Mobile content & services trends and opportunities
Johannes Vizethum ADVISORY ALLIES 2010-‐06-‐02
Where are we today?
Drivers to the Future
Better devices and hardware
Johannes Vizethum ADVISORY ALLIES 2010-‐06-‐02
Better applications, discoverability and usability
Better networks
3
Existing Drivers For Web, mobile and social networks
Web solutions
Advertising Campaign Solutions Mobile solutions – J2ME, iPhone Social utility solutions Johannes Vizethum ADVISORY ALLIES 2010-‐06-‐02
.
4
Existing Drivers
Existing Drivers
Content is a key issue US Mobile Content Subscribers 259
263
200
203
255
YoY Growth All Subs
198
7%
SMS
18%
Internet
34%
MMS Video
213
145
158
102
109
115
57
60
15
16
Q2 2008
Q3 2008
135 123
Download 18%
267
272
277
223
224
162 127
174 130
95
Text messaging Internet Download
32% 56
36%
Total US subs
14 Q1 2008
64
66
71
18
19
20
Q4 2008
Q1 2009
Q2 2009
Multimedia messaging Video
Penetration of US Wireless Subscribers Period SMS Internet MMS Downloads Video
Q1 2008* 78% 37% 48% 22% 5%
Q2 2008 77% 39% 52% 22% 6%
Q3 2008 77% 41% 55% 23% 6%
Q4 2008 79% 43% 59% 24% 7%
Q1 2009 82% 47% 60% 24% 7%
Q2 2009 81% 47% 63% 26% 7%
Source: Nielsen
Johannes Vizethum ADVISORY ALLIES 2010-‐06-‐02
7
Mobile content is a $60 BN business US On-Deck Mobile Content Revenues Q1 2008 - Q1 2009, Mn $
$7,019 $6,446
YoY Growth All Data Video
41% (14)%
MMS
43%
$308, 5%
$7,429
71%
SMS
34%
$288, 4%
$325, 5%
$1,427, 19% $1,373, 20%
$1,559, 20%
$1,099, 14%
$1,161, 18%
$1,034, 18% $911, 14%
$959, 14%
$1,008, 14%
$1,692, 26%
Video $2,226, 28%
$906, 16%
$1,394, 24%
$290, 4%
$302, 4%
Download 24% Internet
$7,886
$9,111
$1,806, 26%
$2,046, 28%
Mulitimedia messaging Downloads
Internet $2,134, 37%
$2,357, 37%
$2,579, 37%
$2,650, 36%
Q2 2008
Q3 2008
Q4 2008
$2,712, 34% Text messaging
Source: Nielsen
Q1 2008*
Johannes Vizethum ADVISORY ALLIES 2010-‐06-‐02
Q1 2009
8
Paradigma-shift: the new sell
Exposure Discovery Community & UJlity Services Revenue • from domination and control to partnering and collaboration • Transparency -- Trust Eco-Systems will substitute “Ego Systems” Johannes Vizethum ADVISORY ALLIES 2010-‐06-‐02
0ur Future!
Johannes Vizethum GM Greater China - Clip In Touch Ltd.
[email protected] Cell +86.134.8871 8944 Advisory Allies
[email protected] Desk +49.611.505565.0 Cell +49.177.233 7781 11
