CEO Reflections on Mobile


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A quick look at what some of the top Tech sector CEO's think about the mobile and smartphone industry.

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CEO Reflections on Mobile

  1. 1. Reflections on Mobile Commentary on the mobile space from the world’s top tech leaders September 2010
  2. 2. Featuring ... Eric Schmidt – CEO, Google Steve Yankovich – VP of Mobile and Platform, eBay Jeff Bezos – CEO, Amazon Ev Williams – CEO, Twitter Jeremy Stoppelman, CEO, Yelp
  3. 3. Eric Schmidt (Google) On Smartphones The mobile web is growing 8x faster than the equivalent desktop web from 10 years ago One in three queries from smartphones is now about where I am, something around me Google’s mobile search traffic grew 50% in the first half of 2010. “It’s growing much quicker than everything else.” Eric Schmidt (Google) On Android Android is shipping about 200,000 activations per day now Search traffic from Android phones tripled in the first half of 2010
  4. 4. Eric Schmidt (Google) On the next step of search So, when I walk down a street — I love history — what I want is the computer, my smartphone to be doing searches constantly. ‘Did you know? Did you know? This occurred here. This occurred there.’ Because it knows who I am. It knows what I care about. It knows roughly where I am. So this notion of autonomous search — this ability to tell me things I didn’t know but am probably very interested in is the next great stage, in my view, of search.
  5. 5. Steve Yankovich (eBay) - On Mobile Changing Our Habits Scenario: people are decoupling from their normal computer Thought Process: When am I most able to be a consumer Translated eBay goal: Help people be a consumer when they want to be a consumer eBay Mobile Stats M-commerce Revenue currently between $1.5bn and $2bn p.a. 75% of this through the iPhone platform
  6. 6. Jeff Bezos (Amazon) on smartphone and the kindle Mobile orders top $1 billion pa ($6.57 billion total sales) … almost 20% Amazon mobile revenue second only to eBay ($1.5 - $2 billion p.a.) The leading mobile commerce device today is the smartphone, but the wireless tablet is what excites Amazon Amazon payments to be part of smartphone apps by 2011
  7. 7. Ev Williams (Twitter) on twitter and mobile Lack of official twitter client was major barrier as app store users were solely searching for “twitter” Release of official clients on iOS, Android and BB has led to: 15% of twitter traffic now from iPhone and BB Mobile users up 62% in last 6 months 16% of all new twitter signups now come from mobile 46% of active twitters regularly connect via mobile
  8. 8. Jeremy Stoppelman (Yelp) on iPhone Yelp for iPhone usage peaks on weekends, dips during working week 25%+ of Yelp searches now conducted through an iPhone In 1 month, yelp connects half a million calls from the iPhone platform Yelp for iPhone has approx 1.5 million monthly users
  9. 9. Any Questions? Peter Swain, Managing Director UK: 0845 838 1931 INT: +44 117 3700 893
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