The Future Of Digital: 2014 презентация

Содержание

intelligence.businessinsider.com Tony Danova Senior Research Analyst BI Intelligence

Слайд 1A Research Service By Business Insider


The Future Of Digital: 2014


Слайд 2
intelligence.businessinsider.com
Tony Danova
Senior Research Analyst
BI Intelligence


Слайд 3There are now nearly 3 billion people online
Source: International Communication Union,

Google

Слайд 4Four billion to go
Source: International Communication Union, Google


Слайд 5Attention is shifting to digital, especially mobile
Source: eMarketer, April 2014


Слайд 6This is a generational shift
Source: Ofcom


Слайд 7One law of media…


Слайд 8Money follows eyeballs.


Слайд 9Ad spending is moving to digital (and mobile)
Source: IAB, U.S. Census

Bureau, Strategy Analytics, BI Intelligence estimates

Слайд 10Print ads have fallen off a cliff
Source: Newspaper Association Of America
*Estimate


Слайд 11Google is now bigger than all newspapers, magazines
Source: Google, NAA, PIB


Слайд 12 Google now dwarfs “big media”
Source: Company Filings, BI Intelligence estimates


Слайд 13Google is almost half the size of all global TV advertising
Source:

Google, PWC

Слайд 14For many years TV folks have (rightly) laughed off digital concerns


Слайд 15Time to stop laughing.


Слайд 16Ratings are falling…
Source: Nielsen


Слайд 17Pay TV subscriptions are dropping…
Source: Leichtman Research Group


Слайд 18Facebook reaches more young people than free TV
Source: Nielsen, January 2013


Слайд 19Netflix now has more US subscribers than HBO
Source: Netflix, SNL Kagan


Слайд 20YouTube reaches more 18-34s than any cable network


Слайд 21Digital video revenue is no longer a joke…
Source: BI Intelligence estimates,

Company Filings

Слайд 22iTunes and Netflix already dwarf small cable networks
Source: News Reports, Company

Filings

Слайд 23YouTube is closing in on broadcast-network revenue
Source: News Reports, BI Intelligence

estimates, Company Filings

Слайд 24(Some) live sports are now being streamed
Source: Ooyala 2014


Слайд 25TV now has to share attention with digital
Source: Millward Brown, 2014


Слайд 26So, eyeballs are leaving TV


Слайд 27But, so far, TV money is hanging in there


Слайд 28TV still massive, digital video still a blip
Source: Nielsen, IAB


Слайд 29So no worries in TV land?


Слайд 30Yes, worries.


Слайд 31It’s a generational shift — look what Millennials are doing
Source: Ofcom


Слайд 32Money follows eyeballs…
Source: Mary Meeker, IAB, eMarketer


Слайд 33So it’s only a matter of time.


Слайд 34What’s going on in digital?


Слайд 35Smartphone sales are still booming
Source: IDC, Strategy Analytics, BI Intelligence estimates


Слайд 36Tablets have carved out a chunk of PC sales
Source: Gartner, IDC,

Strategy Analytics, Company Releases

Слайд 37“Phablets” are replacing small smartphones
Source: BI Intelligence estimates


Слайд 38Nearly half of TVs are now connected
Source: Leichtman Research Group, BI

Intelligence estimates

Слайд 39“Wearables” are overhyped but growing
Source: BI Intelligence estimates


Слайд 40Cars are increasingly connected
Source: SBD, GSMA


Слайд 41300 million PCs are still sold each year
Source: Gartner, IDC, BI

Intelligence estimates

Слайд 42Should you be “mobile only?”


Слайд 44It’s a “multi-screen” world
Source: Gartner, IDC, Strategy Analytics, Company Filings, BI

Intelligence estimates

Слайд 45You should be “mobile, too.”


Слайд 46~60% of online devices are now smartphones or tablets
Source: BI Intelligence

estimates

Слайд 47We spend an hour a day on our smartphones
Source: Experian Marketing

Services, May 2013

Слайд 48We spend ½ hour on tablet each time we use it
Source:

Google, August 2012

Слайд 49More than ¼ of Internet traffic is mobile
Source: StatCounter, BI Intelligence

estimates

Слайд 50Mobile has extended the digital day to 18/7
Source: Google Analytics, Business

Insider

Слайд 51Each device has a different “prime time”
Source: comScore, Telefonica, Macquarie Capital

(USA), December 2011

Слайд 52Where are we in the
mobile device cycle?


Слайд 53Developed mobile markets are nearing maturity
Source: comScore


Слайд 54The action is now in China, India, and emerging markets
Source: Mediacells

via The Guardian

Слайд 55China is already twice the size of the US market
Source: China

Internet Network Information Center

Слайд 56Prices are dropping fast
Source: BI Intelligence estimates


Слайд 57iPhone sales growth has slowed (iPhone 6 will help)
Source: Company Filings


Слайд 58Chinese companies sell ~25% of smartphones in world
Source: Canalys, IDC, Strategy

Analytics, BI Intelligence, Company Reports

Слайд 59Global tablet growth has hit a wall
Source: IDC, Strategy Analytics, BI

Intelligence estimates

Слайд 60(iPad now experiencing “negative growth”)
Source: Apple


Слайд 61Why have tablet sales cratered?


Слайд 62Long upgrade cycle
Phablet cannibalization
Need keyboard for serious input
Price


Слайд 63What about the
platform war?


Слайд 64We have a winner!


