Trends in Mobile &The Impact on AdvertisingChi-Hua ChienPartner, Kleiner Perkins Caufield & Byers
KPCB Overview540 investments    300,000 jobs       15 Funds over 37 years       created         since 1972                ...
Today
Internet vs. Mobile                           4,000                                      PC Internet Users        Mobile P...
Powerful Trends
Powerful Trends
Powerful Trends
Powerful Trends
Powerful Trends
Powerful Trends
iFund
iFund$100,000,000
So How’s It Going?
iPod Became Ubiquitous
iPod Became Ubiquitous                           1.00                                              iPod SalesMillions of D...
...But iPhone Dwarfs iPod
...But iPhone Dwarfs iPod                           20                                             iPod Sales             ...
iPhone is Changing Behavior
iPhone is Changing Behavior                                                                   US Market                   ...
iTunes Is a Juggernaut...
iTunes Is a Juggernaut...                        400                                            iTunes PurchasesMillions o...
...But AppStore Blows it Away
...But AppStore Blows it Away                        800                                             iTunes               ...
Mobile Browser Market Share             iPhone ~50% of US Usage       iPhone         RIM         Windows Mobile   Palm   A...
3      WaysMobile Will Change  Your Business
1   Context Over Content
1    Context Over Content    The Phone Now Knows....
2   Utility Not Interruption
2   Utility Not Interruption
2   Utility Not Interruption
Perpetual Personalization3  (aka Hyper-Fragmentation)
iFund Progress ReportProposals Reviewed   > 3300Companies Met        > 250Actively Engaged     >5Funded               5
iFunded Companies
Q&AChi-Hua Chiencchien@kpcb.com
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AdAge iFund Presentation - April 2009

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AdAge iFund Presentation - April 2009

  1. 1. Trends in Mobile &The Impact on AdvertisingChi-Hua ChienPartner, Kleiner Perkins Caufield & Byers
  2. 2. KPCB Overview540 investments 300,000 jobs 15 Funds over 37 years created since 1972 > $100B of > $350B of total 175 IPOs market cap annual revenue
  3. 3. Today
  4. 4. Internet vs. Mobile 4,000 PC Internet Users Mobile Phone UsersMillions of Active Users 3,000 2,000 1,000 0 2001 2002 2003 2004 2005 2006 2007 2008
  5. 5. Powerful Trends
  6. 6. Powerful Trends
  7. 7. Powerful Trends
  8. 8. Powerful Trends
  9. 9. Powerful Trends
  10. 10. Powerful Trends
  11. 11. iFund
  12. 12. iFund$100,000,000
  13. 13. So How’s It Going?
  14. 14. iPod Became Ubiquitous
  15. 15. iPod Became Ubiquitous 1.00 iPod SalesMillions of Devices Sold 0.75 0.50 0.25 0 0 1 2 3 4 5 6 7 Quarters after Launch Source: Apple Inc. Public Filings & Announcements
  16. 16. ...But iPhone Dwarfs iPod
  17. 17. ...But iPhone Dwarfs iPod 20 iPod Sales iPhone SalesMillions of Devices Sold 15 10 5 0 1 2 3 4 5 6 7 Quarters after Launch Source: Apple Inc. Public Filings & Announcements
  18. 18. iPhone is Changing Behavior
  19. 19. iPhone is Changing Behavior US Market iPhone 85%% of US Mobile Subscribers 74% 70% 59% 50% 31% 13% 9% 6% 7% 5% 4% Browsing News Web Search Mobile Video Social Networks Music Games Sources: M:Metrics, 1/31/2008 Survey of U.S. mobile subscribers, n = 31,389 and KPCB estimates (games)
  20. 20. iTunes Is a Juggernaut...
  21. 21. iTunes Is a Juggernaut... 400 iTunes PurchasesMillions of Downloads 300 200 100 0 0 100 200 300 400 500 600 700 Days after Launch Source: Apple Inc. Public Filings & Announcements
  22. 22. ...But AppStore Blows it Away
  23. 23. ...But AppStore Blows it Away 800 iTunes AppStoreMillions of Downloads 600 400 200 0 30 60 90 120 150 180 210 240 Days after Launch Source: Apple Inc. Public Filings & Announcements
  24. 24. Mobile Browser Market Share iPhone ~50% of US Usage iPhone RIM Windows Mobile Palm Android Other Source: AdMob Inc.; March 2009
  25. 25. 3 WaysMobile Will Change Your Business
  26. 26. 1 Context Over Content
  27. 27. 1 Context Over Content The Phone Now Knows....
  28. 28. 2 Utility Not Interruption
  29. 29. 2 Utility Not Interruption
  30. 30. 2 Utility Not Interruption
  31. 31. Perpetual Personalization3 (aka Hyper-Fragmentation)
  32. 32. iFund Progress ReportProposals Reviewed > 3300Companies Met > 250Actively Engaged >5Funded 5
  33. 33. iFunded Companies
  34. 34. Q&AChi-Hua Chiencchien@kpcb.com
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