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November 2012!
An audience of billions –!
just how big can the mobile games market get?
!
Simon Podd, Director of Sales, EMEA!
Flurry Track Record!



Number 1 Mobile Reach !
Monthly Unique Users!     720M!



Number 1 Analytics!
Application Developers!    85K!
Applications!             240K!

Monthly Unique             60B!
Sessions!


Number 2 Ad Network !
Monthly Clips!            120M!
The Fastest Adopted Technology. Ever.!

iOS & Android devices vs. top technologies, 5 years after introduction!
!



                                  2X                                               3X
!


10XFASTER than the             FASTER than the                             FASTER than current
1980s PC REVOLUTION         1990s INTERNET BOOM                         2000s SOCIAL NETWORKING




                       Sources: United States Census Bureau, International Telecommunication Union, Facebook, Flurry!
Competition for Consumers Continues to Increase!

Over 1 million available apps on iOS and Android!
                                                                                           600
     GOOGLE PLAY          iTUNES APP STORE

                                                                             500
                                                                                     460
                                                               425
                                                   400
                                                                      350

                                   250                   250
                                             200
                    160

                              80
       28     20
 2
March 2009   December 2009   August 2010      May 2011    July 2011   October 2011   April 2012
Addressable Market to Surpass 1 Billion Next Year!

Active smartphone & tablet devices!
 Total Addressable Market!
 Aggressive: 5B WW Mobile Device Owners!
 Conservative: 2B WW Adults, Middle Class or higher!
                                                                      1.1 B
 Upside: !
 Smartphones – dropping prices, especially Android!
 Tablets – little replacement, mainly new; sub for PCs!
 Connected TVs – to be shipped!
 Reference:!
                                                          660 M
 2.3 Billion Internet Subscribers today!



                                                331 M

                            76 M
       23 M
     Aug 2009             Aug 2010             Aug 2011   Aug 2012   Aug 2013E

                                                                        Source: Flurry Analytics!
Apps Are Disrupting the World!

Top Countries by Active iOS & Android Devices (millions)!




                                          Source: Flurry Analytics active devices July 2012!
Apps Are Disrupting Emerging Markets!

Fastest Growing iOS & Android Markets by Active Devices!

401%



         279%

                 220%        217%
                                            196%          193%          193%           189%          185%           171%




 China   Chile   Brazil     Argentina         Iran        Vietnam        Mexico         Russia        Turkey         India

                     Source: Flurry Analytics, July 2011 – July 2012, countries with at least 500k active devices as of July 2011!
Microsoft Blows by a Beleaguered Research in Motion!

Flurry New Project Starts, RIM vs. Microsoft!
!
                                                                                                                         6%
6%
             WINDOWS PHONE                  BLACKBERRY

5%


                                                                                                         4%
4%
                                                                                                 3%

3%                                                                    3%                3%
                                                                               2%
                                                             2%
                                                   2%
2%
              1%                           1%
      1%               1%        1%                 1%                         1%                      1%
                                                             1%       1%                         1%                     1%
1%                                         2%                                           1%
      1%       1%                1%
                       1%
0%
     Jun 2011 Jul 2011 Aug 2011 Sep 2011 Oct 2011 Nov 2011 Dec 2011 Jan 2012 Feb 2012 Mar 2012 Apr 2012 May 2012 Jun 2012


                                                                                                        Source:	
  Flurry	
  Analy/cs	
  
Microsoft Sets Its Sights on Android!

Flurry New Project Starts Q2 2011 vs. Q2 2012!
                  1%   1%                      3%     1%




          27%
                                         28%




                               71%                            68%




                   Q2 2011                       Q2 2012

            iOS             Android   Windows Phone        BlackBerry

                                                                    Source:	
  Flurry	
  Analy/cs	
  
Mobile App Usage Overtook Online in 2011!

U.S. mobile apps vs. web consumption, minutes per day!
!
    WEB BROWSING              MOBILE APPS
                                                                                                        94	
  
                                                                          81	
                         MINUTES	
  


                               70	
   66	
                  74	
         MINUTES	
        72	
  
   64	
                       MINUTES	
  
                                            MINUTES	
  
                                                           MINUTES	
                     MINUTES	
  
  MINUTES	
  


                 43	
  
                MINUTES	
  




                               Sources: comScore, Alexa, Flurry Analytics; data includes Smartphones & Tablets, U.S. only!
Mobile Apps Dominate Time Spent on Smartphones!

Share of time spent on smartphones!
!

