Flurry Analytics APPNATION VII State of App Nation Presentation 2016

1. Pub Products: 2016 Strategy
Title Text
State of App Nation 2016
Chris Klotzbach, Head of Product Marketing,
Yahoo Mobile Developer Suite
@flurrymobile
AppNation: January 7, 2016
Flurry from Yahoo

2. AT CES
APPS
785,000
DEVICES
PER MONTH
2.1B
SESSIONS
PER DAY
10B
Source: Flurry Analytics
FLURRY: BY THE NUMBERS

3. AT CES
300B
225B
150B
75B
2011 2012 2013 2014 20152009 20102008
MUSIC
GAMING
ENTERTAINMENT
SOCIAL
NETWORKING
TRAVEL
RETAIL
MESSAGING
TV
MEDIA
Source: Flurry Analytics
MONTHLY FLURRY SESSIONS

4. AT CES
2015: ANOTHER STUNNING GROWTH YEAR
Media, Productivity & Emojis Give Mobile 58% YoY Growth
Source Flurry Analytics, 2014-2015
0
1
2
3
4
Personalization Untitled 1 Untitled 3 Untitled 4 Untitled 7 Untitled 8
-1%
21%
51%52%53%54%
81%
125%
135%
332%
0.58
Custom
-1%
Personalization News &
Magazines
Utilities &
Productivity
Lifestyle &
Shopping
Travel &
Navigation
Sports Health &
Fitness
Messaging &
Social
Music, Media &
Entertaiment
Games
Average 58%

5. AT CES
280
590
985
176
440
784
MOBILE ADDICTION CONTINUES TO RISE
Worldwide Daily App Usage Distribution (Millions)
REGULAR USERS SUPER USERS MOBILE ADDICTS
Under 16 Times 16 to 60 Times 60+ Times
+34%
+26%
+59%
Q2 2014 Q2 2015
Source: Flurry Analytics

6. AT CES
MOBILE ADDICTS
1 CHINA 1,305
2 INDIA 1,216
3 UNITED STATES 319
4 INDONESIA 248
5 BRAZIL 202
6 PAKISTAN 182
7 NIGERIA 177
8 MOBILE ADDICTS 176
9 BANGLADESH 152
10 RUSSIA 141
2014
Compared to World Population Rank
8 MOBILE ADDICTS 176
1 CHINA 1,320
2 INDIA 1,273
3 UNITED STATES 322
4 MOBILE ADDICTS 280
5 INDONESIA 255
6 BRAZIL 205
7 PAKISTAN 190
8 NIGERIA 183
9 BANGLADESH 158
10 RUSSIA 146
2015
4 MOBILE ADDICTS 280
Source: Flurry Analytics

7. AT CES
2015: YEAR OF THE PHABLET
Source: Flurry Analytics, December 19-December 25, 2015
Over 50% of Android Holiday Activations Were Phablets
0 0.25 0.5 0.75 1Full-size Tablets Small Tablets Phablets Medium Phones Small Phones
Android
iOS
2% 10% 50% 35% 3%
14% 9% 12% 65%

8. AT CES
2015: YEAR OF THE PHABLET
Source: Flurry Analytics, 2015
27% of All Activations were Phablets
0 0.25 0.5 0.75 1Full-size Tablets Small Tablets Phablets Medium Phones Small Phones
2015
2014
9% 9% 27% 54% 1%
11% 11% 13% 63% 2%
17% 12% 4% 64% 3%2013

9. AT CES
News & Magazines Sports Music, Media & Entertainment
21%
53%
135%
88%
274%
721%
PHABLETS: GREAT FORM FACTOR FOR MEDIA
Growth Rate of Media Apps Over Indexes on Phablets
5.16x
5.34x
4.19x
PHABLET ALL DEVICES
Source: Flurry Analytics, 2014-2015 YoY Growth Rate

10. AT CES
1
2
3
4
Small Phones Medium Phones Phablets Small Tablets Full-size Tablet
26%
81%
334%
85%
8%
1.17
Custom
WORLDWIDE TIMESPENT SKYROCKETS IN APPS
Over Indexes on Phablets Almost 3 to 1
Source: Time Spent on Mobile by Form Factor, Flurry Analytics, 2014 to 2015
Average 117%

