The business of mobile dev
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A comprehensive look at the importance of mobile development today, as well as a breakdown of the value chains across the various mobile platforms, and an examination of the opportunities within them.

A comprehensive look at the importance of mobile development today, as well as a breakdown of the value chains across the various mobile platforms, and an examination of the opportunities within them.

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  • Mobile is the new big thing. The current paradigm shift. Interestingly enough, though, even though consumers have made the switch, companies haven’t necessarily followed suit.\n\nThis has left massive opportunities. A place where disruptions can happen overnight. A place where the mighty have fallen within days of their IPO because they’ve misunderstood the opportunity.\n\nSo how big, how important is this opportunity exactly? we’re going to try to nail down those numbers here.\n
  • It really started with alan turing and the enigma machine. \nThen it was mainframes in the 50s. \nMicrosoft made desktop happen with Windows. Apple took a piece of that too.\nThe Web hit. Everyone clambered to build web apps.\nNow mobile is the hot girl at the dance.\nTomorrow? Who knows. But i’m watching my back for Ahnold.\n
  • It really started with alan turing and the enigma machine. \nThen it was mainframes in the 50s. \nMicrosoft made desktop happen with Windows. Apple took a piece of that too.\nThe Web hit. Everyone clambered to build web apps.\nNow mobile is the hot girl at the dance.\nTomorrow? Who knows. But i’m watching my back for Ahnold.\n
  • It really started with alan turing and the enigma machine. \nThen it was mainframes in the 50s. \nMicrosoft made desktop happen with Windows. Apple took a piece of that too.\nThe Web hit. Everyone clambered to build web apps.\nNow mobile is the hot girl at the dance.\nTomorrow? Who knows. But i’m watching my back for Ahnold.\n
  • It really started with alan turing and the enigma machine. \nThen it was mainframes in the 50s. \nMicrosoft made desktop happen with Windows. Apple took a piece of that too.\nThe Web hit. Everyone clambered to build web apps.\nNow mobile is the hot girl at the dance.\nTomorrow? Who knows. But i’m watching my back for Ahnold.\n
  • It really started with alan turing and the enigma machine. \nThen it was mainframes in the 50s. \nMicrosoft made desktop happen with Windows. Apple took a piece of that too.\nThe Web hit. Everyone clambered to build web apps.\nNow mobile is the hot girl at the dance.\nTomorrow? Who knows. But i’m watching my back for Ahnold.\n
  • It really started with alan turing and the enigma machine. \nThen it was mainframes in the 50s. \nMicrosoft made desktop happen with Windows. Apple took a piece of that too.\nThe Web hit. Everyone clambered to build web apps.\nNow mobile is the hot girl at the dance.\nTomorrow? Who knows. But i’m watching my back for Ahnold.\n
  • Access.\nWorldwide, there are 835MM Smartphone users. \nThere are 5.6B Mobile subs in total. 7B people. 80% of everyone on the planet has a phone. It’s crazy.\nAwake Yet?\nSome day, most people’s primary device for interaction will be mobile.\n
  • Access.\nWorldwide, there are 835MM Smartphone users. \nThere are 5.6B Mobile subs in total. 7B people. 80% of everyone on the planet has a phone. It’s crazy.\nAwake Yet?\nSome day, most people’s primary device for interaction will be mobile.\n
  • Access.\nWorldwide, there are 835MM Smartphone users. \nThere are 5.6B Mobile subs in total. 7B people. 80% of everyone on the planet has a phone. It’s crazy.\nAwake Yet?\nSome day, most people’s primary device for interaction will be mobile.\n
  • 50% Adoption\n80% = saturation\n\nSource Asymco http://www.asymco.com/2012/04/11/when-will-smartphones-reach-saturation-in-the-us/\n
  • Even as the most rapidly adopted tech of all time, global smartphone penetration is < 10%\n\nSmartphones are becoming commodity. Android + Moore’s Law is making this possible.\nThis means that we’re still at the beginning of the mobile revolution. most phones aren’t smart today.\nThis is just in the US, where smartphone penetration is higher than most places\nGlobal Smartphone penetration is 10%\n\nhttp://www.asymco.com/2011/12/13/global-smartphone-penetration-below-10/\n
