AdAge iFund Presentation - April 2009

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AdAge iFund Presentation - April 2009

  1. Trends in Mobile &The Impact on AdvertisingChi-Hua ChienPartner, Kleiner Perkins Caufield & Byers
  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. Today
  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. Powerful Trends
  6. Powerful Trends
  7. Powerful Trends
  8. Powerful Trends
  9. Powerful Trends
  10. Powerful Trends
  11. iFund
  12. iFund$100,000,000
  13. So How’s It Going?
  14. iPod Became Ubiquitous
  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. ...But iPhone Dwarfs iPod
  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. iPhone is Changing Behavior
  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. iTunes Is a Juggernaut...
  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. ...But AppStore Blows it Away
  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. Mobile Browser Market Share iPhone ~50% of US Usage iPhone RIM Windows Mobile Palm Android Other Source: AdMob Inc.; March 2009
  25. 3 WaysMobile Will Change Your Business
  26. 1 Context Over Content
  27. 1 Context Over Content The Phone Now Knows....
  28. 2 Utility Not Interruption
  29. 2 Utility Not Interruption
  30. 2 Utility Not Interruption
  31. Perpetual Personalization3 (aka Hyper-Fragmentation)
  32. iFund Progress ReportProposals Reviewed > 3300Companies Met > 250Actively Engaged >5Funded 5
  33. iFunded Companies
  34. Q&AChi-Hua Chiencchien@kpcb.com
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