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51,416 slides across 1229 decks match.
Treemap Arc Catalog
India = #1 Global Market (ex-China) Android Phone Time Spent... Google Play Downloads > USA (2016), per App Annie
BondCap · market_landscape
India = #1 Global Market (ex-China) Android Phone Time Spent... Google Play Downloads > USA (2016), per App Annie
6B — Total Google Play Downloads
 India Smartphone Shipments = +15% Y/Y (Q1:17)...+5% (2016)...+29% (2015)
BondCap · industry_trends
India Smartphone Shipments = +15% Y/Y (Q1:17)...+5% (2016)...+29% (2015)
+15% — Smartphone Unit Shipments
 Smartphone + Feature Phone Shipments = +6% Y/Y (Q1:17)...-3% (2016)...-2% (2015)
BondCap · industry_trends
Smartphone + Feature Phone Shipments = +6% Y/Y (Q1:17)...-3% (2016)...-2% (2015)
+6% — Y/Y Growth
 India Smartphone + Data Costs = Declining But Still High for Majority of India's 1.3B Citizens
BondCap · section_divider
India Smartphone + Data Costs = Declining But Still High for Majority of India's 1.3B Citizens
 India Smartphone Cost (excluding Data) = Unaffordable for Many... @ 8% of Annual Average GDP per Capita...
BondCap · market_landscape
India Smartphone Cost (excluding Data) = Unaffordable for Many... @ 8% of Annual Average GDP per Capita...
8% — ASP as % of GDP per Capita
 ...India Wireless Data Cost* = Declining to More Affordable Levels... @ 1.3% of Annual Average GDP per Capita (3/17) vs. 3% (3/15)
BondCap · market_landscape
...India Wireless Data Cost* = Declining to More Affordable Levels... @ 1.3% of Annual Average GDP per Capita (3/17) vs. 3% (3/15)
1.3% — Cost of Data as % of GDP per Capita
 India Internet = Fierce Global Battleground (Hardware / Carriers / Software / Commerce)...
BondCap · key_messages
India Internet = Fierce Global Battleground (Hardware / Carriers / Software / Commerce)...
 India Mobile Hardware (2012-Q1:17) = Intense Competition → Massive Share Shifts
BondCap · market_landscape
India Mobile Hardware (2012-Q1:17) = Intense Competition → Massive Share Shifts
 India Wireless Carriers = Incumbents + New Entrants... Fighting Aggressively for Share Over Past 4 Quarters...
BondCap · industry_trends
India Wireless Carriers = Incumbents + New Entrants... Fighting Aggressively for Share Over Past 4 Quarters...
$0.33 — Data cost per GB
 ...India Wireless Consumer Data Prices = -48%+ in Last Year* as... Incumbent Carriers Responded to Jio’s Low Pricing...
BondCap · market_landscape
...India Wireless Consumer Data Prices = -48%+ in Last Year* as... Incumbent Carriers Responded to Jio’s Low Pricing...
-48% — Cost of 1GB Data
 ...India Broadband Subscribers* = +85% Y/Y (Q1:17)...Accelerating... Reliance Jio Rose to 39% Share vs. 0% (Q3:16) Owing to Low Price Launch
BondCap · market_landscape
...India Broadband Subscribers* = +85% Y/Y (Q1:17)...Accelerating... Reliance Jio Rose to 39% Share vs. 0% (Q3:16) Owing to Low Price Launch
277 — Broadband Subscribers
 India Software – Mobile Browser Usage Market Share = China (UC/Alibaba) @ 50%...USA (Google Chrome) @ 32%...
BondCap · market_landscape
India Software – Mobile Browser Usage Market Share = China (UC/Alibaba) @ 50%...USA (Google Chrome) @ 32%...
50% — Market Share
 ...India Software – Top Downloaded Android Apps = USA @ 4 of 10...China @ 2 of 10...India @ 2 of 10
BondCap · data_table
...India Software – Top Downloaded Android Apps = USA @ 4 of 10...China @ 2 of 10...India @ 2 of 10
10 — Google Play Store Rank
 India eCommerce = Many Players Fighting for Share...
BondCap · market_landscape
India eCommerce = Many Players Fighting for Share...
 ...Amazon India = Inventory (SKUs) & Sellers +3x Y/Y... Fulfillment Centers +30% Y/Y...Aggressive / Investing Heavily
BondCap · market_landscape
...Amazon India = Inventory (SKUs) & Sellers +3x Y/Y... Fulfillment Centers +30% Y/Y...Aggressive / Investing Heavily
3x — SKU count
 India Internet Usage = Rising Owing to... Cheaper / Faster Access
BondCap · transition
India Internet Usage = Rising Owing to... Cheaper / Faster Access
 India Wireless Internet Data Usage = Rising Dramatically as Access Costs Have Fallen...
