5. Source: Rutberg, July 2008 Source: MediaPost, July 2008
Investments in mobile marketing tech and services fell off precipitously in
the first half of 2008, slowing to $80 million from $291 million a year ago,
according to the latest M&A report from investment bank Petsky Prunier.
matthaeus@mobile-facts.com
6. The mobile eco system continues to be much more
hostile to startups than the online one.
matthaeus@mobile-facts.com
7. We believe this is changing, though.
matthaeus@mobile-facts.com
8. I. There are some interesting developments in Distribution/
Monetisation
matthaeus@mobile-facts.com
9. Selected Issues in Mobile Monetisation/Distribution
Carrier/ Device
Manufacturer Stores
Sources:
http://venturebeat.com/2008/07/07/five-trends-driving-the-mobile-web/
http://venturebeat.com/2008/08/13/google-ally-t-mobile-looks-poised-to-compete-with-apples-app-store/
http://venturebeat.com/2008/08/28/mobile-advertising-ads-analytics-and-opportunities/
http://venturebeat.com/2008/08/28/android-market-googles-response-to-apples-app-store-for-third-party-developers/
matthaeus@mobile-facts.com
10. Summary of the last slide
Good for VCs: Bad for VCs: Question Marks for
- business 2 business - on deck VCs:
- selected off-deck - Apple platform, - OHA app stores
except gaming - carrier app stores
($360M per year
is not enough revenue
to share)
matthaeus@mobile-facts.com
11. II. There are some interesting developments in Mobile
Platforms
matthaeus@mobile-facts.com
12. Now: imagine a platform as a cake
matthaeus@mobile-facts.com
20. Rich Miner’s Definition of Android:
1) quot;An Open Source mobile phone platform that encompassed every layer of the
phone
2) A series of phones powered by that platform
3) A go to market strategy to guarantee global distribution of both platform and
phones.quot;
Android tries to make everybody in the “eco system” happy
matthaeus@mobile-facts.com
21. Some excerpts from the cakes’ recipe: Android as a cake
An Abstract Overview of Android As An Architecture
Source: Mobile Facts,
Source: Google, August 2008
September 2008
matthaeus@mobile-facts.com
23. it’s the best cake out there in the moment, in fact
Source: Mobile Facts, September 2008
matthaeus@mobile-facts.com
24. That cake is so good it’s a actully a space cake
http://venturebeat.com/2008/09/17/android-roundup-googles-web-wide-plan-ericsson-to-join-oha-and-more/
matthaeus@mobile-facts.com
25. That is one of the things that makes them very happy
matthaeus@mobile-facts.com
26. He can enter the smartphone
market with many competetive
devices
matthaeus@mobile-facts.com
27. He can count on many of his
friends coming from Asia giving
him a good position to negotiate
matthaeus@mobile-facts.com
28. That’s just one of many Android effects on the industry. I try to
keep it simple in this presentation.
Your take-away: ignore the G1-iPhone comparisons in the
media if your interest is in developing/making money.
matthaeus@mobile-facts.com
29. So what’s with the iPhone net effect for now?
jobs, performance indicators up the roof
(of course, the iPhone has many more effects. But these
are the main effects affecting your bottom line, imo)
matthaeus@mobile-facts.com
34. Thank you
btw: we’re always looking to work with good people. Talk with
Daniel about Paul Graham/ Android/iPhone (not about LISP, please)
How to communicate with us best:
follow our blog @www.mobile-facts.com
see our slides @ http://www.slideshare.net/MobileFacts
daniel@mobile-facts.com
http://twitter.com/DanielHartmann
matthaeus@mobile-facts.com
http://twitter.com/matthausk
matthaeus@mobile-facts.com
