We’ve shared a lot of data about whether and why ‘this time is different’. But beyond that, why is the tech market opportunity larger than any time in history (no, really!)? One word: mobile.
In this update of his past presentation on Mobile Eating the World — delivered this month at Andreessen Horowitz’ annual investor meeting — a16z’s Benedict Evans shares just how and why mobile changes everything. Because tech is outgrowing the tech industry.
Digital 2023 India (February 2023) v01DataReportal
All the data, statistics, and trends you need to make sense of digital in India in 2023. Includes the latest reported numbers for internet users, social media users, and mobile connections in India, as well as key indicators of ecommerce use. For more reports, including the latest global trends and individual data for more than 230 countries around the world, visit https://datareportal.com/
At Bessemer, we surveyed 405 cloud companies as a status check for the private cloud computing industry, tracking their financial performance, artificial intelligence (AI) adoption, leadership priorities, and biggest challenges.
We aimed to answer the question: Where does the cloud industry stand in 2023, the year where pressures to drive profitable growth intensified and AI eclipsed every business conversation and captivated the world?
According to Bessemer Partner Byron Deeter, the global cloud industry is stronger than ever. “How do you think AI is delivered? Tens of thousands of GPUs working together in the cloud,” said Byron. “Our 2023 Cloud 100 applicants have never been stronger — proof that AI is the next horizon of cloud.”
While our Cloud 100 Benchmarks act as an industry yardstick for best-in-class private cloud performance, this survey widens the aperture by more than 4x to assess performance of private cloud companies of every stage and scale.
In 35 charts, we visualize the quantitative and qualitative trends moving the private cloud industry across 23 countries and 114 cities.
Five cloud industry insights for 2023
The top five cloud companies voted most likely to IPO next are Stripe, Databricks, Canva, Klavyio, and Snyk.
San Francisco is the cloud industry epicenter in terms of headquarters and hiring: 52% of cloud companies reside in California, with 21% of companies headquartered in San Francisco.
AI has already taken over SaaS: By the end of the year, 86% of cloud companies surveyed will have an AI-driven feature.
Cloud leaders ranked setting competitive differentiation in the product and go-to-market strategy as the biggest challenge facing their companies. Driving profitable growth was ranked as the leading objective whereas fundraising was ranked one of the lowest priorities for 2023.
Cloud companies are still well funded: A majority of surveyed cloud companies have raised over $100 million or more in total funding. More than half of the surveyed companies have less than $50 million on the balance sheet, whereas almost a third have $100 million or more. Of the cloud companies that have raised $1 billion or more, over 70% have more than $300 million on the balance sheet.
Read the full report: https://www.bvp.com/atlas/data-trends-visualizing-the-global-cloud-industry-in-2023
The latest Dentsu Ad Spend Report forecasts how the various mediums are shaping the ad spend share, globally with some of the major media channels like TV and digital, playing a significant role in India.
Kereitsu of modern times, Softbank has pioneered with its Vision Fund an Innovation at scale strategy powered by an agressive venture investments. It has thus opened an alternative way to GAFAM’s model that relied primarily on an organic technology model amplified by some bolt-on M&A.
SoftBank’s transformation case is in our view particularly interesting at a time when the European startups and innovation ecosystems need to catch-up with their American and Asian and many Corporates are entering in « coopetition » with Investment funds, launching or reinventing their ventures set-up in order to address their innovation at scale challenge.
For sure, like all disruptors Softbank has been somewhat extreme in its approach (especially in terms of risk aversion, fundraising, inflationary valuation) and not always exemplary in its practices (CSR, governance, financial disclosure...). Nevertheless we are witnessing some interesting read-across for European players, especially as vision, risk taking and entrepreneurial approaches are in our view critical success factors in the new economy.
Thus one of our wishes for 2020 is that some European Softbank may emerge and create a new way for innovation at scale.
The document discusses key metrics for evaluating marketplace efficiency and profitability. It finds that companies with a higher "Rule of 40" score, which measures revenue growth plus EBITDA margin, significantly outperformed those with a lower score. It also introduces the "Battery Growth Magic Number" which measures revenue growth minus sales and marketing spend as a percentage of revenue, and finds companies with a positive number significantly outperformed those with a negative number. The document concludes with three rules for efficient marketplaces promoted by Battery Ventures: 1) Have a positive Battery Growth Magic Number, 2) Migrate to subscription pricing, and 3) Achieve a 10x return on customer acquisition costs.
BCG has launched its Telco Sustainability Index, designed to capture the four dimensions most relevant to a telco’s environmental strategy. The index tracks the company’s commitment to sustainability, its emissions intensity and that of its upstream and downstream partners, its elimination of waste, and its customer enablement.
Retail Media Networks: How the physical store will power their next phase of ...National Retail Federation
Presentation from NRF 2023: Retail's Big Show
Kristi Argyilan, Albertsons Media Collective
Aaron Dunford, Nordstrom
Andrew Lipsman, Insider Intelligence
Retail media is disrupting the digital advertising industry and creating new high-margin revenue streams for retailers. The opportunity behind this fast-growing $40 billion US market is significant, with brands eager to capitalize on retailer first-party data to reach shoppers with relevant advertising experiences. In this session with retail media leaders, we examine how retail media networks are evolving to meet consumers shopping behaviors wherever they are, whether that be in-store or online.
Digital 2023 India (February 2023) v01DataReportal
All the data, statistics, and trends you need to make sense of digital in India in 2023. Includes the latest reported numbers for internet users, social media users, and mobile connections in India, as well as key indicators of ecommerce use. For more reports, including the latest global trends and individual data for more than 230 countries around the world, visit https://datareportal.com/
At Bessemer, we surveyed 405 cloud companies as a status check for the private cloud computing industry, tracking their financial performance, artificial intelligence (AI) adoption, leadership priorities, and biggest challenges.
