Miko matsumura 2013
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Miko matsumura 2013

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    Miko matsumura 2013 Miko matsumura 2013 Presentation Transcript

    • Mobile Application DevelopersMiko MatsumuraSVP Kii Corporation
    • MS Neuroscience Yale Univ MBA, San Francisco State Univ Limited Partner, Focus VenturesJava Evangelist, Sun Microsystems VP Chief Strategist Software AG VP Platform, Kii Corporation
    • Why Mobile?
    • Unstoppable Market GrowthWorldwide in-application events measured by Flurry (billions)!!1,2001,1001,000 900 800 700 600 500 400 300 200 100 - May Jul Sep Nov Jan Mar May Jul Sep Nov Jan Mar May Jul Sep Nov Jan Mar May Jul Sep Nov Jan Mar May Jul Sep Nov 08 08 08 08 09 09 09 09 09 09 10 10 10 10 10 10 11 11 11 11 11 11 12 12 12 12 12 12 Source: Flurry Analytics, May 2008 – November 2012, Billions!
    • Competition for Consumers Continues to IncreaseOver 1.4 million available apps on iOS and Android GOOGLE PLAY iTUNES APP STORE 700 675 650 600 600 500 460 425 400 350 250 250 200 160 80 28 20 2March 2009 December 2009 August 2010 May 2011 July 2011 October 2011 April 2012 June 2012 September 2012 Sources:  Google,  Apple;  number  in  thousands  
    • Addressable Market to Surpass 1 Billion Next YearActive smartphone & tablet devices! Total Addressable Market! Aggressive: 5B WW Mobile Device Owners! Conservative: 2B WW Adults, Middle Class or higher! 1.1 B Upside: ! Smartphones – dropping prices, especially Android! Tablets – little replacement, mainly new; sub for PCs! Connected TVs – to be shipped! Reference:! 800 M 2.3 Billion Internet Subscribers today! 331 M 76 M 23 M Aug 2009 Aug 2010 Aug 2011 Aug 2012 Aug 2013E Source: Flurry Analytics!
    • A Global PhenomenonTop Countries by Active iOS & Android Devices (millions) 181 167 35 28 27 22 19 19 14 14 US China UK Japan S. Korea Germany France Canada Brazil Spain Source: Flurry Analytics active devices Oct 2012!
    • 30+ Countries Doubled in Last 12 MonthsFastest Growing iOS & Android Markets by Active Devices293% 269% 260% 235% 209% 202% 197% 181% 180% 180% China Vietnam Colombia Chile Ukraine Venezuela Turkey Philippines Egypt Russia Source: Flurry Analytics, Oct 2011 – Oct 2012, countries with at least 500k active devices as of Oct 2011!
    • App Economy Expanding InternationallyDistribution of iOS and Android App Sessions 100% 25% 90% 80% 32% 70% 60% 27% 50% 39% 40% 30% 48% 29% 20% 10% 0% Oct 2011 Oct 2012 UNITED STATES (TOP RANK) REST OF TOP 10 (RANKS 2 – 9) REST OF WORLD Source: Flurry Analytics!
    • How Mobile Stacks Up Against TV and The WebWeb vs. Mobile App vs. TV Consumption, Minutes per Day! 180 160 162 168 168 140 120 100 127 80 94 60 70 66 72 70 40 20 - Dec 2010 Dec 2011 Dec 2012 Web Browsing Mobile Applications Television Sources: comScore, Alexa, U.S. Bureau of Labor Statistics, Flurry Analytics!
    • Tablet Usage More Games & Entertainment OrientedTime Spent per Category, Smartphones versus Tablets! Productivity Entertainment News 1% 3% 2% Other OtherLifestyle Utilities 11% 7% 3% 4%Health &Fitness Games Entertainment 3% 39% 9% Social Utilities Networking 17% 10% Games Social 67% Networking 24% Smartphones Tablets
    • App Revenue Is Scaling 20Billions 18 16 14 12 10 8 6 4 2 0 2008 2009 2010 2011 2012 Virtual Goods Advertising Source: eMarketer, Mary Meeker (KPCB)!
    • Gaming: Money, Midcore and MaturityARPDAU among top 1,000 grossing iOS free-to-play games Over $0.75, 3% Over $0.75, $0.25 - $0.75 15% 15% Under $0.25, 53% $0.25 - $0.75 Under $0.25, 32% 82% Sep 2011 Sep 2012 Source: Flurry Analytics, 480 free-to-play games!
