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51,416 slides across 1229 decks match.
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Mobile is eating the world
BenedictEvans · cover
Mobile is eating the world
 Smartphones are exploding
BenedictEvans · market_landscape
Smartphones are exploding
 More mobile growth coming
BenedictEvans · industry_trends
More mobile growth coming
 The future is mobile
BenedictEvans · industry_trends
The future is mobile
1,250m — Global annual unit sales
 Fundamental change
BenedictEvans · key_messages
Fundamental change
 Fundamental change in scale
BenedictEvans · industry_trends
Fundamental change in scale
1.7bn — units sold
 Fundamental change in use
BenedictEvans · comparison_table
Fundamental change in use
 What does mass mobile internet use really mean? From this...
BenedictEvans · context
What does mass mobile internet use really mean? From this...
 Polarisation of manufacturers
BenedictEvans · market_landscape
Polarisation of manufacturers
$33bn — Quarterly handset revenue
 The irrelevance of Microsoft
BenedictEvans · market_landscape
The irrelevance of Microsoft
 Scale at Samsung...
BenedictEvans · financial_analysis
Scale at Samsung...
$3.3bn — Marketing budget
 Very different products
BenedictEvans · competitive_analysis
Very different products
 Apple sticking to the high end?
BenedictEvans · market_landscape
Apple sticking to the high end?
 Glass is eating the world
BenedictEvans · industry_trends
Glass is eating the world
3.8 — Global LCD screen sales (billion square feet)
 Tablets overtaking PCs
BenedictEvans · industry_trends
Tablets overtaking PCs
 Tablets are not cannibalising PC sales yet - not exactly
BenedictEvans · key_messages
Tablets are not cannibalising PC sales yet - not exactly
 iPad dominates use everywhere
BenedictEvans · market_landscape
iPad dominates use everywhere
 Two distinct 'tablet' markets
BenedictEvans · segmentation
Two distinct 'tablet' markets
 Tablet dynamic quite different to smartphones
BenedictEvans · competitive_analysis
Tablet dynamic quite different to smartphones
 Tablet dynamic quite different to smartphones
BenedictEvans · key_messages
Tablet dynamic quite different to smartphones
 Blurring definitions
BenedictEvans · industry_trends
Blurring definitions
 Still lots of unknowns
BenedictEvans · context
Still lots of unknowns
 ‘Four horsemen’ driving the agenda
BenedictEvans · context
‘Four horsemen’ driving the agenda
 Reach (≠ value)
BenedictEvans · market_landscape
Reach (≠ value)
47% — Global internet audience
 (Chinese Android isn't Google)
BenedictEvans · market_landscape
(Chinese Android isn't Google)
73% — App install share
 Ecosystem is the key leverage point
BenedictEvans · key_messages
Ecosystem is the key leverage point
 People like apps
BenedictEvans · industry_trends
People like apps
60bn — Cumulative app downloads
 Mobile platform wars over?
BenedictEvans · key_messages
Mobile platform wars over?
 Speed of innovation?
BenedictEvans · competitive_analysis
Speed of innovation?
 Different focus for innovation
BenedictEvans · competitive_analysis
Different focus for innovation
 Smartphones are inherently social, unlike the desktop web
BenedictEvans · key_messages
Smartphones are inherently social, unlike the desktop web
 People happily abandon history
BenedictEvans · key_messages
People happily abandon history
 Vastly less friction to adopt social apps on mobile
BenedictEvans · key_messages
Vastly less friction to adopt social apps on mobile
 Facebook is one of many
BenedictEvans · market_landscape
Facebook is one of many
48% — User penetration
 Facebook is doing well on mobile
BenedictEvans · market_landscape
Facebook is doing well on mobile
 Half of DAUs are mobile-only
BenedictEvans · data_table
Half of DAUs are mobile-only
50% — DAUs
 Is the mobile opportunity so big that it doesn't matter to Facebook if it isn't dominant?
BenedictEvans · transition
Is the mobile opportunity so big that it doesn't matter to Facebook if it isn't dominant?
 Unbundling Facebook
BenedictEvans · context
Unbundling Facebook
 Unbundling functions or unbundling friends?
BenedictEvans · key_messages
Unbundling functions or unbundling friends?
 Mobile social is still in flux
BenedictEvans · key_messages
Mobile social is still in flux
 There's money in stickers
BenedictEvans · financial_analysis
There's money in stickers
$100m — Line revenue ($m)
 The real opportunity is creating the next platform
BenedictEvans · key_messages
The real opportunity is creating the next platform
 Cards as content packets - social as discovery
BenedictEvans · other
Cards as content packets - social as discovery
 Again, all this is in flux
BenedictEvans · context
Again, all this is in flux
 Broader uncertainty and opportunity
BenedictEvans · key_messages
Broader uncertainty and opportunity
 In first ten months 2019, over 380 token offerings have raised a total of USD 4.1bn
Strategy_and · 2020 · market_landscape
In first ten months 2019, over 380 token offerings have raised a total of USD 4.1bn
USD 4.1bn — Total volume
 Kinesis, besides Bitfinex and GCBIB, has entered top 15 of biggest token offerings in 2019
Strategy_and · 2020 · data_table
Kinesis, besides Bitfinex and GCBIB, has entered top 15 of biggest token offerings in 2019
4'100 — Total raised amount (USD mn)
 USA, Singapore, Hong Kong and UK continue to dominate global token offering sphere
Strategy_and · 2020 · market_landscape
USA, Singapore, Hong Kong and UK continue to dominate global token offering sphere
4'997 — Total Raised (USD mn)
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