We aimed to answer the question: Where does the cloud industry stand in 2023, the year where pressures to drive profitable growth intensified and AI eclipsed every business conversation and captivated the world?
According to Bessemer Partner Byron Deeter, the global cloud industry is stronger than ever. “How do you think AI is delivered? Tens of thousands of GPUs working together in the cloud,” said Byron. “Our 2023 Cloud 100 applicants have never been stronger — proof that AI is the next horizon of cloud.”
While our Cloud 100 Benchmarks act as an industry yardstick for best-in-class private cloud performance, this survey widens the aperture by more than 4x to assess performance of private cloud companies of every stage and scale.
In 35 charts, we visualize the quantitative and qualitative trends moving the private cloud industry across 23 countries and 114 cities.
Five cloud industry insights for 2023
The top five cloud companies voted most likely to IPO next are Stripe, Databricks, Canva, Klavyio, and Snyk.
San Francisco is the cloud industry epicenter in terms of headquarters and hiring: 52% of cloud companies reside in California, with 21% of companies headquartered in San Francisco.
AI has already taken over SaaS: By the end of the year, 86% of cloud companies surveyed will have an AI-driven feature.
Cloud leaders ranked setting competitive differentiation in the product and go-to-market strategy as the biggest challenge facing their companies. Driving profitable growth was ranked as the leading objective whereas fundraising was ranked one of the lowest priorities for 2023.
Cloud companies are still well funded: A majority of surveyed cloud companies have raised over $100 million or more in total funding. More than half of the surveyed companies have less than $50 million on the balance sheet, whereas almost a third have $100 million or more. Of the cloud companies that have raised $1 billion or more, over 70% have more than $300 million on the balance sheet.
Read the full report: https://www.bvp.com/atlas/data-trends-visualizing-the-global-cloud-industry-in-2023
The latest Dentsu Ad Spend Report forecasts how the various mediums are shaping the ad spend share, globally with some of the major media channels like TV and digital, playing a significant role in India.
Kereitsu of modern times, Softbank has pioneered with its Vision Fund an Innovation at scale strategy powered by an agressive venture investments. It has thus opened an alternative way to GAFAM’s model that relied primarily on an organic technology model amplified by some bolt-on M&A.
SoftBank’s transformation case is in our view particularly interesting at a time when the European startups and innovation ecosystems need to catch-up with their American and Asian and many Corporates are entering in « coopetition » with Investment funds, launching or reinventing their ventures set-up in order to address their innovation at scale challenge.
For sure, like all disruptors Softbank has been somewhat extreme in its approach (especially in terms of risk aversion, fundraising, inflationary valuation) and not always exemplary in its practices (CSR, governance, financial disclosure...). Nevertheless we are witnessing some interesting read-across for European players, especially as vision, risk taking and entrepreneurial approaches are in our view critical success factors in the new economy.
Thus one of our wishes for 2020 is that some European Softbank may emerge and create a new way for innovation at scale.
The document discusses key metrics for evaluating marketplace efficiency and profitability. It finds that companies with a higher "Rule of 40" score, which measures revenue growth plus EBITDA margin, significantly outperformed those with a lower score. It also introduces the "Battery Growth Magic Number" which measures revenue growth minus sales and marketing spend as a percentage of revenue, and finds companies with a positive number significantly outperformed those with a negative number. The document concludes with three rules for efficient marketplaces promoted by Battery Ventures: 1) Have a positive Battery Growth Magic Number, 2) Migrate to subscription pricing, and 3) Achieve a 10x return on customer acquisition costs.
BCG has launched its Telco Sustainability Index, designed to capture the four dimensions most relevant to a telco’s environmental strategy. The index tracks the company’s commitment to sustainability, its emissions intensity and that of its upstream and downstream partners, its elimination of waste, and its customer enablement.
Retail Media Networks: How the physical store will power their next phase of ...National Retail Federation
Presentation from NRF 2023: Retail's Big Show
Kristi Argyilan, Albertsons Media Collective
Aaron Dunford, Nordstrom
Andrew Lipsman, Insider Intelligence
Retail media is disrupting the digital advertising industry and creating new high-margin revenue streams for retailers. The opportunity behind this fast-growing $40 billion US market is significant, with brands eager to capitalize on retailer first-party data to reach shoppers with relevant advertising experiences. In this session with retail media leaders, we examine how retail media networks are evolving to meet consumers shopping behaviors wherever they are, whether that be in-store or online.
Bessemer uncovers the year’s top trends and insights in the global cloud economy, including how the model is only getting better, and why being a Centaur is the new milestone to celebrate.
Read the full report: https://www.bvp.com/atlas/state-of-the-cloud-2022
In 2008, LinkedIn grew into the industry’s very first cloud unicorn, and after a little more than a decade, we’ve seen the unicorn birthrate accelerate beyond our wildest dreams. Of the 800+ private companies in the world that are now valued at more than $1 billion, we hit a new milestone this year: 150 of today’s unicorns are part of the cloud economy.
At SaaStr Annual 2021, Byron Deeter, Mary D’Onofrio, and Elliott Robinson share a state of the cloud economy, tactical lessons and case studies for early-stage founders, private market analysis, alongside key predictions and trends driving innovation around the globe.
One in four customers is planning to either use branches less or stop visiting branches altogether after the COVID-19 crisis, according to new BCG retail banking consumer “pulse” survey.
