Nick Lane - Mobilesquared

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Nick Lane - Mobilesquared

  1. 1. Mobile retail opportunitiesA new way to look at the market byAll data/forecasts contained in this presentation copyright of mobileSQUARED unless stated otherwise. Data from Mobile Consumer Trends product
  2. 2. Mobile Commercialisationarisms E-commerce projections, UK £69 billion in 2011, + 18% in 2012 = 100 £81.42 billion 80 (IMRG estimations + mobileSQUARED data) 60 E-commerce£ bil. 40 mobile 20 M-commerce potential 0 2011 2012 7,000,000,000 6,000,000,000 5,000,000,000 4Q11 = £5.6 billion 4,000,000,000 One purchase 3Q12 = £6.6 billion £ 3,000,000,000 Multiple purchases 2,000,000,000 NOT ACTUAL MARKET 1,000,000,000 FORECASTS! - 4Q11 3Q12
  3. 3. Your view of the UK mobile market ... 82.91 million subs 22.8 mobile internet users 17.9 mobile app users
  4. 4. ... & this is ours
  5. 5. In data we trustWe segment the UK mobile subscriptions by: • Advertising • Apps • Internet • Messaging • CommerceThen by: • Device type • Age • Gender • Location • Socio-economicsAnd forecast: • 6 quarters out
  6. 6. Our UK view, 1Q2011... Mob Int: 7% M-comm: 5% Apps: 1% Mob Int: 11% M-comm: 1% M-comm: 12% Mob Int: 5% Apps: 5% M-comm: 5% Mob Int: 2% Apps: 2% Mob Int: 10% Mob Int: 5% M-comm: 10% M-comm: 5% Apps: 6%M-comm: 6% Apps: 7% M-comm: 7% Mob Int: 19% Apps: 14% Apps: 18% Mob Int: 12% M-comm: 22% M-comm: 16% M-comm: 9%
  7. 7. Investing in Android yet? 24,6702.4 millionNumber of Android mobile internet users in 2Q2011 107,207 439,693
  8. 8. Forgotten the featurephone massive? 7.2 million 1,092,142Number of featurephone mobile internet users in 2Q2011 498,673 904,794
  9. 9. Total m-commerce users, by device 14.5 million Users of m-commerce in 1Q2011 M-commerce users by device20,000,00018,000,000 19.2 million Users of m-commerce in 3Q201216,000,00014,000,00012,000,000 Non-smartphone10,000,000 Other smartphones Android 8,000,000 iPhone 6,000,000 4,000,000 2,000,000 - 1Q11 2Q11 3Q11 4Q11 1Q12 2Q12 3Q12 72% of m-commerce users on smartphones in 3Q2012
  10. 10. Demographics M-commerce: iPhone vs Android1,600,000 Android m-commerce usage will1,400,000 overtake iPhone in 4Q20131,200,0001,000,000 800,000 iPhone 18 - 24 600,000 Android 18 - 24 400,000 200,000 M-commerce: iPhone vs Android - 1Q11 2Q11 3Q11 4Q11 1Q12 2Q12 3Q12 2,000,000 1,800,000 1,600,000 1,400,000 1,200,000 1,000,000 iPhone 25 - 34 800,000 Android 25 - 34 600,000 400,000 200,000 - 1Q11 2Q11 3Q11 4Q11 1Q12 2Q12 3Q12
  11. 11. What is the iPhone’s appeal? 25-34 y.o.s: largest m-commerce users and will experience most growth 18-24 y.o.s are the next largest demographic group for m-commerce iPhone m-commerce activity, by age 6,000,000 5,000,000 4,000,000 55 - 64 45 - 54 3,000,000 35 - 44 25 - 34 2,000,000 18 - 24 1,000,000 - 1Q11 2Q11 3Q11 4Q11 1Q12 2Q12 3Q12
  12. 12. 3,799,533 2.1Central, 3Q12 Total number of mobile internet users million responsive to mobile Mobile internet users by device advertising iPhone 47% Android Other smartphones Total featurephones Total legacy phones increase in Total app users 1Q11-3Q12 M-Commerce by device iPhone Android Other smartphones Total featurephones Total legacy
  13. 13. ConclusioniPhone will remain the largest device-type for m-commerce.Discount featurephones at your perilLargest demographic group for m-commerce will be 25-34 y.o.s– 32% (1Q2011) & 43% in (3Q2012)Smallest demographic group for m-commerce will be 55-64y.o.s – 6% (1Q2011) & 8% in (3Q2012)Regions with the greatest propensity for m-commerce: London,Central & GranadaNick LaneChief strategy analystmobileSQUAREDnick@mobilesquared.co.uk+44 118 979 5339

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