The document discusses how mobile commerce will evolve into "smart commerce" driven by contextual experiences. It notes that mobile traffic as a percentage of internet traffic is growing significantly and will likely continue to do so. Mobile experiences are shifting from consumerism and buying to own products, to focusing on experiences and sharing/renting products on an as-needed basis. The rise of startups building contextual and experience-driven mobile applications indicates the need for commerce experiences tailored to location, preferences, and real-time needs will only increase.

1. Mobile Commerce will
be Smart Commerce
Bill Ready, Braintree CEO / @williamready
March 21, 2014
1

2. About Us
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

3. We simplify payments for
thousands of amazing companies
Braintree is a full-stack payments platform that makes it easy to
accept payments in your app or on your website.
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

4. Unlocking Innovation
We aspire to do for payments what Apple’s iOS did for mobile.
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

5. Mobile
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

6. The New Consumer Experience
The Past
Check out 1.0
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

7. Now/Future
Mobile commerce
The New Consumer Experience
The Past
Check out 1.0
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

8. “Mobile is eating the world”
Benedict Evans / @benedictevans
1,250
1,000
750
500
250
0
1995 1997 1999 2001 2003 2005 2007 2009 2011 2013e
GLOBAL ANNUAL UNIT SALES (M)
Source: Enders Analysis
PCs Smartphones tablets
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

9. Mobile traffic as % of global internet traffic
Mary Meeker / KPCB / Internet Trends D11 Conference
25%
20%
15%
10%
5%
0
12/08 12/09
% OF
INTERNET
TRAFFIC
Source: StatCounter Global Stats, 5/13. Note that PC-based internet data bolstered by streaming.
30%
12/10 12/11 12/12 12/13E 12/14E
0.9%
in 5/09
2.4%
in 5/10
6%
in 5/11
10%
in 5/12
15%
in 5/13
Trendline
Growing 1.5x per
year likely to
maintain trajectory or
accelerate
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

10. Design + experience
driving commerce
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

11. Simplicity with design
Mobile Experiences
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

12. Mobile Experiences
Line busting
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

13. Mobile Experiences
Curated content
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

14. Mobile Experiences
Loyalty/rewards programs
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

15. Marketplaces connecting buyers
and sellers online/offline
New retail business models
Mobile Experiences
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

16. Mobile first focus When payment is disappearing..
Mobile Experiences
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

17. Startups are building
experiences
CONTEXT–DRIVEN
Image: Uber
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

18. Hello, Smart Commerce.
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

19. “I need a jacket.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

20. “Audi A4, nice.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

21. “Audi A4, nice.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

22. “Mmm, sounds good.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

23. “Mmm, sounds good.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

24. “Damn, forgot my charger.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

25. “Damn, forgot my charger.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

26. “Whoa, I’m in.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

27. “Whoa, I’m in.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

28. “Let’s go.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

29. “Let’s go.”
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

30. What’s Next?
The need for context-driven
experiences will only increaseMobile Commerce will be Smart Commerce
Bill Ready / @williamready

31. What does this mean for what you can
GO BUILD?
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

32. www.braintreepayments.com
© 2014 Braintree Payment Solutions, LLC. All rights reserved.

33. The past:
“How much stuff can I buy?”
CONSUMERISM
Image: Uber
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

34. Now:
“I want to lie on the beach in Australia.”
EXPERIENCES
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

35. The past:
“I need a new car.”
BUY TO OWN
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready

36. Now:
“I just need to get around today.”
SHARE / RENT
Mobile Commerce will be Smart Commerce
Bill Ready / @williamready