                                         More than
        18.5%
        Browser
                                       80%
                                      of mobile minutes
                  81.5%               are spent in apps
                   Apps



                                                Source: comScore, March 2012!
Smartphones, Tablets and TV’s!
Tablet Usage Is More Concentrated during Primetime!

                       Usage by Hour, Smartphones versus Tablets
                       !9%
% of Audience Using




                                         Smartphones
                       8%
                                         Tablets
                       7%


                       6%


                       5%


                       4%


                       3%


                       2%


                       1%


                       0%
                         5am 
 6am 
 7am 
 8am 
 9am 
 10am 
11am 
12pm 
 1pm 
 2pm 
 3pm 
 4pm 
 5pm 
 6pm 
 7pm 
 8pm 
 9pm 
 10pm 
11pm 
12am 
 1am 
 2am 
 3am 
 4am 

                                                                                                                                                             Hour of Day

                                                                                                                                     Source: Flurry Analytics, Sep 2012!
Tablet Usage is Longer but Less Often!

App Engagement, Smartphones versus Tablets


          12.9

                         9.5
                                                           8.2

                                             4.1

         Weekly Frequency of Use             Minutes per Session


                               Smartphones   Tablets
Tablet Users Trend Older!

Age Distribution, Smartphones versus Tablets
!
  Average Age
  Smartphones:   30                        33%
  Tablets:       34
                                                  26%
                                                                24%
                      21%
                               21%
   18%
 19%
                                                                              17%
                             14%

                                                                                 7%



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


                                    Smartphones          Tablets

                                                                       Source: Flurry Analytics, Sep 2012!
Tablet Usage is More Gender Balanced!

Gender Comparison, Smartphones versus Tablets
!




         44%         56%                 49%              51%



           Smartphones                          Tablets


                                                          Source: Flurry Analytics, Sep 2012!
Tablet Usage More Media & Entertainment Oriented!

Time Spent per Category, Smartphones versus Tablets
!                                         Productivity
     Entertainment                               News      1%
          3%                                      2%
                        Other                                        Other
Lifestyle                                    Utilities
                        11%                                           7%
   3%                                          4%
Health &
Fitness
                                     Games           Entertainment
  3%
                                      39%                 9%
                                                      Social
           Utilities                                Networking
            17%                                        10%
                                                                                 Games
                          Social                                                  67%
                        Networking
                           24%



                       Smartphones                                     Tablets
Top 6 Successful Game Types!




 ENDLESS	
  PASS	
  TIME	
     NURTURING	
  &	
  COLLECTING	
     BUILDING	
  &	
  SIMULATION	
  




     SOCIAL	
  RPG	
                 GAMER’S	
  GAME	
                 POKER	
  /	
  CASINO	
  
Endless Pass Time!
                             Examples	
                                                               Age	
  Distribu/on	
  
                                                                     30%	
  
                                                                     25%	
  
                                                                     20%	
  
                                                                     15%	
  
                                                                     10%	
  
                                                                       5%	
  

        Angry	
  Birds	
                Fruit	
  Ninja	
               0%	
  
                                                                                	
  13-­‐17	
  	
     	
  18-­‐24	
  	
     	
  25-­‐34	
  	
     	
  35-­‐54	
  	
     	
  55+	
  	
  



                Key	
  Genre	
  A_ributes	
  
•  Intui/ve,	
  simple	
  puzzle/arcade	
  mechanics	
  
                                                                                                  58%	
                                                      42%	
  
•  Leverages	
  h/w	
  (touch,	
  accelerometer)	
  
                                                                  DAU	
                                                                             1,000,000	
  
•  Cute,	
  oben	
  original	
  IP;	
  mass-­‐mkt	
  appeal	
  
                                                                  Monthly	
  Revenue	
                                                               $500,000	
  
•  Infinite	
  replay	
  value;	
  lots	
  of	
  power-­‐ups	
  
                                                                  Investment	
  (minor)	
                                                            $100,000	
  
•  May	
  have	
  social	
  leaderboards	
  
                                                                  Investment	
  (major)	
                                                            $400,000	
  
Social RPG!
                             Examples	
                                                                 Age	
  Distribu/on	
  
                                                                        40%	
  
                                                                        35%	
  
                                                                        30%	
  
                                                                        25%	
  
                                                                        20%	
  
                                                                        15%	
  
                                                                        10%	
  
                                                                         5%	
  
         Crime	
  City	
             Original	
  Gangstaz	
              0%	
  
                                                                                  	
  13-­‐17	
  	
     	
  18-­‐24	
  	
     	
  25-­‐34	
  	
     	
  35-­‐54	
  	
     	
  55+	
  	
  



