Clase 1 - Intro - IN4522 5 Otoo 2014 Profesores Luis...

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IN4522 Otoño 2014 Profesores Luis Eduardo Dujovne Ignacio Saavedra 5
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Agenda Presentación Intro Programa GOMC
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6 Global Smartphone Quarterly Unit Shipments & Smartphone Users as % of Mobile Phone Users, 2009 – 2013 35 42 43 54 55 64 83 102 104 113 134 170 159 172 203 244 233 266 291 315 0% 10% 20% 30% 40% 0 100 200 300 400 Global Smartphone Users as % of Mobile Phone Users Global Smartphone Quarterly Units Shipped (MM) Smartphone Units Shipped Smartphone Users as % of Mobile Phone Users Source: Smartphone shipments per Morgan Stanley Research. User base per KPCB estimates based on Morgan Stanley Research and ITU data. Smartphone users & mobile phone users represent unique individuals owning mobile devices, as noted on slide 8; Mobile Subscribers based on number of connections & may therefore overstate number of mobile users. Smartphone Users = Still Lots of Upside... @ 30% of 5.2B Mobile Phone User Base
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36 Line (Japan), 2+ Years MAUs = 280MM Messages / Day = 10B Revenue = $388MM , +5x Y/Y (Q4:13) Snapchat (USA), 2+ Years Messages / Day = 1.2B Viber (Israel), 3+ Years MAUs = 100MM KakaoTalk (Korea), 3+ Years Messages / Day =
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