Mobile Monetinization MeetMe
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Transcript of Mobile Monetinization MeetMe
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Confidential – Not For Distribution
Social Gaming & Gambling SummitDecember 13-14, 2012
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Cautionary Note Regarding Forward Looking Statements Certain statements in this presentation and responses to various questions includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained herein, including statements regarding the continued growth in our core platform, are forward-looking statements. The words “believe,” “may,” “estimate,” “continue,” “anticipate,” “intend,” “should,” “plan,” “could,” “target,” “potential,” “is likely,” “will,” “expect” and similar expressions, as they relate to us, are intended to identify forward-looking statements. We have based these forward-looking statements largely on our current expectations and projections about future events and financial trends that we believe may affect our financial condition, results of operations, business strategy and financial needs. Important factors that could cause actual results to differ from those in the forward-looking statements include: issues that affect the functionality of our mobile application with popular mobile operating systems, any changes in such operating systems that degrade our mobile application’s functionality and other unexpected issues which could adversely affect usage on mobile devices, the willingness of our users to purchase virtual credits on their mobile devices, changes in consumer preference that adversely affect the smart phone penetration of the market, and acceptance of our new brand in Latin America and globally. Further information on our risk factors is contained in our filings with the SEC, including the Form 10-Q for the quarter’s ended March 31, 2012, June 30 and September 30, 2012 and the Form 10-K for the year ended December 31, 2011. Any forward-looking statement made by us herein speaks only as of the date on which it is made. Factors or events that could cause our actual results to differ may emerge from time to time, and it is not possible for us to predict all of them. We undertake no obligation to publicly update any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by law. Regulation G – Non-GAAP Financial Measures This presentation includes a discussion of Quepasa and myYearbook combined company revenues, EBITDA and adjusted EBITDA which are non-GAAP financial measures. Reconciliations to the most directly comparable GAAP financial measures are provided on the Investor Relations section of the MeetMe corporate website at http://www.meetmecorp.com/investors/non-gaap/.
© 2012, MeetMe, Inc.
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© 2012 MEET 3
Our mission is to build the leading social network for meeting new people.
We are the digital coffeehouse, a re-imagination of the bar, a social gathering place. We intend to transform the way people meet in a mobile-first world.
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Pioneering the Next Category of Social Networking: Social Discovery
© 2012 MEET 4
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Mobile Is the Natural Platform for Social Discovery
Average hours spent calculated using total hours spent divided by MeetMe Platform MAU (September 2012). Source: Google Analytics for Web. Flurry for Android, iPhone and iPad.
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Dramatic Mobile Growth
© 2012 MEET 6
Note: MAU and DAU charts refer to total MAU and DAU of MeetMe, previously myYearbook. MeetMe results presented above include data from prior to the merger with myYearbook on November 10, 2011, and is presented on a combined pro-forma basis.
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Smartphone Penetration to Increase
Source: MeetMe Survey. June 2012. 6,754 responses.
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Mobile Monetization is the Low-Hanging Fruit
A 1 cent increase in mobile ARPDAU drives $2+ million in annualized revenue
Mobile App Revenue– New Subscription Product– Two new freemium products– Mobile users 3-6x more likely to pay
Mobile Ad Revenue– Roll out feed advertising in Q1’13
and Q2’13– Testing new ad units as mobile ad
market continues to mature
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Avg. Revenue per Daily Active User (ARPDAU) represents MeetMe Platform web and mobile revenue divided by average daily active users (DAUs) for web and mobile. Results presented above include data from prior to the merger of Quepasa with myYearbook on November 10, 2011.
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Mobile is More Than a Screen: A Payment Platform
Revenue charts refer to total Revenue of MeetMe, previously myYearbook. Mobile Revenue refers to mobile advertising and mobile virtual currency revenue on MeetMe’s mobile apps and mobile web site. MeetMe results presented above include data from prior to the merger of Quepasa with myYearbook on November 10, 2011.
