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Emerging Trends, Areas & Opportunities in the Online World (Alok Mittal, Canaan Partners) at OMCAR 2009
 

Emerging Trends, Areas & Opportunities in the Online World (Alok Mittal, Canaan Partners) at OMCAR 2009

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Alok Mittal shares his thoughts on Emerging Trends, Areas & Opportunities in the Online World at OMCAR 2009 - The Online Marketing Summit

Alok Mittal shares his thoughts on Emerging Trends, Areas & Opportunities in the Online World at OMCAR 2009 - The Online Marketing Summit

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Emerging Trends, Areas & Opportunities in the Online World (Alok Mittal, Canaan Partners) at OMCAR 2009 Emerging Trends, Areas & Opportunities in the Online World (Alok Mittal, Canaan Partners) at OMCAR 2009 Presentation Transcript

  • Emerging Trends, Areas & Opportunities in the Online World May, 2009
  • Increasing Internet Penetration © Copyright 2008 Canaan Partners
    • Internet reach is expanding rapidly
    • Internet penetration goes beyond top 8 metros
    * In millions Source:: IAMAI Active Users CAGR = 48% Internet and PC Penetration Geographical Diversification
  • Encouraging Trends and Indicators © Copyright 2008 Canaan Partners
    • People are spending more time on internet and across diverse applications
    • Cheaper and faster access to internet will further proliferate it
    • Growing comfort with internet transactions helping eCommerce
    * Net Revenues in $ millions Source:: IAMAI, Canaan Estimates Successful Internet Businesses Internet Usage
  • Low Cost Internet Start Ups
    • 1-2 MN unique visitors
    • Free SEO traffic
    • Founder’s skill set
    • Initial traction at low cost help the start ups achieve funding
    © Copyright 2008 Canaan Partners Source: Alexa
  • Opportunities – Concept Arbitrage © Copyright 2008 Canaan Partners
    • Interesting Areas like Ecommerce , Advertising , Education , Financial Services
    • Significant localization is needed even in concept arbitrage
    • Quality of execution is the key success factor
    Internet Sectors by Market Cap in US
  • Opportunities – What’s different about India?
    • Mobile penetration is far higher than internet penetration
    • Internet growth coincides with the consumption growth
    • Demographic curve is tilted towards young population
    • Cheap labor costs
    • Deregulation
    © Copyright 2008 Canaan Partners
  • Opportunities – Specific Examples © Copyright 2008 Canaan Partners Financial Services
    • Deregulation
    • Increase in disposable income and savings
    • Product and Pricing fragmentation
    Education
    • Young and career oriented population
    • Strong long term employment market
    eCommerce
    • Increase in disposable income
    • Increasing comfort with online transaction
    Social Media
    • Broadband penetration
    • Cheaper internet access
    • Distinct entertainment categories for Indians
    • Growth of mobile internet
  • Investment Climate © Copyright 2008 Canaan Partners Source:: Business Today (June 2007) Internet Investments
    • Availability of capital likely to shrink over 2009
    • Investors backing experienced entrepreneurs and valid business models
    Examples of Deals Done
  • Canaan Investment Focus
    • Consumer Internet
      • Internet usage and transactions growing at 40%+ annually
    • Mobile
      • Existing 400m wireless subs growing at 10M a month
    • Enterprise & Managed Services
      • Increasing enterprise automation in emerging markets
      • Continuing labor cost arbitrage
    © Copyright 2008 Canaan Partners
  • Thank You