                 Key	
  Genre	
  A_ributes	
  
•  Text-­‐based	
  RPG	
  mechanic	
  
                                                                                                    79%	
                                                      21%	
  
•  Player-­‐vs-­‐player	
  gameplay	
  
                                                                     DAU	
                                                                               150,000	
  
•  Energy	
  /	
  HP	
  deple/on	
  
                                                                     Monthly	
  Revenue	
                                                              $600,000	
  
•  Clan	
  /	
  team	
  dimension	
  +	
  message	
  /	
  chat	
  
                                                                     Investment	
  (minor)	
                                                           $100,000	
  
•  Mission-­‐based	
  &	
  level	
  progression	
  
                                                                     Investment	
  (major)	
                                                           $400,000	
  
Gamer’s Game!
                            Examples	
                                                                   Age	
  Distribu/on	
  
                                                                         50%	
  

                                                                         40%	
  

                                                                         30%	
  

                                                                         20%	
  

                                                                         10%	
  

      Infinity	
  Blade	
  II	
            Real	
  Racing	
  2	
           0%	
  
                                                                                   	
  13-­‐17	
  	
     	
  18-­‐24	
  	
     	
  25-­‐34	
  	
     	
  35-­‐54	
  	
     	
  55+	
  	
  



                 Key	
  Genre	
  A_ributes	
  
•  Plahorm-­‐leading	
  graphics	
  
                                                                                                     91%	
                                                           9%	
  
•  Strong	
  physics	
  engine	
  /	
  middle-­‐ware	
  
                                                                      DAU	
                                                                                 50,000	
  
•  Sports	
  /	
  ba_le	
  /	
  racing	
  style	
  sub-­‐genres	
  
                                                                      Monthly	
  Revenue	
                                                              $400,000	
  
•  Defined	
  win-­‐lose	
  outcomes	
  
                                                                      Investment	
  (minor)	
                                                           $100,000	
  
•  Premium	
  pricing	
  model,	
  oben	
  $4.99+	
  
                                                                      Investment	
  (major)	
                                                           $400,000	
  
Flurry Services!

        Analy6cs:	
  	
  Increase	
  Your	
  App	
  Engagement	
  and	
  Reten6on	
  
1	
     •     Free	
  and	
  powerful.	
  Leading	
  app	
  analy/cs	
  (iOS,	
  Android,	
  WP,	
  BB,	
  J2ME,	
  HTML5)	
  
        •     Understand	
  and	
  segment	
  app	
  audiences	
  to	
  maximize	
  engagement	
  and	
  revenue	
  

        AppCircle:	
  	
  Build	
  &	
  Grow	
  Your	
  App	
  Audience	
  
2	
     •  Acquire	
  users	
  with	
  high-­‐quality	
  app	
  recommenda/ons	
  and	
  videos	
  (iOS,	
  Android)	
  
        •  Win-­‐back	
  your	
  best	
  users	
  to	
  build	
  the	
  most	
  loyal	
  and	
  best	
  mone/zing	
  audience	
  

        AppSpot:	
  Maximize	
  Your	
  App	
  Audience	
  Revenue	
  
3	
     •     2X	
  revenue,	
  reduce	
  cost	
  with	
  free	
  ad	
  serving	
  and	
  media/on,	
  yield-­‐op/mized	
  ads	
  
        •     Max	
  eCPMs	
  with	
  media/on	
  and	
  yield	
  op/miza/on	
  leveraging	
  Flurry’s	
  big	
  data	
  set	
  
        •     Max	
  eCPMs	
  selling	
  direct,	
  segmented	
  parts	
  of	
  your	
  audience	
  to	
  top	
  adver/sers	
  

         Ad	
  Analy6cs:	
  Measure	
  the	
  value	
  of	
  your	
  mobile	
  campaigns	
  
4	
      •    Track	
  your	
  mobile	
  marke/ng	
  across	
  across	
  all	
  plahorms	
  and	
  sources	
  or	
  traffic	
  	
  
         •    Go	
  deep	
  &	
  truly	
  measure	
  the	
  value	
  of	
  your	
  acquired	
  audiences	
  
         •    Understand	
  key	
  metrics	
  such	
  as	
  frequency,	
  session	
  length,	
  reten/on	
  and	
  ROI	
  	
  
Thanks!
simon@flurry.com!

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Flurry: миллиардная аудитория – насколько большим может быть рынок мобильных игр?

