Upload
linda-gridley
View
1.615
Download
3
Tags:
Embed Size (px)
Citation preview
© 2011 Gridley & Company LLC
May 19, 2011
Tribeca Grand Hotel, New York City
© 2011 Gridley & Company LLC
© 2011 Gridley & Company LLC
Telephone
SMS
Ring Tones
Music
Computer
Newspapers,
Magazines,
Books
Snail
Video
Camera
Range
Finder
Game
Console
Alarm
Clock Music
Player
Credit Cards,
Identity
Telephone
PDA
GPS,
Maps,
Compass
Camera
Watch
© 2011 Gridley & Company LLC
SMS
Apps
Voice
?
Apps
2008 Today 1990s
© 2011 Gridley & Company LLC
Marketing/
Advertising/
Analytics
Commerce /
Payments Content Social
Network
Hardware
Lo
ca
l
Pe
rso
na
l
© 2011 Gridley & Company LLC
Marketing/
Advertising/Analytics
Commerce /
Payments Content Social
© 2011 Gridley & Company LLC
Marketing/
Advertising/Analytics
Commerce /
Payments Content Social
Note: in $ millions
© 2011 Gridley & Company LLC
Marketing/
Advertising/Analytics
Commerce /
Payments Content Social
© 2011 Gridley & Company LLC
• Wireless infrastructure driven
• One off application acquisitions
• M&A at some scale
• Early marketing related
transactions
• Beginning to expand beyond
marketing oriented services
2005 –
2006
2007– 2
008
2009– T
OD
AY
© 2011 Gridley & Company LLC
Marketing/
Advertising
Analytics
Commerce/
Payments
Content
Social
© 2011 Gridley & Company LLC
Source: Morgan Stanley Research, Mobile Internet Report, December 2009
iSuppli, May 2011
Aite Group, November 2010
Sub
$500mm
~ $1bn
~ $4bn
2011
• 35% smartphone
penetration
• Price points will
continue to drop
• Innovation
• What is a mobile
device?
Comments:
~ $8bn
Payments Marketing Content Commerce
© 2011 Gridley & Company LLC
Commerce
Social
Content
Mkt / Adv /Analytics
Display
In app
Photo
Food
Events
Cities
Payments Local
Shop
Measurement
In-store Payments
Games News
On Deck
Events
Music
Books
Video
© 2011 Gridley & Company LLC
Marketing/
Advertising/Analytics
Commerce /
PaymentsContent Social
© 2011 Gridley & Company LLC
Content
Music
Games
News
Books/Maz
Video
Aggregator
Feeds
Destinations
Social
Social
Social
Local
Social
Commerce
Mkt / Adv /Analytics
Mkt / Adv /Analytics
Mkt / Adv /Analytics
© 2011 Gridley & Company LLC
In-store
Payments
Coupons Social
Commerce
New
Products
Loyalty
Closed Loop
On deck Time
Sensitive
Mkt / Adv /Analytics
Mkt / Adv /Analytics
Mkt / Adv /Analytics