Network effects. It’s one of the most important concepts for business in general and especially for tech businesses, as it’s the key dynamic behind many successful software-based companies. Understanding network effects not only helps build better products, but it helps build moats and protect software companies against competitors’ eating away at their margins.
Yet what IS a network effect? How do we untangle the nuances of 'network effects' with 'marketplaces' and 'platforms'? What’s the difference between network effects, virality, supply-side economies of scale? And how do we know a company has network effects?
Most importantly, what questions can entrepreneurs and product managers ask to counter the wishful thinking and sometimes faulty assumption behind the belief that “if we build it, they will come” … and instead go about more deterministically creating network effects in their business? Because it's not a winner-take-all market by accident.
The document discusses trends in consumer tech and media from 2015-2020. It predicts that the industry will grow by over $500 billion in that time period, with the average American spending more time on tech and media than on work or sleep. It also notes that messaging platforms will surpass social networks as the dominant media activity and that the next big winners in streaming audio are already gaining popularity quietly.
Storytelling for Startups - AIRBNB use case, the "king of storytelling"yrotsduol
This document outlines Airbnb's storytelling strategy over three acts from 2007-2015:
1) The Mentor's Journey (2007-2009) - The founders tested ideas through small launches and scaled through blogger PR to build listings. Early videos profiled hosts to build trust.
2) The Hero's Journey (2009-2011) - Airbnb rebranded around travel experiences and empowering users. Popular videos instructed how to host and inspired travel fantasies.
3) A Story of Love & Trust (2011-2015) - Collaborating with hosts, Airbnb refined its values and mission to feel more connected through travel. Later campaigns focused on belonging and helping communities in
Digital 2023 Singapore (February 2023) v01DataReportal
The document provides an overview and summary of global digital trends in 2023, including:
- There are 8.01 billion people globally as of 2023, with 8.46 billion mobile connections, 5.16 billion internet users, and 4.76 billion active social media users.
- Internet penetration varies widely by region, from under 25% in parts of Africa to over 95% in parts of Europe.
- Social media penetration also varies significantly by region, from under 10% of the population in parts of Africa to over 80% in parts of Europe and Oceania.
Digital 2023 Turkey (February 2023) v01DataReportal
All the data, statistics, and trends you need to make sense of digital in Turkey in 2023. Includes the latest reported numbers for internet users, social media users, and mobile connections in Turkey, as well as key indicators of ecommerce use. For more reports, including the latest global trends and individual data for more than 230 countries around the world, visit https://datareportal.com/
McKinsey Global Institute's latest report shows how soaring flows of data and information now generate more economic value than the global goods trade. Here are the key charts and graphs that tell the story. For the full report, visit http://bit.ly/digiflows.
Vietnam Mobile Marketing and Game 2019 (English new)Appota Group
This document provides an overview and analysis of the mobile marketing and gaming market in Vietnam. Some key points:
- Mobile gaming has 33 million players in Vietnam currently and is projected to reach 40 million by 2020. Nearly half of mobile internet users play games on their phones.
- The top apps and games in Vietnam are mainly social networking apps and online esports games. Popular titles include Arena of Valor, Candy Crush Saga, and Clash of Clans.
- Mobile advertising spending in Vietnam grew rapidly in 2018 and accounted for 62% of total digital ad spending. Social media receives the largest portion of digital ad budgets. Video advertising is forecasted to have the highest growth rate.
- The
The document discusses the state of the cloud and AI industries in 2023. It provides data on key trends like the performance of cloud indexes relative to broader markets, funding levels for SaaS companies, and the growth and valuation of "Centaur" companies worth over $100M in annual recurring revenue. It also presents predictions around areas like SaaS companies focusing on efficiency, the role of climate software in the energy transition, the emergence of multiple "pillar" AI companies, and the rapid adoption of large language models across SaaS applications. The document is an annual report from Bessemer Venture Partners analyzing major developments and forecasting areas of opportunity.
Cloud innovation has been a global endeavor for more than two decades, transforming entire industries—now, India is an emerging global leader driving technological innovation and noteworthy entrepreneurship.
Over the past 150 years, Nokia has evolved from a small paper mill in Finland to a global telecommunications leader. Nokia transitioned into various industries such as rubber boots, car tires, and TVs before becoming a leader in mobile phones. Nokia's mobile phone platforms included Symbian, MeeGo, and Meltemi, and in 2011 it partnered with Microsoft to build a new mobile ecosystem using Windows Phone. Currently, Nokia focuses on Windows Phone and Symbian phones and faces main competitors like Samsung, Apple, RIM, and HTC.
Vodafone is the world's largest mobile telecommunications company operating in 26 countries with over 130 million customers. To promote brand awareness globally, Vodafone uses celebrity endorsements including David Beckham. Market research found Beckham's campaign promoting Vodafone's live! service significantly increased awareness and recall of the Vodafone brand. The campaign showcasing Beckham's everyday use of the live! features was widely successful in communicating the brand's message and values to customers.
The document discusses key factors for efficient growth in SaaS businesses. It recommends measuring a business's growth using two metrics: growth efficiency (net new annual recurring revenue per dollar of sales and marketing spend) and recurring margin (gross margin minus research and development, general and administrative costs). It analyzes four main levers to improve growth efficiency: customer acquisition, success/retention, recurring margins, and pricing. Improving customer acquisition efficiency through strategies like land-and-expand could have the biggest cash flow impact. The document explores opportunities to boost efficiency in areas like acquisition, pricing, and packaging.
The document analyzes Apple's launch of the iPhone 5C in the Indian market, finding it to be a product positioning failure as Indians saw the plastic design and similar features as "cheap" which did not align with Apple's luxury brand image. It provides background on Apple and the Indian mobile market, and recommends that Apple introduce a new lower-priced product line called "iLite" to target middle-income consumers in India rather than use the iPhone brand for a more affordable device.
