who owns your chats - by zoobe for startup safary berlin may 2015 // facebook messenger, line,...
TRANSCRIPT
OVERVIEW
SM vs MOBILE INSTANT MESSENGERS (MIM) MONETIZING STRATEGIES
NUMBERS AND FEATURES FUTURE OF MIMs
SOURCE: DELOITTE
0
100
200
300
400
500
600
700
800
8
10
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20
2013 Q1 2013 Q2 2013 Q3 2013 Q4 2014 Q1 2014 Q2 2014 Q3 2014 Q4
MIL
LION
USD
DEAL
S
FUNDING ACTIVITY MESSAGING APPS
Funding (Mobile Messaging Apps) Deals (Mobile Messaging Apps)
YOY DEAL GROWTH: +35% YOYFUNDING GROWTH: +400%
2011 2012 2013 2014 2015 0
5
10
15
20
25
30
35
MESSAGES SENT PER DAY IN BN
SMS
THE MARKET IS HOT MESSENGERS ARE THE NEW SOCIAL NETWORKS
SOURCE: THE ECONOMIST, CB INSIGHTS
WHATSAPP + FB MESSENGER + WECHAT + VIBER = 2.2B MONTHLY ACTIVER USERS, ALL ON MOBILE
FB, TWITTER, LINKEDIN, INSTAGRAM SAME NUMBER BUT LOTS DESKTOP ONLY USERS
THE MARKET IS HOT MESSENGERS ARE THE NEW SOCIAL NETWORKS
SOURCE: BUSINESS INSIDER
50B MOBILE INSTANT MESSAGES DAILY IN 2014, ONLY 21B SMS DAILY
BUT MIMs ONLY GENERATED $2B AGAINST $100B IN SMS
SOURCE: DELOITTE
THE MARKET IS HOT
WHAT’S SO COOL? SMS, VOICE MESSAGE, PICS & VIDEOS, LOCATION,
VOICE & VIDEO CALLS, PAYMENTS, BRAND CHANNELS, STICKERS, GAMES, PUSH
NOTIFICATIONS, E-COMMERCE, FOOD DELIVERY, TAXIS...
WHAT’S SO COOL?
NOT SUCH THING AS OFFLINE A PLATFORM IN EVERYONE’S POCKET
ENTRY TO UNEDUCATED CONSUMERS NO CURATED FEED
WHAT’S SO COOL?
NO LIMITS OF COUNTRY, HARDWARE, OPERATOR MORE PRIVACY
REPLACE E-MAIL, SM, PC IM, CALLS, FACE TO FACE ADDICTIVE
FB MESSENGER 2 YEARS AGO LOOSING THE LEAD NOW CLIMBED BACK TO #1
MOBILE FIRST + ACQUISITIONS + COPY PASTE FB 1.40B MAU* & MESSENGER 600M MAU
*MONTHLY ACTIVE USERS
800M MAU, 70% DAILY, 30B DAILY MESSAGES NO ADS, NO STICKERS, NO GAMES JUST ADDED CALLS, INTERNET PLANS,
DESKTOP VERSION FOR ANDROID
302M MAU. 80% MOBILE, 100M DAU, 500M DAILY TWEETS
1st SN WITH MIM FEATURES (DMs) ADDED PICS ON DMs & GROUP CHAT
SOURCE: TWITTER
iMESSAGE USERS LOCKED WITHIN iOS BUT SYNCHS
iPOD, iPAD, iPHONE & MAC COPY PASTE SINCE iOS 8
MOBILE & DESKTOP
LINE OWNED BY NAVER
600M USERS, 205M MAU, 1,88B STICKERS DAILY
$600M SALES, $112M REVENUE MOBILE & DESKTOP + FAMILY OF APPS
KAKAOTALK PIONEERED THE BUSINESS MODEL
TOOK MONEY FROM NAVER 170M USERS, 50M MAU,
95% PENETRATION IN SOUTH KOREA, $120M PROFIT IN 2014
SOURCE: FORBES
WECHAT / WEIXIN / QQ 1.1B USERS, 500M MAU
COPY PASTED KAKAOTALK & LINE IN CHINA, + WECHAT OFFICIAL ACCOUNTS
CREATED DAILY THAN WEBSITES OWNED BY TENCENT, MOBILE & DESKTOP
SNAPCHAT 100-200M MAU, 400M SNAPS DAILY 70% WOMEN AND UNDER 25 YEARS OLD
YOUNGEST & FASTEST GROWING MIM EPHIMERAL CONTENT, TURNED DOWN 3B FROM FB,
NOW VALUATION AT 10B-20B MOBILE ONLY
SOURCE: BUSINESS INSIDER
TANGO
200M USERS, 70M MAU $215M FROM ALIBABA ($25B IPO)
ALIBABA + VALUE THAN AMAZON & EBAY MISSED ON ASIA, GOINT AFTER THE WORLD
VIBER 300M USERS, 100M MAU
RAKUTEN BOUGHT IF FOR $900M 1st FOCUS ON FREE VOICE CALLS, NOW STICKERS,
GAMES, BRAND CHANNELS MOBILE & DESKTOP
KIK
200M USERS, 1stM IN 15 DAYS REQUIRES USERNAME, NOT PHONE NUMBER
THE TWITTER OF MIMs INTEGRATED BROWSING WITHIN APP, MOBILE ONLY
BRANDED CHARACTERS CHARACTER MESSAGING
ZOOBE IS A UNIQUE 3D ANIMATED VIDEO MESSAGE SERVICE FOR MOBILE DEVICES
HOW DOES IT WORK IT‘S PERSONAL:
PICK YOUR CHARACTER IT‘S EMOTIONAL:
RECORD YOUR MESSAGE IT‘S FAST:
SHARE WITH FRIENDS
ZOOBE MESSAGE ENTERTAINMENT GMBH Schönhauser Allee 8 10119 Berlin Germany NORBERT MEINIKE CMO [email protected] / +49 171 697 4245 MONICA ZALDIVAR, Marketing Manager [email protected] / +49 160 902 53769 ZOOBE.COM
THANK YOU
IOS ANDROID