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Messengers from mobile apps to platforms - Monica Zaldivar

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UNIT 2016 presentation:

http://www.unit-festival.com/

Published in: Software
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Messengers from mobile apps to platforms - Monica Zaldivar

  1. 1. MESSENGERS FROM MOBILE APPS TO PLATFORMS #UNIT2016 @zoobeapp @smonicats
  2. 2. WHO OWNS YOUR CHATSTHAT‘S WHO
  3. 3. 2011 2012 2013 2014 2015 0 5 10 15 20 25 30 35 MESSAGES SENT PER DAY IN BN WHATSAPP SMS MESSENGERS DOMINATE MOBILEMESSENGERS ARE THE NEW SOCIAL NETWORKS SOURCE: THE ECONOMIST, BUSINESS INSIDER 4Q11 4Q12 4Q13 4Q14 1Q15 0 500 1.000 1.500 2.000 2.500 Big 4 Social Networks Big 4 Messaging Apps MonthlyUsersinM MESSAGING APPS HAVE CAUGHT UP TO SOCIAL NETWORKS 5
  4. 4. WHATSAPP + FB MESSENGER + WECHAT+ VIBER 2.2B MONTHLY ACTIVER USERS, ALL ON MOBILE 6 OF THE TOP 10 MOST USED APPS ARE MOBILE MESSAGING APPS MESSAGING IS THE NEW SOCIAL MEDIA SOURCE: BUSINESS INSIDER
  5. 5. WHATSAPP CARRIED 42B MESSAGES DAILY, ONLY AROUND 20B SMS DAILY BUT SMS STILL MONETIZE BETTER MESSAGING IS THE NEW SOCIAL MEDIA
  6. 6. WHICH MESSENGERS DO YOU USE?TIME TO CONFESS
  7. 7. LOADS OF THEM! PLAYERS
  8. 8. WE WENT FROM THIS WHAT’S SO COOL?
  9. 9. WE WENT FROM THIS WHAT’S SO COOL?
  10. 10. TO THIS WHAT’S SO COOL?
  11. 11. TO THIS WHAT’S SO COOL?
  12. 12. WHAT’S SO COOL?SMS, VOICE MESSAGE, PICS & VIDEOS, LOCATION, VOICE & VIDEO CALLS, PAYMENTS, STICKERS, GAMES, E-COMMERCE, FOOD DELIVERY, TAXIS,
  13. 13. WHAT’S SO COOL? NOT SUCH THING AS OFFLINE A PLATFORM IN EVERYONE’S POCKET ENTRY TO UNEDUCATED CONSUMERS NO CURATED FEED
  14. 14. WHAT’S SO COOL? NO LIMITS OF COUNTRY, HARDWARE, OPERATOR MORE PRIVACY REPLACE E-MAIL, SM, PC IM, CALLS, FACE TO FACE ADDICTIVE
  15. 15. WHAT’S SO COOL? THE MESSAGING APP IS “ONLY” THE ENTRY POINT THE PLATFORM IS THE GOAL
  16. 16. THE SAY GUY, ACTUALLY THE LEADERS
  17. 17. FB MESSENGER3 YEARS AGO LOSING THE LEAD, NOW #1 MOBILE FIRST + ACQUISITIONS + COPY PASTE FB 1.55B MAU*, 1B DAU** MESSENGER 900M MAU*MONTHLY ACTIVE USERS ** DAILY ACTIVE USERS
  18. 18. FB MESSENGER
  19. 19. FB MESSENGER
  20. 20. FB MESSENGER > BOTSCOPY PASTE FROM ASIAN MIMs, KIK, TELEGRAM NO NEED TO LEAVE THE APP TO BROWSER DISCOVERY WITHOUT APP DOWNLOAD MESSAGING APPS + BOTS = THE OS OF MOBILE
  21. 21. WHATSAPP1B MAU, 70% DAILY, 42B DAILY MESSAGES NO ADS, NO STICKERS, NO GAMES CALLS, INTERNET PLANS, DESKTOP VERSION, ENCRYPTION
  22. 22. WHATSAPP IN JAN 2015: 700M MAU
  23. 23. WHATSAPP IN SEPT 2015: 900M MAU
  24. 24. WHATSAPP IN FEB 2016: 1B MAU
  25. 25. WHATSAPP: 419M MAU IN 4 YEARS
  26. 26. THE MISSED OPPORTUNITIES
  27. 27. A DETAILED LOOK AT THE PIONEERS
  28. 28. LINEOWNED BY NAVER 600M USERS, 212M MAU, 1,88B STICKERS DAILY $600M SALES, $112M REVENUE MOBILE & DESKTOP + FAMILY OF APPS
  29. 29. LINE: STAGNATING GROWTH
  30. 30. LINE: MONEY MAKING MACHINE
  31. 31. LINE
  32. 32. LINE
  33. 33. LINE
  34. 34. LINE
  35. 35. LINE
  36. 36. LINE PLATFORM
  37. 37. KAKAOTALKPIONEERED THE BUSINESS MODEL TOOK MONEY FROM NAVER 170M USERS, 50M MAU, 95% PENETRATION IN SOUTH KOREA, $120M PROFIT IN 2014SOURCE: FORBES
  38. 38. KAKAOTALK PLATFORM
  39. 39. WECHAT / WEIXIN / QQ1.1B USERS, 650M MAU, 1.5% CENSORSHIP WECHAT + QQ = 700M REVENUE Q2 2015 IN CHINA, + WECHAT OFFICIAL ACCOUNTS CREATED DAILY THAN WEBSITES
  40. 40. WECHAT / WEIXIN / QQ SOURCE: TECH IN ASIA
  41. 41. WECHAT / WEIXIN / QQ
  42. 42. THE NKITB: SNAPCHATDAU, 400M SNAPS DAILY 70% WOMEN & UNDER 25 YEARS OLD YOUNGEST & FASTEST GROWING MIM EPHIMERAL CONTENT, TURNED DOWN 3B FROM FB, NOW VALUATION AT 10B-SOURCE: BUSINESS INSIDER
  43. 43. SNAPCHAT
  44. 44. TANGO200M USERS, 70M MAU $215M FROM ALIBABA ($25B IPO) ALIBABA + VALUE THAN AMAZON & EBAY MISSED ON ASIA, GOINT AFTER THE WORLD
  45. 45. THE WINNER TAKES IT ALL
  46. 46. THE WINNER TAKES IT ALL FACEBOOK OWNS THE 2 APPS THAT CAN COVER THE 2 STRATEGIES BUT SNAPCHAT IS GETTING CLOSER
  47. 47. MESSENGERS FROM MOBILE APPS TO PLATFORMS #UNIT2016 @zoobeapp @smonicats

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