0
63
125
188
250
May-0
8
Ju
l-08
Sep
t-08
No
v-0
8
Jan
-09
Mar-
09
May-0
9
Ju
l-09
Sep
t-0
9
No
v-0
9
Jan
-10
Mar-
10
May-1
0
Ju
l-10
Sep
t-10
No
v-1
0
Jan
-11
Mar-
11
May-1
1
Ju
l-11
Sep
t-11
No
v-1
1
Jan
-12
Mar-
12
May-1
2
Ju
l-12
Sep
t-12
No
v-1
2
Jan
-13
Mar-
13
May-1
3
Ju
l-13
Sep
t-13
No
v-1
3
Ja
n-1
4
Mar-
14
May-1
4
Ju
l-14
Sep
t-14
No
v-1
4
Jan
-15
SEVEN YEARS IN: NOTHING BUT GROWTHMONTHLY SESSIONS MEASURED BY FLURRY FROM 630K+ APPS AND 200K DEVS
SOURCE: FLURRY ANALYTICS
TO
TA
L S
ES
SIO
NS
(B
ILLIO
NS
)
MUSIC GAMING
M&E
SOCIAL
NETWORKING
LOGISTICS &
TRAVEL
RETAIL
MESSAGING
TV
• MAINSTREAM INDUSTRY SEGMENTS
JOINING THE APP REVOLUTION
• PHABLETS
• APP CONTENT EXPLOSION
MAJOR GROWTH FACTORS
2013 2014
203%
115%103%
76%
OVERALL MESSAGING & SOCIAL
MESSAGING CONTINUED ITS STUNNING GROWTHPERCENTAGE USAGE GROWTH FROM PREVIOUS YEARS (SESSIONS)
SOURCE: FLURRY ANALYTICS
CHINA MOBILE WHATSAPP FACEBOOK WECHAT SNAPCHAT LINE AT&T NTT KAKAO SK TELECOM
700
500460
200170 66
50 34
SOURCES: PUBLICLY DISCLOSED NUMBERS; SNAPCHAT: TECHCRUNCH (DEC2014)
CREATING PLATFORMS RIVALING MAJOR TELCOSSUBSCRIBERS (TELCOS) OR MONTHLY ACTIVE USERS (OTT APPS) IN MILLIONS
MESSENGER
700
105
PRODUCTIVITY & UTILITY APP USAGE BY HOUR OF DAY(TABLETS ONLY)
SOURCE: FLURRY ANALYTICS, 100K DEVICE SAMPLE, FEB 2014
63%
Apps
37%
Browsers
2013 2014
TIME SPENT IN ONLINE RETAIL DISTRIBUTION
52% 66%
MOBILE DESKTOP
SOURCE: COMSCORE, INTERNET RETAILER
TIME SPENT IN ONLINE RETAIL IS SHIFTING TO MOBILE & APPS
58%
Browsers
42%
Apps
2013 2014
66B
78%
YEAR-OVER-YEAR GROWTH DISTRIBUTION BY REVENUES
118B
21%
SOURCE: COMSCORE, INTERNET RETAILER
…AND M-COMMERCE SALES ARE GROWING FASTM-COMMERCE SALES BY LEADING 500 M-COMMERCE RETAILERS
DISTRIBUTION OF TIME SPENT IN SHOPPING APPS(US ONLY)
SOURCE: FLURRY ANALYTICS, 100K SAMPLE, ANDROID DEVICES ONLY, FEB 2014
AWAY AROUND THE HOUSE, WORKPLACE OR COLLEGE
PHABLETS: FASTEST GROWING DEVICE TYPE% GROWTH IN USAGE (JANUARY 2014- JANUARY 2015)
-50%
0%
50%
100%
150%
200%
SMALL
PHONES
MEDIUM
PHONES
PHABLETS SMALL
TABLETS
FULL-SIZE
TABLETS
-16% -20%
38%
14%
148%
Average
78%
SOURCE: FLURRY ANALYTICS, MAPPED DEVICES ONLY, JAN 2014- JAN 2015
SPORTS NEWS & MAGAZINES MUSIC, MEDIA & ENTERTAINMENT
30%53%
29%
158% 144%
103%
427% 172%
255%
ALL DEVICE TYPES PHABLETS
PHABLETS: 3RD STAGE MEDIA BOOSTER ROCKET% GROWTH IN CATEGORY USAGE AND % OVER INDEX (JAN 2014 - JAN 2015)
TIME SPENT ON MOBILE DEVICES AND TVUS DAILY AVERAGE (MIN)
SOURCE: FLURRY ANALYTICS, COMSCORE, US BUREAU OF LABOR STATISTICS
BOTH MEDIUMS PEAKING AT PRIME TIMEDAYPART COMPARISON, CONSUMERS 18+ USING MEDIUM (US ONLY)
0%
18%
35%
53%
70%
5AM 7AM 9AM 11AM 1PM 3PM 5PM 7PM 9PM 11PM 1AM 3 AM
% A
UD
IEN
CE
SH
AR
E
SOURCES: MICHAEL ZIMBALIST (2/10), NIELSEN NATIONAL PEOPLE METER, FLURRY ANALYTICS 100K SAMPLE, FEBRUARY 2014
TELEVISION APPS
PRIME TIME
0.
3.5
7.
10.5
14.
17.5
2008 2009 2010 2011 2012 2013 2014
TO
TA
L R
EV
EN
UE
S (
IN B
ILLIO
NS
)
OS GAMES US BOX OFFICE
SOURCE: FLURRY ANALYTICS, ASYMCO
MOBILE GAMES OVERTOOK HOLLYWOOD IN REVENUESMOBILE GAMES REVENUES ( OS ONLY) VERSUS US BOX OFFICE REVENUES
i
i
THE LOCAL ECONOMICAL IMPACT SF CAB INDUSTRY: ANNUAL RUN-RATE
UBER SF CAB INDUSTRY
$500m
$140m
MORE THAN 3X
SOURCE: UBER
THE REGIONAL ECONOMICAL IMPACT4Q 2014 PROFITS
APPLE ALL OTHER SV TECH COMPANIES (COMBINED)
$18B$16.5B
SOURCE: KEITH RABOIS (@RABOIS), KHOSLA VENTURES, JANUARY 2015
THE GLOBAL ECONOMICAL IMPACT2014 MOBILE REVENUES COMPARED TO TOP 10 COUNTRIES BY GDP
TR
ILLII
ON
S (
US
D)
US CHINA JAPAN GERMANY Mobile FRANCE UK BRAZIL ITALY RUSSIA
16.7
9.1
4.9 3.7 2.7 2.2 2.2 2.1
SOURCE: BCG, FLURRY
2.83.3
MOBILE
THE GLOBAL ECONOMICAL IMPACT2014 JOBS CREATED
MIL
LIO
NS
CHINA US E.U. BRAZIL
13
2.31 0.9
SOURCE: BCG, FLURRY, ILO
11
MOBILE