    • Loyalty by Application Category
    • Mobile Game Loyalty Matrix (Freemium, iOS)
    • Mobile Game Age & Gender Matrix (Freemium, iOS)
    • SILICON VALLEY, USATHE NUMBER ONE TECH MARKETLARGEST SIZE OFSMARTPHONE MARKETWITH 101 MILLION SMARTPHONESUBSCRIBERS40% OF ALL SMARTPHONESARE SOLD IN US(THEREFORE MOST ATTRACTIVEMARKET FOR OEMS)VERIZON #1 MOBILE DATAANNUAL REVENUESAT $23.7 BILLION330 MILLION US MOBILE SUBSCRIBERS
    • JAPAN HAS THE WORLD‘SHIGHEST DATA REVENUE PER USER99% PENETRATIONOF 3G HANDSETS47% MOBILE WEB USERSOF WORLD MOBILE SUBSCRIBERS(US IS 22%)47M “TAP-AND-GO” PHONESMOBILE PAYMENT MARKET#1 AND #2 LOWEST CHURN SCRIBERS SUBWORLDWIDE N MOBILE MILLIO 12 2NTT DOCOMO AND KDDI122 MILLION MOBILE SUBSCRIBERS
    • WITH ONE BILLION MOBILE SUBSCRIBERS,CHINA IS THE BIGGEST MARKETHIGHEST NUMBER DAILY SMARTPHONE ACTIVATIONS#1 AND #2 BIGGEST TELCOSIN THE WORLD277 MILLION MOBILE WEB USERS 你好 ^_^  UP 43 MILLION IN SIX MONTHS118 MILLION 3G USERSHOME TO MOSTHANDSET MAKERS/HARDWARE OEMs1 BILLION MOBILE SUBSCRIBERS !!!
    • Some Segmentation
    • Kii: Profitable Global Platform for App Developers BEIJING CHINA BARCELONA SEOUL SILICON VALLEY USA TAIWAN TOKYO JAPAN SINGAPORE
    • How Kii Helps App DevelopersAPP MAKERS KII PROVIDES: INVESTMENT MONETIZATION TECHNOLOGY•  Great Idea•  Passionate users Venture Capital Distribution & Cloud technology•  App “Genius” Monetization
    • USERS LOVED ASTRONOW ASTRO IS A PROFITABLE BUSINESSBEFORE Kii NOW WITH Kii US$550k $•  5 star ratings •  $550k Series A •  Distribution deals in •  Cloud technology funding Japan and China for ASTRO Backup•  9M downloads product •  Six figure multi-year•  User community advertising deal •  Subscription Revenue opportunity
    • CLOUD SERVICES TOPOWER YOURMOBILE APPS
    • Developer Platform Value Propositions Idea Examples Save  Cost Revenue Avoid  Hard  or   Get  to   Access  New   Acquire/ Increase   Tedious  Work Market   Markets Retain  Users revenue  per   Faster userCompute  Cloud P PMobile  App  Cloud  Svcs   P PMobile  Cross  PlaIorm P PPersonal  Cloud  and  Sharing P PApp  Networks P P PMobile  &  PC  Sync P P PMobile  AnalyLcs  +  App  network P P P PAd  Network POnline  Payments P PMobile  and  Web  Game  SNS P P P P P
    • Market Summary: we are in the MBaaS market•  Past, Present, Future: Kii Cloud is late to the game Smaller MBaaS Pure Play MBaaS Enterprise MEAP YorAPI Parse   Antenna Cloudmine Appcelerator CloudyRec Stackmob   Verivo FeedHenry Kony iKnode Kinvey   ScottyApp Build your own Applicasa Kii  Cloud   Heroku   Full Stack Amazon   Sencha   Others   Urban  Airship   Analytics+ Appcelerator   APIGee   Trestle   Flurry   Twilio  
    • INSTANT BACKENDWITHOUT WRITING A LINE OF SERVER CODE Mobile backend in minutes, USER MANAGEMENT not months! We‘ll take care of DATA MANAGEMENT •  Writing server code ! •  Server configuration ANALYTICS •  Database management •  Data schema lock-in MONETIZATION •  Mobile customizationsSO YOU CAN FOCUS ONUSER HAPPINESS J NOT SERVERS
    • The Kii Cloud is so reliable that the world’s toughest quality-conscious carrier uses it •  RELIABLE Met NTT DoCoMo’s tough Quality Standards •  PRACTICAL Backup and Content Deliver services •  SCALABLE 12M paid subscribers of sync service •  DURABLE Nonstop for years even through earthquakes •  PROFITABLE Drives over $150M USD in revenue 17:50PM Info about specials at a nearby store 11:30AM Lunch coupon for favorite restaurant 22:45PM Tomorrow‘s schedule 12:45PM Concert information on favorite artist 7:00AMTraffic updates for commute route
    • Multimillion-user app makers use Kii CloudSUCCESS 35 million 5 million Launching 14 million downloads downloads soon downloadsDESCRIPTION Leading Leading media Couples app Leading Android file privacy vault photo app managerKii CLOUDCOMPONENTS
    • SAVE THOUSANDS OF HOURS AND DOLLARSKEEP YOUR FOCUS ON KEEPING USERS HAPPY LARYON AVG. SA ,000USER HAPPINESS J IRES US$ 91 N EW H ,000 ngineer US$ 77 S erver E ,000 dmins US$ 83COMPETING IN S ystem A s ,000 Admini US$ 41THE APP STORE Da tabase fickers 2,000 Ad Traf US$ 29PUMPING OUT total: Grand verage s 6/12/20 12NEW APP VERSIONS : U SA N Source .com a tional A IndeedSTOP HIRING SERVER ENGINEERSWE HAVE DOZENS!