  • Even as the most rapidly adopted tech of all time, global smartphone penetration is < 10%\n\nSmartphones are becoming commodity. Android + Moore’s Law is making this possible.\nThis means that we’re still at the beginning of the mobile revolution. most phones aren’t smart today.\nThis is just in the US, where smartphone penetration is higher than most places\nGlobal Smartphone penetration is 10%\n\nhttp://www.asymco.com/2011/12/13/global-smartphone-penetration-below-10/\n
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  • In 2011, App usage time surpassed web usage. web is growing too, but it’s being dwarfed by app usage.\nSource: Flurry\n\n
  • Even web access via mobile is bigger than web access via computer.\n\nthe lesson here is that people are reaching for their device first.\n\n
  • Even web access via mobile is bigger than web access via computer.\n\nthe lesson here is that people are reaching for their device first.\n\n
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  • We’re just at the beginning. If the web growth rate is any indication, we’re still in somewhere between infant and toddler stage.\nMight be tempted to say, well mobile is adopted faster, so therefore companies are responding faster, but the truth is, the enterprise only moves so quickly. most businesses only move so quickly. \n
  • Instagram: No website.\nFacebook: Anyone know how much Facebook has lost today? < $29?? from $42/share\nThey haven’t been able to monetize Mobile.\n
  • Instagram: No website.\nFacebook: Anyone know how much Facebook has lost today? < $29?? from $42/share\nThey haven’t been able to monetize Mobile.\n
  • Instagram: No website.\nFacebook: Anyone know how much Facebook has lost today? < $29?? from $42/share\nThey haven’t been able to monetize Mobile.\n
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  • The big blue ocean.\nAndroid is growing by leaps and bounds. Very important in terms of devices.\nIt will be a heterogeneous world.\n[rise and fall. blackberry = trs80]\n
  • The big blue ocean.\nAndroid is growing by leaps and bounds. Very important in terms of devices.\nIt will be a heterogeneous world.\n[rise and fall. blackberry = trs80]\n
  • The big blue ocean.\nAndroid is growing by leaps and bounds. Very important in terms of devices.\nIt will be a heterogeneous world.\n[rise and fall. blackberry = trs80]\n
  • The big blue ocean.\nAndroid is growing by leaps and bounds. Very important in terms of devices.\nIt will be a heterogeneous world.\n[rise and fall. blackberry = trs80]\n
  • The big blue ocean.\nAndroid is growing by leaps and bounds. Very important in terms of devices.\nIt will be a heterogeneous world.\n[rise and fall. blackberry = trs80]\n
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  • -> Intro the players and their niche/market perception\n -> iOS - still holds the sexy record. UX/UI. people want them.\n -> Android - Open. Plus ICS is a _major_ leap forward in terms of UX/UI\n -> WP7 - MS doesn't give up. and they _own_ the enterprise computing market. also, WP7, WP8 is beautiful.\n -> BlackBerry - especially in emerging markets. winning in these places because they don't have data plans, but their tired. no one cares about them anymore. if they don't change their game, they're dead. already dead in the US\n\n
  • -> Intro the players and their niche/market perception\n -> iOS - still holds the sexy record. UX/UI. people want them.\n -> Android - Open. Plus ICS is a _major_ leap forward in terms of UX/UI\n -> WP7 - MS doesn't give up. and they _own_ the enterprise computing market. also, WP7, WP8 is beautiful.\n -> BlackBerry - especially in emerging markets. winning in these places because they don't have data plans, but their tired. no one cares about them anymore. if they don't change their game, they're dead. already dead in the US\n\n
  • -> Intro the players and their niche/market perception\n -> iOS - still holds the sexy record. UX/UI. people want them.\n -> Android - Open. Plus ICS is a _major_ leap forward in terms of UX/UI\n -> WP7 - MS doesn't give up. and they _own_ the enterprise computing market. also, WP7, WP8 is beautiful.\n -> BlackBerry - especially in emerging markets. winning in these places because they don't have data plans, but their tired. no one cares about them anymore. if they don't change their game, they're dead. already dead in the US\n\n
