Mblt#13
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Mobile devices are defining the current era, with smartphones growing tremendously and surpassing desktop and laptop computers. The mobile landscape is rapidly evolving and revolutionizing many industries. Mobile messaging and apps are dominant over websites, and mobile advertising and payments represent major opportunities, though challenges exist in monetizing mobile users who have significantly lower effective cost per thousand impressions compared to desktop. Smartphone adoption is predicted to continue growing substantially worldwide in the coming years. Developers must adapt to this new mobile-centric world by focusing on mobile apps over websites and using appropriate programming languages and cloud-based backend solutions. Businesses also need to embrace bring-your-own-device policies and mobile access to corporate data and cloud storage.
Mblt#13
- 3. The PC is dead! 3
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- 5. web = loser | apps = winner The web is dead! 5
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- 13. SOFTWARE 13
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- 16. WE ARE SOCIAL - WITHOUT SOCIAL NETWORKS 16
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- 18. 4.2 billion Twitter Mobile is social, distributed and huge focus MOBILE MESSAGING WILL EAT “SOCIAL”AND MEDIA SHARING 18
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- 26. Bad News = eCPMs 5x Lower on Mobile than Desktop $0.49 $0.51 $0.55 $0.63 $0.68 $0.68 $0.68 $0.89 $1.17 $1.24 $0.75 $3.50 $- $1 $2 $3 $4 Navigation Games Reference Medical Entertainment Health & Fitness Utilities Lifestyle Education Weather Mobile Internet** Desktop Internet* Effective CPM, Desktop Internet* vs. Mobile Internet** Note: * Desktop Internet is a weighted average CPM calculation based on comScore Display ad share data and Vivaki CPM by category data as of Q3:11. **Mobile Internet is a simple average eCPM calculation based on Mobclix Exchange USA data as of 3/12. Mobile eCPM by Category 19 26
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- 30. WHAT DOES IT MEAN? Is bad for 30
- 31. OPPORTUNITIES 31
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- 34. 80,000 users in 140 countries in 21 days. 34
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- 36. Despite Tremendous Ramp So Far, Smartphone User Adoption Has Huge Upside 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 Smartphone Mobile Phone GlobalSubscriptions(MM) Global Smartphone vs. Mobile Phone Subscriptions, Q4:11 Source: Mobile phone subscriptions per Informa (as of Q4:11), Smartphone subscriptions estimate based on Morgan Stanley Research’s estimated smartphone user as % of total mobile user at the end of 2011 (16%). Note: While there are 1B global 3G subscribers as of Q4:11, not all of them were smartphone users. One user may have multiple mobile subscriptions, therefore actual user #s may be lower than subscriber #s. 953MM Smartphone Subscriptions 6.1B Mobile Phone Subscriptions 11 1.1 B Smartphones will outperform the overall market for mobile phones, growing at a CAGR of 23% between 2011 and 2017 to reach 1.7 billion units Dec 2012 36
- 37. SO WHAT ARETHE OPPORTUNITIES • Mobile Messaging eats media sharing and social networking • Payments • Medical Sensors and Data • Cloud for Mobile • Time and Space - Mobile meetsThings • Entertainment - the end of TV; the end of games consoles • Advertising - not the web 37
- 38. Consequences For Developers • mobile is going to kill desktop and laptop based software, although it will take some time it has already started. • Mobile is much bigger than desktop and with lots of growth potential • Its an app world, not a web world • Front end developers need Objective C; Java and HTML5/CSS3/Javascript. • Back end need to go beyond SQL to Hadoop and other NOSQL solutions. • Selling developer service to western companies is not a way to get rich. Build Apps and back end solutions (services) • Cloud is changing too. Message Bus and Storage, not apps consumed in browsers. • On mobile you are rewarded for thinking global.Your home market is NOT your market. The world is. • You can get big fast • Russian developers are not at a disadvantage if they take account of these trends early and aggressively 38
- 39. Consequences For Businesses • IT needs to embrace BYOD (Bring your own Device). • Desktop communications begins to phase out. • Secure Apps able to access Corporate Data are needed. • Secure Cloud Storage is needed. • De-centralized model will grow as data moves to the device. • API’s remain key for B2B relationships. • Desktop is not the key focus any more. 39
- 40. Credits Business Insider - http://www.businessinsider.com/ the-future-of-mobile-deck-2012-3?op=1 Kleiner Perkins & Mary Meeker - http:// www.kpcb.com/insights/2012-internet-trends Flurry - http://blog.flurry.com/ Get My Slides http://slides.just.me 40