1. Asia is a massive and rapidly growing mobile market, but it is also extremely diverse with differences in languages, economies, payment systems, and mobile trends across countries.
2. Messaging apps have exploded in popularity in Asia, with different leaders emerging in different countries. However, the battle for dominance is still ongoing as switching costs are low and network effects are strong.
3. Successful mobile and app businesses in Asia will need localized strategies that account for lower incomes, payment preferences, and price sensitivity compared to Western markets. Monetization approaches such as in-app purchases, promotions, and virtual goods may be more effective than ads or paid apps.
Research from mobile survey company, On Device Research, which was conducted directly on the mobile internet, has revealed a new internet audience.
More than 50% of Asian and African mobile internet users as well as more than 20% of users in developed markets, such as the UK and US do not use the internet on a PC.
The deck shows the profile of this new generation of internet users and is the first in a series of free quarterly reports.
Key Insights and Digital Trends Shaping the Indian Online Space Dr Neelesh Bhandari
The following report examines how the latest
trends in web usage, online video, mobile and
search, social and shopping are currently shaping
the Indian digital marketplace and what that
means for the coming year
Research from mobile survey company, On Device Research, which was conducted directly on the mobile internet, has revealed a new internet audience.
More than 50% of Asian and African mobile internet users as well as more than 20% of users in developed markets, such as the UK and US do not use the internet on a PC.
The deck shows the profile of this new generation of internet users and is the first in a series of free quarterly reports.
Key Insights and Digital Trends Shaping the Indian Online Space Dr Neelesh Bhandari
The following report examines how the latest
trends in web usage, online video, mobile and
search, social and shopping are currently shaping
the Indian digital marketplace and what that
means for the coming year
Facebook might be the giant in social networking but WhatsApp has taken the lead in social messaging. It's not only WhatsApp thought - our smartphone users research in the US, Brazil, South Africa, Indonesia and China reveals some surprising numbers.
Smartphone User Persona Report is a comprehensive study conducted by Nielsen Informate to understand the behavioral patterns of smartphone users in India.
Google commissioned GfK to conduct a landmark study in Indonesia to gain insights into digital habits of Indonesian consumers. Using a passive metering approach, detailed consumer habits can be uncovered.
Altermyth TGS 2013 - Indonesian Game Market & IndustryDien Wong
Altermyth presenting Indonesian Game Market & Industry at TGS 2013, as part of Asia Game Business Summit, discussing game industry among Asian countries, including Japan, Taiwan, Korea, Thailand, Malaysia and Indonesia.
Gregor Smith: Director UK Mobile, comScore provides a reflective look back at the trends of what has happened across the global online and mobile markets. The session will also cover the latest ideas driving the business of online and mobile services and applications.
In 2011 Myanmar opened up to the world again and mobile ownership and internet usage finally started to climb.
We surveyed 550 mobile internet users in Myanmar for the first time ever.
This is a compilation of facts and figures that paint a picture about the digital landscape of Indonesia. A few highlights are below:
1. Growing Love For the Internet
Internet penetration is growing in Indonesia as close to 24% Indonesians are now connected. Primary activity on the internet still remains social networking. However, multimedia, news & blogs are gaining popularity.
2. Mobile and Internet goes hand-in-hand
Over 78% Indonesians access internet with their mobile phones. This is fueled by the cheaper handsets, inexpensive data charges & growing popularity of social networks.
3. Smartphones gain popularity
Android overtook Blackberry as the #1 smartphone OS in Indonesia as 1 in every 4 Indonesian now owns a smartphone.
4. Social Media becomes a daily habit
Over 61% claim social media to be an integral part of their daily lives. They claim to be more inclined to purchase a brand if engaged with it on social media.
5. Indonesian moms are online via mobile
Over 70% of SES ABC1 Moms (kids under 5) are online via mobile. This makes it imperative for marketers and advertisers to revise their strategy to go mobile-first.
Moving brand tracking successfully to the mobile worldOn Device Research
Tracking studies can be monsters to tame - here's how Millward Brown has moved them successfully from face-to-face to mobile.
This presentation was co-presented at the MRMW conference in Singapore in March 2014 by Yee Mei Chan of Millward Brown and Alistair Hill of On Device Research.
Messenger wars 2: How Facebook climbed back to number 1On Device Research
In the 2 years since our last report, Facebook has strategically climbed its way back to be number one of social messengers. With competition from super secret Snapchat and social messaging ecosystems, WeChat and Line - who will win the battle? Our research of smartphone users in USA, UK, Germany, Japan and China explores the best of social messaging.
