The Tech Titans War for Mobile Dominance How Amazon, Apple, eBay, Facebook and Google are Shaping...
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The Tech Titans’ War for Mobile Dominance How Amazon, Apple, eBay, Facebook and Google are Shaping Our Mobile World Track: Mobile Retailing, Monday, 2:30 PM Room: EXPO Stage, EXPO Hall, Level 1 Bernie Brennan Lori Schafer
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Transcript of The Tech Titans War for Mobile Dominance How Amazon, Apple, eBay, Facebook and Google are Shaping...
The Tech Titans’ War for Mobile Dominance
How Amazon, Apple, eBay, Facebook andGoogle are Shaping Our Mobile World
Track: Mobile Retailing, Monday, 2:30 PMRoom: EXPO Stage, EXPO Hall, Level 1
Bernie Brennan
Lori Schafer
The Way it Began
E-RETAILER
PERSONAL COMPUTERS
AUCTION MARKETPLACE
SEARCH
SOCIAL NETWORK
The Way It Is
M-COMMERCE
TABLETS
MARKETPLACES
SEARCH
SOCIAL MEDIA
E-COMM PROVIDERB-TO-B ETAILER
CLOUD SERVICE PROVIDER
MOBILE OSSMART PHONES
PCS
MOBILE WALLETS
MP3 PLAYERS
FLASH SALES
M-COMMERCE
PUBLISHING
STORE POS
TELEVISION
HIGH SPEED INTERNET PROVIDER
TRAVEL
HIGH FASHION
ADVERTISING
MOVIES
SEARCH
LOCAL DELIVERY
MOBILE POS
Taking Aim at Major Industries
PUBLISHING
RETAIL
TECHNOLOGY
INSURANCE
MEDIA / ENTERTAINMENT
TRAVEL
FINANCIAL SERVICES
HEALTHCARE
COMMUNICATIONS
$ Power: Titans vs. Top U.S. Retailers
$ Total (TTM)
Market Cap 228.7B 95.1B 43.9B 36.5B 39.3B 443.5B
Sales 464.4B 72.5B 101.2B 70.8B 71.9B 780.8B
Net Income 16.6B 4.3B 1.8B 2.0B 3.0B 27.7B
Cash 8.6B 2.6 5.6B 1.8B 5.8B 24.4B
$ (Billions) $ Total (TTM)
Market Cap 502.6B 243.7B 120.3B 67.9B 68.6B 1,003.1B
Sales 156.5B 43.2B 57.3B 4.7B 13.5B 275.2B
Net Income 41.7B 10.6B .4B .53B 3.9B 57.1B
Cash 50.9B 44.6B 5.3B 10.5B 9.1B 120.4B
Sales & Net Income: Reported Earnings, Rolling 4 Qtrs; Updated 10/3/12
$ (Billions)
Titans’ Dramatic Growth Curves
10 Year Apple Revenue Curve Shown by Major Product Contributions
Many Analysts Forecast Amazon will Surpass Walmart by 2020-2024
Tech TitansExhibit a Hockey Stick Growth CurveCompared to Retailers More Linear Growth Curves
AmazonRetailer
Marketplace
B-to-B Commerce
Digital Media/App Store
Flash Sales, Local Deals
eComm,Virtual Storage
Publishing
E-Readers, Tablets & Smart Phones Rumor of 2013
Smart Phone
Apps
Rumor of Square Competitor
Apple Passbook
Source: Mashable.com
Apple P.O.S
EbayMarketplaces Payment / Mobile Wallet Multi-Channel
CommerceSolution Provider
The War for Data / Ad Spend
Google & FacebookAccounted for 35% of Mobile Ad Spend in 2012 and Are Accelerating
Instagram acquisition: $1B
Facebook’s SocialGraph is Growing to Touch
Everyone & Everything
FacebookUsers
In Millions
1B+Active Users
Fastest Growth in Ad Revenues
Its own eCommerce / Mcommerce
Face-ing Mobile Head-On
So Much More than Search…
Social
Digital Media
Shopping
And so much more!