  • -> Intro the players and their niche/market perception\n -> iOS - still holds the sexy record. UX/UI. people want them.\n -> Android - Open. Plus ICS is a _major_ leap forward in terms of UX/UI\n -> WP7 - MS doesn't give up. and they _own_ the enterprise computing market. also, WP7, WP8 is beautiful.\n -> BlackBerry - especially in emerging markets. winning in these places because they don't have data plans, but their tired. no one cares about them anymore. if they don't change their game, they're dead. already dead in the US\n\n
  • -> Intro the players and their niche/market perception\n -> iOS - still holds the sexy record. UX/UI. people want them.\n -> Android - Open. Plus ICS is a _major_ leap forward in terms of UX/UI\n -> WP7 - MS doesn't give up. and they _own_ the enterprise computing market. also, WP7, WP8 is beautiful.\n -> BlackBerry - especially in emerging markets. winning in these places because they don't have data plans, but their tired. no one cares about them anymore. if they don't change their game, they're dead. already dead in the US\n\n
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  • outselling all other smartphones combined at the big carrier shops. Lots of androids are sold elsewhere.\n-> still king in apps. app store is printing money\n -> real perception that their apps are valuable (quality app store, review process, etc.)\n -> making huge inroads in the enterprise (bring your device to work). remember, this is how microsoft won the enterprise space. Win3.1 + Office vs. OS/2. This effect cannot be trvialized.\nbut there’s a second piece that is less obvious, and that’s in the enterprise space, in what the Enterprise has been calling “bring your own device.”\n\n
  • outselling all other smartphones combined at the big carrier shops. Lots of androids are sold elsewhere.\n-> still king in apps. app store is printing money\n -> real perception that their apps are valuable (quality app store, review process, etc.)\n -> making huge inroads in the enterprise (bring your device to work). remember, this is how microsoft won the enterprise space. Win3.1 + Office vs. OS/2. This effect cannot be trvialized.\nbut there’s a second piece that is less obvious, and that’s in the enterprise space, in what the Enterprise has been calling “bring your own device.”\n\n
  • outselling all other smartphones combined at the big carrier shops. Lots of androids are sold elsewhere.\n-> still king in apps. app store is printing money\n -> real perception that their apps are valuable (quality app store, review process, etc.)\n -> making huge inroads in the enterprise (bring your device to work). remember, this is how microsoft won the enterprise space. Win3.1 + Office vs. OS/2. This effect cannot be trvialized.\nbut there’s a second piece that is less obvious, and that’s in the enterprise space, in what the Enterprise has been calling “bring your own device.”\n\n
  • outselling all other smartphones combined at the big carrier shops. Lots of androids are sold elsewhere.\n-> still king in apps. app store is printing money\n -> real perception that their apps are valuable (quality app store, review process, etc.)\n -> making huge inroads in the enterprise (bring your device to work). remember, this is how microsoft won the enterprise space. Win3.1 + Office vs. OS/2. This effect cannot be trvialized.\nbut there’s a second piece that is less obvious, and that’s in the enterprise space, in what the Enterprise has been calling “bring your own device.”\n\n
  • perception of value in the app store 1) malware, etc., 2) fragmentation \n\n -> app store is a joke. not a lot of value perception here. even if they match the number of iOS apps, it still doesn't come close (quality, lack of review, malware, etc.)\n[also, fragmentation]\n -> however, penetration is huge. where??\n -> OEM, OEM, OEM - B&N Nook, Amazon Kindle Fire, DoD, etc. OEM Value Chain is huge.\n -> also, there is hope for their App Store, but it won't be the big one. it'll be through OEM partners where the perceived quality is higher. Kindle Fire apps, for instance.\n\nAndroid: OEM Value Chain model. B&N Nook, Amazon Kindle fire, etc. OEM-specific devices and their value chain. Even the military is in on this.\n\n