BondCap · industry_trends
India Wireless Internet Data Usage = Rising Dramatically as Access Costs Have Fallen...
9x — Total Monthly Wireless Data Consumed
 ...India Wireless Internet Data Usage = Bandwidth Intensive App Usage Growing Dramatically
BondCap · industry_trends
...India Wireless Internet Data Usage = Bandwidth Intensive App Usage Growing Dramatically
4x+ — Growth rate
 India Leadership = Focused Pro-Digital Policies
BondCap · section_divider
India Leadership = Focused Pro-Digital Policies
 India Leadership = Digital-Focused Government Policies Rolled Out with Speed + Scope
BondCap · context
India Leadership = Digital-Focused Government Policies Rolled Out with Speed + Scope
 India Internet Usage Growth Strong Owing In Part to Broader Availability of Low Cost Data Access...
BondCap · key_messages
India Internet Usage Growth Strong Owing In Part to Broader Availability of Low Cost Data Access...
355MM — Internet users
 India Internet Innovation = Leapfrogging + Re-Imagining
BondCap · context
India Internet Innovation = Leapfrogging + Re-Imagining
 India Mobile Usage = A Global Leader vs. Desktop Usage... ~80% of Internet Usage on Mobiles...
BondCap · industry_trends
India Mobile Usage = A Global Leader vs. Desktop Usage... ~80% of Internet Usage on Mobiles...
80% — Mobile share of web traffic
 India Identity = Aadhaar + eKYC – Digital Authentication for 1B+ People… Use Growing Rapidly @ 16MM Authentications per Day (3/17) vs 3MM Y/Y…
BondCap · market_landscape
India Identity = Aadhaar + eKYC – Digital Authentication for 1B+ People… Use Growing Rapidly @ 16MM Authentications per Day (3/17) vs 3MM Y/Y…
16MM — Daily Authentications
 ...India Identity = India Aadhaar Digital IDs Have Broad Coverage... @ 82% of Population (1.1B People) vs. Zero 6 Years Ago...#1 in World...
BondCap · market_landscape
...India Identity = India Aadhaar Digital IDs Have Broad Coverage... @ 82% of Population (1.1B People) vs. Zero 6 Years Ago...#1 in World...
82% — Aadhaar ID adoption
 ...India Identity = Aadhaar IDs + eKYC Improving Foundational Access to Broad Services
BondCap · case_study
...India Identity = Aadhaar IDs + eKYC Improving Foundational Access to Broad Services
15 Minutes — Time/Efficiency gain
 India Bandwidth = Reliance Jio High-Speed Bandwidth Ramp... @ 108MM Sign-Ups* in 7 Months...72MM Converted to Paying Subscribers
BondCap · data_table
India Bandwidth = Reliance Jio High-Speed Bandwidth Ramp... @ 108MM Sign-Ups* in 7 Months...72MM Converted to Paying Subscribers
108MM — Sign-ups
 India Payments = Evolution of Building Blocks for... Digital Payment / Data Infrastructure for 1B+ Indians (2009 → 2017)...
BondCap · process_diagram
India Payments = Evolution of Building Blocks for... Digital Payment / Data Infrastructure for 1B+ Indians (2009 → 2017)...
1B+ — Aadhaar cards issued
 ...India Payments = Online Leader Paytm Ramping Users Rapidly... Bolstered by Uptake of Online + Offline Commerce...
BondCap · industry_trends
...India Payments = Online Leader Paytm Ramping Users Rapidly... Bolstered by Uptake of Online + Offline Commerce...
215 — Registered Users
 ...India Payments = UPI (Universal Payments Interface)... Rapidly Enabling Bank-to-Bank Mobile Money Transfers
BondCap · industry_trends
...India Payments = UPI (Universal Payments Interface)... Rapidly Enabling Bank-to-Bank Mobile Money Transfers
$359 — UPI Monthly Transaction Volume
 India Internet Innovation = Leapfrogging + Re-Imagining
BondCap · key_messages
India Internet Innovation = Leapfrogging + Re-Imagining
 India Entertainment = Weekly Mobile Time Spent @ 7x TV… 45% Mobile Time = Entertainment…
BondCap · market_landscape
India Entertainment = Weekly Mobile Time Spent @ 7x TV… 45% Mobile Time = Entertainment…
28 — Weekly time spent
 ...India Entertainment Re-Imagined = Internet-First Shows Optimized for Mobile... Replacing Longer / Linear Programming Optimized for TV
BondCap · comparison_table
...India Entertainment Re-Imagined = Internet-First Shows Optimized for Mobile... Replacing Longer / Linear Programming Optimized for TV
 India Education = Largest K-12 School System (250MM+ Students) in World With... High Demand for After-School Education...