BCG and Meta today announced the launch of a new report around the increasing influence of digital in driving media and entertainment consumption in India.
Why your business needs a strategic narrativeSeyi Fabode
Strategic narratives create a shared understanding of the past, present, and future by defining a path forward and reasons to believe. They allow companies like Patagonia and Microsoft to separate themselves by wrapping narratives around sustainability and the future of work that employees and customers connect with. Developing strategic narratives involves gathering insights, systems thinking, futurecasting to define a desired future state and telling a story around it.
Bessemer uncovers the year’s top trends and insights in the global cloud economy, including how the model is only getting better, and why being a Centaur is the new milestone to celebrate.
Read the full report: https://www.bvp.com/atlas/state-of-the-cloud-2022
In 2008, LinkedIn grew into the industry’s very first cloud unicorn, and after a little more than a decade, we’ve seen the unicorn birthrate accelerate beyond our wildest dreams. Of the 800+ private companies in the world that are now valued at more than $1 billion, we hit a new milestone this year: 150 of today’s unicorns are part of the cloud economy.
At SaaStr Annual 2021, Byron Deeter, Mary D’Onofrio, and Elliott Robinson share a state of the cloud economy, tactical lessons and case studies for early-stage founders, private market analysis, alongside key predictions and trends driving innovation around the globe.
One in four customers is planning to either use branches less or stop visiting branches altogether after the COVID-19 crisis, according to new BCG retail banking consumer “pulse” survey.
Network effects. It’s one of the most important concepts for business in general and especially for tech businesses, as it’s the key dynamic behind many successful software-based companies. Understanding network effects not only helps build better products, but it helps build moats and protect software companies against competitors’ eating away at their margins.
Yet what IS a network effect? How do we untangle the nuances of 'network effects' with 'marketplaces' and 'platforms'? What’s the difference between network effects, virality, supply-side economies of scale? And how do we know a company has network effects?
Most importantly, what questions can entrepreneurs and product managers ask to counter the wishful thinking and sometimes faulty assumption behind the belief that “if we build it, they will come” … and instead go about more deterministically creating network effects in their business? Because it's not a winner-take-all market by accident.
The document discusses trends in consumer tech and media from 2015-2020. It predicts that the industry will grow by over $500 billion in that time period, with the average American spending more time on tech and media than on work or sleep. It also notes that messaging platforms will surpass social networks as the dominant media activity and that the next big winners in streaming audio are already gaining popularity quietly.
Storytelling for Startups - AIRBNB use case, the "king of storytelling"yrotsduol
This document outlines Airbnb's storytelling strategy over three acts from 2007-2015:
1) The Mentor's Journey (2007-2009) - The founders tested ideas through small launches and scaled through blogger PR to build listings. Early videos profiled hosts to build trust.
2) The Hero's Journey (2009-2011) - Airbnb rebranded around travel experiences and empowering users. Popular videos instructed how to host and inspired travel fantasies.
3) A Story of Love & Trust (2011-2015) - Collaborating with hosts, Airbnb refined its values and mission to feel more connected through travel. Later campaigns focused on belonging and helping communities in
Digital 2023 Singapore (February 2023) v01DataReportal
The document provides an overview and summary of global digital trends in 2023, including:
- There are 8.01 billion people globally as of 2023, with 8.46 billion mobile connections, 5.16 billion internet users, and 4.76 billion active social media users.
- Internet penetration varies widely by region, from under 25% in parts of Africa to over 95% in parts of Europe.
- Social media penetration also varies significantly by region, from under 10% of the population in parts of Africa to over 80% in parts of Europe and Oceania.
Digital 2023 Turkey (February 2023) v01DataReportal
All the data, statistics, and trends you need to make sense of digital in Turkey in 2023. Includes the latest reported numbers for internet users, social media users, and mobile connections in Turkey, as well as key indicators of ecommerce use. For more reports, including the latest global trends and individual data for more than 230 countries around the world, visit https://datareportal.com/
McKinsey Global Institute's latest report shows how soaring flows of data and information now generate more economic value than the global goods trade. Here are the key charts and graphs that tell the story. For the full report, visit http://bit.ly/digiflows.
Vietnam Mobile Marketing and Game 2019 (English new)Appota Group
This document provides an overview and analysis of the mobile marketing and gaming market in Vietnam. Some key points:
- Mobile gaming has 33 million players in Vietnam currently and is projected to reach 40 million by 2020. Nearly half of mobile internet users play games on their phones.
- The top apps and games in Vietnam are mainly social networking apps and online esports games. Popular titles include Arena of Valor, Candy Crush Saga, and Clash of Clans.
- Mobile advertising spending in Vietnam grew rapidly in 2018 and accounted for 62% of total digital ad spending. Social media receives the largest portion of digital ad budgets. Video advertising is forecasted to have the highest growth rate.
- The
The document discusses the state of the cloud and AI industries in 2023. It provides data on key trends like the performance of cloud indexes relative to broader markets, funding levels for SaaS companies, and the growth and valuation of "Centaur" companies worth over $100M in annual recurring revenue. It also presents predictions around areas like SaaS companies focusing on efficiency, the role of climate software in the energy transition, the emergence of multiple "pillar" AI companies, and the rapid adoption of large language models across SaaS applications. The document is an annual report from Bessemer Venture Partners analyzing major developments and forecasting areas of opportunity.
Cloud innovation has been a global endeavor for more than two decades, transforming entire industries—now, India is an emerging global leader driving technological innovation and noteworthy entrepreneurship.
