Monetising Mobile 2: Snaptu
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Transcript of Monetising Mobile 2: Snaptu
Getting ahead in Emerging Markets
Simon DaviesMD Europe
2Contact: [email protected] Confidential © Snaptu 2007-2010
Snaptu is a collection of social networking and lifestyle application’s running ‘in the Cloud’• Over 14m users, growing at 2m per month• Funded by (Google, YouTube, Yahoo…)
• Over 200 countries – majority in emerging markets• India, Indonesia, Malaysia, USA, UK, South Africa, Turkey, France, Mexico, Malaysia, Thailand,
Saudi Arabia, Vietnam, Russia, Germany, Spain, Australia, Philippines, Brazil, Venezuela, Argentina, China, Netherlands…
Snaptu - overview
3Contact: [email protected] Confidential © Snaptu 2007-2010
• Older 2G handsets & pre-pay dominate
• Handsets sold separate from SIMkits, vibrant 2nd hand device market
• Mobile is the primary Internet and e/m-commerce access point
• Albeit a minority are on data plans
• Operator new entrants and data plan competition
• Many OEM new entrants
• Accessible distribution
Emerging Market environment
4Contact: [email protected] Confidential © Snaptu 2007-2010
• SMS & Voice based• Basic SMS info services (sports, news, travel, astrology…)• Ringtones , wallpaper, cricket commentary while waiting (Hungama)• Voice blogs• Mobile wallets
• Data network based• Ringtones, wallpaper, music, games, apps – classic content portals• In app advertising• Virtual goods and currency• Mobile wallets
Revenue models in Emerging Markets
5Contact: [email protected] Confidential © Snaptu 2007-2010
• Voice BubbleBlog from • “Audio Twitter”• Bollywood star Amitabh Bachan 270k followers on Twitter, 350k on Bubbly (July) • 10-30 rupees ($0.21-$0.65) pcm per Blog subscribed to
• Mobile Money/Wallets• How it works – utility bills, where you charge up with cash• SMS vs data• Nokia Money/OBOpay in Pune (mainly SMS based)• Large number of players
• Comviva, C-SAM, Fundamo, G-Cash, GFG, Jigrahak, mCheck, MiPay, MobiComp, Monitise, Movensis, mPay, Mpesa, mTranZact, OBOPay, PayBox, PayM8, S1(Postilion), Simplue, SMART, Utiba, Valista, WIZZIT, Celpay, Zain Zap, Macalla
• Opportunity to integrate as the winners emerge
Revenue models in Emerging Markets
6Contact: [email protected] Confidential © Snaptu 2007-2010
• Virtual credits, goods and communities• “mobile-first community”• “40m+ members”• “200 +countries”• “chat, share photos, join groups, send gifts, play
games, create avatars, call friends, email…”
Revenue models in Emerging Markets
7Contact: [email protected] Confidential © Snaptu 2007-2010
• Emerging markets much more accessible• Operator appstores• Aggregators
• Cellmania (Airtel, Singtel, Maxis), Infosys (Aircel), Avarto (Vodafone Essar)
• New entrant OEM pre-installs• 3rd party appstores
• Getjar, Mobango…
• OEM appstores • Ovi, PlayNow…
Accessing users: distribution
8Contact: [email protected] Confidential © Snaptu 2007-2010
• Two tier market• Vast majority on old 2G handsets: see below
• Rapid drop off… no.1 and 2 are 2x # 4 and 10x #17
User device limitations
9Contact: [email protected] Confidential © Snaptu 2007-2010
Cheaper devices delivering ever higher end user experience• Micromax• Karbonn• Fly Mobile• Spice• Zen• Bharti Beetel• Lava• Bright• …
Note most are planning affordable Android devices
New generation of low end handsets emerging
10Contact: [email protected] Confidential © Snaptu 2007-2010
• Maybe approaching an inflection point • Operator competition & new entrants• New entrant OEMs • 3G rollouts
• Increasing opportunity to profit from data-centric offerings…
• … in markets where mobile handsets are the primary Internet device
Conclusions