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Mobile
Adults
18-34
35-49
7
6
6
5
4
4
3
2
1
1
0
Source: Nielson
TV
Radio
PC
Smartphone
Tablet
50+
Stream Music
Play Games
Stream TV or Movies
70
63
56
49
Millions
42
35
28
21
14
7
0
18-24
Source: BI Intelligence
25-34
35-44
45-54
55-64
65-75
Total
TV
Desktop/Laptop
12
Source: BI Intelligence
2010
2011
2012
2013
2014
2015
Mobile
20%
52%
28%
Source: eMarketer
Smartphone
Desktop
Tablet
Desktop
Mobile
25
21.667
USD ($B)
18.333
15
2019
11.667
Mobile revenue
expected to eclipse
desktop revenue
8.333
5
2015E
Source: BI Intelligence
2016E
2017E
2018E
2019E
2020E
In the next five years, I believe everything will be done on mobile devices
10
20
30
40
50
Millions
60
70
80
90
100
Once a month
Never
Unsure
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Pay bills
Other
Not sure
0%
8%
16%
24%
32%
40%
48%
56%
64%
72%
80%
Smartphone
30
27
24
21
18
15
12
9
6
3
2014
2015
Tablet
40
37.28
36
32
30.15
Number of Apps
28
26.8
26.5
26.7
24
23.3
23.02
20
16
18.18
12
8
4
0
Source: BI Intelligence
2011
2012
2013
2014
And Tech and Finance Mobile Apps Are What People Will Pay For
App category has a large impact on how much users are willing to spend on a download
$3
$2.5
$2
$1.5
$1
$0.5
$0
Technology
Source: BI Intelligence
Finance
Local
travel
Social
Entertainment
Retail
Gaming
Average
Currently Use
100
90
80
% of Respondents
70
60
50
40
30
20
10
0
Source: eMarketer
Geofencing
Mobile Advertising
Geotargeting
Mobile Search
Mobile barcode
Mobile app
Desktop Advertising
Mobile Advertising
150
135
120
105
90
75
60
45
30
15
2009
2010
2011
2012
2013
2014
Yes
No
Yes, on desktop
Yes, on mobile
Yes, on tablet
0%
Source: BI Intelligence
7%
14%
21%
28%
35%
42%
49%
56%
63%
70%
1%
0.8%
0.6%
82%
82%
Geo-Fence
Geo-Aware
65%
0.4%
0.2%
0%
Zipcode Based
Desktop
130
117
104
91
78
65
52
39
26
13
0
Source: BI Intelligence
Digital Content
Mobile
$130
YoY Growth
Billions
$97.5
$65
$32.5
$0
Q1 2013
Source: BI Intelligence
Q2 2013
Q3 2013
Q4 2013
Q1 2014
Q2 2014
Q3 2014
Q4 2014
Q1 2015
200,000,000
160,000,000
5 year CAGR =
52%
$Millions
120,000,000
80,000,000
40,000,000
Source: BI Intelligence
2014
2015E
2016E
2017E
2018E
2019E
Social Media
25
20
22%
15
14%
10
0
January
Source: BI Intelligence
February
March
April
May
June
July
August
September
October
November
2,000
1,800
1,600
1,400
1,200
1,000
800
600
400
200
0
Source: BI Intelligence
2008
2009
2010
2011
2012
2013
2014
2012
2013
80%
72%
64%
56%
48%
40%
32%
24%
16%
8%
0%
Source: BI Intelligence
2014
Source: BI Intelligence
Q3: 14
Q4: 14
Q1: 15
450%
405%
360%
315%
270%
225%
180%
135%
90%
45%
0%
Source: BI Intelligence
Beauty
Apparel
Big Box
Electronics
Home Goods
Food/Ingredients
62
Home
45
44
40
39
52
Total
0%
Source: eMarketer
7%
14%
21%
28%
35%
42%
49%
56%
63%
70%
25
22.4%
20
13.5%
15
9.9%
10
0
Current Levels
Source: The CMO Survey by the Fuqua School of Business of Duke University
4000
3200
Payments and fees
Billions
2400
1600
Mobile Advertising
800
Advertising (non-mobile)
0
Q1 13
Source: BI Intelligence
Q2 13
Q3 13
Q4 13
Q1 14
Q2 14
Q3 14
Q4 14
Q1 15
Other
Google+
1Q 2012
Source: BI Intelligence
2Q 2012
3Q 2012
Q4 2012
3Q 2013
Q4 2013
Q1 2014
Q2 2014
Q4 2014
2500
2250
2000
1750
1500
1250
1000
750
500
250
0
4Q11
Source: BI Intelligence
1Q12
2Q12
3Q12
4Q12
1Q13
2Q13
3Q13
4Q13
1Q14
2Q14
3Q14
4Q14
1Q15
LINE
Viber
Snapchat
600
500
Millions of Users
400
300
200
100
0
Oct 10
Dec 11
Source: BI Intelligence