  • 1. November 2012! An audience of billions –! just how big can the mobile games market get? ! Simon Podd, Director of Sales, EMEA!
  • 2. Flurry Track Record! Number 1 Mobile Reach ! Monthly Unique Users! 720M! Number 1 Analytics! Application Developers! 85K! Applications! 240K! Monthly Unique 60B! Sessions! Number 2 Ad Network ! Monthly Clips! 120M!
  • 3. The Fastest Adopted Technology. Ever.! iOS & Android devices vs. top technologies, 5 years after introduction! ! 2X 3X ! 10XFASTER than the FASTER than the FASTER than current 1980s PC REVOLUTION 1990s INTERNET BOOM 2000s SOCIAL NETWORKING Sources: United States Census Bureau, International Telecommunication Union, Facebook, Flurry!
  • 4. Competition for Consumers Continues to Increase! Over 1 million available apps on iOS and Android! 600 GOOGLE PLAY iTUNES APP STORE 500 460 425 400 350 250 250 200 160 80 28 20 2 March 2009 December 2009 August 2010 May 2011 July 2011 October 2011 April 2012
  • 5. Addressable Market to Surpass 1 Billion Next Year! Active smartphone & tablet devices! Total Addressable Market! Aggressive: 5B WW Mobile Device Owners! Conservative: 2B WW Adults, Middle Class or higher! 1.1 B Upside: ! Smartphones – dropping prices, especially Android! Tablets – little replacement, mainly new; sub for PCs! Connected TVs – to be shipped! Reference:! 660 M 2.3 Billion Internet Subscribers today! 331 M 76 M 23 M Aug 2009 Aug 2010 Aug 2011 Aug 2012 Aug 2013E Source: Flurry Analytics!
  • 6. Apps Are Disrupting the World! Top Countries by Active iOS & Android Devices (millions)! Source: Flurry Analytics active devices July 2012!
  • 7. Apps Are Disrupting Emerging Markets! Fastest Growing iOS & Android Markets by Active Devices! 401% 279% 220% 217% 196% 193% 193% 189% 185% 171% China Chile Brazil Argentina Iran Vietnam Mexico Russia Turkey India Source: Flurry Analytics, July 2011 – July 2012, countries with at least 500k active devices as of July 2011!
  • 8. Microsoft Blows by a Beleaguered Research in Motion! Flurry New Project Starts, RIM vs. Microsoft! ! 6% 6% WINDOWS PHONE BLACKBERRY 5% 4% 4% 3% 3% 3% 3% 2% 2% 2% 2% 1% 1% 1% 1% 1% 1% 1% 1% 1% 1% 1% 1% 1% 2% 1% 1% 1% 1% 1% 0% Jun 2011 Jul 2011 Aug 2011 Sep 2011 Oct 2011 Nov 2011 Dec 2011 Jan 2012 Feb 2012 Mar 2012 Apr 2012 May 2012 Jun 2012 Source:  Flurry  Analy/cs  
  • 9. Microsoft Sets Its Sights on Android! Flurry New Project Starts Q2 2011 vs. Q2 2012! 1% 1% 3% 1% 27% 28% 71% 68% Q2 2011 Q2 2012 iOS Android Windows Phone BlackBerry Source:  Flurry  Analy/cs  
  • 10. Mobile App Usage Overtook Online in 2011! U.S. mobile apps vs. web consumption, minutes per day! ! WEB BROWSING MOBILE APPS 94   81   MINUTES   70   66   74   MINUTES   72   64   MINUTES   MINUTES   MINUTES   MINUTES   MINUTES   43   MINUTES   Sources: comScore, Alexa, Flurry Analytics; data includes Smartphones & Tablets, U.S. only!
  • 11. Mobile Apps Dominate Time Spent on Smartphones! Share of time spent on smartphones! ! More than 18.5% Browser 80% of mobile minutes 81.5% are spent in apps Apps Source: comScore, March 2012!
  • 13. Tablet Usage Is More Concentrated during Primetime! Usage by Hour, Smartphones versus Tablets !9% % of Audience Using Smartphones 8% Tablets 7% 6% 5% 4% 3% 2% 1% 0% 5am 6am 7am 8am 9am 10am 11am 12pm 1pm 2pm 3pm 4pm 5pm 6pm 7pm 8pm 9pm 10pm 11pm 12am 1am 2am 3am 4am Hour of Day Source: Flurry Analytics, Sep 2012!
  • 14. Tablet Usage is Longer but Less Often! App Engagement, Smartphones versus Tablets 12.9 9.5 8.2 4.1 Weekly Frequency of Use Minutes per Session Smartphones Tablets
