"the future of payments is mobile," braintree >> bill ready [commercism 2014]

Mobile Commerce will be Smart Commerce

Bill Ready, Braintree CEO / @williamready

March 21, 2014

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About Us

Mobile Commerce will be Smart CommerceBill Ready / @williamready

We simplify payments forthousands of amazing companies

Braintree is a full-stack payments platform that makes it easy to accept payments in your app or on your website.

Mobile Commerce will be Smart CommerceBill Ready / @williamready

Unlocking Innovation

We aspire to do for payments what Apple’s iOS did for mobile.Mobile Commerce will be Smart CommerceBill Ready / @williamready

Mobile

Mobile Commerce will be Smart CommerceBill Ready / @williamready

The New Consumer Experience

The PastCheck out 1.0

Mobile Commerce will be Smart CommerceBill Ready / @williamready

Now/FutureMobile commerce

The New Consumer Experience

The PastCheck out 1.0

Mobile Commerce will be Smart CommerceBill Ready / @williamready

“Mobile is eating the world”Benedict Evans / @benedictevans

1,250

1,000

750

500

250

0

1995 1997 1999 2001 2003 2005 2007 2009 2011 2013e

GLOBAL ANNUAL UNIT SALES (M)

Source: Enders Analysis

PCs Smartphones & tablets

Mobile Commerce will be Smart CommerceBill Ready / @williamready

Mobile traffic as % of global internet traffic Mary Meeker / KPCB / Internet Trends D11 Conference

25%

20%

15%

10%

5%

0

12/08 12/09

% OF INTERNET TRAFFIC

Source: StatCounter Global Stats, 5/13. Note that PC-based internet data bolstered by streaming.

30%

12/10 12/11 12/12 12/13E 12/14E

0.9% in 5/09

2.4% in 5/10

6% in 5/11

10% in 5/12

15% in 5/13

Trendline

Growing 1.5x per year & likely to

maintain trajectory or accelerate

Mobile Commerce will be Smart CommerceBill Ready / @williamready

Design + experiencedriving commerce

Mobile Commerce will be Smart CommerceBill Ready / @williamready

Simplicity with design

Mobile Experiences

Mobile Commerce will be Smart CommerceBill Ready / @williamready

Mobile Experiences

Line bustingMobile Commerce will be Smart CommerceBill Ready / @williamready

Mobile Experiences

Curated contentMobile Commerce will be Smart CommerceBill Ready / @williamready

Mobile Experiences

Loyalty/rewards programsMobile Commerce will be Smart CommerceBill Ready / @williamready

Marketplaces connecting buyers and sellers online/offline

New retail business models

Mobile Experiences

Mobile Commerce will be Smart CommerceBill Ready / @williamready

Mobile first focus When payment is disappearing..

Mobile Experiences

Mobile Commerce will be Smart CommerceBill Ready / @williamready

Startups are building

experiences

CONTEXT–DRIVEN

Image: Uber

Mobile Commerce will be Smart CommerceBill Ready / @williamready

Hello, Smart Commerce.

Mobile Commerce will be Smart CommerceBill Ready / @williamready

“I need a jacket.”

Mobile Commerce will be Smart CommerceBill Ready / @williamready

“Audi A4, nice.”

Mobile Commerce will be Smart CommerceBill Ready / @williamready

“Audi A4, nice.”

Mobile Commerce will be Smart CommerceBill Ready / @williamready

“Mmm, sounds good.”

Mobile Commerce will be Smart CommerceBill Ready / @williamready

“Mmm, sounds good.”

Mobile Commerce will be Smart CommerceBill Ready / @williamready

“Damn, forgot my charger.”

Mobile Commerce will be Smart CommerceBill Ready / @williamready

“Damn, forgot my charger.”

Mobile Commerce will be Smart CommerceBill Ready / @williamready

“Whoa, I’m in.”

Mobile Commerce will be Smart CommerceBill Ready / @williamready

“Whoa, I’m in.”

Mobile Commerce will be Smart CommerceBill Ready / @williamready

“Let’s go.”

Mobile Commerce will be Smart CommerceBill Ready / @williamready

“Let’s go.”

Mobile Commerce will be Smart CommerceBill Ready / @williamready

What’s Next?

The need for context-driven experiences will only increaseMobile Commerce will be Smart Commerce

Bill Ready / @williamready

What does this mean for what you can

GO BUILD?

Mobile Commerce will be Smart CommerceBill Ready / @williamready

www.braintreepayments.com

© 2014 Braintree Payment Solutions, LLC. All rights reserved.

The past:

“How much stuff can I buy?”

CONSUMERISM

Image: Uber

Mobile Commerce will be Smart CommerceBill Ready / @williamready

Now:

“I want to lie on the beach in Australia.”

EXPERIENCES

Mobile Commerce will be Smart CommerceBill Ready / @williamready

The past:

“I need a new car.”

BUY TO OWN

Mobile Commerce will be Smart CommerceBill Ready / @williamready

Now:

“I just need to get around today.”

SHARE / RENT

Mobile Commerce will be Smart CommerceBill Ready / @williamready