Over the past 150 years, Nokia has evolved from a small paper mill in Finland to a global telecommunications leader. Nokia transitioned into various industries such as rubber boots, car tires, and TVs before becoming a leader in mobile phones. Nokia's mobile phone platforms included Symbian, MeeGo, and Meltemi, and in 2011 it partnered with Microsoft to build a new mobile ecosystem using Windows Phone. Currently, Nokia focuses on Windows Phone and Symbian phones and faces main competitors like Samsung, Apple, RIM, and HTC.
Vodafone is the world's largest mobile telecommunications company operating in 26 countries with over 130 million customers. To promote brand awareness globally, Vodafone uses celebrity endorsements including David Beckham. Market research found Beckham's campaign promoting Vodafone's live! service significantly increased awareness and recall of the Vodafone brand. The campaign showcasing Beckham's everyday use of the live! features was widely successful in communicating the brand's message and values to customers.
The document discusses key factors for efficient growth in SaaS businesses. It recommends measuring a business's growth using two metrics: growth efficiency (net new annual recurring revenue per dollar of sales and marketing spend) and recurring margin (gross margin minus research and development, general and administrative costs). It analyzes four main levers to improve growth efficiency: customer acquisition, success/retention, recurring margins, and pricing. Improving customer acquisition efficiency through strategies like land-and-expand could have the biggest cash flow impact. The document explores opportunities to boost efficiency in areas like acquisition, pricing, and packaging.
The document analyzes Apple's launch of the iPhone 5C in the Indian market, finding it to be a product positioning failure as Indians saw the plastic design and similar features as "cheap" which did not align with Apple's luxury brand image. It provides background on Apple and the Indian mobile market, and recommends that Apple introduce a new lower-priced product line called "iLite" to target middle-income consumers in India rather than use the iPhone brand for a more affordable device.
BCG and Meta today announced the launch of a new report around the increasing influence of digital in driving media and entertainment consumption in India.
Why your business needs a strategic narrativeSeyi Fabode
Strategic narratives create a shared understanding of the past, present, and future by defining a path forward and reasons to believe. They allow companies like Patagonia and Microsoft to separate themselves by wrapping narratives around sustainability and the future of work that employees and customers connect with. Developing strategic narratives involves gathering insights, systems thinking, futurecasting to define a desired future state and telling a story around it.
There is no point in drawing a distinction between the future of technology and the future of mobile. They are the same. In other words, technology is now outgrowing the tech industry.
by Benedict Evans. Please see this link for full description, slides, AND version with talk track: http://a16z.com/2016/12/09/mobile-is-eating-the-world-outlook-2017/
Looking to scale something up? Depending on how you're going after your market/ acquiring users, you may need to build a sales organization that's optimized for a top-down or bottom-up sales process (or perhaps both).
Watch the video overview at http://a16z.com/2015/03/06/go-to-market-bootcamp/ and then check out this slide deck, which shares some concrete tips and tools for accelerating time to market -- from the go-to-market experts at a16z, led by 'sales savant' Mark Cranney.
Because selling to enterprises is a lot like getting a bill passed through Congress: it can get stuck. And getting stuck -- or going down the wrong path -- can mean death to startups in a competitive market. Here's how to avoid that.
In this update of his past presentations on Mobile Eating the World -- delivered most recently at The Guardian's Changing Media Summit -- a16z’s Benedict Evans takes us through how technology is universal through mobile. How mobile is not a subset of the internet anymore. And how mobile (and accompanying trends of cloud and AI) is also driving new productivity tools.
In fact, mobile -- which encompasses everything from drones to cars -- is everything.
Mary Meeker presented on Internet trends at the 2012 Stanford Internet Trends conference. Some key points from her presentation include:
- Global internet and smartphone usage continues to grow rapidly, driven by emerging markets. By 2012 there were over 2 billion global internet users and over 1 billion smartphone subscribers.
- Mobile internet traffic is growing and surpassing desktop internet usage in some countries. Mobile also accounted for 24% of online Black Friday shopping in the US in 2012, up from 6% in 2010.
- Devices like smartphones, tablets, and new operating systems are re-imagining computing and driving significant changes in how people access and consume information. By some estimates, smartphone and tablet shipments will exceed PC shipments in
Publishers today need to have a sharp focus on mobile or be run over by it. Business Insider's president Julie Hansen presents a case study on the ways BI has embraced mobile and how editorial and advertising are evolving with the rise of consuming content via phone or tablet.
The document summarizes key mobile and internet trends from 2018. It notes that mobile devices are becoming cheaper, faster and smarter with features like portrait photos and wireless charging becoming common across devices. Internet penetration continues to grow globally while time spent on digital media, especially mobile apps, is increasing significantly and expected to double by 2021. Emerging technologies like 5G, internet of things, voice interfaces, virtual and augmented reality saw major developments and investments in 2018 and are poised for further growth. Security remains a major concern especially with more devices connecting to the internet.
Leapfrog Technologies: major trends research notesChris Jones
The document discusses how mobile device adoption is outpacing previous technologies and connecting more of the world. It notes that smart device adoption is growing 10x faster than the 1980s PC revolution. This high rate of adoption is enabled by factors like cheaper devices, mobile apps, cloud computing, and leapfrog technologies that allow areas to adopt modern systems without older intermediary steps. This convergence of trends is creating a vast new platform of opportunity through connectivity, information access, and new models for education and employment on a global scale.
The document discusses the state of the mobile marketplace and opportunities for software developers. It notes that mobile internet usage and app downloads are growing globally as technical limitations are overcome. Location-based apps and real-time information delivery are on the rise. For Belgium specifically, it estimates 4 million iPhone users within 2 years of its launch. The conclusion encourages software developers to explore opportunities in the mobile space.
