26. Bad News =
eCPMs 5x Lower on Mobile than Desktop
$0.49
$0.51
$0.55
$0.63
$0.68
$0.68
$0.68
$0.89
$1.17
$1.24
$0.75
$3.50
$- $1 $2 $3 $4
Navigation
Games
Reference
Medical
Entertainment
Health & Fitness
Utilities
Lifestyle
Education
Weather
Mobile Internet**
Desktop Internet*
Effective CPM, Desktop Internet* vs. Mobile Internet**
Note: * Desktop Internet is a weighted average CPM calculation based on comScore Display ad share data and Vivaki CPM by category data as
of Q3:11. **Mobile Internet is a simple average eCPM calculation based on Mobclix Exchange USA data as of 3/12.
Mobile eCPM by Category
19
26
36. Despite Tremendous Ramp So Far,
Smartphone User Adoption Has Huge Upside
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
Smartphone Mobile Phone
GlobalSubscriptions(MM)
Global Smartphone vs. Mobile Phone Subscriptions, Q4:11
Source: Mobile phone subscriptions per Informa (as of Q4:11), Smartphone subscriptions estimate based on Morgan Stanley Research’s
estimated smartphone user as % of total mobile user at the end of 2011 (16%).
Note: While there are 1B global 3G subscribers as of Q4:11, not all of them were smartphone users. One user may have multiple mobile
subscriptions, therefore actual user #s may be lower than subscriber #s.
953MM
Smartphone
Subscriptions
6.1B Mobile Phone
Subscriptions
11
1.1 B
Smartphones will
outperform the overall
market for mobile phones,
growing at a CAGR of
23% between 2011 and
2017 to reach 1.7 billion
units
Dec 2012
36
37. SO WHAT ARETHE
OPPORTUNITIES
• Mobile Messaging eats media sharing and social networking
• Payments
• Medical Sensors and Data
• Cloud for Mobile
• Time and Space - Mobile meetsThings
• Entertainment - the end of TV; the end of games consoles
• Advertising - not the web
37
38. Consequences For
Developers
• mobile is going to kill desktop and laptop based
software, although it will take some time it has
already started.
• Mobile is much bigger than desktop and with
lots of growth potential
• Its an app world, not a web world
• Front end developers need Objective C; Java
and HTML5/CSS3/Javascript.
• Back end need to go beyond SQL to Hadoop
and other NOSQL solutions.
• Selling developer service to western companies
is not a way to get rich. Build Apps and back end
solutions (services)
• Cloud is changing too. Message Bus and
Storage, not apps consumed in browsers.
• On mobile you are rewarded for thinking
global.Your home market is NOT your market.
The world is.
• You can get big fast
• Russian developers are not at a disadvantage if
they take account of these trends early and
aggressively
38
39. Consequences For
Businesses
• IT needs to embrace BYOD
(Bring your own Device).
• Desktop communications begins
to phase out.
• Secure Apps able to access
Corporate Data are needed.
• Secure Cloud Storage is needed.
• De-centralized model will grow
as data moves to the device.
• API’s remain key for B2B
relationships.
• Desktop is not the key focus
any more.
39
40. Credits
Business Insider - http://www.businessinsider.com/
the-future-of-mobile-deck-2012-3?op=1
Kleiner Perkins & Mary Meeker - http://
www.kpcb.com/insights/2012-internet-trends
Flurry - http://blog.flurry.com/
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40