digital trends which will change all industries stefan heilmann ieg

M&A | FINANCING | CORPORATE ADVISORY

IEG – Investment Banking Group

8 Digital Trends That Will Change

All Industries

22. October 2015

8 Digital Trends Presentation– October 2015 – Version 1.0

8 Digital Trends

Infra-structure Free-Ride

Disrup-tive User Interface

Mobile ³

Action-able Data

Digital Health

Tech Rules

Sharing &

Collabo-ration

Content is King

8 Digital Trends That Change All Industries


● Everything (value chain) is run by code

● Enabling technologies build the new “industrial revolution” (Industry 4.0 = low capex, cloud software, security, open source, multiple platform integration, e.g. IFTTT, Zapier, etc.)

● Examples: SaaS (e.g. Slack), DaaS(e.g. Excelate), HomeTech (e.g. Nest), CRM (e.g. RelateIQ), Cloud Services (e.g. Soundcloud), innovative data centres (e.g. Amazon Web Services), etc.

Tech Rules

8 Digital Trends

Tech Rules

Trend #1 – Tech Rules


● Smartphone replaced PC, Laptop, tablet = Mobile Only Developments

● New solution for mobile networking, interactivity, commerce, enterprise, products, content, ads, monetization services

● Mobile devices will run enterprises, homes and private consumption (e.g. WeChat, Nest, Philips Hue, Number 26, Facebook)

LIFECHANGER

Mobile Mobile Mobile

8 Digital Trends

Mobile ³

Tech Rules

Trend #2 – Mobile ³


● Ownership notion changes dramatically (e.g. books, cars, data, music, real estate, etc.)

● Examples: Car2Go, Airbnb, Spotify, Dresscoded, WeWork, Auxmoney, etc.

Sharing & Collaboration

8 Digital Trends

Mobile ³

Tech Rules

Sharing &

Collabo-ration

Trend #3 – Sharing & Collaboration


● New user experiences (UX) for mobile devices

● UX as instrument of problem solving (user manual is dead)

● Intelligent eco-systems = UX 2.0 (VW & Uber & Allianz)

● Examples: Tinder, RelateIQ, LinkedIn vs. Xing, etc.

Disruptive User Interfaces (UI)

8 Digital Trends


Mobile ³

Tech Rules

Sharing &

Collabo-ration

Trend #4 – Disruptive User Interface


● Google’s algorithms refocus from keywords to content publishing

● Rich media grows fast & w/out limits (photos, videos, sound, etc.)

● Corporate & digital marketing professionals rethink in favour of content (e.g. Buzzfeed vs. CBS)

● Content consumption to be revolutionized (e.g. Netflix, C3, The Whistle Sports Network)

Content is King

8 Digital Trends


Mobile ³

Tech Rules

Sharing &

Collabo-ration

Content is King

Trend #5 – Content is King


● Transformation of big data into smart or actionable data (23% of internet data accessible for analytics; 3% tagged)

● Access authorization remains key

● Examples: Palantir, Dataminr, Hootsuite, deltamethod, Excelate, etc.

Actionable Data

8 Digital Trends


Mobile ³

Action-able Data

Tech Rules

Sharing &

Collabo-ration

Content is King

Trend #6 – Actionable Data


● Functional food = life enhancing

● Remote diagnostics & health monitoring services

● Continuous body stats devices, clothing, etc.

● Nutrition analytics (e.g. Vessyl)

● Examples: iWatch, Jawbone, etc.

Digital Health

8 Digital Trends


Mobile ³

Action-able Data

Digital Health

Tech Rules

Sharing &

Collabo-ration

Content is King

Trend #7 – Digital Health


● Asset-light capitalization of existing infrastructure (DTAG vs. Google)

● Examples: Skype, Number 26, etc.

Infrastructure Free-Ride

8 Digital Trends



Mobile ³

Action-able Data

Digital Health

Tech Rules

Sharing &

Collabo-ration

Content is King

Trend #8 – Infrastructure Free-Ride


8 Digital Trends



Mobile ³

Action-able Data

Digital Health

Tech Rules

Sharing &

Collabo-ration

Content is King

8 Digital Trends That Change All Industries

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Stefan Heilmann

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[email protected]


1 GPS 2 GPRS 3 Internet Connection

● GPS sends precise information on location of field and guides the machines

● Machines send real time data to the Webserver via GPRS

● CLAAS TELEMATICS Webserver forwards information to the customer and CLAAS

Tech Rules – CLAAS at the Forefront of Industry 4.0


Tech Rules – Mobile Multiple Platform Integration


1993

2013

Mobile ³ - Mobile Has Changed the Way We Live


Revenue in USDm

Non-Mobile Advertising Mobile Advertising Payments

3,851

2012

0

500

1000

1500

2000

2500

3000

3500

4000

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

2013 2014

Mobile ³ - Mobile Ads Account for 98 % of Facebook


Sharing & Collaboration – New Definition of Ownership

December 2014 – $ 5 Billion July 2015 – $ 10 Billion


Porsche 911 Porsche 911

Tesla S Cockpit

10 Buttons 51 Buttons Few

Mechanical Engineering Mobile Device

Volvo XC90

1971 2014 2015

Disruptive UI – Automotive Industry

2020

None

Porsche


Disruptive UI – Auto Mobile = Mobile Device

2020

Porsche 2020

Mercedes 2020

Audi 2020


● Dating is dirty = Fast

● Nobody likes to be disliked = Positive Matchmaking

● >50 million users worldwide

Tinder

Disruptive UI – UX Solves Dating Issues


3 Seconds per Dataset

RelateIQ

Disruptive UI – UX to Simplify the Complex Data Integration


User-generated special-interest content, specifically for millenials = 3bn+ video views on Youtube (since 2006)

14Msubscribers

29Mlikes

5Mfollowers

9Mfollowers

3,8Mfollowers

2,7Mfollowers

Content is King – The Whistle Sports Network = The Millenials


Monthly US Reach (18-34 yrs old)

Fox News CNN Bravo AMC CW MTV ComedyCentral

FX NBC CBSBuzzFeed

Viewers

50M

38M

25M

13M

0

Source: Business Insider 2015

Content is King – BuzzFeed Bigger Than CBS


Dataminr

Actionable Data – The Future of Predictive News


Today

Tomorrow

(1,900 Software Engineers)

Data Collection, Ranking & Aggregation

Standard Product

Solving Global Problems

SmartSolutions

Actionable Data – Tech Biz Models Focus on Solutions


Vessyl

Digital Health – Functional Diagnostics


Wearables Mobile Diagnostics Functional Foods

Individual HealthInsurance Solutions

Digital Health – Functional Food


ATM 2.0

Offline-Cash Payment 2.0 / ATM 2.0

Infrastructure Free-Ride – Disruption of Cash Payments


Payment via complicated numberAccount number + Bank Identifier Code

Introduction of IBAN

Payment via Chat and contact name (as account number)

Introduction of WeChat Payment

Infrastructure Free-Ride = Mobile Reach + Infrastructure Access

digital trends which will change all industries stefan heilmann ieg

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