Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

M2 Roadshow Nick Lane Mobilesquared

448 views

Published on

What is the potential for the UK mobile market - analyst projections 2009-2014

  • Be the first to comment

M2 Roadshow Nick Lane Mobilesquared

  1. 1. mobile SQUARED Roadshow, Nov 5 th 2009 Taking Internet Mobile: UK Nick Lane, chief analyst, mobileSQUARED
  2. 2. The UK market Market revenues
  3. 3. The UK market Market revenues
  4. 4. The UK market Market revenues
  5. 5. The Gadgets Devices
  6. 6. The Gadgets Devices
  7. 7. The Gadgets Devices Legacy Basic WAP functionality Featurephone Rich-media device, WAP with open Internet enablement Smartphone Advanced capabilities with PC-like functionality (5-10 times higher usage) iPhone Yardstick (20-50 times higher usage)
  8. 8. The Gadgets Devices
  9. 9. The Users Subscribers
  10. 10. The Users Subscribers
  11. 11. The Users Subscribers
  12. 12. The Behaviour Usage
  13. 13. The Behaviour Usage <ul><li>The mobile Internet usage hierarchy: </li></ul><ul><li>Communication (email, SN) </li></ul><ul><li>Information and Services (news, weather sport) </li></ul><ul><li>Content and entertainment (video clips games, apps…) </li></ul><ul><li>WE AR HERE </li></ul><ul><li>Payment platform </li></ul><ul><li>The mobile Internet experience is getting richer </li></ul>
  14. 14. The Behaviour Condensed PC-like usage BBC, SN, Google, Yahoo, MSN Average browsing session 3 mins Average browsing session in 2014 will be almost 6 mins
  15. 15. The Behaviour Usage
  16. 16. The Killer Sites Social networking
  17. 17. The Killer Sites Social networking <ul><li>Mobile social networking accounts for 40% of UK mobile traffic </li></ul><ul><li>2009: 1,686 p.i.s = £1 revs </li></ul><ul><li>2014: 1,339 p.i.s = £1 revs </li></ul>
  18. 18. The Killer Sites Social networking
  19. 19. The Content Browsing for revenues
  20. 20. The Content Browsing for revenues Fundamental shift in usage Content revenues down content no longer centred on ringtones/wallpapers/games Video clip usage up 60-70% in 2009 – 10% watch videos, but only 0.6% purchase videos 20% play games – 2% purchase games 90% of apps purchased from App Store are free
  21. 21. The Content Browsing for revenues
  22. 22. Time to get mobile Consumers Distance between consumers and revenues will close Communication Why mobile? 15+ million reasons today & 33 mil. In 2014 About having presence on a device that is always on and with consumers 16hrs per day Brand awareness and user interaction… building a community Extending communication and information transition towards payments Communication Revenues
  23. 23. Use mobile Internet with care

×