Слайд 65Apple is strong in the US, where it’s a two-horse race
Source:

comScore

Слайд 66But, globally, it’s an Android world


Слайд 67~85% of smartphones run Google’s Android
Source: IDC, Strategy Analytics, BI Intelligence

estimates

Слайд 68~65% of tablets run Android
Source: BI Intelligence estimates


Слайд 69~70% of all new computing gadgets run Android
Source: Gartner, IDC, Strategy

Analytics, Company Filings, BI Intelligence estimates

Слайд 70Android used to lag Apple
badly with app developers.


Слайд 71Not anymore.


Слайд 72Android “fragmentation” problem is improving
Source: Google


Слайд 73Android now more popular with developers than iOS
Source: Developer Economics, Q3

2014

Слайд 74Android will soon overtake iOS in app revenue
Source: Jana, App Annie,

BI Intelligence estimates

Слайд 75Android is catching up to iOS in developer payouts
Source: Jana, App

Annie, BI Intelligence estimates

Слайд 76Android now generates more global ad traffic than iOS
Source: Opera Mediaworks


Слайд 77The key digital media trends…


Слайд 78Mobile
Social
Native
Video
Programmatic


Слайд 79Most digital growth is now mobile
Source: comScore, April 2014


Слайд 80Messaging apps are exploding
Source: Company Statements, News Reports, BI Intelligence estimates


Слайд 81Social networks and sharing are exploding
Source: BI Intelligence estimates based on

data from company filings, comScore, Global Web Index, Totem and news reports

Слайд 82Mobile video is booming…
Source: Cisco, 2013


Слайд 83Mobile video has enabled the rise of the YouTube stars
Source: Company

Filings

35 million viewers

8 million viewers

1 million viewers


Слайд 84Social and music are now mostly mobile
Source: Company Filings


Слайд 85Mobile is driving all of Facebook’s growth
Source: Company Filings


Слайд 86Mobile is now a third of eCommerce traffic
Source: Monetate


Слайд 87PayPal powers $30 billion in mobile payments
*PayPal counted a small

portion of Braintree’s transaction volume as its own in the last 12 days of Q4 2013.

Source: PayPal


Слайд 88Venmo is (finally) replacing friend-to-friend payments
Source: PayPal, BI Intelligence


Слайд 89Ad growth is mobile, social, video, native, programmatic
Source: BI Intelligence estimates

based on data from BIA/Kelsey, IAB, IDC, and Magna Global

Note: Formats overlap. Mobile includes all ad formats that appear on mobile.


Слайд 90Mobile is a “green field”
Source: eMarketer


Слайд 91Social is booming
Source: BI Intelligence estimates, BIA/Kelsey


Слайд 92“Display” ad spending is still respectable, but…
Source: Company Filings, BI Intelligence

estimates

Слайд 93Growth is shifting to “native”…
Source: BI Intelligence estimates, IAB


Слайд 94And “programmatic”
Source: BI Intelligence estimates, Magna Global, IDC


Слайд 95Google is still the digital advertising king
Source: Company Filings
Note: Based on

GAAP revenue.

Слайд 96Google’s YouTube dominates digital video and video ads
Source: Company Filings, BI

Intelligence estimates

Слайд 97Google’s Chrome browser is crushing Firefox and IE
Source: StatCounter


Слайд 98Google’s Android has peak-Windows-like market share
Source: IDC, Strategy Analytics, BI Intelligence

estimates

Слайд 99In Europe, Google has peak-Windows-like search share
Source: StatCounter


Слайд 100Basically, Google is swallowing the world…
Source: Google, 2014 Is An Estimate


Слайд 101(And people are noticing!)
Source: StatCounter


Слайд 102(For Microsoft, DOJ attack was the beginning of the end)
Source: StatCounter



Слайд 103Have Google and Facebook won?


Слайд 104Not necessarily.


Слайд 105Money follows eyeballs.


Слайд 106Search click growth is finally decelerating
Source: Google


Слайд 107US desktop search queries are now shrinking
Source: comScore
Note: Explicit user initiated

search queries only.

Слайд 108“No one uses Facebook anymore” — Gen Z-er
Source: Piper Jaffray


Слайд 109Why do teens love Instagram?


Слайд 110What’s Tumblr for?


Слайд 111What about phone calls? Do people talk anymore?


Слайд 112Digital is the medium for the new generation.

Digital will grow

for decades.

Слайд 113So, what’s next?


Слайд 114Connected cars — we spend 1.2 hours a day in them
Source:

Bureau Of Labor Statistics

Слайд 115Wearables (someday)
Source: BI Intelligence estimates


Слайд 116Smartwatches, like Apple Watch, should do okay
Source: BI Intelligence estimates


Слайд 117Fitness bands will remain niche
Source: NPD Group, BI Intelligence estimates; Annual

Data From April Through March

Слайд 118“Internet of Things” — 20B connected devices by 2020
Source: BI Intelligence

estimates

Слайд 119We’ll fill our houses with smart devices
Source: ABI Research, TechNavio, Pike

Research, BI Intelligence estimates

Слайд 120And companies will buy them by the billions
Source: BI Intelligence estimates


Слайд 121Gain access to all BI Intelligence reports,
forecasts, charts, and data.



Click here to sign up for a trial membership.




Слайд 122Thank You!
intelligence.businessinsider.com


Обратная связь

Если не удалось найти и скачать презентацию, Вы можете заказать его на нашем сайте. Мы постараемся найти нужный Вам материал и отправим по электронной почте. Не стесняйтесь обращаться к нам, если у вас возникли вопросы или пожелания:

Email: Нажмите что бы посмотреть 

Что такое ThePresentation.ru?

Это сайт презентаций, докладов, проектов, шаблонов в формате PowerPoint. Мы помогаем школьникам, студентам, учителям, преподавателям хранить и обмениваться учебными материалами с другими пользователями.


Для правообладателей

Яндекс.Метрика