Mobile messaging wars - Facebook Messenger, Whatsapp, Line, KakaoTalk, Viber, Tango, WeChat
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Transcript of Mobile messaging wars - Facebook Messenger, Whatsapp, Line, KakaoTalk, Viber, Tango, WeChat
@zoobeapp #TOA14
#MMWars !
http://bit.ly/mmwarszoobe
MOBILE MESSAGING WARS TOA BERLIN 2014
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A BIT ABOUT ZOOBE• Mobile App for iOS and Android to
create 3D animated videos
• Share your videos as link or file
• Social Networks, Messaging Apps, SMS, Email
• Optional tour around the office, meet our CEO and check the app
MOBILE MESSAGING WARS
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MOBILE MESSAGING WARS
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WHICH MOBILE MESSAGING APPS DO
YOU KNOW / USE?
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MOBILE MESSAGING WARS
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MOBILE MESSAGING WARS
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LAST #TOA13• Mobile Messaging Apps (MMA) vs Social Networks (SN)
• More privacy vs More reach
• MMA: No limits of country, hardware or operator
• MMA are the new way to stay connected: private as email, addictive as SN
• SN are playing defensive and adopting MMA features7
ALL EYES ON MMA• FB bought WhatsApp, separated FB messages with
Messenger app, tried with Poke and Slingshot
• Apple added MMA features to iMessage on iOS8
• Twitter revamped DM adding pictures
• Instagram added Direct for private sharing
• Path added Stickers
MMA IN NUMBERS
• MMA have been 5 years around: Skype granddad
• Line, WeChat, KakaoTalk: 1B users in 5 years
• WhatsApp bought by $19B: $42 per user
• Line earned $338M in 2013, $144M by Q1 2014
FACEBOOK MESSENGER
• Biggest Messenger thanks to FB user base
• Chase Asian style, experiment while WhatsApp keeps it simple
• Free and branded stickers
• Video, voice, text: fast!
FACEBOOK MESSENGER
• Biggest Messenger thanks to FB user base
• Chase Asian style, experiment while WhatsApp keeps it simple
• Free and branded stickers
• Video, voice, text: fast!
FACEBOOK MESSENGER
• Biggest Messenger thanks to FB user base
• Chase Asian style, experiment while WhatsApp keeps it simple
• Free and branded stickers
• Video, voice, text: fast!
IMESSAGE
• Users locked within iOS but synchs iPod, iPad, iPhone, Mac
• Very limited until iOS8 comes: shows how important MMA is now
• Compete with SN and MMA at the same time
• 255M Monthly Active Users (MAU)
• 198M Mobile users
• 1st SN with MMA features, Direct Messages between connections OTT mobile service
• Mobile and Desktop synch
• 450M MAU
• 320 DAU - 70% of users
• No ads, FB promised
• Ex-Yahoo founders
• No Desktop version
• 450M MAU
• 320 DAU - 70% of users
• No ads, FB promised
• Ex-Yahoo founders
• No Desktop version
LINE• Owned by Naver
• 480M users
• 235M MAU
• Growing faster than FB or Twitter
• 1,8B stickers a day
• Mobile and Desktop synch
LINE• Owned by Naver
• 480M users
• 235M MAU
• Growing faster than FB or Twitter
• 1,8B stickers a day
• Mobile and Desktop synch
LINE
LINE
LINE
LINE
LINE
LINE
KAKAOTALK• 500M downloads
• 145M MAU
• 5,2B messages per day
• 1B sales by January 2014
• Celebrities and brands
• Mobile and Desktop synch
• Promoted games: top on Android
WECHAT, WEIXIN, QQ• Owned by Tencent
• 355M MAU
• User base mostly in China
• e-commerce, mobile payments
• Messi endorsement
• Mobile and Desktop synch
SNAPCHAT• Turned down FB $3B offer
• Won’t disclose numbers
• -3 years old
• 400M Messages
• 60M-120M installs
• 30M-82M MAU, 50% daily
• 16,5M DAU
SNAPCHAT• Turned down FB $3B offer
• Won’t disclose numbers
• -3 years old
• 400M Messages
• 60M-120M installs
• 30M-82M MAU, 50% daily
• 16,5M DAU
SNAPCHAT• Turned down FB $3B offer
• Won’t disclose numbers
• -3 years old
• 400M Messages
• 60M-120M installs
• 30M-82M MAU, 50% daily
• 16,5M DAU
TELEGRAM• Whatsapp server fails: Telegram gets
8M users in couple of days
• End to end encryption, VKontakte Founders
• 35M MAU
• 15M DAU
• Secret chats, with expiration date
• Beta Desktop version
TELEGRAM• Whatsapp server fails: Telegram gets
8M users in couple of days
• End to end encryption, VKontakte Founders
• 35M MAU
• 15M DAU
• Secret chats, with expiration date
• Beta Desktop version
VIBER
• Bought by Rakuten for $900M
• Rakuten e-commerce giant in Japan
• Started focusing on free calls
• 300M registered users
• 100M MAU
• Mobile and Desktop synch
VIBER
• Bought by Rakuten for $900M
• Rakuten e-commerce giant in Japan
• Started focusing on free calls
• 300M registered users
• 100M MAU
• Mobile and Desktop synch
TANGO• Founded in 2009
• 280M D series round, Alibaba 215M invested
• Alibaba more revenue than Amazon + Ebay combined, invested in Sina Weibo
• Alibaba missed Asian MMA opportunity, now going after US market
• 200M users
• 70 MAU
KIK
• Requires username, not phone number
• 140M registered users
• The Twitter of MMA
• Integrated browsing within the app
KIK
• Requires username, not phone number
• 140M registered users
• The Twitter of MMA
• Integrated browsing within the app
KEEP IT SIMPLE VS CUTENESS
• Whatsapp, Threema, Telegram: simple, no ads, no gimmicks
• Line, Kakao, WeChat, FB Messenger, Viber, Tango: sticker shop, animated - gif stickers, themes and backgrounds, music, e-commerce, brands channels…
WHO WILL WIN?
• Biggest? => Whatsapp? FB Messenger?
• Best monetised? => Line, KakaoTalk, WeChat?
• Most features? => Line, Viber?
• Youngest demographic? => Snapchat?
SOURCES, SLIDES & LINKShttp://bit.ly/mmwarszoobe
@zoobeapp #TOA14
#MMWars !
http://bit.ly/mmwarszoobe
MOBILE MESSAGING WARS TOA BERLIN 2014
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