Facebook might be the giant in social networking but WhatsApp has taken the lead in social messaging. It's not only WhatsApp thought - our smartphone users research in the US, Brazil, South Africa, Indonesia and China reveals some surprising numbers.
Smartphone User Persona Report is a comprehensive study conducted by Nielsen Informate to understand the behavioral patterns of smartphone users in India.
Google commissioned GfK to conduct a landmark study in Indonesia to gain insights into digital habits of Indonesian consumers. Using a passive metering approach, detailed consumer habits can be uncovered.
Altermyth TGS 2013 - Indonesian Game Market & IndustryDien Wong
Altermyth presenting Indonesian Game Market & Industry at TGS 2013, as part of Asia Game Business Summit, discussing game industry among Asian countries, including Japan, Taiwan, Korea, Thailand, Malaysia and Indonesia.
Gregor Smith: Director UK Mobile, comScore provides a reflective look back at the trends of what has happened across the global online and mobile markets. The session will also cover the latest ideas driving the business of online and mobile services and applications.
In 2011 Myanmar opened up to the world again and mobile ownership and internet usage finally started to climb.
We surveyed 550 mobile internet users in Myanmar for the first time ever.
This is a compilation of facts and figures that paint a picture about the digital landscape of Indonesia. A few highlights are below:
1. Growing Love For the Internet
Internet penetration is growing in Indonesia as close to 24% Indonesians are now connected. Primary activity on the internet still remains social networking. However, multimedia, news & blogs are gaining popularity.
2. Mobile and Internet goes hand-in-hand
Over 78% Indonesians access internet with their mobile phones. This is fueled by the cheaper handsets, inexpensive data charges & growing popularity of social networks.
3. Smartphones gain popularity
Android overtook Blackberry as the #1 smartphone OS in Indonesia as 1 in every 4 Indonesian now owns a smartphone.
4. Social Media becomes a daily habit
Over 61% claim social media to be an integral part of their daily lives. They claim to be more inclined to purchase a brand if engaged with it on social media.
5. Indonesian moms are online via mobile
Over 70% of SES ABC1 Moms (kids under 5) are online via mobile. This makes it imperative for marketers and advertisers to revise their strategy to go mobile-first.
Moving brand tracking successfully to the mobile worldOn Device Research
Tracking studies can be monsters to tame - here's how Millward Brown has moved them successfully from face-to-face to mobile.
This presentation was co-presented at the MRMW conference in Singapore in March 2014 by Yee Mei Chan of Millward Brown and Alistair Hill of On Device Research.
Messenger wars 2: How Facebook climbed back to number 1On Device Research
In the 2 years since our last report, Facebook has strategically climbed its way back to be number one of social messengers. With competition from super secret Snapchat and social messaging ecosystems, WeChat and Line - who will win the battle? Our research of smartphone users in USA, UK, Germany, Japan and China explores the best of social messaging.
How to study lobbying with crowdsourced OpenData?digiSchool group
Presentation of a study by Regards Citoyens and Transparency International France on lobbying within the french parliament. By Benjamin Ooghe-Tabanou at OKCon 2011 in Berlin on 07/01/11
http://okcon.org/2011/programme/how-to-study-lobbying-with-crowdsourced-opendata
Presentation of the current state of Open Data in France by Regards Citoyens. By Benjamin Ooghe-Tabanou at OKCon 2011 in Berlin on 07/01/11
http://okcon.org/2011/programme/open-data-in-france-an-updated-state-of-the-art
Echelon 2013: The Future of Mobile in Asia by Thomas Claytone27
With the phenomenal growth Facebook and Twitter followed by that of Line, KaKaoTalk, Viber, Whatsapp, and WeChat across the region, where does this all end up?
Feature phones still dominate most Asia countries, but for how long?
What does the future state look like?
Thomas Clayton – President & CEO, Bubble Motion
Ecommerce in Southeast Asia (November 2015) by Ardent Capital CEO Adrian VanzylArdent Capital
Dr. Adrian Vanzyl, CEO of one Southeast Asia's top VC firms, Ardent Capital, explains why Southeast Asia is the hottest market in the world for ecommerce. Complete with statistics and key insights, this presentation is the most recent (June 2015) analysis of the Southeast Asian market and was pitched to leading financial executives at the UBS Conference in November 2015 in Singapore.
Topics:
- Data and Macro Trends
- Recent Movements in the Markets
- Growth and Opportunities
Two decades after 1995, the year of the Netscape IPO, the Internet population has exploded in size, it’s much more mobile, and it’s increasingly driven by user-created content and flexible content delivery that’s controlled by users. But growth is slowing in all but a few key areas.
