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The Emergence of Digital & Social Media On Mobile Platforms<br />Randy Giusto<br />Presented at <br />MIT Sloan MoMIT<br />November 9, 2009<br />© 2009 NewDigitalCafé and Randy Giusto<br />

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Agenda<br />Communications- The Old vs. New Way<br />Mobile− a Strategic Platform<br />Challenges and Opportunities<br />Innovation<br />Today’s Funding Environment<br />© 2009 NewDigitalCafé and Randy Giusto<br />

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Communications- The Old Way<br />From Batch (email) to Two-Way (IM) and Video Chat<br />© 2009 NewDigitalCafé and Randy Giusto<br />

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Communications- The New Way Social Media<br /><ul><li>“What people are into!” − Jonathan Miller, News Corp

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110m active users

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Lost #1 spot to Facebook this year

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LOV down from 25 min to <10 min− Compete

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8m artists and bands

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Transforming into an entertainment portal</li></ul>© 2009 NewDigitalCafé and Randy Giusto<br />

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Communications- The New Way Social Media<br /><ul><li>1b+ videos streamed/day

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13 hrs of video uploaded/min.

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26.57 avg. age of uploader</li></ul>© 2009 NewDigitalCafé and Randy Giusto<br />

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Communications- The New Way Social Media<br /><ul><li>350m subs/200m active (70% non-US)

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35+ = fastest demographic

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2b photos/mo.

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14m videos/mo

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45m active groups

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1m developers</li></ul>© 2009 NewDigitalCafé and Randy Giusto<br />

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Communications- The New Way Social Media<br /><ul><li>5B worldwide subscribers

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Only 20% of traffic from Twitter.com

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5% users = 75% activity

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53% women 47% men</li></ul>© 2009 NewDigitalCafé and Randy Giusto<br />

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Communications- The New Way Social Media<br />Blogosphere<br /><ul><li>133m indexed by Technorati since 2002

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90K posts every 24 hrs.

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77% of web users read blogs

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Top 5: Huffington Post, Gizmodo, TechCrunch, Mashable, BoingBoing</li></ul>© 2009 NewDigitalCafé and Randy Giusto<br />

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Mobile− A Strategic Platform<br />A proliferation of connected CE and more capable mobile devices is occurring<br />“The telecom space is over $1 trillion revenues – $460 billion touches Consumer Electronics today” - Accenture<br />“2009 is the year of the smart phone and they’ll be 40% of T-Mobile Q4 sales, with the majority Android and BlackBerry.” T-Mobile USA CTO Cole Brodman<br />100k apps in 15 mos./2b downloads<br />125k developers<br />50m devices sold<br />Retain 30% of revenue<br />10k apps in 2.5 mos.<br />Devices launching all year<br />Retain 30% of revenue<br />3k apps in 8 mos./31m consumer downloads<br />65m devices sold<br />Retain 20% of revenue<br />© 2009 NewDigitalCafé and Randy Giusto<br />

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Mobile− A Strategic Platform<br />20m+ active users access via mobile<br />BlackBerry, iPhone, Android and 10 operators <br />Mobile uploads up 400% first 6 days after iPhone 3GS launch<br />Mobile uploads up 1700% in 1H ‘09<br />65m active users access via mobile<br />180 operators in 60 countries deploying Facebook Mobile<br />Mobile apps starting to explode across platforms<br />BlackBerry, iPhone, Android, etc. <br />© 2009 NewDigitalCafé and Randy Giusto<br />

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Challenges<br />Open vs. closed debate<br />Ecosystem consolidation?<br />Mobile analytics ≠ web analytics<br />Mobile carnage− operators, disparate devices, figure out business model, deal with burn rate<br />Measuring ROI in social media<br />Measuring ROI in mobile apps<br />© 2009 NewDigitalCafé and Randy Giusto<br />

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Opportunities<br />Advertising & Analytics<br />Web to Mobile<br />Sustainability<br />Socially Conscious<br />Micro Payments<br />Mobile Payments<br />© 2009 NewDigitalCafé and Randy Giusto<br />

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Innovation<br />© 2009 NewDigitalCafé and Randy Giusto<br />

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Innovation<br />© 2009 NewDigitalCafé and Randy Giusto<br />

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Innovation<br />© 2009 NewDigitalCafé and Randy Giusto<br />

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Innovation<br />© 2009 NewDigitalCafé and Randy Giusto<br />

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Today’s Funding Environment<br />The New Requirements<br />Business plan and PPT deck<br />Customers, which means revenue!<br />Cash flow analysis and what-if scenarios beyond R1 & R2− How will you conserve cash?<br />Then you may get the meeting with the VC<br />Expect to be told to go build a distribution channel<br />If you need $5m you’ll get $2.5m<br />Must show value, solution, disruption<br />Prepare to share− Carriers, ad networks, publishers, and the VC<br />Angels can help you figure it out, VCs provide the thrust<br />© 2009 NewDigitalCafé and Randy Giusto<br />

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Contact<br />Randy Giusto<br />Managing Principal<br />NewDigitalCafé<br />508-254-7975<br />Twitter @randygiusto<br />Blog http://newdigitalcafe.com<br />www.linkedin.com/in/randygiusto<br />randygiusto@newdigitalcafe.com<br />© 2009 NewDigitalCafé and Randy Giusto<br />