• Share
  • Email
  • Embed
  • Like
  • Save
  • Private Content
AdAge iFund Presentation - April 2009
 

AdAge iFund Presentation - April 2009

on

  • 9,271 views

 

Statistics

Views

Total Views
9,271
Views on SlideShare
9,271
Embed Views
0

Actions

Likes
23
Downloads
928
Comments
0

0 Embeds 0

No embeds

Accessibility

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

    AdAge iFund Presentation - April 2009 AdAge iFund Presentation - April 2009 Presentation Transcript

    • 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 > $100B of > $350B of total 175 IPOs market cap annual revenue
    • Today
    • 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
    • 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 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
    • ...But iPhone Dwarfs iPod
    • ...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
    • iPhone is Changing Behavior
    • 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)
    • iTunes Is a Juggernaut...
    • 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
    • ...But AppStore Blows it Away
    • ...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
    • Mobile Browser Market Share iPhone ~50% of US Usage iPhone RIM Windows Mobile Palm Android Other Source: AdMob Inc.; March 2009
    • 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