Mobile Monday - Düsseldorf

VC Trends in Mobile Business

Sarik WeberDüsseldorf, 06.09.2010 2

Hanse Ventures: Founders

Jochen MaaßManaging Director, Founder

Sarik WeberManaging Director, Founder

Dr. Bernd KundrunFounding Partner

Rolf Schmidt-HolzFounding Partner

3Sarik WeberDüsseldorf, 06.09.2010

Hanse Ventures: Philosophy

Talent

Ideas

Re-sources

Net-work

Values

Extra-ordinarySuccess

4Sarik WeberDüsseldorf, 06.09.2010

Hanse Ventures: Portfolio

5Sarik WeberDüsseldorf, 06.09.2010

The Mobile Market

Source: 15)

6Sarik WeberDüsseldorf, 06.09.2010

Song Recognition - Shazam

More than 75M users (~100M by the end of 2010)

1 bn identified songs

260k music track sales per day

Responsible for 6.3% of the global single track sales in 2009

Sources: 1) 2) 3) 16)

7Sarik WeberDüsseldorf, 06.09.2010

Mobile Gaming

The Mobile Games developer Social Deck was acquired by Google at the end last month

Doodle Jump by Lima SkyMore than 5M downloadsPrice per download: $0.99 $4.95M revenue of which

$3.46 go to the developer, a two-men business

Doodle Jump by Lima Sky

Sources: 4) 17) 18)

8Sarik WeberDüsseldorf, 06.09.2010

Mobile Advertising

The free game Paper Toss generated more than $1M in revenues from advertising

AdMob was acquired by Google for $750M in 2009 after an Angel and three VC financing rounds adding up to a total of $47.2M

Rumors exist that AdMob‘s competitors Inmobi and Millenial might be acquired by Nokia and Microsoft or RIM shortly

Sources: 5) 6) 7) 19)

9Sarik WeberDüsseldorf, 06.09.2010

Will HTML 5 make native Apps and Flash obsolete?

All next generation browsers will support HTML 5

New features include video playback and drag-and-drop functionality

HTML5 might make native apps and Flash obsolete

Editors are- Ian Hickson, Goolge- David Hyatt, Apple

which suggests that iOS and Android will push the new standard

Sources: 8)

10Sarik WeberDüsseldorf, 06.09.2010

Social Networks with Location-Based Services

aka-aki has seen two VC financing rounds over „several million Euros“ from Creathor Ventures and Innovacom

Foursquare received $1.35M Angel financing in September 09 and $20M Series B financing from two VCs and one Angel in June 10

Facebook Places was launched last month

Sources: 9) 10) 20) 21) 22)

11Sarik WeberDüsseldorf, 06.09.2010

Location-Based Services: ALOQA – Always Be a Local

ALOQA received $1.5M Series A financing from Wellington Partners in July 09

Local Coupons14

Sources: 11) 23)

12Sarik WeberDüsseldorf, 06.09.2010

Greater Transparency for Consumers: barcoo

Consumers can get immediate information about a product by scanning its barcode and can find out the prices of alternative (online) retailers

Imagine this with LBS: „Get this DVD for 4€ less just 50m away from here! Click to show map“

Source: 24)

13Sarik WeberDüsseldorf, 06.09.2010

Near Field Communication Technology

Instant information on your phone (or exchange of information)

Pay with your phone- Post-paid- Direct payment

Withdraw money with your phone

Examples of use:

NFC Technology will be in all Nokia phones released after 2010 and in the iPhone 5; an open source API for Android was released in April 2010

NFC technology in cell phones could replace all kinds of ID cards, e.g. driver‘s license, debit and credit card, employee ID, etc.

Sources: 12) 13) 14) 25) 26)

14Sarik WeberDüsseldorf, 06.09.2010

Augmented Reality apps offer endless possibilities

The Layar Reality Browser is an Augmented Reality content delivery platform that makes use of a phone’s GPS and compass

Layers can be downloaded just like Apps and added to the browser

Source: 27)

15Sarik WeberDüsseldorf, 06.09.2010

Outlook: Augmented Reality with Social Network Integration

(4 Beiträge)

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Thank you and welcome!

Sarik WeberDüsseldorf, 06.09.2010 17

1. http://www.shazam.com/music/web/newsdetail.html?nid=NEWS0792. IFPI Digital Music Report 20103. http://musically.com/blog/2010/02/01/shazam-corrects-300k-daily-music-downloads-claim4. http://www.mobile-ent.biz/news/37627/Doodle-Jump-passes-5m-iPhone-downloads5. http://www.mobile-ent.biz/news/36324/GDC-2010-reveals-iPhone-games-success-stories6. http://www.crunchbase.com/company/admob7. http://www.gruenderszene.de/english/news-english/millennial-inmobi-takeover-microsoft-nokia-blackberry-

mobile-advertising8. http://www.youtube.com/html59. http://www.gruenderszene.de/datenbank/unternehmen/aka-aki10. http://www.crunchbase.com/company/foursquare11. http://www.crunchbase.com/company/aloqa12. http://www.touchandtravel.de13. http://www.macnews.de/news/51171/gerucht-apple-testet-iphone-5-prototypen-mit-nfc-hardware/14. http://business.chip.de/news/Nokia-NFC-in-Smartphones-ab-2011_43427995.html

Sources

Sarik WeberDüsseldorf, 06.09.2010 18

15. http://www.katu.com/news/business/98632634.html (AP)16. http://www.shazamers.com/wp-content/uploads/2010/09/Shazam-on-iPhone1.png17. http://www.socialdeck.com/18. http://itunes.apple.com/de/app/doodle-jump-achtung-hochste/id307727765?mt=819. http://itunes.apple.com/de/app/paper-toss/id317917431?mt=820. http://press.aka-aki.com/press/tl_files/Press%20Downloads/Press%20Downloads%20Screenshots%20DE/Pr

ofil_de.jpg21. http://press.aka-aki.com/press/tl_files/Press%20Downloads/Press%20Downloads%20Screenshots%20DE/le

ute_in_der_Naehe_DE.jpg22. http://playfoursquare.s3.amazonaws.com/press/screenshots/foursquare-android.zip23. http://www.aloqa.com/images/press-kit/21AloqaInAppScreenShots.zip24. http://www.barcoo.com/de/resources/press/barcoo_nachhaltigkeitsampel_raw.jpg25. http://www.touchandtravel.com/site/touchandtravel/zubehoer__assets/de/bilder/schmuckbilder/handy__a

n__touchpoint__2.jpeg26. http://www.patentlyapple.com/.a/6a0120a5580826970c0134818082b4970c-pi27. http://site.layar.com/wp-content/uploads/2010/03/iPhone.zip

Picture Sources