Who owns your chats - by Zoobe for Startup Safary Berlin May 2015 // Facebook Messenger, Line,...
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WHO OWNS YOUR CHATS? #SUSBerlin @Zoobeapp
Transcript of Who owns your chats - by Zoobe for Startup Safary Berlin May 2015 // Facebook Messenger, Line,...
WHO OWNS YOUR CHATS?
#SUSBerlin @Zoobeapp
WHO OWNS YOUR CHATS?
THAT’S WHO
OVERVIEW
SM vs MOBILE INSTANT MESSENGERS (MIM) MONETIZING STRATEGIES
NUMBERS AND FEATURES FUTURE OF MIMs
SOURCE: DELOITTE
0
100
200
300
400
500
600
700
800
8
10
12
14
16
18
20
2013 Q1 2013 Q2 2013 Q3 2013 Q4 2014 Q1 2014 Q2 2014 Q3 2014 Q4
MIL
LION
USD
DEAL
S
FUNDING ACTIVITY MESSAGING APPS
Funding (Mobile Messaging Apps) Deals (Mobile Messaging Apps)
YOY DEAL GROWTH: +35% YOYFUNDING GROWTH: +400%
2011 2012 2013 2014 2015 0
5
10
15
20
25
30
35
MESSAGES SENT PER DAY IN BN
SMS
THE MARKET IS HOT MESSENGERS ARE THE NEW SOCIAL NETWORKS
SOURCE: THE ECONOMIST, CB INSIGHTS
WHATSAPP + FB MESSENGER + WECHAT + VIBER = 2.2B MONTHLY ACTIVER USERS, ALL ON MOBILE
FB, TWITTER, LINKEDIN, INSTAGRAM SAME NUMBER BUT LOTS DESKTOP ONLY USERS
THE MARKET IS HOT MESSENGERS ARE THE NEW SOCIAL NETWORKS
SOURCE: BUSINESS INSIDER
THE MARKET IS HOT MESSENGERS ARE THE NEW SOCIAL NETWORKS
SOURCE: BUSINESS INSIDER
50B MOBILE INSTANT MESSAGES DAILY IN 2014, ONLY 21B SMS DAILY
BUT MIMs ONLY GENERATED $2B AGAINST $100B IN SMS
SOURCE: DELOITTE
THE MARKET IS HOT
WHICH MESSENGERS DO YOU USE? TIME TO CONFESS
WHICH MESSENGERS DO YOU USE?
LOADS OF THEM!
PLAYERS
AND NUMBERS ARE TRICKY
COMPETITION IS HARD
SOURCE: FORBES
AND NUMBERS ARE TRICKY
COMPETITION IS HARD
SOURCE: WSJ
WHAT DO YOU LIKE THE MOST ABOUT YOUR MESSENGER
WHAT’S SO COOL?
WHAT’S SO COOL? SMS, VOICE MESSAGE, PICS & VIDEOS, LOCATION,
VOICE & VIDEO CALLS, PAYMENTS, BRAND CHANNELS, STICKERS, GAMES, PUSH
NOTIFICATIONS, E-COMMERCE, FOOD DELIVERY, TAXIS...
WHAT’S SO COOL?
NOT SUCH THING AS OFFLINE A PLATFORM IN EVERYONE’S POCKET
ENTRY TO UNEDUCATED CONSUMERS NO CURATED FEED
WHAT’S SO COOL?
