5Series5Series5Series5Series5Series5Series5Series5Series5Series5Series5Series5Series5

Source: IDC, Strategy Analytics

Page 35: Wonk Mobile Future of Mobile

Global Tablet Market Share

Q2 2010

Q3 2010

Q4 2010

Q1 2011

Q2 2011

Q3 2011

Q4 2011

Q1 2012

Q2 2012

Q3 2012

Q4 2012

Q1 2013

Q2 2013

Q3 2013

Q4 2013

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Android

Android

AndroidAndroid

AndroidAndroidAndroid

AndroidAndroid

AndroidAndroidAndroid

AndroidAndroidAndroid

AppleApple

AppleApple

AppleAppleApple

AppleApple

AppleApple

AppleAppleApple

Apple

Amazon (Kindle Fire)Amazon (Kindle

Fire)Amazon (Kindle

Fire)Amazon (Kindle

Fire)Amazon (Kindle Fire)Amazon (Kindle

Fire)Amazon (Kindle

Fire)

Amazon (Kindle Fire)

Amazon (Kindle Fire)Amazon (Kindle

Fire)Amazon (Kindle Fire)Amazon (Kindle

Fire)Amazon (Kindle

Fire)Amazon (Kindle

Fire)Amazon (Kindle Fire)

BlackBerryBlackberryBlackberryBlackberryBlackberryBlackberry

BlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryNookBarnes & Noble

(Nook)Barnes & Noble

(Nook)Barnes & Noble

(Nook)Barnes & Noble

(Nook)Barnes & Noble

(Nook)Barnes & Noble (Nook)

Barnes & Noble (Nook)

Barnes & Noble (Nook)

Barnes & Noble (Nook)

Barnes & Noble (Nook)

Barnes & Noble (Nook)

Barnes & Noble (Nook)

Barnes & Noble (Nook)

Barnes & Noble (Nook)

WindowsWindowsWindowsWindowsWindowsWindowsWindowsWindowsWindowsWindowsWindowsWindowsWindowsWindowsWindows

Source: BI Intelligence Estimates

Page 36: Wonk Mobile Future of Mobile

Global Computing Platform Market Share

Q1 2009

Q2 2009

Q3 2009

Q4 2009

Q1 2010

Q2 2010

Q3 2010

Q4 2010

Q1 2011

Q2 2011

Q3 2011

Q4 2011

Q1 2012

Q2 2012

Q3 2012

Q4 2012

Q1 2013

Q2 2013

Q3 2013

Q4 2013

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

AndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroid

WindowsWindowsWindowsWindowsWindowsWindowsWindowsWindowsWindowsWindows

WindowsWindowsWindowsWindows

WindowsWindowsWindows

WindowsWindowsWindowsApple iOSiOSiOSiOSiOSiOSiOSiOSiOS

iOSiOSiOSiOSiOSiOSiOSiOSiOSiOS

BlackBerryBlackberry

BlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryOtherOtherOther OtherOtherOther OtherOther Other OtherOtherOtherOtherOtherOther

Source: Gartner, IDC, Stategy Analytics, Company Filings, BI Intelligence Estimates

Page 37: Wonk Mobile Future of Mobile

Developers Main Platforms / Global

34%

33%

17%

4%

5%

7%

Developers' Main Platform

Android

iOS

HTML5

BlackBerry 10

Windows Phone

Other

Source: Developer Economics July 2013

Page 38: Wonk Mobile Future of Mobile

Android Platform Dist. As of Feb 2014

Froyo1%

Gingerbread20%

Ice Cream Sandwich

16%

Jelly Bean61%

KitKat2%

Source: developer.android.com

Page 39: Wonk Mobile Future of Mobile

U.S Smartphone Market Share

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

AndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroid

AppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple

BlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerry

MicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoft

Other OtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOther

Source: comScore

Page 40: Wonk Mobile Future of Mobile

Global Mobile Ad Revenue Market Share By OS

Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 20130%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

iOS iOS iOS iOS iOS iOS iOS

Android Android Android Android Android Android

Android

OtherOther Other

Other Other OtherOther

BlackBerry OSBlackBerry OSBlackBerry OSBlackBerry OSBlackBerry OSBlackBerry OSBlackBerry OSSymbian Symbian Symbian Symbian Symbian Symbian Symbian

