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2015.05.19
GUADAGNARE REGALANDO
Social Media Web & Smart Apps
DALLA NETWORK EXTERNALITY AL FREEMIUM
CT3 - Informatica - Ca’ Foscari 01/18
INDEX
Social Media Web & Smart Apps
02/18
• Fonti • Strategia • Free • Freemium • New Rules (?)
2015.05.19
CT3 - Informatica - Ca’ Foscari
FONTI
Social Media Web & Smart Apps
03/18
2015.05.19
CT3 - Informatica - Ca’ Foscari
STRATEGIA
Social Media Web & Smart Apps
04/18
If you don’t have a competitive advantage, don’t compete.
Jack Welch
2015.05.19
CT3 - Informatica - Ca’ Foscari
STRATEGIA
Social Media Web & Smart Apps
05/18
• Engineering • Timing • Monopoly • People • Distribution • Durability • Secret
(Zero to One - Peter Thiel, 2014)
2015.05.19
CT3 - Informatica - Ca’ Foscari
Social Media Web & Smart Apps
06/18
Engineering buy one click logistics
low cost transactions like
Timing first mover 100M web 2.0 mobile broadband
Monopoly books ebay power-sellers Harvard SMS / IM
Distribution long tail $10 students free SMS
Secret winner takes all
steal from banks life sharing steal from
carriers
2015.05.19
CT3 - Informatica - Ca’ Foscari
Social Media Web & Smart Apps
07/18
+ + + =
SMS Email Skype Viber WhatsappThread view Free
AttachmentsFree
Video CallsFree
Contacts Sync Calls
(almost) Free Thread view Attachments
Contacts Sync Calls
(Video Calls?)
2015.05.19
CT3 - Informatica - Ca’ Foscari
Social Media Web & Smart Apps
08/18
vs
Network Externality + Winner Takes All
Whatsapp Viber
2015.05.19
CT3 - Informatica - Ca’ Foscari
FREE
Social Media Web & Smart Apps
09/18
If you are not paying, you are the product being sold.
anonymous on Reddit
2015.05.19
CT3 - Informatica - Ca’ Foscari
FREE
Social Media Web & Smart Apps
10/18
• Freebies • Commercial TV • Flights (!) • Extreme Predatory Pricing = Piracy • Subsidized Sales = Razor / Blade
2015.05.19
CT3 - Informatica - Ca’ Foscari
Social Media Web & Smart Apps
11/18
CAC - Payback - MRR - Churn - LTV
• Customer Acquisition Cost • CAC Payback • Monthly Recurring Revenue • Churn • LifeTime Value
CAC Payback < 12 months
LTV > 3 x CAC[ ]
2015.05.19
CT3 - Informatica - Ca’ Foscari
Social Media Web & Smart Apps
12/18
CAC - Payback - MRR - Churn - LTV
http://blog.asmartbear.com/visualizing-the-interactions-between-cac-churn-and-ltv.html
2015.05.19
CT3 - Informatica - Ca’ Foscari
Social Media Web & Smart Apps
13/18
2015.05.19
CT3 - Informatica - Ca’ Foscari
FREEMIUM
Social Media Web & Smart Apps
14/18
Versioning vs Extreme Versioning
2015.05.19
CT3 - Informatica - Ca’ Foscari
Social Media Web & Smart Apps
15/18
Market share Revenue Gross MarginVe
rsio
ning
Free
mium
2015.05.19
CT3 - Informatica - Ca’ Foscari
NEW RULES (?)
Social Media Web & Smart Apps
16/18
New Rules for the New Economy Kevin Kelly (Penguin, 1999)
2015.05.19
CT3 - Informatica - Ca’ Foscari
Social Media Web & Smart Apps
17/18
Engineering OEM low cost plug’n’play
price leadership
Timing 500M green
new standard new market
Monopoly luxury sports car
predatory pricing raffinery
Distribution owned shops OEM railroad collusion
Secret eco-fashion a PC on every desk
energy = new gold
2015.05.19
CT3 - Informatica - Ca’ Foscari
GRAZIE
Social Media Web & Smart Apps
18/18
Technology changes, economic laws do not.
H.R. Varian
2015.05.19
CT3 - Informatica - Ca’ Foscari