The Emergence of Digital & Social Media On Mobile Platforms
Randy GiustoPresented at
MIT Sloan MoMITNovember 9, 2009
© 2009 NewDigitalCafé and Randy Giusto
AgendaCommunications- The Old vs. New Way
Mobile− a Strategic Platform
Challenges and Opportunities
Innovation
Today’s Funding Environment
© 2009 NewDigitalCafé and Randy Giusto
Communications- The Old Way
From Batch (email) to Two-Way (IM) and Video Chat
© 2009 NewDigitalCafé and Randy Giusto
Communications- The New Way Social Media
•“What people are into!” − Jonathan Miller, News Corp
•110m active users
•Lost #1 spot to Facebook this year
•LOV down from 25 min to <10 min − Compete
•8m artists and bands
•Transforming into an entertainment portal
© 2009 NewDigitalCafé and Randy Giusto
Communications- The New Way Social Media
•1b+ videos streamed/day
•13 hrs of video uploaded/min.
•26.57 avg. age of uploader
© 2009 NewDigitalCafé and Randy Giusto
Communications- The New Way Social Media
•350m subs/200m active (70% non-US)
•35+ = fastest demographic
•2b photos/mo.
•14m videos/mo
•45m active groups
•1m developers© 2009 NewDigitalCafé and Randy Giusto
Communications- The New Way Social Media
•5B worldwide subscribers
•Only 20% of traffic from Twitter.com
•5% users = 75% activity
•53% women 47% men
© 2009 NewDigitalCafé and Randy Giusto
Communications- The New Way Social Media
•133m indexed by Technorati since 2002
•90K posts every 24 hrs.
•77% of web users read blogs
•Top 5: Huffington Post, Gizmodo, TechCrunch, Mashable, Boing Boing
Blogosphere
© 2009 NewDigitalCafé and Randy Giusto
Mobile− A Strategic Platform A proliferation of
connected CE and more capable mobile devices is occurring
“The telecom space is over $1 trillion revenues – $460 billion touches Consumer Electronics today” - Accenture
“2009 is the year of the smart phone and they’ll be 40% of T-Mobile Q4 sales, with the majority Android and BlackBerry.” T-Mobile USA CTO Cole Brodman
100k apps in 15 mos./2b downloads125k developers50m devices soldRetain 30% of revenue
10k apps in 2.5 mos.Devices launching all yearRetain 30% of revenue
3k apps in 8 mos./31m consumer downloads65m devices soldRetain 20% of revenue
© 2009 NewDigitalCafé and Randy Giusto
Mobile− A Strategic Platform20m+ active users access via mobileBlackBerry, iPhone, Android and 10 operators
Mobile uploads up 400% first 6 days after iPhone 3GS launchMobile uploads up 1700% in 1H ‘09
65m active users access via mobile180 operators in 60 countries deploying Facebook Mobile
Mobile apps starting to explode across platformsBlackBerry, iPhone, Android, etc.
© 2009 NewDigitalCafé and Randy Giusto
ChallengesOpen vs. closed debate
Ecosystem consolidation?
Mobile analytics ≠ web analytics
Mobile carnage− operators, disparate devices, figure out business model, deal with burn rate
Measuring ROI in social media
Measuring ROI in mobile apps
© 2009 NewDigitalCafé and Randy Giusto
Opportunities
Advertising & Analytics Web to Mobile Sustainability
Socially Conscious Micro Payments Mobile Payments
© 2009 NewDigitalCafé and Randy Giusto
Innovation
© 2009 NewDigitalCafé and Randy Giusto
Innovation
© 2009 NewDigitalCafé and Randy Giusto
Innovation
© 2009 NewDigitalCafé and Randy Giusto
Innovation
© 2009 NewDigitalCafé and Randy Giusto
Today’s Funding Environment The New Requirements
1. Business plan and PPT deck
2. Customers, which means revenue!
3. Cash flow analysis and what-if scenarios beyond R1 & R2− How will you conserve cash?
Then you may get the meeting with the VC1. Expect to be told to go build a distribution channel
2. If you need $5m you’ll get $2.5m
3. Must show value, solution, disruption
Prepare to share− Carriers, ad networks, publishers, and the VC
Angels can help you figure it out, VCs provide the thrust
© 2009 NewDigitalCafé and Randy Giusto
Contact
© 2009 NewDigitalCafé and Randy Giusto
Randy GiustoManaging PrincipalNewDigitalCafé
508-254-7975
Twitter @randygiusto
Blog http://newdigitalcafe.com
www.linkedin.com/in/randygiusto