Strategies for Growth: Mobile Internet in a World of Innovation, Investment and Return

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Strategies for Growth: Mobile Internet in a World of Innovation, Investment and Return

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Strategies for Growth: Mobile Internet in a World of Innovation, Investment and Return

  1. 1. Copyright © 2010 QuantumWave Capital Confidential 1
  2. 2. STRATEGIES FOR GROWTH: MOBILE INTERNET IN A : MWORLD OF INNOVATION, INVESTMENT & RETURN
  3. 3. Speakers Robert Marcus Chairman & CEO, QuantumWave Capital Chairman & CEO QuantumWave Capital Stephen Dunbar‐Johnson Publisher, International Herald Tribune Publisher International Herald Tribune Jean Schmitt Managing Partner, Sofinnova Managing Partner Sofinnova Partners Rob Coneybeer Managing Director, Shasta Ventures Managing Director Shasta Vent res John Malloy (Panelist) Partner, BlueRun Ventures Partner Bl eR n Vent resCopyright © 2010 QuantumWave Capital Confidential 3
  4. 4. THE MOBILE INTERNET: CHASING ALPHA ON : C COMPUTING’S FIFTH WAVE ROBERT MARCUS, CHAIRMAN & CEO, QUANTUMWAVE CAPITAL
  5. 5. The SpaceMobile internet cycle the 5th technology cycle in 50 yearsLaunching now, ramping faster than the desktop internetMaterial wealth creation to surpass earlier TMT cyclesCycle winners generate more market cap than precedingMost internet connectivity over mobile within 5 years MAINFRAME MINICOMPUTER PC DESKTOP INTERNET MOBILE INTERNET •1960’s •1970s •1980s •1990s •2000… •1 MM unites •10 MM units •100 MM units •1 Billion units •10 Billion units
  6. 6. Mobile Internet Disruption Liberalisation of walled garden systems g y Acceleration of the technology adoption lifecycle Disapplication of conventional business models pp Disapplication of conventional valuation models Emergence of innovative monetization methods e ge ce o o at e o et at o et ods Disruption of complex commercialization ecosystems Specialization, complexity requires deep technical skill Specialization, complexity requires deep technical skill Correlation of value drives Absolute Return
  7. 7. The Numbers 6 billion mobile subscribers in 2011  Strategy Analytics (January 2011) Strategy Analytics (January 2011) 2 billion internet connected users ITU (January 2011) ( y ) Global mobile revenues exceed $1 trillion in 2014 Gartner (October 2010)  Annual global economic benefits of the commercial  internet equal $1.5 trillion Information Technology and Innovation Foundation (March 2010) 1 trillion connected devices by 2015 IBM (February 2011) IBM (February 2011)
  8. 8. Decoding Mobile Internet Technology as an Asset Class Highly accessible 6 billion subscriber global   addressable market Robust technology demand from internet, mobile,  media and entertainment sectors Large corporates cannot design, develop, and ship  products fast enough to meet customer demand IP demand outpaces local supply, moderating buy‐ versus‐build debate, driving innovation outsourcing Small is good; much accelerated time‐to‐exit cycle S ll i d h l t d ti t it l Decline in IPOs powers M&A TMT to 10‐year high Chasing Alpha is extremely technical, complex Ch i Al h i l h i l l
  9. 9. MEDIA, THE MOBILE INTERNET, ,  ,  DISRUPTION AND OPPORTUNITYSTEPHEN DUNBAR‐JOHNSON, PUBLISHER, INTERNATIONAL HERALD TRIBUNE
  10. 10. Improvised Mobile Phone Charging StationTahrir Square, Cairo q
  11. 11. Opposition protestorTahrir Square, Cairo q
  12. 12. Young Egyptian Protestors Using Social Networking Tools, Tahrir Square, Cairo g q
  13. 13. Technology is Critical to Media Companies Transformation
  14. 14. WESTERN EUROPE: HEARTLAND OF MOBILE : H INNOVATION JEAN SCHMITT, MANAGING PARTNER, SOFINNOVA PARTNERS
  15. 15. Mobile Innovation in Western Europe 20 years ago : invention and deployment! GSM meant “Groupe Spécial Mobile” 10 years ago : leadership and complacency! European OEMs, NEPs, MNOs were leading Today: institutionalized stagnation and denial! Today: institutionalized stagnation and denial! European NEPs / MNOs have weak balance sheets, OEMs lost vision Tomorrow… Tomorrow Western Europe supplies tech superpowers with a torrent of R&D
  16. 16. Nowhere to Go… Gradual Great Decline Vision Weak Solid Markets, Regional Few Business Exits
  17. 17. Disruptors Take All
  18. 18. Western European Innovation 
  19. 19. Just Do It…!
  20. 20. SILICON VALLEY: HEARTLAND OF INTERNET : H INNOVATION ROB CONEYBEER, MANAGING DIRECTOR, SHASTA VENTURES
  21. 21. Europe Meets Silicon Valley
  22. 22. The “New Deal” from Applefor a flat tax of 30%...f fl t t f 30% Never talk to a carrier Never talk to a carrier Standard contract & terms Single OS: iPhone, iPad, & iPod Touch Minimal code forking Developer access to all sensors Free developer support Free developer support Free promotional support Credit card processing & settlement Global distribution
  23. 23. Silicon Valley went Over The Top (OTT)‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐
  24. 24. Only 2 Mobile Platforms Matter
  25. 25. Mobile Apps Disrupt Every Industry radio video print media retail group buying lodging directories transportation
  26. 26. PANEL DISCUSSION
  27. 27. Copyright © 2010 QuantumWave Capital Confidential 27
  28. 28. Moderator: Robert Marcus, Chairman & CEO, QuantumWave CapitalM d t R b tM Ch i & CEO Q t W C it lStephen Dunbar‐Johnson, Publisher, International Herald Tribune Jean Schmitt, Managing Partner, Sofinnova PartnersRob Coneybeer, Managing Director, Shasta VenturesJohn Malloy, Managing General Partner, BlueRun Ventures y, g g ,
  29. 29. Copyright © 2010 QuantumWave Capital Confidential 29

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