Feb 12
Jul 12
Sep 12
Oct 12
Jan 13
Mar 13
Apr 13
May 13
Jun 13
Jul 13
Aug 13
Sep 13
Oct 13
Nov 13
Dec 13
Jan 14
Feb 14
Mar 14
Media + Content
Total Media
Digital
Mobile Internet
200
180
160
140
120
100
80
60
40
20
0
Source: BI Intelligence
US
China
Japan
Germany
UK
Search
Display
Video
100
$ Billions
75
50
25
Source: BI Intelligence
2015E
2016E
2017E
2018E
2019E
2020E
Other
$1,000,000
$800,000
Rocket Fuel
$600,000
Rubicon Project
$400,000
Criteo
$200,000
AOL Third party Platforms
$0
Q1 13
Source: BI Intelligence
Q2 13
Q3 13
Q4 13
Q1 14
Q2 14
Q3 14
Q4 14
Q1 15
25
%of Ad Spend
19.4
13.8
8.2
2.6
-3
Digital Total
Source: BI Intelligence
Search
Display
Video
Social
Traditional Total
TV
Radio
Newspaper
Magazine
Out of Home
Sponsorship
Social
15
Revenue ($Billions)
12.5
10
7.5
2.5
0
2013
Source: BI Intelligence
2014
2015
2016
2017
2018
10
15
20
25
30
Source: BI Intelligence
35
40
45
50
$3,000
Millions (USD)
$2,400
$1,800
$1,200
$600
$0
Source: BI Intelligence
Yahoo
AOL
Source: eMarketer
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2%
19%
45%
34%
Source: eMarketer
Blogging
Visual
Videos
Podcasting
2%
8%
16%
12%
26%
19%
17%
Source: 2015 B2B Content Marketing Trends - North America: Content Marketing Institute/Marketing Profs
Daily
Multiple times per week
Weekly
Multiple times per month
Monthly
Less than Once per Month
Unsure
Website Traffic
Sales Lead Quality
Higher Conversion Rates
Sales
Sales Lead Quality
SEO Ranking
Time Spent on Website
Inbound links
Qualitative feedback from customers
Subscriber Growth
0%
7%
14%
21%
28%
35%
42%
49%
56%
63%
70%
Brand Videos
Media Companies
100
Billions of Videos
75
50
25
Youtube
Vine
Amateur (user-generated)
70000
60000
50000
International
40000
30000
20000
Domestic
10000
0
Q1 2012
Q2 2012
Source: BI Intelligence
Q3 2012
Q4 2012
Q1 2013
Q2 2013
Q3 2013
Q4 2013
Q1 2014
Q2 2014
Q3 2014
Q4 2014
Q1 2015
Q2 2015
Emerging Technologies
Billions of Devices
Internet Of Things
Connected Cars
Wearables
Connected/Smart TVs
Tablets
Smartphones
Personal Computers
5 year CAGR =
2013
Source: BI Intelligence
2014
2015E
35%
2016E
2017E
2018E
2019E
Smartphones
Tablets
Connected/Smart TVs
Wearables
Connected Cars
12,000,000,000
Billions of Devices
9,600,000,000
7,200,000,000
4,800,000,000
2,400,000,000
0
2013
Source: BI Intelligence
2014
2015E
2016E
2017E
2018E
2019E
The IoT Field is Wide Open for New and Old Tech Companies
Estimated IoT Revenue, 2014-2019
60
Revenue ($10B)
48
36
24
12
0
2014E
Source: BI Intelligence
2015E
2016E
2017E
2018E
2019E
More Than Half the Cars on the Roads will Be Connected by 2020
Connected Car Shipments Forecast, Global
100
90
80
70
$Millions
60
50
40
30
20
10
0
2013
Source: BI Intelligence
2014
2015
2016
2017
2018
2019
2020
$200,000
Household Income
$160,000
$120,000
$80,000
$40,000
$0
Source: BI Intelligence
30
25
Others
Millions
20
VR Headsets
15
10
Gaming Console Headsets
5
Smartphone- Mounted VR
0
2014
Source: BI Intelligence
2015
2016
2017
2018
2019
2020
Brands + Agencies
50
40
Months
30
20
10
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
0%
5%
9%
14%
18%
23%
27%
32%
36%
41%
45%
12%
13%
2%
10%
27%
9%
14%
2014
17%
23%
0
1
2
3
4
5+
0
1
2
3
4
5+
2015
15%
26%
Source: eMarketer
32%
Millennials
Gen X
50%
40%
30%
20%
10%
0%
Source: BI Intelligence
Text Messaging
Social Media
Instant Messaging
Blogging
Boomers
Mihika Barua
Mihika Barua is a junior associate on Percolates
Integrated Marketing Team.