While some of these points seem obvious, Mary Meeker’s charts, graphs and data helps quantify the landscape.
The tech industry makes a yearly tradition of turning to the fast-talking and data-synthesizing Meeker, a former Wall Street analyst turned late-stage venture capitalist at Kleiner Perkins Caufield & Byers who publishes an influential annual assessment of the Internet economy. As has been her custom in recent years, Meeker introduced her Internet Trends report at the Code Conference in Rancho Palos Verdes on Wednesday.
Here’s how Meeker sets the stage: Two-thirds of a generation into the Internet, there were 2.8 billion users as of 2014, up from 35 million in 1995.
In 20 years, that’s 39 percent of the world’s population, up from .06 percent.
Sharing KPCB Mary Meeker Internet Trends Report 2015
===========================================
KPCB’s Mary Meeker presents the 2015 Internet Trends report, 20 years after the inaugural “The Internet Report” was first published in 1995. Since then, the number of Internet users has risen from 35 million in 1995 to more than 2.8 billion today. The 2015 report looks at key Internet trends globally – while still healthy Internet user and smartphone subscription growth continue to slow, Internet engagement continues to rise led by consumers spending more time on their mobile devices, where they can be connected 24/7. Mobile advertising still has headroom to expand and new innovations around ad formats and buy buttons should prove compelling for consumers and businesses.
We are re-imagining more and more aspects of our daily lives, as mobile users and entrepreneurs continue to push innovation and creative output across new online platforms. User-generated / curated / shared content continues to rise, ranging from pins on Pinterest to videos on Snapchat and Facebook. Business processes continue to be re-imagined, led by companies aiming to make data more useful and services more efficient. Demographic shifts are helping to accelerate technology changes. Millennials are now the largest generation in the workforce and their work / life expectations differ from previous generations. As connectivity and commerce continue to rise, we have witnessed broad impacts on consumer expectations, which in turn can alter work for many, to a form of work that can be flexible and supplemental. Looking internationally, Chinese Internet leaders continue to innovate, while India is on-track to become the second-largest Internet market in the world.
1) Internet – Two-Thirds of a Generation In...
2) Key Internet Trends
3) Re-Imagining Continues...
4) America’s Evolving Work Environment...
5) Big Internet Markets = China / India
6) Public / Private Company Data
7) One More Thing...
8) Ran Outta Time Thoughts / Appendix
Internet trends 2015.05.27 | KPCB Internet trends 2015Dmytro Lysiuk
INTERNET TRENDS 2014 – CODE CONFERENCE
Mary Meeker
May 27, 2015
kpcb.com/InternetTrends
See last years vision and compare with reality here http://www.slideshare.net/dymil/internet-trends-2015-49213397
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
All these questions and more will be explored as we talk about matching clients’ needs with what your agency offers without pulling teeth or pulling your hair out. Practical tips, and strategies for successful relationship building that leads to closing the deal.
State of ICS and IoT Cyber Threat Landscape Report 2024 previewPrayukth K V
The IoT and OT threat landscape report has been prepared by the Threat Research Team at Sectrio using data from Sectrio, cyber threat intelligence farming facilities spread across over 85 cities around the world. In addition, Sectrio also runs AI-based advanced threat and payload engagement facilities that serve as sinks to attract and engage sophisticated threat actors, and newer malware including new variants and latent threats that are at an earlier stage of development.
The latest edition of the OT/ICS and IoT security Threat Landscape Report 2024 also covers:
State of global ICS asset and network exposure
Sectoral targets and attacks as well as the cost of ransom
Global APT activity, AI usage, actor and tactic profiles, and implications
Rise in volumes of AI-powered cyberattacks
Major cyber events in 2024
Malware and malicious payload trends
Cyberattack types and targets
Vulnerability exploit attempts on CVEs
Attacks on counties – USA
Expansion of bot farms – how, where, and why
In-depth analysis of the cyber threat landscape across North America, South America, Europe, APAC, and the Middle East
Why are attacks on smart factories rising?
Cyber risk predictions
Axis of attacks – Europe
Systemic attacks in the Middle East
Download the full report from here:
https://sectrio.com/resources/ot-threat-landscape-reports/sectrio-releases-ot-ics-and-iot-security-threat-landscape-report-2024/
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
Key Trends Shaping the Future of Infrastructure.pdf
The Future of Mobile in Asia - Echelon 2013
1. CONFIDENTIAL www.bubblemotion.com 1
The Future of Mobile in Asia
Echelon 2013
Information contained in this presentation is confidential & proprietary in nature and contains information pending patent protection.
