May 08

Jul 0

8Sep

08Nov

08Ja

n 09Mar

09

May 09

Jul 0

9Sep

09Nov

09Ja

n 10Mar

10

May 10

Jul 1

0Sep

10Nov

10Ja

n 11Mar

11

May 11

Jul 1

1Sep

11Nov

11Ja

n 12Mar

12

May 12

Jul 1

2Sep

12Nov

12 -

100,000,000,000

200,000,000,000

300,000,000,000

400,000,000,000

500,000,000,000

600,000,000,000

700,000,000,000

800,000,000,000

900,000,000,000

1,000,000,000,000

1,100,000,000,000

1,200,000,000,000

Worldwide in-application events measured by Flurry (billions)

Unstoppable Market Growth

Source: Flurry Analytics, May 2008 – November 2012, Billions

US China UK Japan S. Korea Germany France Canada Brazil Spain

181 167

35 28 27 22 19 19 14 14

Source: Flurry Analytics active devices Oct 2012

Top Countries by Active iOS & Android Devices (millions)

A Global Phenomenon

China Vietnam Colombia Chile Ukraine Venezuela Turkey Philippines Egypt Russia

293%269% 260%

235%209% 202% 197%

181% 180% 180%

Source: Flurry Analytics, Oct 2011 – Oct 2012, countries with at least 500k active devices as of Oct 2011

Fastest Growing iOS & Android Markets by Active Devices

30+ Countries Doubled in Last 12 Months

Dec 2010 Dec 2011 Dec 2012 -

20

40

60

80

100

120

140

160

180

Sources: comScore, Alexa, U.S. Bureau of Labor Statistics, Flurry Analytics

70

162

66 72

168

9470

168

127

Mobile ApplicationsWeb Browsing Television

How Mobile Stacks Up Against TV and The Web

U.S. Web vs. Mobile App vs. TV Consumption, Minutes per Day

2008 2009 2010 2011 20120

2

4

6

8

10

12

14

16

18

20

App Revenue Is ScalingBi

llions

Source: eMarketer, Mary Meeker (KPCB)

129% CAGR

Virtual Goods Advertising

U.S. display advertising and digital goods revenue

Faster Revenue Ramp than The Web

1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 20120

2

4

6

8

10

12

14

16

Billio

ns ($

)

Source: eMarketer, Flurry, Comscore

MOBILE APPS WEB (BROWERS)

Games43%

Social Networking26%

Entertainment10%

Utilities10%

News 2%Productivity 2%Health & Fitness 1%

Lifestyle 1% Other5%

Source: Flurry Analytics, November 2012

Beyond Gaming

WW iOS & Android Smart Device Time Spent per App Category

Disruption Across Multiple Industries

Social Media & Entertainment Shopping Productivity Utilities Travel Gaming

387%

268%247% 237%

206% 198%

107%

132%

Source: Flurry Analytics Dec 2011- Dec 2012

WW Session in iOS and Android Apps (Dec 2011 – Dec 2012)

ARPDAU among top 1,000 grossing iOS free-to-play games

Gaming: Money, Midcore and Maturity

Sep 2011 Sep 2012

Source: Flurry Analytics, 480 free-to-play games

Under $0.25,53%

$0.25 - $0.7532%

Over $0.75,15%

Under $0.25,82%

$0.25 - $0.7515%

Over $0.75, 3%

Distribution of time spent in mobile social apps

A Closer Look at the Social Category

Source: comScore, Flurry Analytics Dec 2012

Social Networks47%

Messaging29%

Photo & Video Sharing

19%

Dating5%

Distribution of time spent in media apps

A Closer Look at Media & Entertainment Apps

Networks22%

Studios20%

2nd Screen Apps11%

Emerging Media37%

Others10%

Sources: Michael Zimbalist; Nielsen National People Meter; comScore Media Metrix Flurry

5:00 AM

6:00 AM

7:00 AM

8:00 AM

9:00 AM

10:00 AM

11:00 AM

12:00 PM

1:00 PM

2:00 PM

3:00 PM

4:00 PM

5:00 PM

6:00 PM

7:00 PM

8:00 PM

9:00 PM

10:00 PM

11:00 PM

12:00 AM

1:00 AM

2:00 AM

3:00 AM

4:00 AM

0%

10%

20%

30%

40%

50%

60%

70%

% o

f Aud

ienc

e Sh

are

TELEVISION MEDIA APPS

Media & Entertainment Apps Behave Like TV

Daypart comparison, people 15+ using medium, U.S.

Distribution of time spent in commerce apps

The Rise of the App & Mortar Economy

Source: comScore, Flurry Analytics Dec 2012

Retailers27%

Online Mar-ketplaces

20%

Purchase Assistance17%

Price Comparison14%

Daily Deals13%

Others9%

Shopping Apps: Usage by Gender

13-17 18-24 25-34 35-54 55+

5%

13%

19%

16%

2%

7%

10%

13%14%

1%

Age Group

FEMALESMALES

Source: Flurry Analytics

Shopping App Usage: Gender and Daypart

5:0 6:0 7:0 8:0 9:010:0...

11:0...

12:0... 1:0 2:0 3:0 4:0 5:0 6:0 7:0 8:0 9:0

10:0...

11:0...

12:0... 1:0 2:0 3:0 4:0

0%

1%

2%

3%

4%

5%

6%

7%

8%

9%

10%FEMALESMALES

Source: Flurry Analytics