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Future of Mobile statistics, Mobile Marketing, Mobile Advertising
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Future of Mobile
2009 - 2018
Global Internet Connected Device Shipments
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 20130
200,000,000
400,000,000
600,000,000
800,000,000
1,000,000,000
1,200,000,000
1,400,000,000
1,600,000,000
1,800,000,000
Personal Com-puters
Personal Com-puters
Personal Com-puters
Personal Com-puters
Personal Com-puters
Personal Com-puters
Personal Com-puters
Personal Com-puters
Personal Com-puters
Personal Com-puters
Personal Com-puters
Personal Com-puters
Personal Com-puters
Personal Com-puters
Smartphones
SmartphonesSmartphonesSmartphonesSmartphonesSmartphonesSmartphonesSmartphonesSmartphonesSmartphonesSmartphones
SmartphonesSmartphones
SmartphonesTablets
TabletsTabletsTabletsTabletsTabletsTablets
TabletsTabletsTablets
Tablets
Tablets
Tablets
Tablets
Smart TVs
Connected/Smart TVs
Connected/Smart TVs
Connected/Smart TVs
Connected/Smart TVs
Connected/Smart TVs
Connected/Smart TVs
Connected/Smart TVs
Connected/Smart TVs
Connected/Smart TVs
Connected/Smart TVs
Connected/Smart TVs
Connected/Smart TVs
Connected/Smart TVs
Wearables
WearablesWearablesWearablesWearablesWearablesWearables
WearablesWearablesWearables
Wearables
Wearables
Wearables
Wearables
Source: Gartner, IDC, Strategy Analytics, Company Filings, BI Intelligence Estimates
Units
Q1 2009
Q2 2009
Q3 2009
Q4 2009
Q1 2010
Q2 2010
Q3 2010
Q4 2010
Q1 2011
Q2 2011
Q3 2011
Q4 2011
Q1 2012
Q2 2012
Q3 2012
Q4 2012
Q1 2013
Q2 2013
Q3 2013
Q4 2013
0
25,000,000
50,000,000
75,000,000
100,000,000
125,000,000
150,000,000
175,000,000
200,000,000
225,000,000
250,000,000
275,000,000
300,000,000
325,000,000
Samsung
Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Apple
Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2
Series2Series2Series2Series2Series2Huawei
Series3Series3Series3Series3Series3Series3Series3Series3Series3Series3
Series3Series3Series3Series3
Series3Series3Series3Series3
Series3LG
Series4Series4Series4Series4Series4Series4Series4Series4Series4Series4
Series4Series4Series4Series4
Series4Series4Series4Series4
Series4Lenovo
Series5Series5Series5Series5Series5Series5Series5Series5Series5Series5
Series5Series5Series5Series5
Series5Series5Series5Series5
Series5Sony Ericsson
Series6Series6Series6Series6Series6Series6
Series6Series6Series6Series6
Series6Series6Series6Series6
Series6Series6Series6Series6
Series6ZTE
Series7Series7Series7Series7Series7Series7
Series7Series7Series7Series7
Series7Series7Series7Series7
Series7Series7Series7Series7
Series7
Nokia Windows Phone
Series8Series8Series8Series8Series8Series8
Series8Series8Series8Series8
Series8Series8Series8Series8
Series8Series8Series8Series8
Series8
BlackBerry
Series9Series9Series9Series9Series9Series9
Series9Series9Series9Series9
Series9Series9Series9Series9
Series9Series9Series9Series9
Series9
HTC
Series10Series10Series10Series10Series10Series10
Series10Series10Series10Series10
Series10Series10Series10Series10
Series10Series10Series10Series10
Series10
Motorola
Series11Series11Series11Series11Series11Series11
Series11Series11Series11Series11
Series11Series11Series11Series11
Series11Series11Series11Series11
Series11
OtherSeries12Series12Series12Series12Series12
Series12Series12Series12Series12Series12
Series12Series12Series12Series12
Series12Series12Series12
Series12Series12
Uni
ts S
hipp
ed
Source: BI Intelligence Estimates
Global Shipments by Manufacturer
Global Computer Shipments
0
20,000
40,000
60,000
80,000
100,000
120,000
140,000
160,000
180,000
PCsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC ShipmentsPC Shipments
TabletsTablet Shipments
Tablet ShipmentsTablet
ShipmentsTablet Shipments
Tablet Shipments
Tablet Shipments
Tablet ShipmentsTablet
ShipmentsTablet
ShipmentsTablet
ShipmentsTablet
ShipmentsTablet Shipments
Tablet Shipments
Tablet Shipments
Tablet ShipmentsTablet
ShipmentsTablet
ShipmentsTablet
Shipments
Tablet ShipmentsTablet
ShipmentsTablet
ShipmentsTablet
Shipments
Tablet Shipments
Source: Gartner, IDC, Strategy Analytics company releases
(Tho
usan
ds)
Demand For Phablets Is Skyrocketing In Asia
2011 Q4 2012 Q1 2012 Q2 2012 Q3 2012 Q4 2013 Q1 2013 Q20
3,000,000
6,000,000
9,000,000
12,000,000
15,000,000
18,000,000
21,000,000
24,000,000
27,000,000
Laptop
Tablet
Phablet
Source: International Data Corporation August 2013"Asia" excludes Japan and includes Australia, China, Hong Kong, India, Indonesia, Korea,
Malaysia, New Zealand, Philippines, Singapore, Taiwan, Thailand, and Vietnam.
