The investment landscape in the digital media and mobile technology sector is at a tipping point. There are many new opportunities created due to improved technology, increasing number of consumers in emerging markets and the rise of the mobile web. This presentation aims to give a brief overview of the size of the market and the enormous growth opportunities for private equity firms, venture capitalists, tech start ups and high net worth investors.

1.
Investment opportunities in the Digital Media, Web and
Telecommunications sector
Anuj Khanna, Wireless Expertise
2 8 t h A p r i l 2 0 1 4 , L o n d o n
1

2. Investment
opportuni/es
in
digital
media
and
telecoms
in
2014
and
beyond?
The
investment
landscape
in
the
digital
media
and
mobile
technology
sector
is
at
a
/pping
point.
There
are
many
new
opportuni/es
created
due
to
improved
technology,
increasing
number
of
consumers
in
emerging
markets
and
the
rise
of
the
mobile
web.
This
presenta/on
aims
to
give
a
brief
overview
of
the
size
of
the
market
and
the
enormous
growth
opportuni/es
for
private
equity
firms,
venture
capitalists,
tech
start
ups
and
high
net
worth
investors.
Please
fee
free
to
contact
me
if
I
can
be
of
any
help
to
your
firm
at
anuj@wirelessexper/se.com
2
Wireless
Exper+se
Ltd

3. Anuj
Khanna,
Director,
Wireless
Exper+se
Strategy
Consultant
/
Business
Coach
/
Virtual
CEO
/
Advisor
to
VC
&
PE
firms
MBA
Marke/ng,
University
of
Sheffield
BA
Economics,
University
of
Bombay
Working
in
the
Telcoms
&
Media
sector
since
1996
C
Level
business
experience
with
Hutchison
Telecom,
Netsize
Gemalto,
Dialogue
Communica/ons
and
Tanla
Solu/ons.
Worked
with
global
telecom
and
digital
media
brands
across
con/nents.
Global
business
development
exper/se
in
the
tech
sector.
3
Wireless
Exper+se
Ltd

4. Strategy
Consul+ng,
Client
references
Wireless
Exper+se
Ltd
4

5. 5
Wireless
Exper+se
Ltd
Source:
Internet
World,
US
Census,
wearescocial
and
CNNIC

6. 6
Wireless
Exper+se
Ltd
Source:
Internet
World,
US
Census,
wearescocial
and
CNNIC

7. 7
Wireless
Exper+se
Ltd
Source:
Internet
World,
US
Census,
wearescocial
and
CNNIC

8. 8
Wireless
Exper+se
Ltd
Source:
Internet
World,
US
Census,
wearescocial
and
CNNIC

9. 9
Wireless
Exper+se
Ltd
Source:
Internet
World,
US
Census,
wearescocial
and
CNNIC

10. Source:
idate
2013
World
Telecom
Services
Market
is
expected
to
grow
to
euro
1200
billion
by
2015
10
Wireless
Exper+se
Ltd

11. Global
Ecommerce
retail
sales
to
reach
1.5
trillion
in
2014
Source:
emarketer
2014
11
Wireless
Exper+se
Ltd

12. 12
Wireless
Exper+se
Ltd

13. Mobile
Payments
in
a
high
growth
phase
• Mobile
payment
transac/on
value
of
more
than
$235
billion
processed
in
2013.
(Source
Gartner).
• Alipay
China
is
the
largest
mobile
payment
processor
with
$150
bn
worth
of
transac/ons
and
300
million
registered
users,
followed
by
Paypal
with
$27
billion.
(Source
Alipay
&
Paypal)
• 25%
of
all
call
sales
on
Ebay
UK
are
through
the
mobile
channel.
• MasterCard
and
Visa
building
own
products
with
the
help
of
specialist
value
chain.
• Apple
and
Google
expected
to
also
move
in
this
space.
• Specialist
digital
payment
brands
e.g.
Adyen,
Boku,
Global
Collect
and
Paymentwall,
etc.
benefi/ng
from
this
growth.
13
Wireless
Exper+se
Ltd

14. Mobile
Adver/sing
revenues
growing
due
to
smartphone
prolifera/on
14
Wireless
Exper+se
Ltd

15. 15
Wireless
Exper+se
Ltd

16. Shie
towards
the
Android
opera/ng
system
and
$50-­‐$100
smartphones
16
Wireless
Exper+se
Ltd

17. Source:
Coady
Diamar
Partners
17
Wireless
Exper+se
Ltd

18. Source:
Coady
Diamar
Partners
18
Wireless
Exper+se
Ltd

19. Source:
Coady
Diamar
Partners
19
Wireless
Exper+se
Ltd

20. 20
Wireless
Exper+se
Ltd

21. Digital
Media,
Web
and
Telecoms
Investment
opportuni/es
1. Mobile
Telecoms
(voice,
messaging
and
data)
2. Smartphone
Apps
&
Services
3. Mobile
Commerce
and
Adver/sing
4. E
commerce,
digital
retailers
and
web
apps
5. Social
Media
and
messaging
6. Digital
Agencies
and
vendors
7. Internet
of
things,
devices
and
wearable's
8. Equipment
vendors
and
plahorms
21
Wireless
Exper+se
Ltd

22. How
can
Anuj
Khanna
help
investors
&
entrepreneurs
?
1. Iden/fy
and
introduce
investment
opportuni/es
before
they
are
available
in
the
open
market.
2. Cherry
pick
winners
and
safe
businesses.
3. Maximize
returns
by
advising
on
high
growth
opportuni/es
4. Product
Due
diligence
and
analysis
5. Board
advisory
/
Non
Exec
represen/ng
investor
interests
6. Build
and
expand
porholio
of
different
digital
businesses.
7. Help
in
business
planning
and
developing
a
long
term
strategy
for
the
sector.
8. Introducing
investors
to
tech
entrepreneurs
and
vice
versa.
22
Wireless
Exper+se
Ltd

23. 23
Thank
you
for
listening.
I
hope
you
found
this
presenta6on
useful
and
please
feel
free
to
contact
me
if
you
need
any
further
informa6on.
Anuj
Khanna
Director,
Wireless
Exper/se
Email:
anuj@wirelessexper/se.com
Mobile:
+44
7916056916
Skype:
anujkhanna
www.wirelessexper/se.com
Wireless
Exper+se
Ltd