Branson nov 2011

896 views

Published on

Local Mobile Social evolution and opportunities

Published in: Technology, Business
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
896
On SlideShare
0
From Embeds
0
Number of Embeds
3
Actions
Shares
0
Downloads
6
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide

Branson nov 2011

  1. 1. Web Meets World: Nov 2011 Update #LoMoSo CONFIDENTIAL | TRADE SECRET
  2. 2. “Stay Hungry. Stay Foolish” 1 CONFIDENTIAL | TRADE SECRET
  3. 3. In our last episode… t = now 2CONFIDENTIAL | TRADE SECRET
  4. 4. Web 0.1 : Beta [t-42] 1G Vint Cerf Dr. CooperWired Web: 7 Mobiles: 7,000Impact: Universities connected 3CONFIDENTIAL | TRADE SECRET
  5. 5. Web 1.0 [t-20] 2GWired Web: 520,000 Mobiles: 7,000,000Impact: Links 4 CONFIDENTIAL | TRADE SECRET
  6. 6. Web 1.0 [t-15] 2GWired Web: 16,000,000 Mobiles: 98,000,000Impact: E-commerce ramps 5CONFIDENTIAL | TRADE SECRET
  7. 7. Web 1.0 [t-12] 2G1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 2009 Wired Web: 147,000,000 Mobiles: 469,200,000 Impact: Search and SaaS 6 CONFIDENTIAL | TRADE SECRET
  8. 8. Web 1.0 : Dies [t-11] 2.5GWired Web: 361,000,000 Mobiles: 709,000,000Impact: Tactical retreat & grow 7 CONFIDENTIAL | TRADE SECRET
  9. 9. Web 2.0 : Social [t-6] 3GPeople connected: 817,000,000 Mobiles: 1,744,000,000Impact: Social Web ramps 8 CONFIDENTIAL | TRADE SECRET
  10. 10. [t-4] In the beginning…CONFIDENTIAL | TRADE SECRET
  11. 11. 3G Web 2.0CONFIDENTIAL | TRADE SECRET
  12. 12. Mobile Web 3.0CONFIDENTIAL | TRADE SECRET
  13. 13. 18 Months ago….CONFIDENTIAL | TRADE SECRET
  14. 14. [t-2] DJIA lost 53% of its value1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 2009 Wired Web: 1,586,000,000 Mobiles: 4,269,600,000 Impact: Massive GDP shifts 13 CONFIDENTIAL | TRADE SECRET
  15. 15. Web 3.0 [t-0] NOW 1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 2009 2010 2011Wired Web: 1,966,514,816 [28%] Mobiles: 5,355,651,438 [77%]Impact: Web meets World 14CONFIDENTIAL | TRADE SECRET
  16. 16. 58th month of “smart”……500,000 apps 60%302,600,000 units 87%525,000,000 users 300%18,700,000,000 dls 400% 1,000,000,000 to ship Q4 15CONFIDENTIAL | TRADE SECRET
  17. 17. Our Prediction last year [t +3 ] Open Mobile •Open radios (wifi, 3G, 4G) • Open OS & Multiple OS • Open Applications • Open APIs1969 1972 1976 1982 1989 1996 1998 1999 2000 2001 2004 2005 2006 2008 2009 2014 Smart Phones: 1,000,000,000 People connected: 4,000,000,000 Impact: $14 Trillion (30%) GDP 16 CONFIDENTIAL | TRADE SECRET
  18. 18. End of…. PCs Mahogany walls Record labels Newspapers Books Credit Cards Law firms Banks  ….. 17CONFIDENTIAL | TRADE SECRET
  19. 19. ?? 18CONFIDENTIAL | TRADE SECRET
  20. 20. Music 19CONFIDENTIAL | TRADE SECRET
  21. 21. Movies 20CONFIDENTIAL | TRADE SECRET
  22. 22. Books 21CONFIDENTIAL | TRADE SECRET
  23. 23. Publishing 22CONFIDENTIAL | TRADE SECRET
  24. 24. Television 23CONFIDENTIAL | TRADE SECRET
  25. 25. Retail 24CONFIDENTIAL | TRADE SECRET
  26. 26. Advertising 25CONFIDENTIAL | TRADE SECRET
  27. 27. Banking 26CONFIDENTIAL | TRADE SECRET
  28. 28. $0 - $10B in 60 months 27CONFIDENTIAL | TRADE SECRET
  29. 29. Local Mobile Social 10X impact 1/10 cost 10X the speed 28CONFIDENTIAL | TRADE SECRET
  30. 30. Preview of what’s next [t+1] Local Mobile Social #LoMoSo 29CONFIDENTIAL | TRADE SECRET
  31. 31. Mobile Meets Web - Opportunities Mobile Data Problem 600% • Small cell combo WiFi and 3/4G • Over 1 billion mobile data session on WiFi at AT&T • Cablevision over 1M mobile data users a day • Wireless 30CONFIDENTIAL | TRADE SECRET
  32. 32. Bio Sensors #1 Market leader in biometric fingerprint  Coming to Smart Phones market sensors 50%+ market share in PCs  Technology integrated into LCDs Consumer wants ease of use  “Missing piece” for Mobile wallet 31CONFIDENTIAL | TRADE SECRET
  33. 33. Mobile Risk Management  Customers: NSA, FBI, Bank of America, and Boeing  Partnerships with US Federal Government, several global carriers 32CONFIDENTIAL | TRADE SECRET
  34. 34. Mobile Meets Web - Opportunities Mobile Applications, Discovery, Search: • Finder is #4 on iPhone & #5 on iPad • Social Utilities • Game platforms 33 CONFIDENTIAL | TRADE SECRET
  35. 35. Over 1B check ins Location informs everything  500 million User Profiles Capturing location behavior enabling  Greatest reach of location services monetizing at Premium rates  Reaching 100 million users every Partnership with GroupOn month Partners with AT&T, Cablevision, Comcast, Boingo, others. CONFIDENTIAL | TRADE SECRET
  36. 36. Bring off-line on! Launched with Direct TV, CBS, HP,  250 million User Profiles NFL,  Greatest reach of location services Partnered with Verizon, AT&T, Sprint  Reaching 100 million users every month CONFIDENTIAL | TRADE SECRET
  37. 37. Don’t get flooded…. 36CONFIDENTIAL | TRADE SECRET
  38. 38. Preview of what’s next [t+1] Local Mobile Social #LoMoSo 37CONFIDENTIAL | TRADE SECRET

×