AdAge iFund Presentation - April 2009

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

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

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

Perpetual Personalization3 (aka Hyper-Fragmentation)

iFund Progress ReportProposals Reviewed > 3300Companies Met > 250Actively Engaged >5Funded 5

iFunded Companies

Q&AChi-Hua Chiencchien@kpcb.com

AdAge iFund Presentation - April 2009

by Kleiner Perkins Caufield & Byers on Feb 09, 2011

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AdAge iFund Presentation - April 2009 Presentation Transcript