6. The Fight for the Mobile Home Screen
25% Facebook
25% Google
50% Others
750 (*) 750 300 300
1.000 1.000 750 750
300 300 75 300
75 300 75 300
2.100
3.500
1.725
http://play.google.com/store/apps (*) approx number of app installs at Android OS (in millions)
17. Latam vs USA
USA Latam Latam /
USA
Population 184%
Internet
Users
Smartphones
320 M 590 M
280 M 290 M 103%
220 M 145 M 66%
18. Market Cap in Latam...
USA Latam
USD 5 bn
USD 65 bn
USD 11 bn USD 1 bn
USD 5 bn
source: https://finance.google.com
Latam / USA
8%
9%
USD 0.5 bn ?
10% ?
E-commerce
Travel
Real Estate
19. Mobile Apps in Latam...
USA Latam
10 - 50 millions
installs
10 - 50 millions
installs
2 - 10 millions
installs
50 - 100 millions
installs
10 - 50 millions
installs
source: https://play.google.com/store/apps/
Latam / USA
20% - 50%
20 %
2 - 10 millions
installs ?
20 % ?
E-commerce
Travel
Real Estate
20. Mobile Apps Installs @Latam
Web leader
apps instaled
Brasil
Mexico
Argentina
100k - 500 k
3.5 / 5
3.5 / 5
50k - 100k
160k - 650k 3.5 / 5
Colombia
Chile
Latam
USA
Rating
10k - 50k
?
?
3.4 / 5
10 - 50 million
4.4 / 5
Latam / USA < 2%
Latam #1
Potencial
6 million (10x today)
36. Future “App Constellation”
Buy & Rent
New
Developments
http://avc.com/2014/05/app-constellations/
Sell by
Owner
Sell by
Realtor
37. Mobile Real Estate @Latam
1) Market cap opportunity:
USD 500 - USD 1.000 millions
2) Business model:
Quality lead generation!
3) Market leader in Mobile:
>6 millions app installs