2. MARKETSCAPE
• Total global mobile advertising revenue is expected $3.3 billion
in 2011 up to $20.6 billion by 2015
• Europe to experience largest
growth in coming years
• Expected $569 million in 2011
to grow 800% by 2015
• U.S. mobile advertising revenues
• Projected $1.2 billion in this year
• Estimated $3 billion by 2014
SOURCE: http://goo.gl/tPJXL SOURCE: http://goo.gl/LxU7Q
3. ZANOX
MOBILE PERFORMANCE BAROMETER
• Data from more then 1,000 programs within
the international zanox network
• July 2010 to July 2011
Berlin | 16.11.2011 | zanox 3
4. M-COMMERCE VS. E-COMMERCE
Number of Transactions
100k +69% 5M
m-commerce YoY
e-commerce
80k 4M
60k +597% 3M
YoY
40k 2M
20k 1M
0k 0M
Jul 10 Sep 10 Nov 10 Jan 11 Mrz 11 Mai 11 Jul 11
m-Commerce - 597% YoY growth
e-Commerce - 69% YoY growth
Berlin | 16.11.2011 | zanox 4
5. M-COMMERCE VS. E-COMMERCE
Revenue Index
600%
m-commerce
500% +481% YoY
400%
300%
200% e-commerce
+35% YoY
100%
0%
Jul 10 Sep 10 Nov 10 Jan 11 Mrz 11 Mai 11 Jul 11
m-Commerce - 481% YoY growth
e-Commerce - 35% YoY growth
Berlin | 16.11.2011 | zanox 5
6. MOBILE IS SPREADING
Program Segmentation (# of programs)
1.500 100%
+74% YoY
1.200 80%
900 60%
+21%p. YoY
600 40%
300 e-commerce trx only 20%
both channels
% both channels
0 0%
Jul 10 Sep 10 Nov 10 Jan 11 Mrz 11 Mai 11 Jul 11
• 58% of the programs now have mobile transactions
• July 2010 – just 37%
Berlin | 16.11.2011 | zanox 6
7. DEVICE PERFORMANCE
iPad
iPhone
Three Major Players – with the iPad leading the pack
• iPad 40%, iPhone 38% , Android 16%
• 2010: iPad 25%, iPhone 57% , Android 7%
Berlin | 16.11.2011 | zanox 7
8. DEVICE PERFORMANCE
YoY Change in Share of Transactions
in percentage points
• Android is gaining momentum
• A smaller piece of a much bigger pie for iOS
Berlin | 16.11.2011 | zanox 8
9. REVENUE PER TRANSACTION
iPad
iPhone
• iPad sees nearly twice the revenue per transaction
• iPhone sees double the amount of transactions
• aside from Android, all other devices are lower volume
Berlin | 16.11.2011 | zanox 9
We all know and have heard:Mobile is comingMobile commerce is coming-> we all know the predections-> so let us talk about numbersAs: mobile and mobile commerce is already there! -> see our zanox “mobile performance barometer”
Introduction zanox „Mobile Performance Barometer“ Which Data base: morethan 1,000 programsTimeframe : july 10 – to July 11
M-Commerce vs. E-Commerce – how has the NUMBER of TRANSACTIONS developed?ExplosiveYoY growth for m-Commerce transactions – nearly 600%´With e-Commerce growing by 59%
Revenue development 2010 – 2011 on an indexed basisRevenue explosion by m-Commerce 480%E-Commerce revenue growth by 35%But still: In July 2011 relation between m-commerce vs e-commerce is 1/60
Programswithe-Commerce transactionsonlyWith e-Commerce AND m-commercetransactionsPercentage of programswith BOTH channels-> growingfrom 37% in 2010 -> to 58% in 2011
Thremajorplayersaredominating:iPad: 40% of mobile revenue (July 2010: 25%)iPhone: 38% of mobilerevenue(July 2010: 57%) Androiddevices: 16% of mobilerevenue (July 2010: 7%)That means: iPad is leading the packBut… (next slide)
Year on Year marketshareforthedevices (!!! In percentagepoints!!)Androidisgaining strong momentumsinceJuly 2010 (7%) to July 2011 16% -> growth of 9% percantagepointsSinceintroduction of theiPad(USA: April 2010; Germany: May 2010) iPadhasgainedmarketshareBut: theoverallmarketshare of the Apple iOS(iPod, iPad, iPhone) hasgonesmaller: 84% July 2010 -> 79% July 2011 -> lost 5 percantagepointsAndkeep in mind: theoverallmarketsiceisgrowing!