IAB Digital Morning 2015 - Mobile: ontem, hoje e amanhã - Felipe Mendes (Gfk)IAB Brasil
Chinese manufacturers are increasingly threatening established brands by offering high-end technology at mid-price ranges. Lenovo and ZTE introduced new smartphones that combine premium features with affordable prices. Meanwhile, LG, Sony, and Microsoft aim to compete in the growing mid-range market by refreshing their mid-tier device lines and confirming commitments to more affordable smartphones and tablets. The document discusses how major brands are shifting their focus to lower price points in response to growth from Chinese manufacturers.
Emerging Technology, Shiny Objects & The Future of Media - iSummit - Fred SteubeFred Steube
The rapid pace of digital innovation has media companies scrambling to figure out which new emerging technology will be a hit with consumers and how to reach these consumers on these many new channels. Traditional media like print, TV, radio, and outdoor media will need to take advantage of wearables, beacons, digital wallets, augmented reality, etc and will have to respond to disruptive technology to remain competitive in an increasingly dynamic business landscape.
Evento Mobilidade 2016 - Tendências do marketing cross device - Armando Rodri...IAB Brasil
The document discusses the shift to a mobile-first world driven by the rapid adoption of smartphones. Some key points:
- Smartphone adoption rates have reached over 50% in most major markets and are replacing other devices more quickly.
- Factors accelerating this shift include the development of larger screens, creation of cross-device experiences, and trends in app usage.
- As ownership increases, focusing on the mobile-first consumer who uses their smartphone for most digital activities will be important.
2015 Global Trend Forecast (Technology, Media & Telecoms)CM Research
The document provides predictions for technology, media and telecom investment themes over the next 12 months. For hardware, it predicts wearable technology and mobile payments will benefit Apple and Google due to their mobile operating systems. Samsung looks risky, while Lenovo is a long-term favorite. Software defined networking threatens Cisco and Ericsson, while EMC is a long-term play. Google is positioned to gain from numerous concurrent consumer electronics cycles. For software, applications focused on big data like Nuance and Tableau are favored. Amazon may lose cloud dominance as prices fall. For internet and media, Google leads in e-commerce and mobile. Content owners could benefit from multiple internet TV platforms. Voice revenues are declining for telecoms who
Why you should get serious about the mobile webTijs Vrolix
This document discusses reasons why now is the perfect time to get serious about the mobile web. It notes that while mobile technology has come a long way, the industry is still in its early stages. It highlights trends like the growing popularity of smartphones, increasing numbers of young mobile users, and the importance of social networking and location-based services on mobile. The document argues that the mobile web's future lies in pull-based advertising and marketing that provides value to users rather than interruptive push notifications. Overall it presents mobile as a major emerging opportunity for marketers and advertisers.
This document summarizes technology news from the Middle East and North Africa region as well as global stories. Some key points include:
- Instagram consumes almost twice the bandwidth of Facebook in MENA markets.
- Facebook has 74 million users in MENA, with 80% regularly accessing the site via mobile.
- WhatsApp is being used in Saudi Arabia for ambulance services to send distress messages with locations.
- 15 MENA tech startups were identified as growing beyond the region.
- By 2020, it is expected that 90% of people over 6 years old will own a mobile device.
There is a huge cultural shift taking place. For the last 10 years, since 2000 we have experienced how everything is getting digital. The mobile phone is today just as powerful as a desktop computer in 2000. We have all this power in our pocket.
This presentation was given at the Gambling Technology Strategies 2011 in London.
Mobile is Global
Mobile Technology Growth
Types of Mobile Users
Noteworthy Platforms
User Experience
Mobile Fragmentation
Mobile Gaming
Internet of Things
Mobile Marketing Examples
Wave 2 - Mobility | UM | Social Media TrackerUM Wave
Wave 2 - Mobility showed how social media moved from being a text-based medium of bloggers and posters to a fully audio visual one full of content creators and sharers.
Find the latest Wave, "Wave 7 - Cracking the Social Code" here http://www.slideshare.net/Wave7
Presented at the 2010 Mobile Enterprise Growth Alliance (http://www.mega.org.au/) in South Australia.
* Local Australian & global mobile industry statistics.
* Overview of the mobile ecosystem in Australia.
* Mobile trends
The document discusses several topics related to internet usage. It notes that the number of internet users has increased tenfold from 1999 to 2013, with the third billion reached in 2014. Currently, only 3% of American internet users still use dial-up. It also discusses the rise of smartphones, with projections of 1.71 billion smartphone shipments in 2020, up from only 25% of the global population using smartphones in 2015. The document also references statistics about voice searches increasing, with predictions that 50% of all searches will be voice searches by 2020. It provides statistics about online video uploads to YouTube and consumer data usage and preferences.
5. 5
0
1
2
3
4
5
1995 2000 2014 2020
Billion people online
People online
Smartphones
Growth into the future - everyone
Another 1bn people will come online, all due to smartphones
Source: ITU, a16z
6. 6
0%
25%
50%
75%
100%
Global adult population
No Internet
No smartphone
The end of the unconnected
Smartphones drive much greater internet penetration
Source: a16z, World Bank, Apple, Google, Nokia
7. 7
0
1
2
3
4
5
6
7
8
Population Adults Mobile Online population Smart phones PCs
Global population (bn)
Growth to 2020
2014
The world in 2020
By 2020 80% of adults on earth will have a smartphone
Source: World Bank, GSMA, a16z
8. An iPhone 6 CPU has 625 times more
transistors than a 1995 Pentium.
iPhone 6 launch weekend: Apple sold ~25x
more CPU transistors than were in all the PCs
on Earth in 1995.
