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The Rise and Fall of Mobile Content Companies and the Future Ahead. Talk given at Buzzcity's Developer Garage in Singapore in November 2010.

The Rise and Fall of Mobile Content Companies and the Future Ahead. Talk given at Buzzcity's Developer Garage in Singapore in November 2010.

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Fools Gold Presentation Transcript

  • 1. Fools gold The rise and fallof mobile content companies and the future ahead @benjaminjoffe  |  CEO,  Plus  Eight  Star   BuzzCity  Developer  Garage  |  Singapore,  2010.11  
  • 2. @benjaminjoffe  
  • 3. 4  years   1  year   5  years  
  • 4. •  CEO,  Plus  Eight  Star  |  www.plus8star.com   –  Best  prac2ces  from  Asia’s  digital  space   –  Research,  Strategy  &  “Innova2on  Arbitrage”  
  • 5. Angel  Investor,  Advisor,  Keynote  Speaker   •  Speaker    100+  talks  in  16  countries   •  Advisor   •  Investor  in  Asia-­‐based  global  companies  
  • 6. Mobile  Monday  Beijing   4  years   37  events   130  speakers   3,000  par2cipants  
  • 7. For-­‐Side.com  (Japan)  
  • 8. For-­‐Side  Story  •  Market  cap  was  over  US$2B   –  Acquisi2ons  worldwide   –  Plunged  •  Today:  US$110  million  (2010.11.24)  •  From  ring  tones  to…  e-­‐books?  
  • 9. Tapulous  •  2009.12        $1M/month  •  2010.10        bought  by  Disney  (US$35M?)  •  Downloaded      35  million  2mes  •  Revenue  2010    $15  million?  
  • 10. Can  you  build  one  today?  •  Early  entry  (before  iPhone  SDK)  •  Bought  content  from  developer  •  Concept  copy  from  DDR  •  What  next?  
  • 11. ngmoco:)  •  “Next  Genera2on  Mobile  Company”   –  12  million  users   –  50  million  downloads  •  Funding  ~US$45M  •  Bought  by  DeNA  US$300  million  (+  100M?)  •  Revenue?  
  • 12. Deal!  •  KPCB  Holdings  (32.72%)              $98M  •  Ins2tu2onal  Venture  Partners  (25.31%)  $76M  •  Norwest  Venture  Partners  (13.46%)      $40M  •  Neil  Young  (9.52%)                $28M  •  Bob  Stevenson  (9.52%)              $28M  •  Google  Ventures  (3.65%)              $11M  •  Maples  Investments  (1.81%)          $5.4M  
  • 13. High  Produc2on  Value  
  • 14. Who  buys  today?  •  Japan    DeNA,  GREE:  x100M  in  the  bank  •  Korea    Maybe  Nexon,  NC  Soo,  NHN?  •  China    Tencent?  Others?  •  US      Disney  •  Others?  
  • 15. Issues  with  the  app  economy  •  User  acquisi2on:  Media  /  App  Stores?  •  Virality  &  Mobile  silos  •  Reach   –  60  million  iPhones   –  X  million  Android  phones  (app  store  fragmenta2on)   –  7+  million  iPads  by  end  2010,  30+  million  in  2011?   –  How  about  low-­‐end  phones?  •  Defensibility:  IP  +  Game  mechanics?  
  • 16. Fools’  Gold?  •  Global  developers  on  par  with  Silicon  Valley  •  Race  to  the  borom  •  Copycats  •  Building  sustainable  cash  flow  
  • 17. GREE  (Japan)  
  • 18. GREE  •  Market  cap:  US$2.9  billion  (2010.11.24)  •  From  web  +  ad-­‐based  SNS  to  mobile  +  gaming  •  Ad  push  •  Revenue  2010:  US$400M+   –  60%  profit  margin  
  • 19. DeNA  /  GREE  offering  
  • 20. Celsys  •  Mobile  Comics  •  US$500M  /  year  market  •  Leading  solu2on  provider  •  IPO  Nov  4,  2010  •  Revenue  US$32M  (E),  20%  profit  
  • 21. Zappalas  •  Mobile  fortune  telling?  •  Subscrip2on  +  new  currency,  games   –  2.2M  paying  subs.     –  285  staff  •  US$34M    (May-­‐July  2010)   –  28%  margin   –  Over  US$100M  in  2010  (E)  
  • 22. What  to  do?  •  Distribu2on  •  Service  vs.  Product   –  Business  model   –  Sustainable  business  •  Dealing  with  “fast  followers”  
  • 23. Ques2ons?  
  • 24. Thanks!   More  about  “Innova2on  Arbitrage”  www.plus8star.com  benjamin@plus8star.com     +81  |  Japan  benjaminjoffe   +82  |  Korea   +86  |  China  hrp://twirer.com/benjaminjoffe     Telecom  &  Internet  www.linkedin.com/in/benjaminjoffe     +  Added  Value   *  High  quality  www.slideshare.net/plus8star