Wearable Device Market Size Forecast
2010 2011 2012 2013 2014 2015 2016 2017 2018 $-
$2,000
$4,000
$6,000
$8,000
$10,000
$12,000
$14,000
Source: BI Intelligence estimates, ABI Research, IMS, Juniper, *Assumes 42$ average selling price for wearable devices
(Mill
ions
)
Connected Car Revenue Forecast
2009A 2010A 2011A 2012A 2013E 2014E 2015E 2016E 2017E 2018E€ .000
€ 5000.000
€ 10000.000
€ 15000.000
€ 20000.000
€ 25000.000
€ 30000.000
€ 35000.000
€ 40000.000
€ 45000.000
In-vehicle services
In-vehicle services
In-vehicle services
In-vehicle services
In-vehicle services
In-vehicle services
In-vehicle services
In-vehicle services
In-vehicle services
In-vehicle services
Hardware
HardwareHardware
HardwareHardware
HardwareHardware
HardwareHardware
Hardware
Telematics service
providers
Telematics service
providers
Telematics service
providers
Telematics service
providers
Telematics service
providers
Telematics service
providers
Telematics service
providers
Telematics service
providers
Telematics service
providers
Telematics service
providersTelecom service
providers
Telecomm service
providers
Telecomm service
providers
Telecomm service
providers
Telecomm service
providers
Telecomm service
providers
Telecomm service
providers
Telecomm service
providers
Telecomm service
providers
Telecomm service
providers
Source: SBD, GSMA
(mill
ions
)
Global PC Shipments by Manufacturer
0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
90,000
100,000
LenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoLenovoHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHP
HPHPHPHPDell DellDellDellDellDellDell
DellDellDellDellDellDellDellDellDellDellDellDellDell
DellDellDellDellAcer AcerAcerAcer
AcerAcerAcer
AcerAcerAcerAcerAcer
AcerAcerAcerAcerAcerAcerAcerAcerAcerAcerAcerAcer
OtherOther
OtherOther
OtherOther
OtherOther
OtherOtherOtherOther
OtherOtherOtherOther
OtherOtherOtherOther
OtherOtherOtherOther
Source: Gartner, IDC
(tho
usan
ds)
iPad releasedWindows 8 re-leased
Breakdown Of The Average Smartphone Owner's Daily Time-Spend
Other8%
Visit Websites14%
Games8%
Social Networking15%Talk
26%
Text20%
Email9%
On Average, U.S. Smartphone Owners Spend 58 Minutes Daily On Their Phones
Source: Experian Marketing Services, May 2013
Average Minutes Spent Per Interaction By Device
TV PC/Laptop Tablet Smartphone0
5
10
15
20
25
30
35
40
45
50
4339
30
17
Source: Google, August 2012
Min
utes
U.S. Consumer Media Consumption Share
TV Online Radio Print Other Mobile0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
45%
25%
17%
9%7%
4%
44%
26%
16%
8% 8%6%
43%
26%
15%
7% 7%9%
42%
26%
14%
6% 5%
12%
38%
20%
12%
4% 5%
20%
2009 2010 2011 2012 2013
Source: eMarketer, August 2013
User Bases Instagram, WhatsApp Snapchat
0
50,000,000
100,000,000
150,000,000
200,000,000
250,000,000
300,000,000
350,000,000
400,000,000
Snapchat
Source: News Reports, Company Listings, ComScore, BII Estimates
Tota
l Use
r Ba
se S
ize
WhatsApp Growth
Apr-13 Jun-13 Aug-13 Dec-13 Feb-140
5
10
15
20
25
0
50
100
150
200
250
300
350
400
450
500
810
11
16
19
200
Activer Users450
Messages Sent Activer Users
Source: WhatsApp, News Reports, BII Estimates
Num
ber
Of D
aily
Mes
sage
s (B
illio
ns)
Num
ber
Of A
ctive
Use
rs (M
illio
ns)
WhatsApp, WeChat, And LINE Monthly Active Users (Global)
Oct-10
Dec-10
Feb-11
Apr-11
Jun-11
Aug-11
Oct-11
Dec-11
Feb-12
Apr-12
Jun-12
Aug-12
Oct-12
Dec-12
Feb-13