  • perception of value in the app store 1) malware, etc., 2) fragmentation \n\n -> app store is a joke. not a lot of value perception here. even if they match the number of iOS apps, it still doesn't come close (quality, lack of review, malware, etc.)\n[also, fragmentation]\n -> however, penetration is huge. where??\n -> OEM, OEM, OEM - B&N Nook, Amazon Kindle Fire, DoD, etc. OEM Value Chain is huge.\n -> also, there is hope for their App Store, but it won't be the big one. it'll be through OEM partners where the perceived quality is higher. Kindle Fire apps, for instance.\n\nAndroid: OEM Value Chain model. B&N Nook, Amazon Kindle fire, etc. OEM-specific devices and their value chain. Even the military is in on this.\n\n
  • perception of value in the app store 1) malware, etc., 2) fragmentation \n\n -> app store is a joke. not a lot of value perception here. even if they match the number of iOS apps, it still doesn't come close (quality, lack of review, malware, etc.)\n[also, fragmentation]\n -> however, penetration is huge. where??\n -> OEM, OEM, OEM - B&N Nook, Amazon Kindle Fire, DoD, etc. OEM Value Chain is huge.\n -> also, there is hope for their App Store, but it won't be the big one. it'll be through OEM partners where the perceived quality is higher. Kindle Fire apps, for instance.\n\nAndroid: OEM Value Chain model. B&N Nook, Amazon Kindle fire, etc. OEM-specific devices and their value chain. Even the military is in on this.\n\n
  • perception of value in the app store 1) malware, etc., 2) fragmentation \n\n -> app store is a joke. not a lot of value perception here. even if they match the number of iOS apps, it still doesn't come close (quality, lack of review, malware, etc.)\n[also, fragmentation]\n -> however, penetration is huge. where??\n -> OEM, OEM, OEM - B&N Nook, Amazon Kindle Fire, DoD, etc. OEM Value Chain is huge.\n -> also, there is hope for their App Store, but it won't be the big one. it'll be through OEM partners where the perceived quality is higher. Kindle Fire apps, for instance.\n\nAndroid: OEM Value Chain model. B&N Nook, Amazon Kindle fire, etc. OEM-specific devices and their value chain. Even the military is in on this.\n\n
  • perception of value in the app store 1) malware, etc., 2) fragmentation \n\n -> app store is a joke. not a lot of value perception here. even if they match the number of iOS apps, it still doesn't come close (quality, lack of review, malware, etc.)\n[also, fragmentation]\n -> however, penetration is huge. where??\n -> OEM, OEM, OEM - B&N Nook, Amazon Kindle Fire, DoD, etc. OEM Value Chain is huge.\n -> also, there is hope for their App Store, but it won't be the big one. it'll be through OEM partners where the perceived quality is higher. Kindle Fire apps, for instance.\n\nAndroid: OEM Value Chain model. B&N Nook, Amazon Kindle fire, etc. OEM-specific devices and their value chain. Even the military is in on this.\n\n
  • Lots of things to write off with microsoft. Windows Phone is not one of them\n -> App store - still emerging. has a review process. audience has money to buy apps, are used to software pruchases\n -> Nokia's Big Bet\n -> Ace up their sleeve, and what no one is talking about - XBox 360/Integration/Content Distribution Platform. huge, huge, huge.\n\nWindows Phone: Some app store stuff. Enterprise space, because Windows is still winning there, but the ace up their sleeve is their distribution channel via xbox and what they’ve created there. will be interesting to see them monetize that and what it means for app developers.\n\n
  • Lots of things to write off with microsoft. Windows Phone is not one of them\n -> App store - still emerging. has a review process. audience has money to buy apps, are used to software pruchases\n -> Nokia's Big Bet\n -> Ace up their sleeve, and what no one is talking about - XBox 360/Integration/Content Distribution Platform. huge, huge, huge.\n\nWindows Phone: Some app store stuff. Enterprise space, because Windows is still winning there, but the ace up their sleeve is their distribution channel via xbox and what they’ve created there. will be interesting to see them monetize that and what it means for app developers.\n\n