Everyone gets a pocket supercomputer.
Source: Apple, Intel, a16z
9. 9
0%
10%
20%
30%
40%
50%
60%
70%
80%
Cellular coverage 3G coverage now 3G coverage by
2019
Improved water Electricity Mobile users
Sub-Saharan Africa population coverage
Yes, everyone
The utility of mobile increases as income falls
Source: Ericsson, McKinsey
10. 10
0
100
200
300
400
500
600
700
800
PC average iPhone average Android average Android entry price
Device price ($)
$35 Android takes computing everywhere
Cost of power and connectivity becomes as material as the cost of the device
Source: Barclays Capital, Apple, a16z
11. 11
We go from this…
Source: James Cridland (https://www.flickr.com/photos/jamescridland/612782641)11
14. 14
0
100
200
300
400
Mar-95 Sep-96 Mar-98 Sep-99 Mar-01 Sep-02 Mar-04 Sep-05 Mar-07 Sep-08 Mar-10 Sep-11 Mar-13 Sep-14
Quarterly unit shipments (m)
iOS & Android
PCs
The smartphone industry dwarfs PCs
4bn people buying phones every 2 years instead of 1.6bn buying PCs every 5 years
Source: Gartner, Apple, Google, a16z
15. 15
0.0
0.5
1.0
1.5
2.0
Games consoles Cameras TVs PCs Smartphones Mobile phones
Unit sales, 2014 (bn)
Phones have scale that’s unique in tech
The first tech product to be bought by almost everyone on earth, every 2-3 years
Source: CIPA, Displaysearch, Gartner, companies, a16z
16. 16
0%
10%
20%
30%
40%
50%
2008 2009 2010 2011 2012 2013 2014
Smartphone & tablet share of global CE retail revenue
Mobile scale eats consumer electronics
Smartphones & tablets are now close to half of the consumer electronics industry
Source: GfK, a16z
17. 17
0%
25%
50%
75%
100%
Mar-09 Sep-09 Mar-10 Sep-10 Mar-11 Sep-11 Mar-12 Sep-12 Mar-13 Sep-13 Mar-14 Sep-14
Microsoft share of personal computing device sales*
Shift away from Microsoft
Microsoft’s near-absence from mobile has ended its dominance
• Smartphones, tablets, PCs & Macs.
• Source: Gartner, Apple, Google, Microsoft, Nokia, Blackberry, a16z
18. 18
0
100
200
300
400
500
600
2007 2008 2009 2010 2011 2012 2013 2014
Million people
Chinese mobile
internet users
EU population
USA population
China is the biggest smartphone market
Historic dominance starting to shift
Source: CNNIC, US Census Bureau, Eurostat
19. 19
iPhone, 34%
Xiaomi, 20%MEIZU, 11%
Samsung, 8%
Huawei, 4%
Other, 23%
What phone brands do Chinese teenagers want? (Q4 2014)
Chinese handset players growing fast
Chinese brands are stronger than any foreign company – except Apple
Source: Baidu
Apple has 15% of the overall
market (same as global) -
but much stronger brand
appeal
New Chinese OEMs with
premium positioning are
growing fast
20. 20
Tech center of gravity moves from Seattle
and Finland (and Japan)
Old New
Computing platform Microsoft Apple & Google
Chips Intel
ARM, Qualcomm,
Mediatek
Mobile Nokia & DoCoMo China, San Francisco
21. 21
Mobile supply chain dominates all tech
The size of the smartphone business means it is driving into every other part of tech
Augmented Reality,
Virtual Reality,
Wearables, Internet of
Things, connected cars,
connected home,
drones etc
Hardware tech for
almost anything is on
the shelf
The challenge is vision
and route to market
Flood of smartphone
components – Lego for
technology
Contract manufacturers
can assemble those
components into
anything
23. 23
0%
10%
20%
30%
40%
50%
60%
2012 2013 2014
Mobile share of 'Black Friday' ecommerce
Traffic
Value
The growth of post-PC devices
Smartphones and tablets taking half of browsing and a third of purchasing
Source: IBM, a16z
24. 24
Only at home
8%
Mainly at home
16%
Both at home and outside
66%
Mainly out of home
9%
Only out of home
1%
Where do you use the internet on your phone? (UK, Q1 2014)
‘Mobile’ doesn’t really mean mobile
Mobile devices are used everywhere, not just when people are ‘mobile’
Source: Ofcom
25. For 20 years, ‘internet’ meant web browsers,
mouse and keyboard. Mobile ended that.
Half of all time spent online in the USA is in
smartphone apps.
Post-Netscape, post-PageRank.
26. 26
Interaction models are totally unsettled
Rapid innovation and change continues
“I installed an app on my Android smartphone ”
“Installed” an “app”? Web apps,
APIs, push notifications, messaging,
Google Now…
“Android”? Chrome, Xiaomi…
“Smartphone?” Watches,
Glass, wearables, TV,
tablets…
27. 27
0%
25%
50%
75%
100%
Phone unit sales Global Browsing Delhi FB users SF FB users App store revenue
Mobile platform share, Q4 2014
Android
iOS
Platforms are more complex
Ecosystem dynamics depend on where you are and what you’re doing
Source: Facebook, Apple, Google, Gartner, Akamai, a16z
28. 28
A computer
shouldn’t ask
anything that
it should
know
Sensors
profoundly
change what
a computer
can know
Every new
sensor
creates a
new business
Phones are more sophisticated than PCs
Proliferation of sensors creates far more capability and sophistication than PCs
29. 29
Mobile’s multiplier effect
Increased sophistication from mobile is as important as the increase in scale
x
Personal
Taken everywhere
Frictionless access
Sensors, cameras
Location
Payment
Social platform
Much easier to use
Vastly bigger
opportunity=
2-3x more
smartphones
than PCs by
2020
30. 30
0
1
2
3
4
Jun-11 Sep-11 Dec-11 Mar-12 Jun-12 Sep-12 Dec-12 Mar-13 Jun-13 Sep-13 Dec-13 Mar-14 Jun-14 Sep-14 Dec-14 Mar-15
Facebook revenue by source ($bn)
Mobile ads
Payments & Other
Desktop ads
Facebook’s mobile ad explosion
Mobile ads are now 68% of revenue and brought in $7.4bn in 2014
Source: Facebook, a16z
31. Global SMS: 20bn messages a day.
WhatsApp: 30bn messages a day.
