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2011 M&A Trends in the Mobile Industry

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The mobile ecosystem is changing rapidly and will affect all enterprises. Most early M&A deals have been in advertising, marketing and metrics, plus some content. Key mobile drivers include rapidly …

The mobile ecosystem is changing rapidly and will affect all enterprises. Most early M&A deals have been in advertising, marketing and metrics, plus some content. Key mobile drivers include rapidly increasing smartphone adoption…dropping pricepoints … and increasing network speeds and ubiquitous connectivity.

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  • 1. May 19, 2011Tribeca Grand Hotel, New York City © 2011 Gridley & Company LLC © 2011 Gridley & Company LLC
  • 2. Newspapers, Magazines, Watch Books Camera Computer Telephone GPS, Snail Maps, MailSMS Compass Ring Tones Video Music Camera PDA Range Finder Telephone Game Credit Cards, Console Identity Alarm Music Clock Player © 2011 Gridley & Company LLC
  • 3. 1990s 2008 TodayVoice SMS Email Apps Apps ? © 2011 Gridley & Company LLC
  • 4. Marketing/ Commerce / Content Advertising/ Social PaymentsPersonal Analytics Local Hardware Network © 2011 Gridley & Company LLC
  • 5. Marketing/ Commerce / Content SocialAdvertising/Analytics Payments © 2011 Gridley & Company LLC
  • 6. Marketing/ Commerce / Content Social Advertising/Analytics PaymentsNote: in $ millions © 2011 Gridley & Company LLC
  • 7. Marketing/ Commerce / Content SocialAdvertising/Analytics Payments © 2011 Gridley & Company LLC
  • 8. 2005 – 2006 • Wireless infrastructure driven • One off application acquisitions2007– 2008 • M&A at some scale • Early marketing related transactions 2009– TODAY • Beginning to expand beyond marketing oriented services © 2011 Gridley & Company LLC
  • 9. Marketing/Advertising AnalyticsCommerce/ Payments Content Social © 2011 Gridley & Company LLC
  • 10. 2011 ~ $8bn Comments: • 35% smartphone penetration ~ $4bn • Price points will continue to drop ~ $1bn • Innovation Sub • What is a mobile $500mm device? Payments Marketing Content CommerceSource: Morgan Stanley Research, Mobile Internet Report, December 2009 iSuppli, May 2011 Aite Group, November 2010 © 2011 Gridley & Company LLC
  • 11. On Deck In-store Payments Commerce Photo Display Food In app Mkt / Adv Events /Analytics SocialMeasurement Cities Local Payments Shop Content Books Video Music Games News Events © 2011 Gridley & Company LLC
  • 12. Marketing/ Commerce / Content SocialAdvertising/Analytics Payments © 2011 Gridley & Company LLC
  • 13. Mkt / Adv /Analytics SocialSocial Games Mkt / Adv Aggregator /Analytics Music News Feeds Content Social Destinations Local Video Books/Maz Social Commerce Mkt / Adv /Analytics © 2011 Gridley & Company LLC
  • 14. Coupons Social New Products In-store Mkt / Adv /Analytics Loyalty Closed Loop Mkt / AdvCommerce /Analytics Payments Time Mkt / Adv On deck /Analytics Sensitive © 2011 Gridley & Company LLC
  • 15. ••• © 2011 Gridley & Company LLC