  • Lots of things to write off with microsoft. Windows Phone is not one of them\n -> App store - still emerging. has a review process. audience has money to buy apps, are used to software pruchases\n -> Nokia's Big Bet\n -> Ace up their sleeve, and what no one is talking about - XBox 360/Integration/Content Distribution Platform. huge, huge, huge.\n\nWindows Phone: Some app store stuff. Enterprise space, because Windows is still winning there, but the ace up their sleeve is their distribution channel via xbox and what they’ve created there. will be interesting to see them monetize that and what it means for app developers.\n\n
  • -> down, but not _quite_ out. \n -> have a huge fanbase, especially internationally.\n -> big limitations in terms of apps. no JNI, for instance. no interop - means no 3rd party platforms (xamarin for instance).\n -> is it worth an investment here?\n[had an opportunity a year ago to go android, do the amazon kindle route, chose not to. i think they chose poorly]\n
  • -> down, but not _quite_ out. \n -> have a huge fanbase, especially internationally.\n -> big limitations in terms of apps. no JNI, for instance. no interop - means no 3rd party platforms (xamarin for instance).\n -> is it worth an investment here?\n[had an opportunity a year ago to go android, do the amazon kindle route, chose not to. i think they chose poorly]\n
  • -> down, but not _quite_ out. \n -> have a huge fanbase, especially internationally.\n -> big limitations in terms of apps. no JNI, for instance. no interop - means no 3rd party platforms (xamarin for instance).\n -> is it worth an investment here?\n[had an opportunity a year ago to go android, do the amazon kindle route, chose not to. i think they chose poorly]\n
  • -> no big winner here. everyone is carving out their own place in the market.\n -> the big players of tomorrow look to be iOS, Android, and WP7. BB is out unless they substantially reform their biz model.\n -> table of opportunities\n\n
  • -> no big winner here. everyone is carving out their own place in the market.\n -> the big players of tomorrow look to be iOS, Android, and WP7. BB is out unless they substantially reform their biz model.\n -> table of opportunities\n\n
  • -> no big winner here. everyone is carving out their own place in the market.\n -> the big players of tomorrow look to be iOS, Android, and WP7. BB is out unless they substantially reform their biz model.\n -> table of opportunities\n\n
  • -> no big winner here. everyone is carving out their own place in the market.\n -> the big players of tomorrow look to be iOS, Android, and WP7. BB is out unless they substantially reform their biz model.\n -> table of opportunities\n\n
  • -> no big winner here. everyone is carving out their own place in the market.\n -> the big players of tomorrow look to be iOS, Android, and WP7. BB is out unless they substantially reform their biz model.\n -> table of opportunities\n\n
  • Need to talk about content distribution: music (rdio, spotify, muve, rhapsody), movies: netflix, amazon, etc.\n
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  • Huge opportunity for existing apps and infrastructure to be extended to mobile. Especially in the Enterprise, and the business services space.\n
  • Huge opportunity for existing apps and infrastructure to be extended to mobile. Especially in the Enterprise, and the business services space.\n
  • Huge opportunity for existing apps and infrastructure to be extended to mobile. Especially in the Enterprise, and the business services space.\n
  • Just as with the web, the opportunities in mobile will evolve and new ones will be discovered.\n
  • Just as with the web, the opportunities in mobile will evolve and new ones will be discovered.\n
  • Just as with the web, the opportunities in mobile will evolve and new ones will be discovered.\n
  • \n

Transcript

  • 1. The Business of MobileBryan Costanich, Xamarin
  • 2. bryan costanich
  • 3. bryan costanichem: bryanc@xamarin.com
  • 4. bryan costanichem: bryanc@xamarin.comtw: @bryancostanich
  • 5. bryan costanichem: bryanc@xamarin.comtw: @bryancostanichhttp://www.slideshare.net/bryancostanich/
  • 6. bryan costanichem: bryanc@xamarin.comtw: @bryancostanichhttp://www.slideshare.net/bryancostanich/
  • 7. The Importance of Mobile Computing
  • 8. The Importance of Mobile ComputingIf you’re not paying attention to mobile, you’re not paying attention.