Apr-13
Jun-13
Aug-13
Oct-13
Dec-13
0
50
100
150
200
250
300
350
400
450
500
Source: BI Intelligence Estimates
Mill
ions
LINE
OTT Surpasses SMS
2011 2012 201300
05
10
15
20
25
30
35
40
45
16.1643835616438
19.5
4.38356164383562
41.0
SMS OTTSource: Informa, April 2013
Billi
ons
Of M
essa
ges
Per D
ay
Top Photo Sharing Sites, Nov. 2013
Facebook43%
Snapchat49%
Instagram7%
Flickr1%
Share Of Average Daily Photo Uploads Among Top 4 Sites (809 Mil-lion Photos)
Source: BI Intelligence
Snapchat's Daily Photo Shares
Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-130
50
100
150
200
250
300
350
400
Source: Snapchat, TechCrunch September 2013, CNET June 2013, KPCG May 2013
Dai
ly P
hoto
Sha
res
In M
illio
ns
Global Internet TrafficDesktop Vs. Mobile
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Source: StatCounter, September 2013
Global Mobile Video Traffic Will Continue To Surge
2011 2012 2013 2014 2015 2016 20170
1000000
2000000
3000000
4000000
5000000
6000000
7000000
8000000
Source: Cisco, 2013
Mill
ions
of T
erab
ytes
Per
Mon
th
Mobile Usage: Pandora, Twitter, Facebook
2008 2009 2010 2011 2012 20130%
10%
20%
30%
40%
50%
60%
70%
80%
90%
Pandora
Facebook Ad Revenues Split
1Q10 2Q10 3Q10 4Q10 1Q11 2Q11 3Q11 4Q11 1Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13$ .000
$ 500.000
$ 1000.000
$ 1500.000
$ 2000.000
$ 2500.000
Mobile Ad Revenue
Mobile Ad Revenue
Mobile Ad Revenue
Mobile Ad Revenue
Mobile Ad Revenue
Mobile Ad Revenue
Mobile Ad Revenue
Mobile Ad Revenue
Mobile Ad Revenue
Mobile Ad Revenue
Mobile Ad Revenue
Mobile Ad Revenue
Mobile Ad Revenue
Mobile Ad Revenue
Mobile Ad Revenue
Mobile Ad RevenueTotal Ad
RevenueTotal Ad Revenue
Total Ad Revenue
Total Ad Revenue
Total Ad Revenue
Total Ad Revenue
Total Ad Revenue
Total Ad Revenue
Total Ad Revenue
Total Ad Revenue
Total Ad Revenue
Total Ad Revenue
Total Ad Revenue
Total Ad Revenue
Total Ad Revenue
Total Ad Revenue
Source: Facebook
Mill
ions
Ecommerce Website Traffic By Device
Q1 2011 Q2 2011 Q3 2011 Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 20130%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
PC PC PC PC PC PC PC PC PC PC PC
TabletTablet Tablet Tablet Tablet Tablet Tablet Tablet Tablet Tablet Tablet
SmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphone
Source: Monetate
Leading Retailers' Digital Audience Population By Device
Amazon
eBay
Wal-M
artApple
Target
Best Buy
The Home Depot
Ticketm
aster
EtsyLo
wes0
20
40
60
80
100
120
140
160
Desktop Only Desktop + Mobile Mobile Only
Source: comScore
(Mill
ions
)
Starbucks's Mobile Payments Volume
Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2014$.000
$50000000.000
$100000000.000
$150000000.000
$200000000.000
$250000000.000
$300000000.000
$350000000.000
$400000000.000
$144648000.000
$206640000.000
$244332000.000
$272113050.000
$340200000.000
Source: Starbucks's Statements, BI Intelligence Estimates
Apple App Store Cumulative Revenue And Developer Payouts
Jun-10
Sep-10
Dec-10
Mar-1
1Jun-11
Sep-11
Dec-11
Mar-1
2Jun-12
Sep-12
Dec-12
Mar-1
3Jun-13
Sep-13
Dec-13
$.000
$5000.000
$10000.000
$15000.000
$20000.000
$25000.000
Payments To DevelopersSeries2Series2 Series2Series2 Series2Series2Series2Series2
Series2Series2
Cumulative Revenue
Series1Series1 Series1Series1Series1Series1Series1Series1
Series1Series1
(mill
ions
)
Source: News Reports, Company Releases
Global Mobile Phone Sales
-