  • 15. Tablet Users Trend Older! Age Distribution, Smartphones versus Tablets ! Average Age Smartphones: 30 33% Tablets: 34 26% 24% 21% 21% 18% 19% 17% 14% 7% 13 - 17 18 - 24 25 - 34 35 - 54 55+ Smartphones Tablets Source: Flurry Analytics, Sep 2012!
  • 16. Tablet Usage is More Gender Balanced! Gender Comparison, Smartphones versus Tablets ! 44% 56% 49% 51% Smartphones Tablets Source: Flurry Analytics, Sep 2012!
  • 17. Tablet Usage More Media & Entertainment Oriented! Time Spent per Category, Smartphones versus Tablets ! Productivity Entertainment News 1% 3% 2% Other Other Lifestyle Utilities 11% 7% 3% 4% Health & Fitness Games Entertainment 3% 39% 9% Social Utilities Networking 17% 10% Games Social 67% Networking 24% Smartphones Tablets
  • 18. Top 6 Successful Game Types! ENDLESS  PASS  TIME   NURTURING  &  COLLECTING   BUILDING  &  SIMULATION   SOCIAL  RPG   GAMER’S  GAME   POKER  /  CASINO  
  • 19. Endless Pass Time! Examples   Age  Distribu/on   30%   25%   20%   15%   10%   5%   Angry  Birds   Fruit  Ninja   0%    13-­‐17      18-­‐24      25-­‐34      35-­‐54      55+     Key  Genre  A_ributes   •  Intui/ve,  simple  puzzle/arcade  mechanics   58%   42%   •  Leverages  h/w  (touch,  accelerometer)   DAU   1,000,000   •  Cute,  oben  original  IP;  mass-­‐mkt  appeal   Monthly  Revenue   $500,000   •  Infinite  replay  value;  lots  of  power-­‐ups   Investment  (minor)   $100,000   •  May  have  social  leaderboards   Investment  (major)   $400,000  
  • 20. Social RPG! Examples   Age  Distribu/on   40%   35%   30%   25%   20%   15%   10%   5%   Crime  City   Original  Gangstaz   0%    13-­‐17      18-­‐24      25-­‐34      35-­‐54      55+     Key  Genre  A_ributes   •  Text-­‐based  RPG  mechanic   79%   21%   •  Player-­‐vs-­‐player  gameplay   DAU   150,000   •  Energy  /  HP  deple/on   Monthly  Revenue   $600,000   •  Clan  /  team  dimension  +  message  /  chat   Investment  (minor)   $100,000   •  Mission-­‐based  &  level  progression   Investment  (major)   $400,000  
  • 21. Gamer’s Game! Examples   Age  Distribu/on   50%   40%   30%   20%   10%   Infinity  Blade  II   Real  Racing  2   0%    13-­‐17      18-­‐24      25-­‐34      35-­‐54      55+     Key  Genre  A_ributes   •  Plahorm-­‐leading  graphics   91%   9%   •  Strong  physics  engine  /  middle-­‐ware   DAU   50,000   •  Sports  /  ba_le  /  racing  style  sub-­‐genres   Monthly  Revenue   $400,000   •  Defined  win-­‐lose  outcomes   Investment  (minor)   $100,000   •  Premium  pricing  model,  oben  $4.99+   Investment  (major)   $400,000  
  • 22. Flurry Services! Analy6cs:    Increase  Your  App  Engagement  and  Reten6on   1   •  Free  and  powerful.  Leading  app  analy/cs  (iOS,  Android,  WP,  BB,  J2ME,  HTML5)   •  Understand  and  segment  app  audiences  to  maximize  engagement  and  revenue   AppCircle:    Build  &  Grow  Your  App  Audience   2   •  Acquire  users  with  high-­‐quality  app  recommenda/ons  and  videos  (iOS,  Android)   •  Win-­‐back  your  best  users  to  build  the  most  loyal  and  best  mone/zing  audience   AppSpot:  Maximize  Your  App  Audience  Revenue   3   •  2X  revenue,  reduce  cost  with  free  ad  serving  and  media/on,  yield-­‐op/mized  ads   •  Max  eCPMs  with  media/on  and  yield  op/miza/on  leveraging  Flurry’s  big  data  set   •  Max  eCPMs  selling  direct,  segmented  parts  of  your  audience  to  top  adver/sers   Ad  Analy6cs:  Measure  the  value  of  your  mobile  campaigns   4   •  Track  your  mobile  marke/ng  across  across  all  plahorms  and  sources  or  traffic     •  Go  deep  &  truly  measure  the  value  of  your  acquired  audiences   •  Understand  key  metrics  such  as  frequency,  session  length,  reten/on  and  ROI