current internet trends: where is money?
DESCRIPTION
Mobile, Social and Cloud are kind of obvious trends. But where exactly do opportunities reside in these fields? Presentation from the conference Investor Day Central and Eastern Europe 2011 (IDCEE 2011) hold in Kyiv, Ukraine on the 25-26th of October.TRANSCRIPT
Current Internet trends: Where is the money?
Maxon Pugovsky, Microsoft Ukraine, IDCEE 2011
Mobile Apps market
500 000+300 000+35 000+
2010 20150
5
10
15
20
25
30
$6,8B
$25B
Sources: MarketsandMarkets; InformationWeek; Distimo
In 1 year:• Android #1• WP #3, overpassing
BlackBerry and Ovi markets
• 20% of game developers get 97% of revenue
• 50% of games earn less than $3 000 in lifecycle
• 83 000+ in Apple App Store with average price $1,04
• 70-80% of downloads• Only 4% of apps feature
in-app purchase but they gain76% of revenue!
Games is the most popular category!
Sources: 148apps.biz; Distimo; Appolicious; Mashable
OvercrowdedFragmented2 years timeframe for entrance
To get rich in a gold rush sell pickaxes!
It’s a gold rush!
The money is here:Create middleware, frameworks, construction sets, analytics, ad networks, etc. for mobile.
• Mobile is a must for any web service.• Make data accessible on any device.
Bring experience beyond mobile devices
• 800M users• 350K registered at developers forum• 180K jobs worth $12B in salaries were
created in 2011 in the US by Facebook Application Platform
The social network
You know what is cool?
Source: Atelier.net
• Tencent’s QQ and Qzone – 800M• Vkontakte.ru – 100M• Netlog.com – 70M• Odnoklassniki.ru – 45M• Naszs-Klasa.pl – 14M
14 communities with 100M+ users
Other social networks with apps
http://en.wikipedia.org/wiki/List_of_virtual_communities_with_more_than_100_million_usershttp://en.wikipedia.org/wiki/List_of_social_networking_websites
Games and virtual goods• 20% of Americans played
social games; 35% of them never played games before.
• 28% US & UK players paid real money for virtual goods and currency
• 230M play in Zynga games monthly
Sources: Insidevirtualgoods.com, Mashable.com
But can you beat Zynga, Playdom (EA Games, $400M), Playfish (Disney, $763M) and others?
• 80% of the US companies with 100+ employees use SMM
• $3B out of $31B of online advertising in the US in 2011.
• Companies & agencies additionally spend on technology.
The money is here:Build tools for companies and agencies to facilitate SMM activities: Facebook apps, monitoring, social CRM, posting & moderating, integration of social platforms, analytics, etc.
Think beyond games: SMM!
Sources: eMarketer, CickZ
• From $25B in 2011 to $160B in 2020.
• New jargon:– SaaS: software as a
service– IaaS: infrastructure– PaaS: platform– BPaaS: business
process
• 30% of Ukrainian companies will use cloud services in 2015 – survey at Microsoft
partner conference
Weather forecast: cloudy
Sources: Zdnet, Microsoft Ukraine
• Enterprise IT-infrastructure & applications move online and to “private clouds”
• Why companies migrate:– Less capital costs and
optimized operational cost – “pay as you go”
– Scalability at peak moments
– Accessibility from anywhere
– Increase of business efficiency and employees productivity
What is going on?
• Help enterprises move to the cloud.• Tools for migration between cloud environments.• Applications for cloud marketplaces like Windows Azure App
Fabric. Etc.
The money is here: Develop for the cloud
The ultimate secret of success
