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Sean GalliganVP Sales and Business Development

Insights & Opportunities in the Mobile Age

• Mobile analytics and ads platform that sees app activity from over 550,000 apps from 175,000 mobile developers

… An average of 7 apps per device

… Across 1.5 Billion smartphones and tablets worldwide

… That’s approximately 1/3 of all app activity

A Quick Intro to Flurry, from Yahoo

Mobile is Personal, Ads Should be Too

Six Years In: Nothing But Growth

Source: Flurry Analytics

5

Messaging Apps’ Astronomical Growth

Messaging App Usage Overall

316%

115%

2012-2013 Growth Rate

Source: Flurry Analytics

6

Creating Overnight Telco Companies

China Mobile

WhatsApp WeChat Line AT&T Kakao Talk

NTT Docomo

SK Telecom

700

465

355300

105 10066 34

Publicly Disclosed Number of Subscribers (in Millions)

AppTelco

US M-Commerce Growth

7

60% Growth

2012 2013Source: Internet Retailer

US M-Commerce Revenues (in Billions)

$20.5

$33B

8

Mobile Travel & Logistics Growth

2011 2012 210302468

101214

1

2

3

4

5

6

7

8

Revenue Usage

2013

Reve

nue

(in B

illion

s)

Usag

e (in

Billi

ons

of s

essio

ns)

Sources: Flurry, PhoCusWright

Mobile Travel Revenues Growing at 168% CAGR

9

Mobile Has Completely Absorbed Social

Facebook Instagram Twitter Snapchat Pinterest0%

10%20%30%40%50%60%70%80%90%

100%

68%

98%86%

100% 92%

Mobile Desktop

Share of Time Spent Per Platform, US Only

Sources: Comscore, US 18+ Dec 2013

10

Back to Music: Mobile Disrupting Its Own

Physical51%

Digital39%

Rights8%

Downloads67%

PaidStreaming

17%

Other16%

+51%

-2.3%

Digital’s Share of the 15B Music Industry; Mobile Streaming Hits $1B

DOWNLOADS

PAIDSTREAMING

Source: IFPI, 2013 data

2012-2103 Year-Over-Year Growth

2013 Music Sales

Music Industry Overall Digital’s Share

11

Mobile Now Means Apps

Source: Flurry Analytics, Comscore, NetMarketShare

12

Average Times Spent by iOS Devices on Flurry’s Network – US only

…and a 24/7/365 Activity

5:00 AM

6:00 AM

7:00 AM

8:00 AM

9:00 AM

10:00 AM

11:00 AM

12:00 PM

1:00 PM

2:00 PM

3:00 PM

4:00 PM

5:00 PM

6:00 PM

7:00 PM

8:00 PM

9:00 PM

10:00 PM

11:00 PM

12:00 AM

1:00 AM

2:00 AM

3:00 AM

4:00 AM

0

0.2

0.4

0.6

0.8

1

1.2

1.4

1.6

1.8

Games Social &Photo Sharing News & Magazines Music, Media & Entertainment Utilities & ProductivityLifestyle & Shopping Sports, Health & Fitness Other

Source: Flurry Analytics, August 2013

13

Mobile has Become a Worldwide Activity

Top Ten Countries on the Flurry Platform (Millions)

Source: Flurry Analytics, active devices as of March 2014

China

United

States

United

Kingdo

mJa

pan

India

German

yRus

siaBraz

il

France

South

Korea

Canad

a

330295

62 45 42 42 40 36 36 35 32

Under 16 Times 16 to 60 Times 60+ Times

639

283

79

784

440

176

Mar-13 Mar-14

Worldwide Daily App Usage Distribution (Millions)

23%

55%

123%

Tablets/PhonesDe-facto Wearables

Regular Users Super Users Addicts

Mobile Has Become Addictive

14Source: Flurry Analytics

Consumers are Demanding Bigger Screens

Source: Flurry Analytics 15

Market for Watches Looks Promising…

Source: Flurry Analytics 16

…And Could Reach a Very Desirable Audience

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Mobile Has Achieved Great Things in the LastSix Years, And…

19

Mobile Gaming Is Still Only 14% of Total

Mobile14%

Handheld19%

PC19%

Console47%

Mobile’s Share of the 93B Gaming Software Industry in 2013

Source: Gartner

An $80B Worldwide Upside Potential

20

Mobile Advertising Is Still in its Infancy

Mobile’s Share of the $162B US Advertising Market

Other Channels96%

Mobile Ads4%

Sources: iAB, Zenith Optimedia

A $155B US Upside Potential

21

North American Mobile Payments Just 0.7% of Total

Mobile Payments0.7%

Other99.3%

Mobile’s Share of the $158B North American Payment Market

A $157B North America Upside Potential

Sources: eMarketer, Deutsch Bank, BCG

22

Mobile Is Still at 1% of Total US Retail Sales

Traditional Retail91%

PC-Commerce8%

M-Commerce1%

Mobile’s Share of the US $3.25 Trillion Market

Sources: ComScore, Forrester.

A Trillion USD US Opportunity

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…The Biggest Opportunities are Ahead of Us