COMRADES, CHARGE: THE FUTURE OF PAYMENTS IS MOBILE, Bill Ready, CEO , Braintree

1. Mobile Commerce will
be Smart Commerce
Bill Ready, Braintree CEO / @williamready
March 21, 2014
1

2. About Us
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

3. We simplify payments for
thousands of amazing companies
Braintree is a full-stack payments platform that makes it easy to
accept payments in your app or on your website.
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

4. Unlocking Innovation
We aspire to do for payments what Apple’s iOS did for mobile.
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

5. Mobile
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

6. The New Consumer Experience
The Past
Check out 1.0
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

7. Now/Future
Mobile commerce
The New Consumer Experience
The Past
Check out 1.0
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

8. “Mobile is eating the world”
Benedict Evans / @benedictevans
1,250
1,000
750
500
250
0
1995 1997 1999 2001 2003 2005 2007 2009 2011 2013e
GLOBAL ANNUAL UNIT SALES (M)
Source: Enders Analysis
PCs Smartphones tablets
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

9. Mobile traffic as % of global internet traffic
Mary Meeker / KPCB / Internet Trends D11 Conference
25%
20%
15%
10%
5%
0
12/08 12/09
% OF
INTERNET
TRAFFIC
Source: StatCounter Global Stats, 5/13. Note that PC-based internet data bolstered by streaming.
30%
12/10 12/11 12/12 12/13E 12/14E
0.9%
in 5/09
2.4%
in 5/10
6%
in 5/11
10%
in 5/12
15%
in 5/13
Trendline
Growing 1.5x per
year likely to
maintain trajectory or
accelerate
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

10. Design + experience
driving commerce
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

11. Simplicity with design
Mobile Experiences
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

12. Mobile Experiences
Line busting
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

13. Mobile Experiences
Curated content
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

14. Mobile Experiences
Loyalty/rewards programs
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

15. Marketplaces connecting buyers
and sellers online/offline
New retail business models
Mobile Experiences
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

16. Mobile first focus When payment is disappearing..
Mobile Experiences
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

17. Startups are building
experiences
CONTEXT–DRIVEN
Image: Uber
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

18. Hello, Smart Commerce.
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

19. “I need a jacket.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

20. “Audi A4, nice.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

21. “Audi A4, nice.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

22. “Mmm, sounds good.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

23. “Mmm, sounds good.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

24. “Damn, forgot my charger.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

25. “Damn, forgot my charger.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

26. “Whoa, I’m in.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

27. “Whoa, I’m in.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

28. “Let’s go.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

29. “Let’s go.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

30. What’s Next?
The need for context-driven
experiences will only increaseMobile Commerce will be Smart Commerce
Bill Ready / @williamready

31. What does this mean for what you can
GO BUILD?
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

32. www.braintreepayments.com
© 2014 Braintree Payment Solutions, LLC. All rights reserved.

33. The past:
“How much stuff can I buy?”
CONSUMERISM
Image: Uber
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

34. Now:
“I want to lie on the beach in Australia.”
EXPERIENCES
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

35. The past:
“I need a new car.”
BUY TO OWN
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

36. Now:
“I just need to get around today.”
SHARE / RENT
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready