Mobilde Ne Çalışır ve Neden? [Mobil 13]

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GP Bullhound direktörü Ali Dağlı'nın Webrazzi Mobil 13 konferansında yaptığı Mobilde Ne Çalışır ve Neden? başlıklı sunumu.

GP Bullhound direktörü Ali Dağlı'nın Webrazzi Mobil 13 konferansında yaptığı Mobilde Ne Çalışır ve Neden? başlıklı sunumu.

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  • Anektod: tumay, I am a consumers.
  • Works for all sectorsI remember working doing this analysis with michaelgilroy[nintendo example]
  • Works for all sectorsI remember working doing this analysis with michaelgilroy[nintendo example]
  • Works for all sectorsI remember working doing this analysis with michaelgilroy[nintendo example]
  • FlirtationDid this analysis last Thursday with my colleague Daniel MagsMedian size is 29MBs, 81% is less then68% freeMedian was 4.5 stars and, 81% is more than 4 stars83% are games
  • FlirtationDid this analysis last Thursday with my colleague Daniel MagsMedian size is 29MBs, 81% is less then68% freeMedian was 4.5 stars and, 81% is more than 4 stars83% are games
  • Anthony with Rvis

Transcript

  • 1. Webrazzi Mobil 2013 –“What Works In Mobile, and Why?”Ali DagliApril 2012 1
  • 2. I. CONSUMERS CONSUME “Yes, I am a consumer” I consume!And I will continue to consume… When I have the means 2
  • 3. II. MOBILE TO BECOME DOMINANT CONSUMPTION PLATFORM» With me at all times» Connected to the world out there» Seamless payments back-end» Social integration, apps, messages…» Million products available instantly» More and moreFact, not a hypothesis, that mobile:» Optimal & superior consumption platform» To become dominant consumption platform 3
  • 4. III. NOT MOBILE-ONLY, BUT MOBILE-FIRST, THEN CROSS-PLATFORMService Provider IP-Based Platforms Consumers Mobile Internet (first) Web Social Networks Distribution Partner IP-Based TV/Roku Steam/Ouya Google Glass (mobile) TV / Traditional 4
  • 5. IV. DELIVERING HAPPINESS CREATES CONSUMPTION Offline <-> Online 3rd Party Platform - Unity eCommerce – Gilt Enabler – Pozitron VALUE/ROI Banking - BoFA Cloud Dev – StackMob TRANSACTIONS Travel – FlightTrack Code Collobration - GitHub Food – YemekSepeti Analytics – Flurry Dining-Opentable Acquisition –Chartboost Entertaining Escape Transportation - UBER Retention – Urban Airship Lodging – Hotel Tonight Payments - Zong Dating - Howaboutwe Daily Routine Games - Supercell ENGAGEMENT Videos - YouTube Music - Spotify Photos – Camera+ Books - Kindle Mail - Mailbox PERCEIVED VALUE Social/Messaging News – Pulse Business - Quickoffice Reference - Wikipedia Files - Dropbox Facebook Notes – Evernote Instagram Maps – Waze Twitter Calls – Skype LinkedIn To Dos - Things Pinterest Path SCALE Calendar – TempoConsumption Contacts - Smatr Fancy GoodReadsMonetization WhatsApp 5
  • 6. V. CO-EXISTING VS LEVERAGING EXISTING ASSETS AND DISRUPTING FEATURE EXAMPLES» Disrupt» Disrupt» Disrupt» Improve» Improve» Re-innovate» Re-innovate» Re-innovate» Target» Target 6
  • 7. VI. CREATEING AN OUTSTANDING SERVICE, AND MAKE IT A BIG ‘IP’ TYPE DIRECTION 1 PLATFORM A PLATFORM B Traditional / Offline Platforms Packaged Packaged Product Product IP IP Unit Sales ($) Unit Sales ($) Emerging Internet-based (Low Margin) 2 Emerging Internet-based (Low Margin) Product / Service IPMerchandising ($) Micro Transactions ($) Sales ($) Cross- Advertising ($) Traditional / Offline (100% or High Margin)Subscriptions ($) platform VOD ($) 7
  • 8. VII. TAKING EVERY CONSUMER STEP SERIOUSLY Love/ Buy/ Know Use Like Re-use Engage Ads F2P Love/ Know Use Buy Like Engage Re-use Buy PAID » Soft launch » <50mb or >50mb » Platform strategy » Game MechanicsIMPORTANT » Server based/social » Monetization Mechanics FACTORS » Publisher / No Publisher » F2P/Paid » User Acquisition » Advertising 8
  • 9. VIII. BUYERS AND INVESTORS GO FOR… COMPANY NAME VALUATION » ~$800m PROFITABLE » $215m CONSUMPTION » $$$ » $1bn » $119mGOOD PRODUCTS » $200m » $90m DISRUPTIVEPRODUCTS WITH » $30m HYPE » $100m 9
  • 10. IX. RECENT DEALS DEMONSTRATE NEED FOR IMPROVEMENT CONSUMERS NEED BETTER EFFICIENCY/EXPERIENCE RECENT DEALS» Content overload /» Limited time /» Too much noise /» Highly fragmented ? / (News overload)» Less tendency for “average” user interface/ lean-back experience /» More personalization (Email overload)» Better integration ? / (Video overload)» Between push and pull ? / (Calendar overload) 10