Source: Opera Mediaworks

Page 41: Wonk Mobile Future of Mobile

Ecommerce Website Traffic By Mobile Platform

Q1 2011 Q2 2011 Q3 2011 Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 201300%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

iPad PC PC PC PC PC PC PC PC PC PC

iPhoneSeries2Series2Series2Series2Series2Series2Series2Series2Series2Series2

Android PhoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphone

Android TabletSeries4Series4Series4Series4Series4Series4Series4Series4Series4Series4Other Tablet Tablet Tablet Tablet Tablet

Source: Monetate

Page 42: Wonk Mobile Future of Mobile

Ad Spending vs. Consumer Time Spent

Print TV Web Radio Mobile0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

6%

42%

26%

14% 12%

23%

43%

22%

10%

3%

Source: Mary Meeker, IAB, eMarketer

Page 43: Wonk Mobile Future of Mobile

U.S. Advertising

1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013E$.000

$20.000

$40.000

$60.000

$80.000

$100.000

$120.000

$140.000

$160.000

$180.000

OnlineSeries2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2OfflineSeries1Series1Series1Series1

Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1

(bill

ions

)

Source: IAB, U.S. Census Bureau, Stategy Analytics. BI Intelligence estimates

Page 44: Wonk Mobile Future of Mobile

Digital Ad Revenue by Format

H1 2012 H2 20130%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

48% 43%

21%19%

7% 15%

7% 6%6% 7%5% 4%2% 2%3% 3%

0.5% 0.4%

Email

Rich Media

Sponsorship

Lead Generation

Digital Video

Classifieds

Mobile

Display/ Banner

Search

Source: IAB 2013

% O

f Tot

al D

igita

l Ad

Reve

nue

Page 45: Wonk Mobile Future of Mobile

Global Mobile Advertising Revenue

2007 2008 2009 2010 2011 2012 2013E$0

$2,000

$4,000

$6,000

$8,000

$10,000

$12,000

$14,000

$16,000

Search

Search Search SearchSearch

Search

Search

Display

Display DisplayDisplay

Display

Display

Display

Messaging

MessagingMessaging

Messaging

Messaging

Messaging

Messaging

Source: IAB, BI Intelligence Estimates

(Mill

ions

)

Page 46: Wonk Mobile Future of Mobile

Global Mobile Search Market Share

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Google Yahoo! bing

Source: StatCounter

Page 47: Wonk Mobile Future of Mobile

What Is The Next Big Thing In Mobile?

Other

Connected TV

Everything As A Service

Indoor Location

Distance Learning

Mobile Advertising

Mobile Health

Mobile Wallet

Connected Car

Wearables

0% 5% 10% 15% 20% 25%

6%

9%

19%

2%

4%

7%

7%

17%

7%

22%

Source: Open Mobile Media, July 2013; n = 50+ Top-Level Mobile Executives Attending The Open Mobile Summit

Page 48: Wonk Mobile Future of Mobile

Wearable Technology

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

87%

13%20%

12%6%

2% 2% 2%

Source: Bloomberg/Survey Monkey, April 2013

Have You Ever Purchased A Wearable Computing Device Or Received One As A Gift?If So, Which One? (US Respondents)

Page 49: Wonk Mobile Future of Mobile

Wearable Technology

Yes28%

No 53%

Not Sure19%

Would You Feel Comforable If Someone You Were Interacting With Were Wearing Glasses Like These?*

Source: YouGov, May 2013 *n = 1,000 smartphone owners in U.S.

Page 50: Wonk Mobile Future of Mobile

Average Daily Time Spent Per Person

0

12

24

Sleeping7.6 hours

Leisure And Sports 2.5 hours

In The Car 1.2 hoursEating/Drinking 1.1 hoursHousehold Work 1.1 hours

Other 1.7 others

U.S. Employed Citizens ages 25 to 54

Source: Bureau Of Labor Statistics

Working 8.8 hours

Page 51: Wonk Mobile Future of Mobile

Waze User Growth

Jul-11 Jan-12 Jul-12 Oct-12 Jan-13 Feb-13 Jun-13 Dec-13*0

10,000

20,000

30,000

40,000

50,000

60,000

70,000

80,000

90,000

Source: News Reports, Company Releases,*BII Estimate

Thou

sand

s O

f Reg

iste

red

Use

rs


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