Mobile, Social and Cloud are kind of obvious trends. But where exactly do opportunities reside in these fields? Presentation from the conference Investor Day Central and Eastern Europe 2011 (IDCEE 2011) hold in Kyiv, Ukraine on the 25-26th of October.

1. Current Internet trends:
Where is the money?
Maxon Pugovsky, Microsoft Ukraine, IDCEE 2011

4. Mobile Apps market
30
25 500 000+
20
300 000+
15
35 000+
$25B
10
In 1 year:
5 • Android #1
$6,8B
• WP #3, overpassing
0
BlackBerry and Ovi markets
2010 2015
Sources: MarketsandMarkets; InformationWeek; Distimo

5. Games is the most popular category!
• 83 000+ in Apple App
Store with average price
$1,04
• 70-80% of downloads
• Only 4% of apps feature
in-app purchase but they
• 20% of game gain
developers get 97% of 76% of revenue!
revenue
• 50% of games earn
less than $3 000 in
lifecycle
Sources: 148apps.biz; Distimo; Appolicious; Mashable

6. It’s a gold rush!
Overcrowded
To get rich in a gold
rush sell pickaxes! Fragmented
2 years timeframe
for entrance
The money is here:
Create middleware, frameworks, construction
sets, analytics, ad networks, etc. for mobile.

7. Bring experience beyond mobile devices
• Mobile is a must for any web service.
• Make data accessible on any device.

9. The social network
• 800M users
• 350K registered at developers forum
• 180K jobs worth $12B in salaries were created in
2011 in the US by Facebook Application Platform
You know what
is cool?
Source: Atelier.net

10. Other social networks with apps
• Tencent’s QQ and Qzone – 800M
• Vkontakte.ru – 100M
• Netlog.com – 70M
• Odnoklassniki.ru – 45M
• Naszs-Klasa.pl – 14M
14 communities with 100M+ users
http://en.wikipedia.org/wiki/List_of_virtual_communities_with_more_than_100_million_users
http://en.wikipedia.org/wiki/List_of_social_networking_websites

11. Games and virtual goods
• 20% of Americans played social
games; 35% of them never
played games before.
• 28% US & UK players paid real
money for virtual goods and
currency
• 230M play in Zynga games
monthly
But can you beat Zynga, Playdom (EA
Games, $400M), Playfish (Disney, $763M) and
others?
Sources: Insidevirtualgoods.com, Mashable.com

12. Think beyond games: SMM!
• 80% of the US companies with
100+ employees use SMM
• $3B out of $31B of online
advertising in the US in 2011.
• Companies & agencies
additionally spend on
technology.
The money is here:
Build tools for companies and
agencies to facilitate SMM
activities: Facebook
apps, monitoring, social
CRM, posting &
moderating, integration of social
platforms, analytics, etc.
Sources: eMarketer, CickZ

14. Weather forecast: cloudy
• From $25B in 2011 to
$160B in 2020.
• New jargon:
– SaaS: software as a
service
– IaaS: infrastructure
– PaaS: platform
– BPaaS: business
process
• 30% of Ukrainian
companies will use
cloud services in 2015
– survey at Microsoft
partner conference
Sources: Zdnet, Microsoft Ukraine

15. What is going on?
• Enterprise IT-
infrastructure &
applications move online
and to “private clouds”
• Why companies migrate:
– Less capital costs and
optimized operational cost
– “pay as you go”
– Scalability at peak
moments
– Accessibility from
anywhere
– Increase of business
efficiency and employees
productivity

16. The money is here:
Develop for the cloud
• Help enterprises move to the cloud.
• Tools for migration between cloud environments.
• Applications for cloud marketplaces like Windows Azure App Fabric. Etc.

17. The ultimate secret of success

18. Contacts
Thank you!
Maxon Pugovsky, Online Marketing Manager
a-mapugo@microsoft.com
@max0n
maxon.com.ua