Digital Trends which will change ALL Industries Stefan Heilmann IEG
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Transcript of Digital Trends which will change ALL Industries Stefan Heilmann IEG
M&A | FINANCING | CORPORATE ADVISORY
IEG – Investment Banking Group
8 Digital Trends That Will Change
All Industries
22. October 2015
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 2
8 Digital Trends
Infra-structure Free-Ride
Disrup-tive User Interface
Mobile ³
Action-able Data
Digital Health
Tech Rules
Sharing &
Collabo-ration
Content is King
8 Digital Trends That Change All Industries
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 3
● Everything (value chain) is run by code
● Enabling technologies build the new “industrial revolution” (Industry 4.0 = low capex, cloud software, security, open source, multiple platform integration, e.g. IFTTT, Zapier, etc.)
● Examples: SaaS (e.g. Slack), DaaS(e.g. Excelate), HomeTech (e.g. Nest), CRM (e.g. RelateIQ), Cloud Services (e.g. Soundcloud), innovative data centres (e.g. Amazon Web Services), etc.
Tech Rules
8 Digital Trends
Tech Rules
Trend #1 – Tech Rules
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 4
● Smartphone replaced PC, Laptop, tablet = Mobile Only Developments
● New solution for mobile networking, interactivity, commerce, enterprise, products, content, ads, monetization services
● Mobile devices will run enterprises, homes and private consumption (e.g. WeChat, Nest, Philips Hue, Number 26, Facebook)
LIFECHANGER
Mobile Mobile Mobile
8 Digital Trends
Mobile ³
Tech Rules
Trend #2 – Mobile ³
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 5
● Ownership notion changes dramatically (e.g. books, cars, data, music, real estate, etc.)
● Examples: Car2Go, Airbnb, Spotify, Dresscoded, WeWork, Auxmoney, etc.
Sharing & Collaboration
8 Digital Trends
Mobile ³
Tech Rules
Sharing &
Collabo-ration
Trend #3 – Sharing & Collaboration
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 6
● New user experiences (UX) for mobile devices
● UX as instrument of problem solving (user manual is dead)
● Intelligent eco-systems = UX 2.0 (VW & Uber & Allianz)
● Examples: Tinder, RelateIQ, LinkedIn vs. Xing, etc.
Disruptive User Interfaces (UI)
8 Digital Trends
Disrup-tive User Interface
Mobile ³
Tech Rules
Sharing &
Collabo-ration
Trend #4 – Disruptive User Interface
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 7
● Google’s algorithms refocus from keywords to content publishing
● Rich media grows fast & w/out limits (photos, videos, sound, etc.)
● Corporate & digital marketing professionals rethink in favour of content (e.g. Buzzfeed vs. CBS)
● Content consumption to be revolutionized (e.g. Netflix, C3, The Whistle Sports Network)
Content is King
8 Digital Trends
Disrup-tive User Interface
Mobile ³
Tech Rules
Sharing &
Collabo-ration
Content is King
Trend #5 – Content is King
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 8
● Transformation of big data into smart or actionable data (23% of internet data accessible for analytics; 3% tagged)
● Access authorization remains key
● Examples: Palantir, Dataminr, Hootsuite, deltamethod, Excelate, etc.
Actionable Data
8 Digital Trends
Disrup-tive User Interface
Mobile ³
Action-able Data
Tech Rules
Sharing &
Collabo-ration
Content is King
Trend #6 – Actionable Data
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 9
● Functional food = life enhancing
● Remote diagnostics & health monitoring services
● Continuous body stats devices, clothing, etc.
● Nutrition analytics (e.g. Vessyl)
● Examples: iWatch, Jawbone, etc.
Digital Health
8 Digital Trends
Disrup-tive User Interface
Mobile ³
Action-able Data
Digital Health
Tech Rules
Sharing &
Collabo-ration
Content is King
Trend #7 – Digital Health
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 10
● Asset-light capitalization of existing infrastructure (DTAG vs. Google)
● Examples: Skype, Number 26, etc.
Infrastructure Free-Ride
8 Digital Trends
Infra-structure Free-Ride
Disrup-tive User Interface
Mobile ³
Action-able Data
Digital Health
Tech Rules
Sharing &
Collabo-ration
Content is King
Trend #8 – Infrastructure Free-Ride
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 11
8 Digital Trends
Infra-structure Free-Ride
Disrup-tive User Interface
Mobile ³
Action-able Data
Digital Health
Tech Rules
Sharing &
Collabo-ration
Content is King
8 Digital Trends That Change All Industries
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Stefan Heilmann
+49 (172) 612 4567
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 12
1 GPS 2 GPRS 3 Internet Connection
● GPS sends precise information on location of field and guides the machines
● Machines send real time data to the Webserver via GPRS
● CLAAS TELEMATICS Webserver forwards information to the customer and CLAAS
Tech Rules – CLAAS at the Forefront of Industry 4.0
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 13
Tech Rules – Mobile Multiple Platform Integration
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 14
1993
2013
Mobile ³ - Mobile Has Changed the Way We Live
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 15
Revenue in USDm
Non-Mobile Advertising Mobile Advertising Payments
3,851
2012
0
500
1000
1500
2000
2500
3000
3500
4000
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
2013 2014
Mobile ³ - Mobile Ads Account for 98 % of Facebook
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 16
Sharing & Collaboration – New Definition of Ownership
December 2014 – $ 5 Billion July 2015 – $ 10 Billion
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 17
Porsche 911 Porsche 911
Tesla S Cockpit
10 Buttons 51 Buttons Few
Mechanical Engineering Mobile Device
Volvo XC90
1971 2014 2015
Disruptive UI – Automotive Industry
2020
None
Porsche
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 18
Disruptive UI – Auto Mobile = Mobile Device
2020
Porsche 2020
Mercedes 2020
Audi 2020
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 19
● Dating is dirty = Fast
● Nobody likes to be disliked = Positive Matchmaking
● >50 million users worldwide
Tinder
Disruptive UI – UX Solves Dating Issues
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 20
3 Seconds per Dataset
RelateIQ
Disruptive UI – UX to Simplify the Complex Data Integration
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 21
User-generated special-interest content, specifically for millenials = 3bn+ video views on Youtube (since 2006)
14Msubscribers
29Mlikes
5Mfollowers
9Mfollowers
3,8Mfollowers
2,7Mfollowers
Content is King – The Whistle Sports Network = The Millenials
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 22
Monthly US Reach (18-34 yrs old)
Fox News CNN Bravo AMC CW MTV ComedyCentral
FX NBC CBSBuzzFeed
Viewers
50M
38M
25M
13M
0
Source: Business Insider 2015
Content is King – BuzzFeed Bigger Than CBS
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 23
Dataminr
Actionable Data – The Future of Predictive News
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 24
Today
Tomorrow
(1,900 Software Engineers)
Data Collection, Ranking & Aggregation
Standard Product
Solving Global Problems
SmartSolutions
Actionable Data – Tech Biz Models Focus on Solutions
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 25
Vessyl
Digital Health – Functional Diagnostics
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 26
Wearables Mobile Diagnostics Functional Foods
Individual HealthInsurance Solutions
Digital Health – Functional Food
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 27
ATM 2.0
Offline-Cash Payment 2.0 / ATM 2.0
Infrastructure Free-Ride – Disruption of Cash Payments
8 Digital Trends Presentation– October 2015 – Version 1.0 Page 28
Payment via complicated numberAccount number + Bank Identifier Code
Introduction of IBAN
Payment via Chat and contact name (as account number)
Introduction of WeChat Payment
Infrastructure Free-Ride = Mobile Reach + Infrastructure Access