m2 roadshow nick lane mobilesquared
DESCRIPTION
What is the potential for the UK mobile market - analyst projections 2009-2014TRANSCRIPT
mobileSQUARED Roadshow, Nov 5th 2009
Taking Internet
Mobile: UKNick Lane, chief analyst,
mobileSQUARED
The UK market
Market revenues
The UK market
Market revenues
The UK market
Market revenues
The Gadgets
Devices
The Gadgets
Devices
The Gadgets
Devices
LegacyBasic WAP functionality
FeaturephoneRich-media device, WAP with open Internet enablement
SmartphoneAdvanced capabilities with PC-like functionality (5-10 times higher usage)
iPhoneYardstick (20-50 times higher usage)
The Gadgets
Devices
The Users
Subscribers
The Users
Subscribers
The Users
Subscribers
The Behaviour
Usage
The Behaviour
UsageThe mobile Internet usage hierarchy:
• Communication (email, SN)
• Information and Services (news, weather sport)
• Content and entertainment (video clips games, apps…)
WE AR HERE
• Payment platform
The mobile Internet experience is getting richer
The Behaviour
Condensed PC-like usage
BBC, SN, Google, Yahoo, MSN
Average browsing session 3 mins
Average browsing session in 2014 will be almost 6 mins
The Behaviour
Usage
The Killer Sites
Social networking
The Killer Sites
Social networking
• Mobile social networking accounts for 40% of UK mobile traffic• 2009: 1,686 p.i.s = £1 revs• 2014: 1,339 p.i.s = £1 revs
The Killer Sites
Social networking
The Content
Browsing for revenues
The Content
Browsing for revenues
Fundamental shift in usage
Content revenues down content no longer centred on ringtones/wallpapers/games
Video clip usage up 60-70% in 2009 – 10% watch videos, but only 0.6% purchase videos
20% play games – 2% purchase games
90% of apps purchased from App Store are free
The Content
Browsing for revenues
Time to get mobile
Consumers
Distance between consumers and revenues will close
Communication
Why mobile? 15+ million reasons today & 33 mil. In 2014
About having presence on a device that is always on and with consumers 16hrs per day
Brand awareness and user interaction… building a community
Extending communication and information transition towards payments
Communication
Revenues
Use mobile Internet with care