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Mobile Products Launched in March Drive 45% of Q3 Revenue
Virtual Currency and Advertising Revenue refer to revenue generated from the MeetMe-Platform (MeetMe website and mobile app).
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A Mobile Addiction
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Be Mobile or Be Irrelevant
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Imagine the Mobile Ad Market $20 Billion Bigger% of Time Spent in Media vs. % of Advertising Spending, USA 2011
Source: http://allthingsd.com/20120530/mary-meekers-internet-trends-live-at-d10-slides/
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It’s Not As Crazy As It Sounds
More Reach– Always on, always plugged in
More Context– High quality– Targeted on interests, social graph, location– Point-of-sale tracking capabilities developing
More Expectations– Users expect to carry their web experiences seamlessly in their
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Advertisers Are Spending Like It’s 1998!!
Source: eMarketer
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Plenty of Smart People Trying to Crack the NutFacebook reporting $3 million a day on mobile feed advertising in Q3
Earnings Call.
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Ad Unit Innovation: No Longer Off to the Side
In-Game Branding
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Incentivized Mobile Video Ads Poised for Growth
Watch to completion
Guaranteed eyeballs
Accepted value exchange
Available on all mobile platforms
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Mobile Offer Walls Help Drive Monetization
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And Mobile Advertising isn’t Even the Most Exciting Part
1http://www.forrester.com/Mobile+App+Internet+Recasts+The+Software+And+Services+Landscape/fulltext/-/E-RES58179?objectid=RES58179 and http://www.slideshare.net/avinash.raghava/forrester-8840580. Chart Source: http://allthingsd.com/20120530/mary-meekers-internet-trends-live-at-d10-slides/
Apps projected by Forrester to be $50 billion a year business by 20151
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In-App Purchases Increasingly Outperforming Paid Apps66% of iOS app revenue attributed to Freemium games, up from 39% in Jan. 2011
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The Formula: One-Tap PurchaseVirtually every iPhone user has a credit card on file with iTunes,
enabling a frictionless one-tap purchase flow
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Android In-App Billing Getting EasierExpect Google to encourage users to create a billing profile on
activation of a new phone or download of the first app
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Both Platforms Must Improve InternationallyBoth iOS and Android are overly reliant on a faulty expectation that everyone
has a credit card – need to support popular local payment methods, especially in countries with much smaller advertising markets
Konbini
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New Players Emerge – But Will They Matter?
• Flurry: Amazon Appstore monetizing 90% as well as iTunes per user• The original innovator in frictionless payments• Ability to strike large deals with handset makers and market their own
tablets
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The Nut Will Be Cracked
Smart phone proliferation continues
Mobile advertising growth explodes
Mobile payments become frictionless on all leading platforms
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Confidential – Not For Distribution
Follow: @geoffcook and @meetmeBlog: valleyoutsider.com
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AppendixAppendix
MEET 28© 2012
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Internationalization Presents Enormous OpportunityAddressable Market of Over 1.5 Billion People Aged 18-30 Worldwide
Source: United States census data for 2012 (www.census.gov)
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Poised for International Expansion
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1comScore Dec. 2011. “It’s a Social World.” Reflects social networking now reaches 1.2 billion users, 82% of the online population.2comScore Feb. 2012. Analysis of Unique Visitors.
Increasing addressable market by more than 300% in the near-term through launches in additional languages.
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Competitive Landscape
© 2012 MEET 31
Source: comScore US November, 2012.Note: Bubbles denote US page views for the relevant property or media title, whichever is greater. Facebook at 1/11 scale. All others are true to scale.
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Social Discovery: A New Category of Social Service
Source: MeetMe Survey. May 2012. 4,975 responses.
Source: MeetMe Survey. June 2012. 6,754 responses.Survey looked at Zoosk, okCupid, Match.com, and eHarmony.
Source: MeetMe Survey. June 2012. 6,754 responses.
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