1. Title case / Helvetica 24. One line only.
March 2013
Disruption: There’s an App for That
Simon Khalaf, President & CEO

2. Unstoppable Market Growth
Worldwide in-application events measured by Flurry
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1,200,000,000,000
1,000,000,000,000
800,000,000,000
600,000,000,000
400,000,000,000
200,000,000,000
-
May Oct Mar Aug Jan Jun Nov Apr Sep Feb Jul Jan
2009 2009 2009 2009 2010 2010 2010 2011 2011 2012 2012 2013
Source: Flurry Analytics, May 2009– January 2013

3. How Mobile Stacks Up Against TV and The Web
U.S. Web vs. Mobile App vs. TV Consumption, Minutes per Day
180 Title case / Helvetica 24. One line only.
160
162 168 168
140
120
127
100
80 94
60
70 66 72 70
40
20
-
Dec 2010 Dec 2011 Dec 2012
Web Browsing Mobile Applications Television
Sources: comScore, Alexa, U.S. Bureau of Labor Statistics, Flurry Analytics

4. It’s an App World, and Browsers Live in It
Time Spent on Smartphones and Tablets
Android Native, 4% Opera Mini, 2%
`
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BROWSERS
Safari, 12%
Games, 32%
App Other , 6%
Productivity, 2%
News, 2%
Social Networking, 6%
Utility, 8% Facebook, 18%
APPS
Entertainment, 8%
Source: Flurry Analytics, Comscore

5. App Revenue Is Scaling
20
Billions ($)
18 Title case / Helvetica 24. One line only.
16
14
12
10
8
6
4
2
0
2008 2009 2010 2011 2012
Virtual Goods Advertising
Source: eMarketer, Mary Meeker (KPCB)

6. Faster Revenue Ramp than The Web
U.S. display advertising and digital goods revenue
16
Billions ($)
WEB (BROWERS)
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MOBILE APPS
14
12
10
8
6
4
2
0
1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Source: eMarketer, Flurry, Comscore

7. Disruption Across Multiple Industries
WW Session in iOS and Android Apps (Dec 2011 – Dec 2012)
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268%
247% 237%
206% 198%
132%
107%
Social Media & Shopping Productivity Utilities Travel Gaming
Entertainment
Source: Flurry Analytics Dec 2011- Dec 2012

8. A Closer Look at Media & Entertainment Apps
Distribution of time spent in media apps
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Others
10%
Networks
22%
Emerging Media
37%
Studios
20%
2nd
Screen
Apps
11%
Source: Flurry Analytics

9. Media & Entertainment Apps Behave Like TV
Daypart comparison, people 15+ using medium, U.S.
70%
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% of Audience Share
MEDIA APPS TELEVISION
60%
50%
40%
30%
20%
10%
0%
5:00 AM AM AM AM AM AM AM PM PM PM PM PM PM PM PM PM PM PM PM AM AM AM AM AM
6:00 7:00 8:00 9:00 10:00 11:00 12:00 1:00 2:00 3:00 4:00 5:00 6:00 7:00 8:00 9:00 10:00 11:00 12:00 1:00 2:00 3:00 4:00
Sources: Michael Zimbalist; Nielsen National People Meter; comScore Media Metrix Flurry

10. The Rise of the App & Mortar Economy
Distribution of time spent in commerce apps
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Others
9%
Retailers
Daily Deals 27%
13%
Price
Comparison
14% Online
Marketplaces
Purchase 20%
Assistance
17%
Source: comScore, Flurry Analytics Dec 2012

11. Shopping Apps: Usage by Gender
MALES FEMALES 19%
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16%
14%
13% 13%
10%
7%
5%
2%
1%
13-17 18-24 25-34 35-54 55+
Age Group
Source: Flurry Analytics

12. Shopping App Usage: Gender and Daypart
10%
MALES FEMALES
9%
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8%
7%
6%
5%
4%
3%
2%
1%
0%
5:00 AM AM AM AM AM AM AM PM PM PM PM PM PM PM PM PM PM PM PM AM AM AM AM AM
6:00 7:00 8:00 9:00 10:00 11:00 12:00 1:00 2:00 3:00 4:00 5:00 6:00 7:00 8:00 9:00 10:00 11:00 12:00 1:00 2:00 3:00 4:00
Source: Flurry Analytics

13. Shopping App Usage: Time Before Purchase
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62%
24%
14%
up to 5 min 5 min to 20 min over 20 min
Source: Flurry Analytics

14. Title case / Helvetica 24. One line only.
Thank you