This document is meant strictly for the addressee and may not be copied or redistributed without prior authorization from Bubble Motion, Inc.
4. CONFIDENTIAL www.bubblemotion.com 4
However, Within the Circle, Things are Very Diverse
• Consumer loyalty for mobile services is the lowest in the world
– Consumers are extremely price sensitive and willing to trade off inconvenience for savings
• Credit card penetration is minimal
– Only real electronic payment system is fragmented prepaid card systems or operator billing
• Feature phone users outnumber smartphone users 4-to-1
– 2.4B+ feature phone users still represent the masses
– Japan and Korea growing fast, but India, China, Indonesia are much slower
– Many countries have limited data plan penetration – even with smartphones
• 3B+ mobile subs vs. ~1B Internet users
– Majority of Internet usage is mobile
– Prepaid users outnumber postpaid 5-to-1
• Highly diverse population
– 52 primary languages with 1,000+ regional dialects
– 27 currencies with some of the lowest and highest GDPs per capita in the world
– Very different political and legal systems
5. CONFIDENTIAL www.bubblemotion.com 5
Asia Accounts for 65% of World’s Internet Growth
Rank
Country
2008-‐2012
Internet
User
Adds
(M)
2012
Internet
Users
(M)
Y/Y
Growth
PopulaBon
PenetraBon
1
China
264
564
10%
42%
2
India
88
137
26%
11%
3
Indonesia
39
55
58%
23%
4
Iran
35
42
205%
55%
5
Russia
33
70
6%
49%
6
Nigeria
31
48
15%
30%
7
Philippines
28
34
32%
35%
8
Brazil
27
88
6%
45%
9
Mexico
19
42
9%
37%
10
USA
18
244
3%
78%
11
ArgenGna
17
28
57%
68%
12
Egypt
17
30
11%
38%
13
Colombia
14
25
39%
54%
14
Turkey
13
35
17%
47%
15
Vietnam
12
31
7%
35%
Top
15
654
1,473
15%
34%
World
902
2,406
8%
34%
Source: Mary Meeker,“2013 InternetTrends”
6. CONFIDENTIAL www.bubblemotion.com 6
Asia Represents 77% of the BRIC’s GDP and
Southeast Asia itself could be a BRIC Country
Giving Asia 3 of the World’s 5 Leading Economies
9. CONFIDENTIAL www.bubblemotion.com 9
Mobile Penetration Continues to Grow Rapidly
Asia Smartphone
Penetration Forecast
And while ARPUs will decrease slightly in some markets,
it is less dramatic than in Western markets
Source: ROA Holdings Analysis
10. CONFIDENTIAL www.bubblemotion.com 10
Asia is ‘Mobile First’ because of the Inverse
Correlation between Income and Mobile Centricity
Source: Mobile Monday SE Asia Mobile Report 2012
11. CONFIDENTIAL www.bubblemotion.com 11
Smartphone Penetration in Asia Still Lags Sizably
More than 2B+ mobile subs will still be on feature phones in Asia through 2015
Source: ROA Holdings Analysis
14. CONFIDENTIAL www.bubblemotion.com 14
China is now the largest App Market in the World –
and All Asian countries are still growing rapidly
Smartphone App Growth is Massive in Asia
Source: Distimo
15. CONFIDENTIAL www.bubblemotion.com 15
But Monetization of Apps Still is still Very Low in Asia
Price sensitivity to Apps is much higher in Asia – users are 6X more likely to
purchase the ‘paid’ vs. the ‘free’ version of an App in Western countries
Source: Distimo
16. CONFIDENTIAL www.bubblemotion.com 16
Macro Factors Drive Need for Different
Monetization Strategy in Asia
• Lower purchasing power with higher price sensitivity
– Excluding Japan, consumers are much more price sensitive and have lower purchasing power;
– Thus, their likelihood to pay for an app is 1/6th of that in Western markets
• Digital ad spend is still in its infancy
– Online and mobile ad spend in Asia is significantly smaller than Western markets
– Thus, companies cannot rely on an ad-funded monetization strategy
• Low credit card and electronic payment system penetration
– Even if consumers want to pay for an app, low credit card penetration makes it impossible
for most users
– Thus, while virtual goods are a very popular model in the online world throughout Asia, it
still lags in smartphone app world
18. CONFIDENTIAL www.bubblemotion.com 18
First, Where There Were Once Many…
QQ
Facebook
Orkut
hi5
Friendster
Wretch
Mixi
Cyworld
Zing
Most Popular Social Networks 2Years Ago
Source: WPP Presentation
22. CONFIDENTIAL www.bubblemotion.com 22
And Now They Love Sharing Everything Online
% of Population that Shares ‘Most Everything’ Online
Source: Mary Meeker,“2013 InternetTrends”
23. CONFIDENTIAL www.bubblemotion.com 23
Twitter has Now Taken Off as well
