Presentation of Innovation by Guga Stocco, VP of Business Development at Buscape Company

2. Guga Stocco
Vice-President
guga@buscapecompany.com
facebook.com/gugastocco
Services
Business Development and Strategy
M&A – Merges and Acquisitions
Mobile
Developers
LABs
Units
Advertising (Lomadee, Navegg)
Social Commerce (Saveme)
Startups (ModaiT, Urbanizo, Hot
Mart, ShopCliq.it, Recomind)
Innovation – Inovaparq, Parsons

3. NASPERS

4. Comparable Media Companies
Naspers (Buscape´s holding company) is one of the largest Media/Internet
companies in the world
Source: Capital IQ (May 4, 2011)
Notes: 1. Index base 100 = January 1, 2005 - 2. Period from January 1, 2005 and May 3, 2011
Companies listed Naspers group
News Corporation eBayThonson Reuters Yahoo!NaspersNaspers’s stock has outperformed its competitors
463
116
100
58
48
1,2
Naspers: Overview

5. Naspers: Case Study - Tencent
Tencent is the largest provider of integrated services in the world, achieved by constantly adding features that allow
interactivity among consumers
Evolution of EBITDA (US$ Million) and Services Offered
Since Naspers investment in 2001, Tencent has created a complete portfolio of products and services based on
its original instant messaging platform
Sources: Tencent, Capital IQ (january 28, 2011) - Note: 1. Massive multiplayer online game
Instant
Messaging
Games Online
Portal
Social Network
Mobile VAS
Internet VAS
MMOG
Search Engine
Instant
Messaging
Games Online
Portal
Social Network
Mobile VAS
Internet VAS
MMOG
Search Engine
Instant
Messaging
Games Online
Portal
Social Network
Mobile VAS
Internet VAS
MMOG
Search Engine
Instant
Messaging
Games Online
Portal
Social Network
Mobile VAS
Internet VAS
MMOG
Instant
Messaging
Games Online
Portal
Social Network
Mobile VAS
Internet VAS
MMOG
Instant
Messaging
Games Online
Portal
Social Network
Mobile VAS
Internet VAS
MMOG
Instant
Messaging
Games Online
Portal
Social Network
Mobile VAS
Internet VAS
Instant
Messaging
Games Online
Portal
Mobile VAS
Internet VAS
Instant
Messaging
Games Online
Mobile VAS
Internet VAS
Instant
Messaging
Mobile VAS
Internet VAS
Instant
Messaging
Mobile VAS
Naspers invests
in Tencent 2001 - 2010 Growth: 1,000%
1 1 1 1 1

6. Tencent: 4 years with Naspers (Revenue US$M)
EBITDA FWD: 4 years with Naspers
Mail.Ru: 4 years with Naspers (Revenue US$M)
Sources: Capital IQ (May 4, 2011), Mail.ru, Naspers, Época
Naspers: Investment Example: DST
DST, one of the largest investors from Russia (Mail.Ru, the largest online portal in Russia, is one investment), has strategic investments
worldwide. DST, and Naspers, via its 33% stake, are major stakeholders in Facebook
22x
30x
29.9x
20x
Yuri Milner
Mail.Ru
Portal e Email (#1)
Games@mail.ru
Portal e Email (#1)
Instant Messaging
(#1)
Head Hunter
Recrutamento Online (#1)
VKontakte
Rede Social (#1)
Groupon
Collective Buying
Zynga
Games Portal
Russia Business International Business
Other investors
Investment DST (illustrated) Facebook: Stock Position Mail.Ru: Measurement of the market
Digital Sky Technologies (DST)
“Ecosystem DST”
Market value: US$ 6.467B
EBITDA FWD: US$ 211M
24%
10%
6%
5%
4%
4%

7. Source: Naspers / Note: Half ended September 31, 2010
Buscape is, effectively, the investment arm and corporate umbrella for related companies in Latin
America.
Since 2006, Naspers has invested approximately US$1B in Latin America
Naspers: Latin America

