thinkLA Mobile Breakfast 2014 - Henry Blodget Presentation
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Transcript of thinkLA Mobile Breakfast 2014 - Henry Blodget Presentation
![Page 1: thinkLA Mobile Breakfast 2014 - Henry Blodget Presentation](https://reader037.fdocuments.net/reader037/viewer/2022103015/54c68f044a79590e6b8b4574/html5/thumbnails/1.jpg)
The Future Of MobileHenry BlodgetBI Intelligence
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PCs are now small share of connected devices…
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Almost 1 billion smartphones shipped in 2013
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Tablets cannibalizing PCs…
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“Phablets” filling in the gap…
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Wearables beginning to take off…
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Cars increasingly connected
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PC vendors, meanwhile, are getting smoked
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Mobile is creating big challenges and opportunities.
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We spend 1 hour a day on our smartphones
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We spend ½ hour on tablet each time we use it
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Mobile is the only media time that is growing
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Mobile is enabling new forms of entertainment, communication, media,
and commerce.
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Staggering growth for new communication apps…
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450 million WhatsApp users, +1 million a day
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Similar growth for WeChat and Line…
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Usage of these apps has blown past “texting”
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~1 billion pictures shared each day
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~500 million Snapchat pictures a day
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Over 1/5th of Internet traffic is now from mobile
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Mobile video is booming…
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Social and music are now mostly mobile
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Mobile is driving all of Facebook’s revenue growth
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Mobile is now ~25% of e-commerce traffic…
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(But only 13% of e-commerce sales)
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Retailers are seeing huge mobile audience gains …
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PayPal powers $30 billion in mobile transactions
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Starbucks did $1 billion in mobile transactions last year
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New mobile car services like Uber are thriving
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Apple did $10 billion in app revenue last year
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Mobile has extended digital day to 18/7
9/1/
12
9/6/
12
9/11
/12
9/16
/12
9/21
/12
9/26
/12
10/1
/12
10/6
/12
10/1
1/12
10/1
6/12
10/2
1/12
10/2
6/12
10/3
1/12
11/5
/12
11/1
0/12
11/1
5/12
11/2
0/12
11/2
5/12
11/3
0/12
12/5
/12
12/1
0/12
12/1
5/12
12/2
0/12
12/2
5/12
12/3
0/12
1/4/
130
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
1,600,000
Mobile Visits Desktop Visits
Source: Google Analytcs, Business Insider
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Source: comScore, Telefonica, Macquarie Capital (USA), December 2011
Each device has a different “prime time”
Share Of Device Page Traffic Over A Day:
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Where are we in the smartphone adoption
cycle?
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Entering the late innings...
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Smartphone sales have overtaken “dumb phones”
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Developed markets are nearing maturity
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US smartphone growth is slowing
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Biggest opportunities now China and India
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China is already twice the size of the US market…
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…And the No. 2 market for apps
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Prices are dropping fast
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iPhone sales growth has cratered
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iPad sales growth has also nose-dived
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~225 million tablets were shipped in 2013
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But growth is slowing rapidly
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What about the platform war?
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We have a winner!
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~80% of smartphones run Android
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~60% of tablets run Android
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~60% of all new computing devices run Android
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Android used to lag Apple badly with app
developers.
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Not anymore.
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Android now as popular with global developers as iOS
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Android “fragmentation” improving
Reprinted With Permission From OpenSignal, “Android Fragmentation Visualized”
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A majority of users now on “Jelly Bean”
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Apple still very strong in US — but weaker globally
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In US, Apple also still has edge in ad revenue
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And a big edge in eCommerce traffic…
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Should you be “mobile only?”
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No!
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The world is now “multi-screen”
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You should be “mobile, too.”
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What about ad spending?
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One thing we can learn from the history of media…
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Money follows eyeballs.
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Eyeballs are moving to mobile
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Mobile ad spending still lags time spent
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So the money will follow…
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Spending is moving to mobile…
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Mobile ad prices are lower but rising
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US mobile ad spending per sub growing fast
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Mobile is still dominated by paid search ads
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And Google owns almost all of it
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So, what’s next?
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Wearables!
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Health devices are the most popular
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Not much interest in smart watches so far
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Interest in glasses and headgear is only modest
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They cost a lot, and there’s the creepiness thing
Image: Google+/Robert Scoble
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Connected Cars
Image: GM
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We spend 1.2 hours a day in cars...
Working8.8 hours
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So connectivity will soon come standard
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Music, maps, weather, traffic, news are the killer apps
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And soon you won’t even have to drive…
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Enjoy the mobile future!
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Thank you
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Henry BlodgetCEO & Editor-in-Chief, Business Insider
Tony Danova, Research Analyst
Marcelo Ballvé, Editorial Director
BI Intelligence is a new subscription service from Business Insider that provides in-depth insight, data, and analysis of the mobile industry.
More info at intelligence.businessinsider.com
Cooper Smith, Research Analyst
John Heggestuen, Research Analyst