Indonesia is Twitter’s 3rd largest market in terms of tweet volume and
Japan is its 2nd largest market in terms of revenue
Source: Salingsilang
24. CONFIDENTIAL www.bubblemotion.com 24
Twitter & FB Both Focusing on Feature Phones Now
for Growth in Asia
• Nearly 90% of mobile users in
India still do not access data
• 75%+ of users across SE Asian
mobile do not have data plans
• FB & Twitter both have teams in
the region focused on operator
partnerships in Asia now
• FB acquired Snaptu solely to build
a feature phone accessible
version of the FB app
• Twitter now focused on building
lightweight apps for low-end
feature phones
Source: Analysis Mason
25. CONFIDENTIAL www.bubblemotion.com 25
And Messaging is becoming Ubiquitous
Across User’s Lives…
Family
Friends
Work
Applications
• Text
• Photos
• Voice
• Video
• Group Chat
• Text
• Photos
• Voice
• Video
• Games
• Group Chat
• Text
• Voice
• FileTransfer
• Appointments
• Group Chat
• Text
• Voice
• Photos
• Video
27. CONFIDENTIAL www.bubblemotion.com 27
Asian Users Love a Fun & Cheaper Way to
Communicate
OTT Messaging
• Innovative services and very
consumer driven
• Across top layer of network only
• Limited interop so far, but likely to
change quickly
• Reliability is lower than operators
today, but improving fast
• Free – monetization
experimentation
• Little-to-no customer support
Operator SMS
• Seen as ‘old school’ and pay-per-
message
• Still viewed by many though as the
most reliable
• Interoperable across platforms /
operators / devices
• Direct monetization via usage or
subscription
• Strong customer relationships
including billing
Being
replaced by
29. CONFIDENTIAL www.bubblemotion.com 29
Time to Critical Mass has Decreased Dramatically
Time to Reach 50M Users
Line 384 days
Draw Something 50 days
Instagram 612 days
WhatsApp 438 days
Twitter 1,218 days
SMS 3,120 days
Mobile Subs 4,422 days
Facebook 1,321 days
31. CONFIDENTIAL www.bubblemotion.com 31
What is Happening on the Ground?
• Only Korea has a clear cut winner – KaKaoTalk
– Korea’s local app is used by 90%+ of Korean smartphone users
• In Japan – Line dominates, but others are growing
– Increasingly crowded space with KaKaoTalk teaming withYahoo! Japan and both DeNA (COMM)
and GREE launching their own competitive apps
• Much of Southeast Asia dominated by Line
– Thailand is dominated by Line with Indonesia and Philippines tipping in that direction as well
• WeChat is growing outside of China, but unclear how strong
– Only messaging app with a “17+ rating” – seems to be strong among pockets of users
• WhatsApp is an early leader in India, but still quite fragmented
– Also, BBM is still much larger than any of the OTT messaging apps
33. CONFIDENTIAL www.bubblemotion.com 33
Monetization Strategies Varying Widely by Region
• Ad-rev model – free with lots of ad placement potential
• Charging brands to send out promoted messages to Korean user base
• Charging users for packs of emoticons/stickers, manga, games, etc
• Selling virtual goods and gifts
• Free – money made from iOS device lock in
• Initially free, but now charge $0.99 as one-time purchase
• Charge $9.99 for the app for unlimited SMS/text messaging
34. CONFIDENTIAL www.bubblemotion.com 34
The Future of Messaging Apps in Asia…
• Each country is exploding into a different battle ground
– First battle is domestically in each country, but the bigger war is regionally, then globally
– Winner likely to come from Asia
• Due to strong network effects, it’s a Winner takes all market
– Could be divided by country or communication type though
• Switching costs are minimal and decreasing
– With FB connect and deep contact list integration on the phone, it is extremely easy to migrate
– This war will never be over – its going to be very long and ongoing
• UI & UX are key – not feature breadth
– FB spun off Messenger for exactly this reason; Instagram the best example of UX vs. Features
• Careful curating of the community early on is extremely important
– Facebook and Twitter did it extremely well early on – not as good though early in Asia
35. CONFIDENTIAL www.bubblemotion.com 35
In Summary…
Asia is a MASSIVE Mobile Market, but Extremely
Diverse
1
Monetization approach has to beVERY different
in Asia
2
Messaging Apps are EXPLODING, but the Battle
is far from over
3