50000.000
100000.000
150000.000
200000.000
250000.000
300000.000
350000.000
400000.000
Source: Gartner
(Tho
usan
ds)
Feature Phones
Smartphones
Smartphone Sales In 2014 will be Driven By New Users In Emerging Markets
0
50
100
150
200
250
300
Sales To New Smartphone Users In 2014 Smartphone Upgrades In 2014
Source: Mediacells via The Guardian
Mill
ions
Of
Smar
tpho
nes
Top 11 Markets Other
Mar-kets
Total App Downloads vs. App Downloads Per Capita By Country,
USA UK Germany France Brazil Russia Australia China Japan0
200
400
600
800
1,000
1,200
1,400
1,600
0.00
0.50
1.00
1.50
2.00
2.50
3.00
3.50
4.00
4.50
5.00
1358.080
293.950 184.580 139.130 129.820
244.190 79.230
506.890 314.510
4.304.65
2.302.12
0.67
1.70
3.43
0.37
2.47
Total App Downloads App Downloads Per Capita
Source: XYO, BII Estimates
Tota
l App
Dow
nlao
ds (M
illio
ns)
App
Dow
nloa
ds P
er C
apita
Global Smartphone Average Selling Price Forecast
2010A 2011A 2012A 2013E 2014E 2015E 2016E $100.000
$150.000
$200.000
$250.000
$300.000
$350.000
Source: BI Intelligence Estimates
Ave
rage
Sel
ling
Pric
e
iPhone Sales
Q1 2010
Q2 2010
Q3 2010
Q4 2010
Q1 2011
Q2 2011
Q3 2011
Q4 2011
Q1 2012
Q2 2012
Q3 2012
Q4 2012
Q1 2013
Q2 2013
Q3 2013
Q4 2013
0
10,000
20,000
30,000
40,000
50,000
60,000
0%
20%
40%
60%
80%
100%
120%
140%
160%
Unit Sales YOY Sales Growth
Source: Company Filings
Uni
t Sal
es (T
hous
ands
)
YOY
Sale
s G
row
th
iPad Sales
Q2 2010
Q3 2010
Q4 2010
Q1 2011
Q2 2011
Q3 2011
Q4 2011
Q1 2012
Q2 2012
Q3 2012
Q4 2012
Q1 2013
Q2 2013
Q3 2013
Q4 2013
0
5,000
10,000
15,000
20,000
25,000
30,000
-50%
0%
50%
100%
150%
200%
Unit Sales YOY Sales GrowthSource: Company Filings
Uni
t Sal
e (T
hous
ands
)
YOY
Sale
s G
row
th
Global Tablet Shipments by Platform
Q2 2010
Q3 2010
Q4 2010
Q1 2011
Q2 2011
Q3 2011
Q4 2011
Q1 2012
Q2 2012
Q3 2012
Q4 2012
Q1 2013
Q2 2013
Q3 2013
Q4 2013
0
10,000,000
20,000,000
30,000,000
40,000,000
50,000,000
60,000,000
70,000,000
80,000,000
90,000,000
100,000,000
AppleAppleAppleAppleAppleApple
AppleApple
AppleApple
AppleApple
AppleApple
AppleAmazon (Kindle
Fire)
Series3Series3Series3
Series3Series3
Series3
Series3Series3Series3
Series3Series3Series3Series3
Series3
Windows
Series4Series4Series4
Series4Series4
Series4
Series4Series4Series4
Series4
Series4Series4Series4
Series4
Series5Series5Series5
Series5Series5
Series5
Series5Series5Series5
Series5
Series5Series5Series5
Series5
Series6Series6Series6
Series6Series6
Series6
Series6Series6Series6
Series6
Series6Series6Series6
Series6
Source: BI Intelligence Estimates
Android
Year Over Year Growth Smartphones vs Tablets, Quarterly
Q2 2009
Q3 2009
Q4 2009
Q1 2010
Q2 2010
Q3 2010
Q4 2010
Q1 2011
Q2 2011
Q3 2011
Q4 2011
Q1 2012
Q2 2012
Q3 2012
Q4 2012
Q1 2013
Q2 2013
Q3 2013
Q4 2013
0%
50%
100%
150%
200%
250%
300%
350%
Smartphones
Tablets
Source: BI Intelligence Estimates
Global Smartphone Market Share
Q3 2009
Q4 2009
Q1 2010
Q2 2010
Q3 2010
Q4 2010
Q1 2011
Q2 2011
Q3 2011
Q4 2011
Q1 2012
Q2 2012
Q3 2012
Q4 2012
Q1 2013
Q2 2013
Q3 2013
Q4 2013
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
AndroidSeries1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1
Apple iOS
Series2Series2Series2
Series2Series2
Series2Series2
Series2Series2Series2
Series2Series2Series2Series2Series2Series2Series2
Microsoft
Series3Series3Series3
Series3Series3
Series3Series3
Series3Series3
Series3Series3Series3