8. Buscapé Company

9. Sources: Naspers, Buscape Company
Buscape Company: In Numbers
25 Companies
35 Founders
6M Registered Users
1,200 Employees
3000 Categories
11 M Offers

10. Purchase
Cycle
Minority
Stake
Behavior
Marketing
Consumer
Needs
Advertiser
Needs
Services
Product
Awareness
Broad
Network
Access
Ad Network &
Affiliates
Product
Information
Access at
Product
Decision
Shopping Info
Price
Comparison
Access at
Purchase
Decision
Comp Shop &
Lead
Generation
Convenient & Secure
Payment
Option
Easy
Conversion
to Sale
Payments &
Financial Services
Sharing the
Experience
Viral
Marketing
Market
Intelligence
Liquid
Resale
Market
Access
Prior to
Next Purchase
Classifieds
AWARENESS INTEREST DECISION ACTION POST SALE RESALE
Buscape Company covers the entire e-commerce value chain...

11. #Challenges - Media

12. Challenges

13. #Challenges - Mobile

14. Caso
Mixi:
Evolução
de
Audiência
Desktop
vs
Mobile
(bilhões
de
page
views
por
mês)
5,2
6,5 6,9 6,8 6,5 6,0 5,3 5,3 4,9 4,8 4,4 4,0 4,0 4,3
5,3 5,0 5,0 4,6
1,1
1,5
2,0
3,5 4,8 6,1 6,8
7,8 8,5 9,6 10,1 10,5 10,9
11,5
17,0
25,8 25,3
24,3
6,3
8,0
8,9
10,3
11,3
12,1 12,0
13,0 13,4
14,4 14,5 14,5 14,9
15,8
22,3
30,8
30,3
28,9
2T06 3T06 4T06 1T07 2T07 3T07 4T07 1T08 2T08 3T08 4T08 1T09 2T09 3T09 4T09 1T10 2T10 3T10
Desktop page views Mobile page views
17%
83%
84%
16%
Fonte: Web 2.0 Summit (Morgan Stanley)
Challenges - Mobile
Tesco
Video

15. Challenges Mobile – Tesco Korea

17. Challenges Mobile – New ways of marketing

18. #The Internet Game Is Changing
#On The Go
#Baratinho
#Viva Meu Smartphone!
#Jogo Com Meus Amigos
#Virtual Goods
#Viva Meu Laptop!
#No More Catridges
#Downloads Rules
#Viva Meu Desktop!
Os 3 pilares de acesso digital estão mudando e evoluindo muito rapidamente.

19. Fonte: Web 2.0 Summit (Morgan Stanley)
19
Google, Facebook e Apple são as três plataformas que detêm o maior número de usuários online. A boa utilização
destas plataformas proporciona inigualável conhecimento sobre os hábitos e preferências destes usuários
Facebook
Apple
-­‐
Android
Google
Rede
Social
Mobile
Busca
Usuários
Únicos
(em
2010
-­‐
milhões
de
usuários)
Crescimento
de
Usuários
Únicos
(2010
versus
2009)
940
620
120
Google Facebook iPhone +iPad
11%
51%
111%
Google Facebook iPhone +iPad
#The Internet Game Is Changing

20. Challenges - BRIC

21. Challenges - BRIC
India:
438
languages,
1.1B
people,
union
of
28
States
and
7
territories
in
3.2
Km2
Retail:
US$
435
B
in
2010
è
US$850
B
in
2020
New
entrants:
Wall
Mart
and
others
Retail:
unstructured,
street
markets

22. Challenges - BRIC
Developed
Markets
BRIC
Markets

23. Challenges – Case Central
Central:
First
store
in
6
months
Idiom:
Leading
the
concept
Process:
Reinvented

24. Path to Innovation

25. Path to Innovation

26. Path to Innovation - Scissors

27. Path to Innovation – Western Roll

28. Path to Innovation – Straddle

29. Path to Innovation – Fosbury Flop

30. You
don’t
beat
the
incumbents,
you
redefine
the
problem
and
make
them
IRRELEVANT
Paul Graham
Path to Innovation

31. This
requires
the
ability
to
imagine
“That
which
does
NOT
exist”
Alexander Osterwalder & Yves Pigneur
Path to Innovation