  • 9. Evolution of Computing
  • 10. Evolution of ComputingEnigma/WW2 Code-breaking
  • 11. Evolution of ComputingEnigma/WW2 Code-breakingMainframe
  • 12. Evolution of ComputingEnigma/WW2 Code-breakingMainframeDesktop
  • 13. Evolution of ComputingEnigma/WW2 Code-breakingMainframeDesktopWeb
  • 14. Evolution of ComputingEnigma/WW2 Code-breakingMainframeDesktopWebMobile
  • 15. Evolution of ComputingEnigma/WW2 Code-breakingMainframeDesktopWebMobileWearable/R0b0ts/Skynet
  • 16. World Population No Mobile 1.4BMobile Subs bythe Numbers Mobile Subscribers 5.6B
  • 17. World Population No Mobile 1.4BMobile Subs bythe Numbers5.6B Mobile Subscriptions Mobile Subscribers 5.6B
  • 18. World Population No Mobile 1.4BMobile Subs bythe Numbers5.6B Mobile Subscriptions7B People on our Little Rock Mobile Subscribers 5.6B
  • 19. World Population No Mobile 1.4BMobile Subs bythe Numbers5.6B Mobile Subscriptions7B People on our Little Rock80% of everyone on the planet has amobile phone! Mobile Subscribers 5.6B
  • 20. Smartphones - Themost Rapidly AdoptedTechnology of All Time
  • 21. Global Phone Type 4 3.7BGrowth/ 3Beginning 2 1 0.6B 0 Feature Phones Smartphones
  • 22. Global Phone Type 4 3.7BGrowth/ 3Beginning 2Global Smartphone Penetration: <10% 1 0.6B 0 Feature Phones Smartphones
  • 23. Global Phone Type 4 3.7BGrowth/ 3Beginning 2Global Smartphone Penetration: <10%US Smartphone Penetration: <50% 1 0.6B 0 Feature Phones Smartphones
  • 24. Mobile is Drivinga Cultural Shift
  • 25. Mobile is Drivinga Cultural ShiftApp Time > Web Time
  • 26. Online Access
  • 27. Online AccessMobile > Web
  • 28. Online AccessMobile > WebUsers are reaching for theirMobile Device First
  • 29. The$Opportunity$App Market+ Ad Spends
  • 30. The$Opportunity$App Market+ Ad SpendsGrowth is Exponential
  • 31. Number of Websites Since Web InceptionWeb Growth
  • 32. Number of Websites Since Web InceptionWeb GrowthIt Took 10 Years for WebGrowth to Level Off Mobile isin its Infancy
  • 33. Mobile will Make andBreak Companies
  • 34. Mobile will Make andBreak CompaniesInstagram - No Website - $1B
  • 35. Mobile will Make andBreak CompaniesInstagram - No Website - $1BFacebook - Mobile Fail, Stock Fail
  • 36. Strategy Here isImportant
  • 37. Strategy Here isImportantInvestments Should be Made
  • 38. Strategy Here isImportantInvestments Should be MadeWhere/How?
  • 39. Strategy Here isImportantInvestments Should be MadeWhere/How?Shotgun Approach is Ineffective
  • 40. Strategy Here isImportantInvestments Should be MadeWhere/How?Shotgun Approach is IneffectiveImportant to Understand the PlatformValue Chains
  • 41. The Players + Their Value Chain
  • 42. Platform Penetration
  • 43. Platform PenetrationThe Big Blue Ocean
  • 44. Platform PenetrationThe Big Blue OceanIt’ll be a Heterogeneous World
  • 45. Platform PenetrationThe Big Blue OceanIt’ll be a Heterogeneous WorldLots of Room for Smartphone Growth
  • 46. Platform PenetrationThe Big Blue OceanIt’ll be a Heterogeneous WorldLots of Room for Smartphone GrowthShakeout Has Largely Occured
  • 47. Platform PenetrationThe Big Blue OceanIt’ll be a Heterogeneous WorldLots of Room for Smartphone GrowthShakeout Has Largely OccuredBut the Game isn’t Over Yet
  • 48. Not Game-Over
  • 49. Not Game-OverPlayers Can Still Emerge
  • 50. The ones that Matter
  • 51. The ones that Matter
  • 52. The ones that Matter
  • 53. The ones that Matter
  • 54. The ones that MatterThe ones that Don’t
  • 55. Where is theMoney?
