AdAge iFund Presentation - April 2009
34
Trends in Mobile & The Impact on Advertising Chi-Hua Chien Partner, Kleiner Perkins Caufield & Byers
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Transcript of AdAge iFund Presentation - April 2009
Trends in Mobile & The Impact on Advertising
Chi-Hua ChienPartner, Kleiner Perkins Caufield & Byers
KPCB Overview
540 investments over 37 years
175 IPOs
300,000 jobs created
15 Funds since 1972
> $100B of annual revenue
> $350B of total market cap
Today
0
1,000
2,000
3,000
4,000
2001 2002 2003 2004 2005 2006 2007 2008
PC Internet Users Mobile Phone Users
Internet vs. MobileM
illio
ns o
f Act
ive
User
s
Powerful Trends
Powerful Trends
Powerful Trends
Powerful Trends
Powerful Trends
Powerful Trends
iFund
$100,000,000
iFund
So How’s It Going?
iPod Became Ubiquitous
iPod Became Ubiquitous
0
0.25
0.50
0.75
1.00
0 1 2 3 4 5 6 7
iPod Sales
Quarters after Launch
Mill
ions
of D
evic
es S
old
Source: Apple Inc. Public Filings & Announcements
...But iPhone Dwarfs iPod
...But iPhone Dwarfs iPod
5
10
15
20
0 1 2 3 4 5 6 7
iPod Sales iPhone Sales
Quarters after Launch
Mill
ions
of D
evic
es S
old
Source: Apple Inc. Public Filings & Announcements
iPhone is Changing Behavior
iPhone is Changing Behavior
Browsing News Web Search Mobile Video Social Networks Music Games
70%74%
50%
31%
59%
85%
9%7%4%5%6%
13%
% o
f U
S M
obile
Sub
scri
bers
US Market iPhone
Sources: M:Metrics, 1/31/2008 Survey of U.S. mobile subscribers, n = 31,389 and KPCB estimates (games)
iTunes Is a Juggernaut...
iTunes Is a Juggernaut...
0
100
200
300
400
0 100 200 300 400 500 600 700
iTunes Purchases
Days after Launch
Mill
ions
of D
ownl
oads
Source: Apple Inc. Public Filings & Announcements
...But AppStore Blows it Away
...But AppStore Blows it Away
200
400
600
800
0 30 60 90 120 150 180 210 240
iTunes AppStore
Days after Launch
Mill
ions
of D
ownl
oads
Source: Apple Inc. Public Filings & Announcements
iPhone RIM Windows Mobile Palm Android Other
Mobile Browser Market ShareiPhone ~50% of US Usage
Source: AdMob Inc.; March 2009
3Ways
Mobile Will Change Your Business
Context Over Content1
Context Over Content1
The Phone Now Knows....
2 Utility Not Interruption
2 Utility Not Interruption
2 Utility Not Interruption
Perpetual Personalization(aka Hyper-Fragmentation)3
Proposals Reviewed
Companies Met
Actively Engaged
Funded
> 3300
> 250
> 5
5
iFund Progress Report
iFunded Companies