11. AT CES
220
162158
US: 3 HOURS AND 40 MINUTES A DAY
On Mobile Devices in the US
Q1 2013 Q2 2014 Q2 2015
+35%
MOBILE TIME SPENT (MINUTES)
20%
BROWSER BROWSER
10%
TIME IN
BROWSER
DECREASED
BY HALF
-50%14%
BROWSER
Source: Flurry Analytics, comScore, Pandora, Facebook, NetMarketShare. Note: US, June 2015

12. AT CES
US TIME SPENT ON MOBILE
Source: Flurry Analytics, comScore, Pandora, Facebook, NetMarketShare. Note: US, June 2015

13. AT CES
US TIME SPENT
33
52
Q2 2014 Q2 2015
On Gaming (Minutes)
GAMING
-36%
Source: comScore, Flurry Analytics, June 2015

14. AT CES
US TIME SPENT
68
45
Q2 2014 Q2 2015
On Messaging & Social (Minutes)
MESSAGING & SOCIAL
+50%
including Facebook
Source: comScore, Facebook, Flurry Analytics, June 2015

15. AT CES
US TIME SPENT
44
13
Q2 2014 Q2 2015
On Entertainment (Minutes)
ENTERTAINMENT
+240%
including YouTube
Source: comScore, Pandora, Flurry Analytics, June 2015

16. AT CES
MEDIA CONSUMPTION IN APPS
Source: Pew Research, Added Value & Millward Brown Digital. Tumblr Content Engagement Study,
October 2014., Flurry Analytics
96
46
Q2 2014 Q2 2015
Including Social & Messaging (Minutes)
DAILY MINUTES/US CONSUMER
+108%

17. AT CES
… BUT NOT ON TRADITIONAL TV
-50-37.5-25-12.5012.525
65+ 50-64 35-49 25-34 18-24 12-17 2-11
-18
-36
-46
-42
-15
3
18
Change in hours spent watching traditional TV per month by
age group
Source: MediaRedef/Neilsen, Live + VOD + DVR, Q2 2015 v. Q2 2010

18. AT CES
CONTENT IS KING
(AGAIN)
AT CES

19. AT CES
BECAUSE MOBILE IS ABSORBING ITS MINUTES
2Q 2013 2Q 2014 2Q 2015
198
139
126
168168168
TV APPS
Source: Flurry Analytics, US Department of Labor Statistics
Time Spent in Mobile Apps and on TV (US, Minutes)

20. AT CES
$31
$23
$33
$21
AND SOME OF ITS REVENUES
Global Mobile Revenues (Billions)
2014 2015
IN-APP PURCHASES MOBILE ADS (EX. SEARCH)
Source: Flurry Analytics, eMarketer, AppAnnie, Apple

21. AT CES
5 TRENDS TO WATCH IN 2016
AT CES

22. AT CES
APPIFICATION OF THE WEB AND TV
ONE
AT CES

23. AT CES
BROADCAST BECOMES MULTICAST
TWO
AT CES

24. AT CES
Communities will become the
distribution channel
AT CES

25. AT CES
Communities will become the
distribution channel
AT CES

26. AT CES
PHABLETS BECOME DOMINANT
THREE
AT CES

27. AT CES
QUARTERLY FORM FACTOR DISTRIBUTION
FORECAST
Source: Flurry Analytics, 2016: Note: Form factor distribution projections based on linear and second degree polynomial
regression models
0% 25% 50% 75% 100%Full-size Tablets Small Tablets Phablets Medium Phones Small Phones
2Q 2017 3% 9% 59%
35%
1%
29%
4% 9% 52%
39%6% 9% 46%
1Q 2017
4Q 2016
3Q 2016
2Q 2016
1Q 2016
4Q 2015
43%7% 9% 41%
47%8% 9% 36%
49%8% 9% 32%
1%51%9% 10% 29%

28. AT CES
RISE OF MESSAGING CENTERS
FOUR
AT CES

29. AT CES
• Decline of Call Centers and rise of the bot
• Rise of Chat Commerce
• Emergence of the AI Concierge
RISE OF MESSAGING CENTERS

30. AT CES
BATTLE ROYALE
FOR LOCAL LOGISTICS
FIVE
AT CES

31. AT CES
• Uber
• Doordash
• Postmates
• Thumbtack
• Amazon
Battle Royale for Local Logistics

32. AT CES
We can’t wait to see what’s next!