Search /Advertising
Living Room Effect
Travel
Mobile is Key Focus
Google Shopping
Google+ Brand Pages & Google
Offers
Amazon puts some retailers into business….
and others out of business…
Price Check
One-clickMobile
shopping
Home Depot Rollout of PayPal
in Stores
Ebay Stores for National Brands
Succeeds at Timeline Flash
Sales
Shopping & SharingOn Facebook
Friend …or Foe
In Store POS
Engaging i-Apps
GeoLocation Ads / Promos / Reviews
Social Media Accelerator
Marketing / Coupons / Promotions
Price / Product Checks / Reviews
M-Commerce
Mobile Wallet / Mobile Payment
In-store Mobile POS
In-store Apps 15
U.S. Mobile Marketing - $7B in 2013
Canada: MobileDevices to Population: 70%
Copyright, 2012; All Rights Reserved. Reproduction Strictly Prohibited Without Written Consent
Over 35% Using Mobile
for Pre-Shopping
Walmart – 2012 Mobile Marketer of YearShowrooming – Price Match - Amazon Reality
Mobile Commerce• iPhone app enhances Omnichannel shopping• Leader in MCX Strategy / Mobile Payment
Store-Mode Applications• Scan & Go, Checkout, eReceipt, Shopping List• Price Check / Scan Product / QR Codes• In-Store Locator & “Endless Aisle”• Geolocation & geofencing
Mobile Advertising
#1 Global Social Media Leader
1st Mobile Payment Rollout
Early leader in geolocation
Mobile ties to loyalty program
Copyright, 2012; All Rights Reserved. Reproduction Strictly Prohibited Without Written Consent
Starbucks – 2012 Marketer of the Year
Mobile-First Strategy• 2 Million mobile payments per week• Square Wallet payment device • My Starbucks rewards • Integration to Apple Passbook• Apps: iPhone, iPad, Google Play • Geolocation / QR / Augmented Reality
Product / Event Introduction• New products / Seasonal Events• QR / Augmented Reality• New food strategy
Investment in Omnichannel• Investing $1B in Digital – 5 yrs.
Mobile Initiatives• 6,000 iPod Touch Mobile POS / Apps• iPod Touch / IPad Clienteling• Access to Total Company Inventory• Avg. Transaction Size Increased
Fashion Marketing / Advertising• iPads & Tablets showcase Fashion• Geolocation Advertising / Big Events
Nordstrom - #1 Luxury Consumer Experience
• 40% of online Rx refills come via mobile • “Refill Ready” / “Pill Reminder” text alerts• “Refill Rx by Scan”
Promotions• Local Mobile Coupons Alerts & Weekly Ads
Photos• Mobile upload of photo & order digital prints• Print-to-store functionality for third-party apps
Shopping• In Store Product Map & online broader assortment
Balance Rewards• Redeem online and in-store from mobile device• Connects to Apple’s Passbook
Walgreens – Drugstore in your PocketRx
Strategy
• Sales associates with mobile POS iPods
• Swivel iPad visible to customer
• Apps streamline transactions & process
Sales / Service
• Additional selling space
• Customer interaction
• Store & online merchandise – single transaction
Financial Benefit
• iPads cost 1/5 of Starmount POS terminalsUrban Outfitters Partnership with Starmount – Mobile POS
Urban Outfitters
iPads in Stores
Engaging i-Apps
In-Store Mobile Point-of-Sale
Leadership• 70% of traffic comes from iOS devices
• Customer Engagement• iPod Touch Mobile POS
• iPads in World of Beauty
• Sophisticated database personalizes offer
• Over 100 different dimensions
• Complete mobile transaction while with customer
• Use of these devices enhances store flow
Sephora - #1 in Mobile IQ
Mobile Initiatives - 2013
Copyright, 2012; All Rights Reserved. Reproduction Strictly Prohibited Without Written Consent
• Leverage the Titans
• M-Commerce Site & Apps
• Showrooming
• Price-Match
• Offensive Mobile Strategy
• Wi-Fi in Stores
• Mobile POS / Omnichannel
• Mobile Customer Assistance
• Mobile Marketing / Advertising
• Mobile Wallet / Mobile Payments
• Big Data