BondCap · market_landscape
India Education = Largest K-12 School System (250MM+ Students) in World With... High Demand for After-School Education...
250MM+ — K-12 Student Enrollments
 ...India Education Re-Imagined = Increasingly Accessible (via Mobiles) + Self-Paced + Personalized
BondCap · comparison_table
...India Education Re-Imagined = Increasingly Accessible (via Mobiles) + Self-Paced + Personalized
15%+ — Learning outcomes
 India Healthcare = High (& Rising) Out-of-Pocket Spend… <20% Insurance Penetration…
BondCap · market_landscape
India Healthcare = High (& Rising) Out-of-Pocket Spend… <20% Insurance Penetration…
90% — Out-of-Pocket Spend
 ...India Healthcare Re-Imagined = Increasingly Accessible (via DIY / Mobile) + Affordable (via Online Aggregation + Pricing Transparency)
BondCap · comparison_table
...India Healthcare Re-Imagined = Increasingly Accessible (via DIY / Mobile) + Affordable (via Online Aggregation + Pricing Transparency)
40-50% — price variance
 India Marketplaces = Organizing the Un-Organizable... Replacing Middlemen with Smartphones + Direct to Consumer Marketplaces
BondCap · comparison_table
India Marketplaces = Organizing the Un-Organizable... Replacing Middlemen with Smartphones + Direct to Consumer Marketplaces
20-25% — price reduction
 India Internet Challenges = Fundraising Environment + Language
BondCap · problem_statement
India Internet Challenges = Fundraising Environment + Language
 India = Especially High Venture Capital Funding in H2:14 – 2015… Helped Drive Aggressive Start Up Valuations + Spending + Competition
BondCap · market_landscape
India = Especially High Venture Capital Funding in H2:14 – 2015… Helped Drive Aggressive Start Up Valuations + Spending + Competition
$7.6B — Venture Capital Funding
 India = 29 Languages Spoken by >1MM People...6 >50MM (ex-English)... 46% of Internet Users Primarily Consume Local Language Content
BondCap · market_landscape
India = 29 Languages Spoken by >1MM People...6 >50MM (ex-English)... 46% of Internet Users Primarily Consume Local Language Content
46% — Internet Users
 India = Low Relative GDP per Capita...Poverty Levels... While Improving...Remain High
BondCap · peer_benchmark
India = Low Relative GDP per Capita...Poverty Levels... While Improving...Remain High
 India = Lots of Young People... 64% of Population...72% of Internet Users <35 Years Old...
BondCap · market_landscape
India = Lots of Young People... 64% of Population...72% of Internet Users <35 Years Old...
72% — Population age distribution
 India = Working Age Population Growth + Millennial Per Capita Income... Compare Favorably with Other Countries
BondCap · market_landscape
India = Working Age Population Growth + Millennial Per Capita Income... Compare Favorably with Other Countries
 India = 'Consumption Class' Growing Rapidly… @ 27% of Households (66MM) vs. 7% Ten Years Ago
BondCap · market_landscape
India = 'Consumption Class' Growing Rapidly… @ 27% of Households (66MM) vs. 7% Ten Years Ago
66MM — Households
 India Consumption = Mostly Focused on Basics...“Roti, Kapda Aur Makaan”... @ 54% of Personal Consumption Expenditure
BondCap · market_landscape
India Consumption = Mostly Focused on Basics...“Roti, Kapda Aur Makaan”... @ 54% of Personal Consumption Expenditure
54% — Personal Consumption Expenditure
 India Job Creation = Employment Levels @ 55% of Working Age Population... Employment Trending Slower than Population Growth
BondCap · industry_trends
India Job Creation = Employment Levels @ 55% of Working Age Population... Employment Trending Slower than Population Growth
+280MM — Working-Age Population
 India Business Basics = Ease-of-Doing Business Lags Behind Many Countries
BondCap · peer_benchmark
India Business Basics = Ease-of-Doing Business Lags Behind Many Countries
130 — Ease of Doing Business Rank
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