Series3Series3Series3Series3Series3
BlackBerry
Series4Series4Series4Series4
Series4Series4
Series4Series4
Series4Series4Series4Series4Series4Series4Series4Series4Series4
Other
Series5Series5Series5Series5Series5Series5Series5Series5Series5Series5Series5Series5Series5Series5
Source: IDC, Strategy Analytics
Global Tablet Market Share
Q2 2010
Q3 2010
Q4 2010
Q1 2011
Q2 2011
Q3 2011
Q4 2011
Q1 2012
Q2 2012
Q3 2012
Q4 2012
Q1 2013
Q2 2013
Q3 2013
Q4 2013
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Android
Android
AndroidAndroid
AndroidAndroidAndroid
AndroidAndroid
AndroidAndroidAndroid
AndroidAndroidAndroid
AppleApple
AppleApple
AppleAppleApple
AppleApple
AppleApple
AppleAppleApple
Apple
Amazon (Kindle Fire)Amazon (Kindle
Fire)Amazon (Kindle
Fire)Amazon (Kindle
Fire)Amazon (Kindle Fire)Amazon (Kindle
Fire)Amazon (Kindle
Fire)
Amazon (Kindle Fire)
Amazon (Kindle Fire)Amazon (Kindle
Fire)Amazon (Kindle Fire)Amazon (Kindle
Fire)Amazon (Kindle
Fire)Amazon (Kindle
Fire)Amazon (Kindle Fire)
BlackBerryBlackberryBlackberryBlackberryBlackberryBlackberry
BlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryNookBarnes & Noble
(Nook)Barnes & Noble
(Nook)Barnes & Noble
(Nook)Barnes & Noble
(Nook)Barnes & Noble
(Nook)Barnes & Noble (Nook)
Barnes & Noble (Nook)
Barnes & Noble (Nook)
Barnes & Noble (Nook)
Barnes & Noble (Nook)
Barnes & Noble (Nook)
Barnes & Noble (Nook)
Barnes & Noble (Nook)
Barnes & Noble (Nook)
WindowsWindowsWindowsWindowsWindowsWindowsWindowsWindowsWindowsWindowsWindowsWindowsWindowsWindowsWindows
Source: BI Intelligence Estimates
Global Computing Platform Market Share
Q1 2009
Q2 2009
Q3 2009
Q4 2009
Q1 2010
Q2 2010
Q3 2010
Q4 2010
Q1 2011
Q2 2011
Q3 2011
Q4 2011
Q1 2012
Q2 2012
Q3 2012
Q4 2012
Q1 2013
Q2 2013
Q3 2013
Q4 2013
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
AndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroid
WindowsWindowsWindowsWindowsWindowsWindowsWindowsWindowsWindowsWindows
WindowsWindowsWindowsWindows
WindowsWindowsWindows
WindowsWindowsWindowsApple iOSiOSiOSiOSiOSiOSiOSiOSiOS
iOSiOSiOSiOSiOSiOSiOSiOSiOSiOS
BlackBerryBlackberry
BlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryBlackberryOtherOtherOther OtherOtherOther OtherOther Other OtherOtherOtherOtherOtherOther
Source: Gartner, IDC, Stategy Analytics, Company Filings, BI Intelligence Estimates
Developers Main Platforms / Global
34%
33%
17%
4%
5%
7%
Developers' Main Platform
Android
iOS
HTML5
BlackBerry 10
Windows Phone
Other
Source: Developer Economics July 2013
Android Platform Dist. As of Feb 2014
Froyo1%
Gingerbread20%
Ice Cream Sandwich
16%
Jelly Bean61%
KitKat2%
Source: developer.android.com
U.S Smartphone Market Share
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
AndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroidAndroid
AppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple
BlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerryBlackBerry
MicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoftMicrosoft
Other OtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOtherOther
Source: comScore
Global Mobile Ad Revenue Market Share By OS
Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 20130%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
iOS iOS iOS iOS iOS iOS iOS
Android Android Android Android Android Android
Android
OtherOther Other
Other Other OtherOther