    • Kii CLOUD COMPONENTS USER MANAGEMENT DATA MANAGEMENT ANALYTICS MONETIZATION
    • USER MANAGEMENT LOGIN & PROFILES & GROUPS & REGISTRATION MANAGEMENT PERMISSIONS •  Basic registration/login •  Store JSON key/ •  Create groups •  Social registration/ values •  Manage members login •  Query attributes •  Customizable access •  Anonymous login •  Session management control for all objects •  Account verification •  Password reset/ change API ACCESS IS AVAILABLE FOR REST FULL SDKs FOR ANDROID, iOS AND JAVASCRIPTAndroid iOS
    • DATA MANAGEMENT OBJECT STORAGE FILE STORAGE DATA HANDLING •  Store/retrieve JSON •  Store/retrieve files •  Utilize buckets objects •  Query attributes optimized for access •  Flexible datatypes •  Sync/backup across •  Customizable ACL + •  No fixed schema devices scope •  Share files via URL •  Query objects & files API ACCESS IS AVAILABLE FOR REST FULL SDKs FOR ANDROID, iOS AND JAVASCRIPTAndroid iOS
    • ANALYTICS OBJECT STORAGE MANAGE Intrinsic Number of users, clicks, •  Data aggregation across metrics etc. are backed-in •  Data visualization Cloud data Defined based on •  Manipulate and view both intrinsic and application data custom metrics Custom Send any raw data for aggregation API ACCESS IS AVAILABLE FOR REST FULL SDKs FOR ANDROID, iOS AND JAVASCRIPTAndroid iOS
    • MONETIZATION INVENTORY TYPES FILE STORAGE •  Direct Ads (sell your •  Dynamic configuration own) via web portal •  Regional Ads (high •  Get analytics for clicks performance in Asia) and impressions •  Mediated Ads (Fill unsold inventory using networks) API ACCESS IS AVAILABLE FOR REST FULL SDKs FOR ANDROID, iOS AND JAVASCRIPTAndroid iOS
    • ALL COMPONENTS EASILY MANAGED THROUGHTHE Kii DEVELOPER PORTAL
    • Programs• Events• PR• AR• Direct Marketing• Partner Marketing• Partner Selling
    • Platform ViabilitySuccessful  PlaIorms     Features  have  3  Things:      1)  Features    2)  Users      3)  Money     Growth     Profit   Nirvana   .                                                             Profitabl Users                                                .   Money   e   Growth  
    • Global Trends•  Growth of Global Languages (see MyGengo.com) –  1B+ speakers: Mandarin, English –  500M+ spkrs: Spanish, Hindi, Arabic•  Smart Device Proliferation –  mobile, tablet, TV, console, etc•  More Young, More Old ($$$) Users Online•  More Bandwidth, More Video, More Social, More Mobile•  Wealthy Chinese + Indian, Web + IRL Globetrotters ($$$B)•  Acceleration of Global Payment, E-Commerce•  Dramatically Reduced Cost: Product Dev, Customer Acqstn•  Global Distribution Platforms –  US/EU: Apple, Facebook, AMZN, GOOG (Search, YouTube, Gmail, Android), Twitter –  Asia: Tencent/QQ, Taobao/Alibaba/AliPay, Youku, MediaTek, Rakuten, DeNA, Gree
    • Defining platform business: repeatable contracts Ramen   3rd OEM US JP CN Kii Cap   Party Apps Apps Apps Apps Repeatable Contracts   Biz Dev Invest   API EULA Licenses Unagi X   =  
    • Platform Product = Sticky & Recurring $ Increase Decrease Lack of Lack of pApps Dev Appeal Open- ness Reus- ability Technical Stickiness Contract Stickiness Platform Good pUsers User Acquisition Ramen Contracts Network Effects Platform Competition Features pARPU Platform Monetization Features Network Effects Platform Commoditization =   pRevenue Platform Design Deal Quality Market Condition
    • What makes a good platform? Developer Appeal Openness Reusability Strong Value Prop Competitively Differentiated Solid,  Reusable  Contracts  Data Network Effect Business IntelligenceApp Network Effect Social Network Effect User Acquisition Features Stickiness Network Effect Monetization
    • Miko Matsumura ! SVP Developer Relations!TURN YOUR APP !INTO A GLOBAL Web: http://developer.kii.com! Twitter: @mikojava!BUSINESS Email: miko@kii.com! CAPITAL DISTRIBUTION TECHNOLOGY