32. Suicide
Quadrant
Exis`ng
Market
New
Market
New
Product
Exis`ng
Product
Start
Up
Companies!
Business
As
Usual
Source: What makes entrepreneurs entrepreneurial?, 2001 Saras D. Sarasvathy
University of Washington, School of Business
Path to Innovation – Effectual Logic

33. Tools to Innovation
Scrum
Canvas
Lean Startup
Design Thinking
Extreme Computing
HCD – Human Centered Design
Stratos
Video
3:50/4:31

34. Cost
Structure
Revenue
Streams
Customer
Segments
Value
Proposition
Customer
Relationships
Key
Activities
Key
Partners
Key
Resources
Channels
BMG
Tools to Innovation - Canvas

35. Tools to Innovation - Canvas

36. Lean Startup

37. MVP
-­‐
Minimum
Viable
Product:
-­‐ Testar
as
suas
hipoteses
de
negocio
sem
ter
todas
as
funcionalidades
prontas
Connuos
Deployment:
-­‐ Ciclos
de
desenvolvimento
e
ajustes.
Spling
Tesng
A/B:
-­‐
Teste
de
novas
funcionalidades
constantemente
e
em
tempo
real.
Vanity
Metrics:
-­‐ Métricas
de
sucesso,
quan`dade
de
usuarios,
faturamento
por
usuario,
analisa
de
safra
e
etc
…
Pivot:
-­‐
Correcao
do
rumo
do
negocio
conforme
o
resultado
dos
testes
e
sucesso
do
seu
MVP.
Lean Startup

38. 38

39. 39 “Getting Real – 37signals”
“Idéia
sem
execução
é
alucinação”
Kevin
Turner,
Microsog
Be an Executioner

40. Product Development

41. #HCD – Human Centered Design

42. Literatura
42

43. http://suaideiavale1milhao.com.br/

44. #Onipresença da Informação

45. #Onipresença da Informação
MATERIALS
DEVICES

46. #Onipresença da Informação –

47. #Onipresença da Informação –

48. Fore Thinking

49. Fore thinking
Singularity
3D Printing
Artificial
Intelligence
Synthetic Life
Interfaces
Drones

50. #Fore thinking – Interface (glass – plastic)

51. #Fore thinking – Multi Screen

52. Fore Thinking: Singularity

53. #Fore thinking – 3D Printing

54. Fore Thinking: Drone. 3D Printing and AI

55. #Fore thinking – Drone

56. #Fore thinking – Drone War

57. Fore Thinking: Synthetic Life

58. Guga Stocco
Vice-President
guga@buscapecompany.com
facebook.com/gugastocco

59. TESCO:
hhp://www.youtube.com/watch?v=UlTMIFjK2ak
DRONES:
hhp://www.youtube.com/watch?v=4ErEBkj_3PY
DRONES
WAR:
hhp://www.youtube.com/watch?v=SNPJMk2fgJU
3D
Prin`ng:
hhp://www.youtube.com/watch?v=8aghzpO_UZE
Singularity:
hhp://www.youtube.com/watch?v=kJDvdEQJOew
ToughWorks:
hhp://www.slideshare.net/dineshtantri/e20-­‐thoughtworks
Bacterial
Robots:
hhp://www.slideshare.net/jbarkeloo/bacterial-­‐robo`cs-­‐and-­‐pilus-­‐energy
Corning:
hhps://www.youtube.com/watch?v=jZkHpNnXLB0
Office:
hhp://www.microsog.com/office/vision/
Checklist:
hhp://www.youtube.com/watch?v=giTDYBXx7FE
(3:50min
//
4:31)