mobile messaging wars - facebook messenger, whatsapp, line, kakaotalk, viber, tango, wechat
DESCRIPTION
There's no way to deny that the mobile messaging war is more heated this year than ever. 2014 started with Facebook buying WhatsApp, Rakuten purchasing Viber, and during these past months Twitter revamped its Direct Message feature, Instagram introduced private messages and Snapchat kept riding its gigantic wave solo. It didn't stop there: Alibaba has invested $215M in Tango, while Line, WeChat and KakaoTalk are still running the Asian show. Moreover, with Apple updating its iMessage service to get closer to the rest of messaging apps, what will the future bring to mobile messaging users? Which will be the one true app to rule them all? If you are a mobile app lover, join this event to learn all about the mobile messaging wars: its past, present and future. Facts, figures and room for debate will be provided!TRANSCRIPT
@zoobeapp #TOA14
#MMWars !
http://bit.ly/mmwarszoobe
MOBILE MESSAGING WARS TOA BERLIN 2014
1
A BIT ABOUT ZOOBE• Mobile App for iOS and Android to
create 3D animated videos
• Share your videos as link or file
• Social Networks, Messaging Apps, SMS, Email
• Optional tour around the office, meet our CEO and check the app
MOBILE MESSAGING WARS
3
MOBILE MESSAGING WARS
3
WHICH MOBILE MESSAGING APPS DO
YOU KNOW / USE?
4
5
MOBILE MESSAGING WARS
6
MOBILE MESSAGING WARS
6
LAST #TOA13• Mobile Messaging Apps (MMA) vs Social Networks (SN)
• More privacy vs More reach
• MMA: No limits of country, hardware or operator
• MMA are the new way to stay connected: private as email, addictive as SN
• SN are playing defensive and adopting MMA features7
ALL EYES ON MMA• FB bought WhatsApp, separated FB messages with
Messenger app, tried with Poke and Slingshot
• Apple added MMA features to iMessage on iOS8
• Twitter revamped DM adding pictures
• Instagram added Direct for private sharing
• Path added Stickers
MMA IN NUMBERS
• MMA have been 5 years around: Skype granddad
• Line, WeChat, KakaoTalk: 1B users in 5 years
• WhatsApp bought by $19B: $42 per user
• Line earned $338M in 2013, $144M by Q1 2014
FACEBOOK MESSENGER
• Biggest Messenger thanks to FB user base
• Chase Asian style, experiment while WhatsApp keeps it simple
• Free and branded stickers
• Video, voice, text: fast!
FACEBOOK MESSENGER
• Biggest Messenger thanks to FB user base
• Chase Asian style, experiment while WhatsApp keeps it simple
• Free and branded stickers
• Video, voice, text: fast!
FACEBOOK MESSENGER
• Biggest Messenger thanks to FB user base
• Chase Asian style, experiment while WhatsApp keeps it simple
• Free and branded stickers
• Video, voice, text: fast!
IMESSAGE
• Users locked within iOS but synchs iPod, iPad, iPhone, Mac
• Very limited until iOS8 comes: shows how important MMA is now
• Compete with SN and MMA at the same time
• 255M Monthly Active Users (MAU)
• 198M Mobile users
• 1st SN with MMA features, Direct Messages between connections OTT mobile service
• Mobile and Desktop synch
• 450M MAU
• 320 DAU - 70% of users
• No ads, FB promised
• Ex-Yahoo founders
• No Desktop version
• 450M MAU
• 320 DAU - 70% of users
• No ads, FB promised
• Ex-Yahoo founders
• No Desktop version
LINE• Owned by Naver
• 480M users
• 235M MAU
• Growing faster than FB or Twitter
• 1,8B stickers a day
• Mobile and Desktop synch
LINE• Owned by Naver
• 480M users
• 235M MAU
• Growing faster than FB or Twitter
• 1,8B stickers a day
• Mobile and Desktop synch
LINE
LINE
LINE
LINE
LINE
LINE
KAKAOTALK• 500M downloads
• 145M MAU
• 5,2B messages per day
• 1B sales by January 2014
• Celebrities and brands
• Mobile and Desktop synch
• Promoted games: top on Android
WECHAT, WEIXIN, QQ• Owned by Tencent
• 355M MAU
• User base mostly in China
• e-commerce, mobile payments
• Messi endorsement
• Mobile and Desktop synch
SNAPCHAT• Turned down FB $3B offer
• Won’t disclose numbers
• -3 years old
• 400M Messages
• 60M-120M installs
• 30M-82M MAU, 50% daily
• 16,5M DAU
SNAPCHAT• Turned down FB $3B offer
• Won’t disclose numbers
• -3 years old
• 400M Messages
• 60M-120M installs
• 30M-82M MAU, 50% daily
• 16,5M DAU
SNAPCHAT• Turned down FB $3B offer
• Won’t disclose numbers
• -3 years old
• 400M Messages
• 60M-120M installs
• 30M-82M MAU, 50% daily
• 16,5M DAU
TELEGRAM• Whatsapp server fails: Telegram gets
8M users in couple of days
• End to end encryption, VKontakte Founders
• 35M MAU
• 15M DAU
• Secret chats, with expiration date
• Beta Desktop version
TELEGRAM• Whatsapp server fails: Telegram gets
8M users in couple of days
• End to end encryption, VKontakte Founders
• 35M MAU
• 15M DAU
• Secret chats, with expiration date
• Beta Desktop version
VIBER
• Bought by Rakuten for $900M
• Rakuten e-commerce giant in Japan
• Started focusing on free calls
• 300M registered users
• 100M MAU
• Mobile and Desktop synch
VIBER
• Bought by Rakuten for $900M
• Rakuten e-commerce giant in Japan
• Started focusing on free calls
• 300M registered users
• 100M MAU
• Mobile and Desktop synch
TANGO• Founded in 2009
• 280M D series round, Alibaba 215M invested
• Alibaba more revenue than Amazon + Ebay combined, invested in Sina Weibo
• Alibaba missed Asian MMA opportunity, now going after US market
• 200M users
• 70 MAU
KIK
• Requires username, not phone number
• 140M registered users
• The Twitter of MMA
• Integrated browsing within the app
KIK
• Requires username, not phone number
• 140M registered users
• The Twitter of MMA
• Integrated browsing within the app
KEEP IT SIMPLE VS CUTENESS
• Whatsapp, Threema, Telegram: simple, no ads, no gimmicks
• Line, Kakao, WeChat, FB Messenger, Viber, Tango: sticker shop, animated - gif stickers, themes and backgrounds, music, e-commerce, brands channels…
WHO WILL WIN?
• Biggest? => Whatsapp? FB Messenger?
• Best monetised? => Line, KakaoTalk, WeChat?
• Most features? => Line, Viber?
• Youngest demographic? => Snapchat?
SOURCES, SLIDES & LINKShttp://bit.ly/mmwarszoobe
@zoobeapp #TOA14
#MMWars !
http://bit.ly/mmwarszoobe
MOBILE MESSAGING WARS TOA BERLIN 2014
28