APPNATION IV - Flurry - The State of the App Economy
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APPNATION IV SAN FRANCISCO, CA DECEMBER 11-12, 2012 DECEMBER 2012 The State of the App Economy Simon Khalaf, President & CEO @FlurryMobile @SimonKhalaf @AppNationConf
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Transcript of APPNATION IV - Flurry - The State of the App Economy
APPNATION IVSAN FRANCISCO, CADECEMBER 11-12, 2012
DECEMBER 2012
The State of the App EconomySimon Khalaf, President & CEO
@FlurryMobile
@SimonKhalaf
@AppNationConf
APPNATION IVSAN FRANCISCO, CADECEMBER 11-12, 2012
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100,000,000,000
200,000,000,000
300,000,000,000
400,000,000,000
500,000,000,000
600,000,000,000
700,000,000,000
800,000,000,000
900,000,000,000
1,000,000,000,000
1,100,000,000,000
WW iOS & Android App Events Measured by Flurry, Billions
ONE TRILLION EVENTS PER MONTH
Source: Flurry Analytics, May 2008 – November 2012
APPNATION IVSAN FRANCISCO, CADECEMBER 11-12, 2012
Dec 2010 Dec 2011 Dec 2012 -
20
40
60
80
100
120
140
160
180
Sources: comScore, Alexa, U.S. Bureau of Labor Statistics, Flurry Analytics
70
162
66 72
168
9470
168
127
Mobile ApplicationsWeb Browsing Television
APPS PASS WEB, CHALLENGE TV
U.S. Web vs. Mobile App vs. TV Consumption, Minutes per Day
APPNATION IVSAN FRANCISCO, CADECEMBER 11-12, 2012
Games43%
Social Networking26%
Entertainment10%
Utilities10%
News 2%Productivity 2%Health & Fitness 1%
Lifestyle 1% Other5%
Source: Flurry Analytics, November 2012
BEYOND GAMING
WW iOS & Android Smart Device Time Spent per App Category
APPNATION IVSAN FRANCISCO, CADECEMBER 11-12, 2012
2008 2009 2010 2011 20120
2
4
6
8
10
12
14
16
18
20
MOBILE REVENUE GROWTHBillio
ns
Source: eMarketer, Mary Meeker (KPCB)
129% C
AGR
Virtual Goods Advertising
APPNATION IVSAN FRANCISCO, CADECEMBER 11-12, 2012
1. It’s hard to make money in mobile and apps
2. It’s expensive to scale an app business
3. A minority is capturing the majority of revenue
INVESTOR SKEPTICISM
APPNATION IVSAN FRANCISCO, CADECEMBER 11-12, 2012
1. It’s hard to make money in mobile and apps
2. It’s expensive to scale an app business
3. A minority is capturing the majority of revenue
INVESTOR SKEPTICISM
APPNATION IVSAN FRANCISCO, CADECEMBER 11-12, 2012
US Display Advertising and Virtual Goods Revenue
MOBILE REVENUE GROWTH
1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 20120
2
4
6
8
10
12
14
Source: eMarketer, Flurry, Comscore
Billio
ns
Web (Browsing) Mobile Apps
APPNATION IVSAN FRANCISCO, CADECEMBER 11-12, 2012
1. It’s hard to make money in mobile and apps
2. It’s expensive to scale an app business
3. A minority is capturing the majority of revenue
INVESTOR SKEPTICISM
APPNATION IVSAN FRANCISCO, CADECEMBER 11-12, 2012
Cost per Visit, Apps versus The Web
APP TRAFFIC ACQUISITION
63
22
Source: eMarketer, Flurry
Web Apps
APPNATION IVSAN FRANCISCO, CADECEMBER 11-12, 2012
1. It’s hard to make money in mobile and apps
2. It’s expensive to scale an app business
3. A minority is capturing the majority of revenue
INVESTOR SKEPTICISM
APPNATION IVSAN FRANCISCO, CADECEMBER 11-12, 2012
Chart TitleNumber of Companies Controlling 66% of Revenue (Ads and Apps)
REVENUE DISTRIBUTION
Source: eMarketer, Flurry
248
5Web Apps
APPNATION IVSAN FRANCISCO, CADECEMBER 11-12, 2012
Thank you!
@FlurryMobile
@SimonKhalaf
@AppNationConf