BlackBerry OSBlackBerry OSBlackBerry OSBlackBerry OSBlackBerry OSBlackBerry OSBlackBerry OSSymbian Symbian Symbian Symbian Symbian Symbian Symbian
Source: Opera Mediaworks
Ecommerce Website Traffic By Mobile Platform
Q1 2011 Q2 2011 Q3 2011 Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 201300%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
iPad PC PC PC PC PC PC PC PC PC PC
iPhoneSeries2Series2Series2Series2Series2Series2Series2Series2Series2Series2
Android PhoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphoneSmartphone
Android TabletSeries4Series4Series4Series4Series4Series4Series4Series4Series4Series4Other Tablet Tablet Tablet Tablet Tablet
Source: Monetate
Ad Spending vs. Consumer Time Spent
Print TV Web Radio Mobile0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
6%
42%
26%
14% 12%
23%
43%
22%
10%
3%
Source: Mary Meeker, IAB, eMarketer
U.S. Advertising
1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013E$.000
$20.000
$40.000
$60.000
$80.000
$100.000
$120.000
$140.000
$160.000
$180.000
OnlineSeries2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2Series2OfflineSeries1Series1Series1Series1
Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1Series1
(bill
ions
)
Source: IAB, U.S. Census Bureau, Stategy Analytics. BI Intelligence estimates
Digital Ad Revenue by Format
H1 2012 H2 20130%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
48% 43%
21%19%
7% 15%
7% 6%6% 7%5% 4%2% 2%3% 3%
0.5% 0.4%
Rich Media
Sponsorship
Lead Generation
Digital Video
Classifieds
Mobile
Display/ Banner
Search
Source: IAB 2013
% O
f Tot
al D
igita
l Ad
Reve
nue
Global Mobile Advertising Revenue
2007 2008 2009 2010 2011 2012 2013E$0
$2,000
$4,000
$6,000
$8,000
$10,000
$12,000
$14,000
$16,000
Search
Search Search SearchSearch
Search
Search
Display
Display DisplayDisplay
Display
Display
Display
Messaging
MessagingMessaging
Messaging
Messaging
Messaging
Messaging
Source: IAB, BI Intelligence Estimates
(Mill
ions
)
Global Mobile Search Market Share
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Google Yahoo! bing
Source: StatCounter
What Is The Next Big Thing In Mobile?
Other
Connected TV
Everything As A Service
Indoor Location
Distance Learning
Mobile Advertising
Mobile Health
Mobile Wallet
Connected Car
Wearables
0% 5% 10% 15% 20% 25%
6%
9%
19%
2%
4%
7%
7%
17%
7%
22%
Source: Open Mobile Media, July 2013; n = 50+ Top-Level Mobile Executives Attending The Open Mobile Summit
Wearable Technology
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
87%
13%20%
12%6%
2% 2% 2%
Source: Bloomberg/Survey Monkey, April 2013
Have You Ever Purchased A Wearable Computing Device Or Received One As A Gift?If So, Which One? (US Respondents)
Wearable Technology
Yes28%
No 53%
Not Sure19%
Would You Feel Comforable If Someone You Were Interacting With Were Wearing Glasses Like These?*
Source: YouGov, May 2013 *n = 1,000 smartphone owners in U.S.
Average Daily Time Spent Per Person
0
12
24
Sleeping7.6 hours
Leisure And Sports 2.5 hours
In The Car 1.2 hoursEating/Drinking 1.1 hoursHousehold Work 1.1 hours
Other 1.7 others
U.S. Employed Citizens ages 25 to 54
Source: Bureau Of Labor Statistics
Working 8.8 hours
Waze User Growth
Jul-11 Jan-12 Jul-12 Oct-12 Jan-13 Feb-13 Jun-13 Dec-13*0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
90,000
Source: News Reports, Company Releases,*BII Estimate
Thou
sand
s O
f Reg
iste
red
Use
rs