A quick look at what some of the top Tech sector CEO's think about the mobile and smartphone industry.

1. Reflections on Mobile
Commentary on the mobile space from the world’s top tech leaders
September 2010

2. Featuring ...
Eric Schmidt – CEO, Google
Steve Yankovich – VP of Mobile and Platform, eBay
Jeff Bezos – CEO, Amazon
Ev Williams – CEO, Twitter
Jeremy Stoppelman, CEO, Yelp

3. Eric Schmidt (Google) On Smartphones
The mobile web is growing 8x faster than the equivalent desktop web from 10 years ago
One in three queries from smartphones is now about where I am, something around me
Google’s mobile search traffic grew 50% in the first half of 2010. “It’s growing much quicker than
everything else.”
Eric Schmidt (Google) On Android
Android is shipping about 200,000 activations per day now
Search traffic from Android phones tripled in the first half of 2010

4. Eric Schmidt (Google) On the next step of search
So, when I walk down a street — I love history — what I want is the computer, my
smartphone to be doing searches constantly.
‘Did you know? Did you know? This occurred here. This occurred there.’
Because it knows who I am. It knows what I care about. It knows roughly where I
am.
So this notion of autonomous search — this ability to tell me things I didn’t know
but am probably very interested in is the next great stage, in my view, of search.

5. Steve Yankovich (eBay) - On Mobile Changing Our Habits
Scenario: people are decoupling from their normal computer
Thought Process: When am I most able to be a consumer
Translated eBay goal: Help people be a consumer when they want to be a consumer
eBay Mobile Stats
M-commerce Revenue currently between $1.5bn and $2bn p.a.
75% of this through the iPhone platform

6. Jeff Bezos (Amazon) on smartphone and the kindle
Mobile orders top $1 billion pa ($6.57 billion total sales) … almost 20%
Amazon mobile revenue second only to eBay ($1.5 - $2 billion p.a.)
The leading mobile commerce device today is the smartphone, but the wireless tablet is what excites
Amazon
Amazon payments to be part of smartphone apps by 2011

7. Ev Williams (Twitter) on twitter and mobile
Lack of official twitter client was major barrier as app store users were solely searching for “twitter”
Release of official clients on iOS, Android and BB has led to:
15% of twitter traffic now from iPhone and BB
Mobile users up 62% in last 6 months
16% of all new twitter signups now come from mobile
46% of active twitters regularly connect via mobile

8. Jeremy Stoppelman (Yelp) on iPhone
Yelp for iPhone usage peaks on weekends, dips during working week
25%+ of Yelp searches now conducted through an iPhone
In 1 month, yelp connects half a million calls from the iPhone platform
Yelp for iPhone has approx 1.5 million monthly users

9. Any Questions?
Peter Swain, Managing Director
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