(with just 40 engineers)
Source: GSMA, WhatsApp
32. 32
2000
100 staff
1m users
$10m raised
Today
10 staff
10m users
$1m raised
?
1 engineer
1m users
$0 raised
Fundamental change in opportunity
Mobile leverage plus collapse of development costs
34. 34
Screens dominate our lives
More than half our time awake is spend on media and communications
Source: Ofcom
35. 35
0
1
2
3
4
5
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015e
Global LCD screen sales (bn square feet)
Glass is eating the world
Close to a square foot of screen sold for every adult on earth
Source: Corning
36. 36
TVs
24%
iOS
13%
Google Android
23%
Chinese Android
9%
WP/RIM
1%
PCs & Macs
30%
Global install base of video players, 2014
TV sets are in the minority
Computing devices used for video now far outnumber actual ‘televisions’
Source: Apple, Google, Nokia, Blackberry, Displaysearch, a16z
“By the summer of 2012,
the majority of the
televisions you see in
stores will have Google
TV embedded”
- Eric Schmidt
37. 37
0%
25%
50%
75%
100%
Boys Girls
‘Media you would miss most', UK aged 11-15, 2014
Other
TV set
Games console
PC
Mobile & tablet
What would children miss the most? Mobile
Mobile dwarfs legacy media platforms
Source: Ofcom
38. 38
0%
25%
50%
75%
100%
Adults 11 to 15
Share of communication activity, UK, 2014
Photo messages
Messaging apps
Social networks
Phone calls
Email
Comms are going pure digital, pure mobile
Email is for grandparents
Source: Ofcom
39. 1999 – 80bn consumer photos taken on film.
2014 – 800bn photos shared on social.
More iPhones & Android phones sold than
Japanese cameras ever.
More photos taken this year than taken on
film ever.
Source: Kodak, Companies, CIPA, a16z
40. 40
0
20
40
60
80
100
120
Japanese camera unit sales (m)
Film
Digital, DSLR
etc
Digital, Fixed
lens
Digital gives and it takes away
Digital’s convenience led to a surge in camera sales, but then smartphones took over
Source: CIPA, a16z
42. 42
Three phases of technology deployment
Companies that make
technology
Companies that buy
technology
Companies that are
built around technology
43. 43
Companies that buy technology
Tech has become part of
every office
Like plants, tech is part
of facilities
But is the business built
around it?
44. 44
Building companies around new technology
The really important new businesses are native to new technologies
Trucks &
highways
Trucks &
highways
Web &
Smartphones
Smartphones
McDonald’s Wal-Mart Airbnb Uber / Lyft
Food Retail Travel Transport
45. 45
-20
0
20
40
60
80
100
1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Amazon since launch ($bn)
Revenue
Net income
Amazon: a retailer built around tech
Amazon is building the Sears Roebuck of the 21st Century – not a tech company
Source: Amazon
46. 46
0.0%
0.5%
1.0%
1.5%
2.0%
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Amazon North America ecommerce as % US retail*
And Amazon is only 1.5% of the way
Amazon still only has 1.5% of US retail revenue
* Excludes automobiles & parts, gasoline and food service. Source: BLS, Amazon, a16z
47. 47
0
20
40
60
80
100
120
140
1989 1991 1993 1995 1997 1999 2001 2003 2005 2007 2009 2011 2013
Quarterly revenue ($bn)
Amazon
Wal-Mart
Amazon versus Wal-Mart
(Why would you stop to take profits?)
Source: Bloomberg
48. 48
Mobile scale allows far more Amazons
Most tech is bought and paid for,
not used to create new businesses
10 years ago, AirBnB would have
sold software to Hilton
Uber would have sold software to
taxi companies
Scale of mobile, software mean the
opportunity is vastly bigger
More and more companies
following Amazon, Uber, AirBnB to
disrupt existing industries with tech
49. 49
1800 1810 1820 1830 1840 1850 1860 1870 1880 1890 1900 1910 1920 1930 1940 1950 1960 1970 1980 1990 2000
Frequency of ‘Railways’ in Google Books
When tech is fully adopted, it disappears
Source: Google
50. 50
1800 1810 1820 1830 1840 1850 1860 1870 1880 1890 1900 1910 1920 1930 1940 1950 1960 1970 1980 1990 2000
Frequency of ‘Steel’ in Google Books
Steel
Source: Google
51. 51
1800 1810 1820 1830 1840 1850 1860 1870 1880 1890 1900 1910 1920 1930 1940 1950 1960 1970 1980 1990 2000
Frequency of ‘Computerization’ in Google Books
Computerization
Source: Google
52. 52
1800 1810 1820 1830 1840 1850 1860 1870 1880 1890 1900 1910 1920 1930 1940 1950 1960 1970 1980 1990 2000
Frequency of ‘Software’ in Google Books
Software
Software is changing the world just as much
Source: Google