  • 11. GP BULLHOUND SNAPSHOT STRONG PRESENCE IN US WITH ACCESS TO ASIA» Long track record of success › Founded in 1999, completed over 130 transactions Boston Seoul › Closed 21 transactions in 2012 Tokyo San Francisco New York» A premier corporate finance advisory firm Hong Kong Los Angeles › Strategic Advisory Singapore › Capital Raising › Mergers & Acquisitions LOCAL EUROPEAN OFFICES IN TECHNOLOGY HOTSPOTS» Deep domain expertise across the Technology sector › Online Gaming and Consumer Internet Stockholm Helsinki › Online Advertising and eCommerce Oslo Copenhagen › Mobile & Communications Moscow › Digital Home and Digital Lifestyle London Hamburg Amsterdam › Clean Technology Berlin» Focus on top-tier emerging growth companies Paris Munich» Strong cross-border capabilities Milan › Offices in London, San Francisco, Stockholm and Barcelona Istanbul Berlin › Deep, broad relationship network 11
  • 12. GP BULLHOUND TEAM = GLOBAL FOOTPRINT SIMON NICHOLLSHUGH CAMPBELL CHRISTIAN LAGERLING MANISH MADHVANI PER ROMAN PartnerManaging Partner Managing Partner Managing Partner Managing Partner JULIAN RIEDLBAUERGRAEME BAYLEY GUILLAUME BONNETON ALEC DAFFERNER LORD CLIVE HOLLICK PartnerPartner Partner Partner PartnerANDRE SHORTELL ALI DAGLI MATT ROGERS ANTONY NORTHROP CECILIA ROMANPartner Director Senior Advisor Senior Advisor DirectorALEXIS SCORER CLAUDIO ALVAREZ CARL BERGHOLTZ MARK KLIMMEK PER LINDTORPVice President Vice President Vice President Vice President Vice PresidentSASHA AFANASIEVA ALISTAIR MALINS DAVID RAABE CHRISTOPH AMELS STIRLING ADELHELMVice President Vice President Vice President Associate AssociateMALCOLM FERGUSON CARL WESSBERG ALESSANDRO FLORENT ROULET PHILIPPE GREMILLET CASARTELLIAssociate Associate Associate Analyst AssociateLILJANA XHEKA MALCOLM HORNER DANIEL HERTER ANTHONY AUGUSTIN OLOF RUSTNERAnalyst Analyst Analyst Analyst Analyst 12
  • 13. HQ: LONDON OFFICE SAN FRANCISCO OFFICE 52 JERMYN STREET, LONDON SW1Y 6LX SAN FRANCISCO 7560 ONE MARITIME PLAZA, SUITE 1620, SAN +1(415) 986 7480 TEL +44(0)207 101OFFICE HQ: LONDON OFFICE STOCKHOLM OFFICE BERLIN OFFICE ONE +44(0)207 101 7561 SUITE 1620 FAX +1(415) 986 0180 FAX MARITIME PLAZA, 52 JERMYN STREET, LONDON SW1Y 6LX BIRGER JARLSGATAN 5 OBERWALLSTR 20 SAN FRANCISCO, REGULATED BY THE FSA +44(0)207 101 7560 MEMBER OF FINRAFRANCISCO, CA 94111 AUTHORISED ANDCA 94111 TEL 111 45 STOCKHOLM, SWEDEN 10117 BERLIN, GERMANY TEL +1(415) 986 0191 TEL +46(0)8 545 074 14 TEL +49 30 610 80 600 TEL FAX +44(0)207 101 7561 FAX +1(415) 986 0180 AUTHORISED AND REGULATED BY THE FSA FAX: +46(0)8 545 071 01 FAX: +49 30610806029 MEMBER OF FINRADisclaimer: Information contained in this slide deck does not constitute an offer to buy or sell or the solicitation of any offer to buy or sell any securities. This document is made available for general information purposes onlyand is intended for institutional investors who have a high degree of financial sophistication and knowledge. This document and any of the products and information contained herein are not intended for the use of privateinvestors in the UK. Although all reasonable care has been taken to ensure that the information contained in this document is accurate and current, no representation or warranty, express or implied, is made by GP BullhoundLLP. as to its accuracy, completeness and currency. This slide deck contains forward-looking statements, which involve risks and uncertainties. Actual results may differ significantly from the results described in the forward-looking statements. In particular, but without limiting the preceding sentences, you should be aware that statements of fact or opinion made, may not be up-to-date or may not represent the current opinion (whether public orconfidential) of GP Bullhound LLP. In addition, opinions and estimates are subject to change without notice. This slide deck does not constitute a specific investment recommendation or advice upon which you should rely basedupon, or irrespective of, your personal circumstances. Use of this slide deck is not a substitute for obtaining proper investment advice from an authorized investment professional. Potential private investors are therefore urgedto consult their own authorized investment professional before entering into any investment agreement. Past performance of securities is not necessarily a guide to future performance and the value of securities may fall as wellas rise. In particular, investments in the technology sector can involve a high degree of risk and investors may not get back the full amount invested.GP Bullhound LLP is authorised and regulated by the Financial Services Authority and is registered in England No. OC 352 636Registered office 52 Jermyn Street, London SW1Y 6LX 13