  • 56. Where is theMoney?Let’s Examine by Platform
  • 57. iOS
  • 58. iOSStill the App King
  • 59. iOSStill the App KingQuality Perception @ App Store
  • 60. iOSStill the App KingQuality Perception @ App StoreBYOD in Enterprise
  • 61. iOSStill the App KingQuality Perception @ App StoreBYOD in EnterpriseiPad, What?
  • 62. Android
  • 63. AndroidValue-less App Store
  • 64. AndroidValue-less App StorePenetration is Huge
  • 65. AndroidValue-less App StorePenetration is HugeOEM, OEM, OEM
  • 66. AndroidValue-less App StorePenetration is HugeOEM, OEM, OEMB&N Nook, Amazon Kindle Fire, DOD
  • 67. AndroidValue-less App StorePenetration is HugeOEM, OEM, OEMB&N Nook, Amazon Kindle Fire, DODApp Store Future. OEM Again
  • 68. Windows Phone
  • 69. Windows PhoneEmerging App Store
  • 70. Windows PhoneEmerging App StoreNokia’s Big Bet
  • 71. Windows PhoneEmerging App StoreNokia’s Big BetAce up the Sleeve: XBox 360
  • 72. BlackBerry
  • 73. BlackBerryDown. Not _Quite_ Out?
  • 74. BlackBerryDown. Not _Quite_ Out?Analysts Have Written Off
  • 75. BlackBerryDown. Not _Quite_ Out?Analysts Have Written OffHuge Emerging/3rd World Presence
  • 76. PlatformTakeaways
  • 77. No Monopoly HerePlatformTakeaways
  • 78. No Monopoly HerePlatform Players: iOS, Android, and WPTakeaways
  • 79. No Monopoly HerePlatform Players: iOS, Android, and WPTakeaways Different Opportunities on each Platform
  • 80. No Monopoly HerePlatform Players: iOS, Android, and WPTakeaways Different Opportunities on each Platform Mobile Still in its Infancy
  • 81. No Monopoly HerePlatform Players: iOS, Android, and WPTakeaways Different Opportunities on each Platform Mobile Still in its Infancy OEM Value Chain App Store Enterprise B&N Nook, Amazon Kindle Fire BYOD (Enterprise) App Store Military Ace: Xbox Content Distribution Etc. Platform
  • 82. Other Opportunities
  • 83. ContentDistribution
  • 84. ContentDistributionMusic: RDIO, Spotify, Rhapsody, Muve
  • 85. ContentDistributionMusic: RDIO, Spotify, Rhapsody, MuveFilm+TV: Netflix, Amazon, etc.
  • 86. ContentDistributionMusic: RDIO, Spotify, Rhapsody, MuveFilm+TV: Netflix, Amazon, etc.Other
  • 87. Mobile PurchaseTech
  • 88. Mobile PurchaseTechStripe
  • 89. Mobile PurchaseTechStripeSwipe
  • 90. Mobile PurchaseTechStripeSwipeSquare
  • 91. Value Add
  • 92. Value AddExtend Existing Investments
  • 93. Value AddExtend Existing InvestmentsApps
  • 94. Value AddExtend Existing InvestmentsAppsInfrastructure
  • 95. Unknown Opps
  • 96. Unknown OppsJust as with the Web
  • 97. Unknown OppsJust as with the WebCreativity Abounds
  • 98. Unknown OppsJust as with the WebCreativity Abounds??
  • 99. Q&A