2011 M&A Trends in the Mobile Industry

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The mobile ecosystem is changing rapidly and will affect all enterprises. Most early M&A deals have been in advertising, marketing and metrics, plus some content. Key mobile drivers include rapidly increasing smartphone adoption…dropping pricepoints … and increasing network speeds and ubiquitous connectivity.

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2011 M&A Trends in the Mobile Industry

  1. 1. May 19, 2011Tribeca Grand Hotel, New York City © 2011 Gridley & Company LLC © 2011 Gridley & Company LLC
  2. 2. Newspapers, Magazines, Watch Books Camera Computer Telephone GPS, Snail Maps, MailSMS Compass Ring Tones Video Music Camera PDA Range Finder Telephone Game Credit Cards, Console Identity Alarm Music Clock Player © 2011 Gridley & Company LLC
  3. 3. 1990s 2008 TodayVoice SMS Email Apps Apps ? © 2011 Gridley & Company LLC
  4. 4. Marketing/ Commerce / Content Advertising/ Social PaymentsPersonal Analytics Local Hardware Network © 2011 Gridley & Company LLC
  5. 5. Marketing/ Commerce / Content SocialAdvertising/Analytics Payments © 2011 Gridley & Company LLC
  6. 6. Marketing/ Commerce / Content Social Advertising/Analytics PaymentsNote: in $ millions © 2011 Gridley & Company LLC
  7. 7. Marketing/ Commerce / Content SocialAdvertising/Analytics Payments © 2011 Gridley & Company LLC
  8. 8. 2005 – 2006 • Wireless infrastructure driven • One off application acquisitions2007– 2008 • M&A at some scale • Early marketing related transactions 2009– TODAY • Beginning to expand beyond marketing oriented services © 2011 Gridley & Company LLC
  9. 9. Marketing/Advertising AnalyticsCommerce/ Payments Content Social © 2011 Gridley & Company LLC
  10. 10. 2011 ~ $8bn Comments: • 35% smartphone penetration ~ $4bn • Price points will continue to drop ~ $1bn • Innovation Sub • What is a mobile $500mm device? Payments Marketing Content CommerceSource: Morgan Stanley Research, Mobile Internet Report, December 2009 iSuppli, May 2011 Aite Group, November 2010 © 2011 Gridley & Company LLC
  11. 11. On Deck In-store Payments Commerce Photo Display Food In app Mkt / Adv Events /Analytics SocialMeasurement Cities Local Payments Shop Content Books Video Music Games News Events © 2011 Gridley & Company LLC
  12. 12. Marketing/ Commerce / Content SocialAdvertising/Analytics Payments © 2011 Gridley & Company LLC
  13. 13. Mkt / Adv /Analytics SocialSocial Games Mkt / Adv Aggregator /Analytics Music News Feeds Content Social Destinations Local Video Books/Maz Social Commerce Mkt / Adv /Analytics © 2011 Gridley & Company LLC
  14. 14. Coupons Social New Products In-store Mkt / Adv /Analytics Loyalty Closed Loop Mkt / AdvCommerce /Analytics Payments Time Mkt / Adv On deck /Analytics Sensitive © 2011 Gridley & Company LLC
  15. 15. ••• © 2011 Gridley & Company LLC

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