NO LIMITS OF COUNTRY, HARDWARE, OPERATOR MORE PRIVACY
REPLACE E-MAIL, SM, PC IM, CALLS, FACE TO FACE ADDICTIVE
FB MESSENGER 2 YEARS AGO LOOSING THE LEAD NOW CLIMBED BACK TO #1
MOBILE FIRST + ACQUISITIONS + COPY PASTE FB 1.40B MAU* & MESSENGER 600M MAU
*MONTHLY ACTIVE USERS
FB MESSENGER
FB MESSENGER
800M MAU, 70% DAILY, 30B DAILY MESSAGES NO ADS, NO STICKERS, NO GAMES JUST ADDED CALLS, INTERNET PLANS,
DESKTOP VERSION FOR ANDROID
302M MAU. 80% MOBILE, 100M DAU, 500M DAILY TWEETS
1st SN WITH MIM FEATURES (DMs) ADDED PICS ON DMs & GROUP CHAT
SOURCE: TWITTER
SOURCE: TWITTER
iMESSAGE USERS LOCKED WITHIN iOS BUT SYNCHS
iPOD, iPAD, iPHONE & MAC COPY PASTE SINCE iOS 8
MOBILE & DESKTOP
iMESSAGE
LINE OWNED BY NAVER
600M USERS, 205M MAU, 1,88B STICKERS DAILY
$600M SALES, $112M REVENUE MOBILE & DESKTOP + FAMILY OF APPS
LINE
LINE
LINE
LINE
LINE
LINE
KAKAOTALK PIONEERED THE BUSINESS MODEL
TOOK MONEY FROM NAVER 170M USERS, 50M MAU,
95% PENETRATION IN SOUTH KOREA, $120M PROFIT IN 2014
SOURCE: FORBES
KAKAOTALK
KAKAOTALK
WECHAT / WEIXIN / QQ 1.1B USERS, 500M MAU
COPY PASTED KAKAOTALK & LINE IN CHINA, + WECHAT OFFICIAL ACCOUNTS
CREATED DAILY THAN WEBSITES OWNED BY TENCENT, MOBILE & DESKTOP
WECHAT / WEIXIN / QQ
SOURCE: TECH IN ASIA
WECHAT / WEIXIN / QQ
SNAPCHAT 100-200M MAU, 400M SNAPS DAILY 70% WOMEN AND UNDER 25 YEARS OLD
YOUNGEST & FASTEST GROWING MIM EPHIMERAL CONTENT, TURNED DOWN 3B FROM FB,
NOW VALUATION AT 10B-20B MOBILE ONLY
SOURCE: BUSINESS INSIDER
SNAPCHAT
SNAPCHAT
TANGO
200M USERS, 70M MAU $215M FROM ALIBABA ($25B IPO)
ALIBABA + VALUE THAN AMAZON & EBAY MISSED ON ASIA, GOINT AFTER THE WORLD
VIBER 300M USERS, 100M MAU
RAKUTEN BOUGHT IF FOR $900M 1st FOCUS ON FREE VOICE CALLS, NOW STICKERS,
GAMES, BRAND CHANNELS MOBILE & DESKTOP
ZOOBE ON VIBER
KIK
200M USERS, 1stM IN 15 DAYS REQUIRES USERNAME, NOT PHONE NUMBER
THE TWITTER OF MIMs INTEGRATED BROWSING WITHIN APP, MOBILE ONLY
ZOOBE ON KIK
ABOUT ZOOBE ZOOBE ENTERTAINS YOU
WHY TEXT? SAY IT WITH CHARACTER!
BRANDED CHARACTERS CHARACTER MESSAGING
ZOOBE IS A UNIQUE 3D ANIMATED VIDEO MESSAGE SERVICE FOR MOBILE DEVICES
HOW DOES IT WORK IT‘S PERSONAL:
PICK YOUR CHARACTER IT‘S EMOTIONAL:
RECORD YOUR MESSAGE IT‘S FAST:
SHARE WITH FRIENDS
ACHIEVEMENTS ZOOBE: THE 100% SMILE APP
THE POTENTIAL
* IN DEVELOPMENT
ZOOBE MESSAGE ENTERTAINMENT GMBH Schönhauser Allee 8 10119 Berlin Germany NORBERT MEINIKE CMO [email protected] / +49 171 697 4245 MONICA ZALDIVAR, Marketing Manager [email protected] / +49 160 902 53769 ZOOBE.COM
THANK YOU
IOS ANDROID
WHO OWNS YOUR CHATS?
#SUSBerlin @Zoobeapp
