Geoff Cook


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  • * In the title, “myYearbook” becomes “MeetMe”
  • * Screenshots to be updated to reflect redesign/rebrand
  • Geoff Cook

    1. 1. Confidential – Not For Distribution
    2. 2. Cautionary Note Regarding Forward Looking StatementsCertain statements in this presentation and responses to various questions include forward-looking statements within the meaning ofthe Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained herein areforward-looking statements, including statements regarding mobile growth, revenue and monetization, opportunities for traditionaldisplay advertising, and potential growth in incentivized video advertising. The words “believe,” “may,” “estimate,” “continue,”“anticipate,” “intend,” “should,” “plan,” “could,” “target,” “potential,” “is likely,” “will,” “expect” and similar expressions, as they relate tous, are intended to identify forward-looking statements. We have based these forward-looking statements largely on our currentexpectations and projections about future events and financial trends that we believe may affect our financial condition, results ofoperations, business strategy and financial needs. Important factors that could cause actual results to differ from those in the forward-looking statements include users will be willingness to purchase virtual currency for our various offerings, the effectiveness of the mobilesoftware on smartphones and tablets, and the risk that we are unable to monetize our mobile users. Further information on our riskfactors is contained in our filings with the SEC, including the Form 10-K for the year ended December 31, 2011. Any forward-lookingstatement made by us herein speaks only as of the date on which it is made. Factors or events that could cause our actual results todiffer may emerge from time to time, and it is not possible for us to predict all of them. We undertake no obligation to publicly updateany forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be requiredby law.
    3. 3. Overview  Public market leader for social discovery  #1 most visited social network for meeting new people in the US.1  3.1+ billion page views per month.2 Comparable web page views to Twitter in the US.  Fast-growing mobile applications – now 60% of daily logins. #1 Top- Grossing Social App on Android.3  Robust product pipeline focused on continued growth in mobile, virtual currency, and international1 comscore US, Feb. 2012: myYearbook vs. Tagged and Badoo.2 Google Analytics, combined myYearbook + Quepasa Q1 2012 web and mobile page views.3 Google Play Top Grossing Social Apps on 5/18/12. Confidential – Not For Distribution 3
    4. 4. MeetMe Reimagines the Bar It’s a place where members can go meet new people, play games, or just hang outSource: MeetMe Survey. June 2012. 6,754 responses. Confidential – Not For Distribution 4
    5. 5. Four Categories of Social Networking Confidential – Not For Distribution 5
    6. 6. Mobile is the Bridge to the Offline World Mobile now accounts for over 60% of all logins, up from virtually 0 in the first half of 2010.1 Rankings based on Google Play (formerly Android Market) rankings of Apps->Social->Top-Grossing on 3/26/2012. Confidential – Not For Distribution 6
    7. 7. Mobile Revenue Growing Strong Off Small Base1 Mobile revenue refers to mobile advertising and mobile virtual currency revenue Confidential – Not For Distribution 7
    8. 8. The MeetMe User is Addicted to Mobile Confidential – Not For Distribution 8
    9. 9. Mobile Users Are Even More Engaged Android and iPhone users visit for shorter periods of time, but much more often, resulting in more daily time spent per user than on the web – over 20 years’ worth of minutes on Android alone, every day!Source: Flurry/Google Analytics Confidential – Not For Distribution 9
    10. 10. Mobile as a New User Acquisition Stream 1 out of every 4 MeetMe registrations comes via mobile apps – And mobile signups are significantly less likely to churn! In the end, about 1 out of every 3 newly engaged users found us via the App Store or Google Play We expect this proportion to continue growing as smartphone and tablet penetration increases in our target demographic Confidential – Not For Distribution 10
    11. 11. Mobile Display Ad Market Isn’t There Yet Advertisers Are Spending Like It’s 1997Source: eMarketer Confidential – Not For Distribution 11
    12. 12. Plenty of Smart People Trying to Crack the NutMobile described as a “revenue challenge,” a “conundrum,” even a “gaping hole” in the IPO buildup Confidential – Not For Distribution 12
    13. 13. So How Are Mobile Publishers Making Money? In-App Purchases, Paid Apps, Advertising Up to $17.8 million $10.1 million last quarter last quarter $70 million last quarter $12.8 million $25.5 million last quarter last quarterSource: Confidential – Not For Distribution 13
    14. 14. Mobile App Revenue ExplodingSource Confidential – Not For Distribution 14
    15. 15. In-App Purchases Increasingly Outperforming Paid Apps More than 65% of iOS app revenue attributed to Freemium games Confidential – Not For Distribution 15
    16. 16. The Formula: One-Tap PurchaseVirtually every iPhone user has a credit card on file with iTunes, enabling a frictionless one-tap purchase flow Confidential – Not For Distribution 16
    17. 17. Android In-App Billing Getting EasierExpect Google to encourage users to create a billing profile on activation of a new phone or download of the first app Confidential – Not For Distribution 17
    18. 18. Both Platforms Must Improve InternationallyBoth iOS and Android are overly reliant on a faulty expectation that everyone has a credit card – need to support popular local payment methods, especially in countries with much smaller advertising markets Konbini Confidential – Not For Distribution 18
    19. 19. New Players Emerge – But Will They Matter?• Flurry: Amazon Appstore monetizing 90% as well as iTunes, per user• The original innovator in frictionless payments• Ability to strike large deals with handset makers and market their own tablets Confidential – Not For Distribution 19
    20. 20. Mobile Offer Walls Help Drive Monetization Confidential – Not For Distribution 20
    21. 21. Incentivized Mobile Video Ads Poised for Growth Premium placements command premium CPMs Avoids screen size constraints Guaranteed eyeballs Plugs into social app ecosystem: – Facebook – Twitter – SMS Available on all platforms Confidential – Not For Distribution 21
    22. 22. MeetMe’s Social Theater Is Mobile in 2012 Confidential – Not For Distribution 22
    23. 23. Still a Huge Opportunity for “Traditional” Display Ads Only 3% of consumers are spending their money on in-app purchases Advertising can monetize the other 97%-- at a lower rate, but one that will improve with time Confidential – Not For Distribution 23
    24. 24. Mobile Potential % of Time Spent in Media vs. % of Advertising Spending, USA 2011Source: Confidential – Not For Distribution 24
    25. 25. Translation: Be Mobile or Be Irrelevant Confidential – Not For Distribution 25
    26. 26. Advertisers Should Be Excited About Mobile More Reach – Users are always on, always plugged in – now advertisers can reach them more often than they ever could before More Context – Mobile is a higher-quality touch point – Target based on interests, social graph, location – Point-of-sale capabilities developing More Expectations – Increasingly, users expect their web experience to transition seamlessly onto their mobile phones – No patience for apps and brands that aren’t available everywhere Confidential – Not For Distribution 26
    27. 27. Smartphone Penetration to IncreaseSource: MeetMe Survey. June 2012. 6,754 responses. Confidential – Not For Distribution 27
    28. 28. Further Innovation Around Ad UnitsIn-Game Branding Premium Expandable Ad Units Confidential – Not For Distribution 28
    29. 29. The Nut Will Be Cracked Smart phone proliferation continues Mobile advertising growth explodes Mobile payments become frictionless on all leading platforms Location promise is realized Marketers key in on social and location context to drive people to point of sale Confidential – Not For Distribution 29
    30. 30. Follow: @geoffcook and @meetme Blog: Confidential – Not For Distribution