4„ M U LT I D Y S T RY B U C J A ”C Z Y L I J A K T W Ó J B I Z N E S BĘD Z I E W Y G LĄD AŁ Z A 5 L AT

Tomasz Woźniak, Future Mind

W S Z Y S C Y M A M Y I N T E R N E T W K I E S Z E N I A C HU S TA L M Y FA K T Y

J E S T G O C A

100%

Global Interet traffic share (desktop versus mobile)

StatCounter | December 2014

75%

50%

25%

Dec-08 May-10 Oct-11 Mar-13 Aug-14

Desktop Mobile

P R Z Y S ZŁOŚĆ M A W I E L E E K R A N Ó W

0B

200B

400B

600B

800B

1000B

1200B

1400B

1600B

1800B

2000B

2200B

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014E

Personal Computers Smartphones Tablets Smart TV’s Wearables

Gartner, IDC, Strategy Analytics, Companu Filings, BI Intelligence Estimates

Global conected devices shipments

D L A C Z E G O T O J E S T N I E U C H R O N N E ?

F. O . M . O

C H E C K I N G H A B I T

C H E C K I N G H A B I T

P U S HN O T I F I C AT I O N

T O SĄ L U D Z I E A L E G D Z I E J E S T B I Z N E S ?

P O S T P CP O S T V O I C EP O S T S M S

P O S T P CP O S T P C

30%G

row

th (Y

oY)

PC shipment quarterly year-over-year growth (globally)

24%

18%

12%

6%

0%

(6%)

(12%)

(18%)

(24%)

3Q09

Gartner, IDC, BI Intelligence Estimates | January 2015

1Q10 3Q10 1Q11 3Q11 1Q12 3Q12 1Q13 3Q13 1Q14 3Q14

P O S T V O I C E

Global Interet traffic shaare (desktop versus mobile)

600M

450M

350M

150M

Oct-10 Feb-12 Sep-12 Jan-13 Apr-13 Jun-13 Aug-13 Oct-13 Dec-13 Feb-14

LINE WhatsApp WeChat Viber Snapchat

Company Statements, BI Inteligence Estimates

Monthly Active Users (millions) for top apps

P O S T S M S

0M

100M

200M

300M

400M

500M

600M

700M

Oct-10 Jul-12 Jan-13 Apr-13 Jul-13 Sep-13 Nov-13 Jan-14 Aug-14 Oct-14 Dec-14

WhatsApp MAUs

WhatsApp, January 2015

M E D I A

S M A R T F O N N I E J E S T S E C O N D - S C R E E N E M

0%

10%

20%

30%

40%

50%

TV Online Radio Print Other Mobile

2009 2010 2011 2012 2013 2014

eMarketer, April 2014

U.S. Consumer Media Consumption Share

V I D E O Z J A D A N I E T Y L K O T R A N S F E R

0

5

10

15

20

25

2014 2015 2016 2017 2018 2019

File Sharing Audio Streaming Web/Data/VoIP Video

Cisco, February 2015

Extr

abyt

es p

er m

ont

h

R E K L A M A

C H Y B A WA R T O ?

0B

10B

20B

30B

40B

50B

60B

70B

80B

90B

2013 2014 2015E 2016E 2017E 2018E

Non-Mobile Mobile

BI Intelligence Estimates, Interactive Advertising Bureau

Forecasted digital advertising revenue (U.S.)

K T OŚ J UŻ N A T Y M Z A R A B I A

0 M

500 M

1 000 M

1 500 M

2 000 M

2 500 M

3 000 M

3 500 M

Q1 10 Q2 10 Q3 10 Q4 10 Q1 11 Q2 11 Q3 11 Q4 11 Q1 12 Q2 12 Q3 12 Q4 12 Q1 13 Q2 13 Q3 13 Q4 13 Q1 14 Q2 14 Q3 14

Advertising (Non-Mobile) Mobile Advertising Payments and Fees

Facebook Company Filings

Facebook Revenue by Segment (Global)

T Y L K O M O B I L N I E

P O C O T W O R Z YĆ N A D E S K T O P ?

0M

5M

10M

15M

20M

25M

30M

35M

40M

Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013

Smartphone Desktop

Average daily time spent per user (smartphone vs desktop)

F I N A N S E

B A N K T Y L K O W K O M Ó R C E ?

0M

10M

20M

30M

40M

50M

60M

70M

80M

90M

Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014

Non-Mobile Online Mobile

Wells Fargo, bank of America, Chase company filings

Mobile versus online customers (Wells Fargo, Bank of America & Chase)

S M A R T F O N J A K PAY PA S S ?

$0M

$50M

$100M

$150M

$200M

$250M

$300M

$350M

$400M

$450M

$500M

Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014Starbucks statements and filings, BI Intelligence

Starbucks mobile payment volume

N I E K O N I E C Z N I E P R Z E L E W

$0M

$175M

$350M

$525M

$700M

Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 Q3 2014

$700M

$468M

$314M

$194M

$141M$105M

$81M$59M$43M$31M$23M

PayPal, BI Intelligence

Venmo payment volume

B A N K D O L A M U S A ?

0%

10%

20%

30%

40%

50%

26%29%29%

41%

50%Square Paypal Apple Google Amazon

Accenture, The Digital Disruption in Banking, 2014

If these companies offered banking services, how likely would you be to bank with them?

H A N D E L

E - C O M M E R C E J E S T W I E L O K A N AŁO W Y

0%

25%

50%

75%

100%

Amazon eBay Wal-Mart Target Ticketmaster Best Buy Home Depot Etsy Sears

47%43%41%41%54%57%

44%43%34%

7%10%9%9%

7%9%

14%23%28%

46%47%50%50%39%34%42%34%38%

Desktop Only Desktop and mobile Mobile Only

comScore, July 2014

Monthly U.S. visitors across retail websites

0

750

1500

2250

3000

2012 2013 2014E 2015E 2016E 2017E 2018

LICZBA TABLETÓW LICZBA SMARTFONÓW

WARTOŚĆ M-COMMERCE SMARTFONÓW WARTOŚĆ M-COMMERCE TABLETÓW

TABLET CZY SMARTFON?

eMarketer, 2014

C O T E R A Z ?

I N T E R N E T O F T H I N G SN I E U C H R O N N OŚĆ

D O P R A C Y ; )

T. W O Z N I A K @ F U T U R E M I N D . C O M

M O B I L E : + 4 8 . 6 0 9 . 6 2 6 . 9 5 5

P L . L I N K E D I N . C O M / I N / T O M A S Z W O Z N I A K