MESSENGERSFROM MOBILE APPS

TO PLATFORMS#UNIT2016@zoobeapp@smonicats

WHO OWNS YOUR CHATSTHAT‘S WHO

2011 2012 2013 2014 20150

5

10

15

20

25

30

35

MESSAGES SENT PER DAY IN BN

WHATSAPP

SMS

MESSENGERS DOMINATE MOBILEMESSENGERS ARE THE NEW SOCIAL NETWORKS

SOURCE: THE ECONOMIST, BUSINESS INSIDER

4Q11 4Q12 4Q13 4Q14 1Q150

500

1.000

1.500

2.000

2.500

Big 4 Social NetworksBig 4 Messaging Apps

Mon

thly

Use

rs in

M

MESSAGING APPS HAVE CAUGHT UP TO SOCIAL NETWORKS

5

WHATSAPP + FB MESSENGER +

WECHAT+ VIBER2.2B MONTHLY ACTIVER USERS, ALL ON MOBILE 6 OF THE TOP 10 MOST

USED APPS ARE MOBILE MESSAGING

APPS

MESSAGING IS THE NEW SOCIAL MEDIA

SOURCE: BUSINESS INSIDER

WHATSAPP CARRIED 42B MESSAGES DAILY, ONLY AROUND 20B SMS DAILYBUT SMS STILL

MONETIZE BETTER

MESSAGING IS THE NEW SOCIAL MEDIA

WHICH MESSENGERS DO YOU USE?TIME TO CONFESS

LOADS OF THEM!PLAYERS

WE WENT FROM THISWHAT’S SO COOL?

WE WENT FROM THISWHAT’S SO COOL?

TO THISWHAT’S SO COOL?

TO THISWHAT’S SO COOL?

WHAT’S SO COOL?SMS, VOICE MESSAGE, PICS & VIDEOS, LOCATION, VOICE & VIDEO CALLS, PAYMENTS, STICKERS,

GAMES, E-COMMERCE, FOOD

DELIVERY, TAXIS, BANKING, FLIGHT INFO

WHAT’S SO COOL?NOT SUCH THING AS OFFLINE

A PLATFORM IN EVERYONE’S POCKETENTRY TO UNEDUCATED CONSUMERSNO CURATED FEED

WHAT’S SO COOL?NO LIMITS OF COUNTRY, HARDWARE, OPERATOR

MORE PRIVACYREPLACE E-MAIL, SM, PC IM, CALLS, FACE TO FACEADDICTIVE

WHAT’S SO COOL?THE MESSAGING APP IS “ONLY” THE ENTRY POINT

THE PLATFORM IS THE GOAL

THE SAY GUY, ACTUALLYTHE LEADERS

FB MESSENGER3 YEARS AGO LOSING THE LEAD, NOW #1MOBILE FIRST + ACQUISITIONS + COPY PASTEFB 1.55B MAU*, 1B

DAU** MESSENGER 900M

MAU*MONTHLY ACTIVE USERS** DAILY ACTIVE USERS

FB MESSENGER

FB MESSENGER

FB MESSENGER > BOTSCOPY PASTE FROM ASIAN MIMs, KIK,

TELEGRAMNO NEED TO LEAVE THE APP TO BROWSERDISCOVERY WITHOUT

APP DOWNLOADMESSAGING APPS + BOTS = THE OS OF MOBILE

WHATSAPP1B MAU, 70% DAILY, 42B DAILY MESSAGES NO ADS, NO STICKERS, NO GAMESCALLS, INTERNET PLANS, DESKTOP VERSION, ENCRYPTION

WHATSAPP IN JAN 2015: 700M MAU

WHATSAPP IN SEPT 2015: 900M MAU

WHATSAPP IN FEB 2016: 1B MAU

WHATSAPP: 419M MAU IN 4 YEARS

THE MISSED OPPORTUNITIES

A DETAILED LOOK AT THE PIONEERS

LINEOWNED BY NAVER600M USERS, 212M

MAU, 1,88B STICKERS DAILY$600M SALES, $112M

REVENUEMOBILE & DESKTOP + FAMILY OF APPS

LINE: STAGNATING GROWTH

LINE: MONEY MAKING MACHINE

LINE

LINE

LINE

LINE

LINE

LINE PLATFORM

KAKAOTALKPIONEERED THE BUSINESS MODELTOOK MONEY FROM NAVER170M USERS, 50M

MAU,95% PENETRATION IN

SOUTH KOREA, $120M PROFIT IN 2014SOURCE: FORBES

KAKAOTALK PLATFORM

WECHAT / WEIXIN / QQ1.1B USERS, 650M MAU, 1.5%

CENSORSHIP WECHAT + QQ = 700M REVENUE Q2 2015IN CHINA, + WECHAT OFFICIAL ACCOUNTS CREATED DAILY THAN

WEBSITESOWNED BY TENCENT

WECHAT / WEIXIN / QQ

SOURCE: TECH IN ASIA

WECHAT / WEIXIN / QQ

THE NKITB: SNAPCHATEST. 200M MAU, 100M

DAU, 400M SNAPS DAILY70% WOMEN & UNDER 25 YEARS OLD

YOUNGEST & FASTEST GROWING MIMEPHIMERAL CONTENT, TURNED DOWN 3B FROM FB, NOW VALUATION AT 10B-20BMOBILE ONLY

SOURCE: BUSINESS INSIDER

SNAPCHAT

TANGO200M USERS, 70M MAU$215M FROM ALIBABA ($25B IPO)

ALIBABA + VALUE THAN AMAZON & EBAY MISSED ON ASIA, GOINT AFTER THE WORLD

THE WINNER TAKES IT ALL

THE WINNER TAKES IT ALLFACEBOOK OWNS THE 2 APPS

THAT CAN COVER THE 2 STRATEGIESBUT SNAPCHAT IS GETTING CLOSER

MESSENGERSFROM MOBILE APPS

TO PLATFORMS#UNIT2016@zoobeapp@smonicats