Mobile Investment Outlook 2016 - Edith Yeung

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edith-yeung
  • Connect 2016 Mobile Investment Outlook Edith Yeung | @edithyeung | January 14, 2016
  • Edith Yeung is a Partner at 500 Startups’ Mobile Collective, focusing on investing in mobile apps and consumer internet startups. Before 500, Edith was the VP of marketing & business development for Dolphin Browser. Dolphin Browser is a Sequoia-backed mobile browser with over 150 million installs worldwide. She also founded RightVentures - seed stage investment firm focusing on mobile and consumer internet companies. Prior, she led many operation roles at Oracle, Siebel, AT&T, Symantec, Telstra, Cisco, Autodesk, etc. Edith  Yeung  |  @edithyeung  |  edith.co    
  • Why should you care about mobile? Edith  Yeung  |  @edithyeung  |  edith.co    
  • Mobile Unicorns Are Kicking Ass! Edith  Yeung  |  @edithyeung  |  edith.co    
  • 105 Mobile Internet Unicorns’ Total Enterprise Value ~ $839 Billion Source:  Digi-­‐Capital  -­‐  h;p://www.digi-­‐capital.com/news/2015/11/mobile-­‐internet-­‐stocks-­‐down-­‐15-­‐unicorn-­‐valuaGons-­‐drop-­‐by-­‐ average-­‐1-­‐billion/#more-­‐1049   Edith  Yeung  |  @edithyeung  |  edith.co    
  • 85% Mobile Internet Unicorns Come From US & China – Q3 2015 Source:  Digi-­‐Capital  -­‐  h;p://www.digi-­‐capital.com/news/2015/11/mobile-­‐internet-­‐stocks-­‐down-­‐15-­‐unicorn-­‐valuaGons-­‐drop-­‐by-­‐ average-­‐1-­‐billion/#more-­‐1049   1.  United States 2.  China 3.  India 4.  Japan 5.  South Korea 6.  Israel 7.  Sweden 8.  United Kingdom 9.  Germany 10.  Finland 11.  Denmark 12.  France 13.  Singapore 14.  Malaysia Edith  Yeung  |  @edithyeung  |  edith.co    
  • 7 Sectors Make Up 90% of Total Mobile Internet Enterprise Value – Q3 2015 Source:  Digi-­‐Capital  -­‐  h;p://www.digi-­‐capital.com/news/2015/11/mobile-­‐internet-­‐stocks-­‐down-­‐15-­‐unicorn-­‐valuaGons-­‐drop-­‐by-­‐ average-­‐1-­‐billion/#more-­‐1049   1.  Social 2.  mCommerce 3.  Transportation 4.  Finance 5.  Messaging 6.  Games 7.  Food & drink Edith  Yeung  |  @edithyeung  |  edith.co    
  • Growing Mobile Startups is Tough Edith  Yeung  |  @edithyeung  |  edith.co    
  • Growing Mobile Startups is Tough •  Mobile marketing is tough. ASO vs SEO. •  Mobile engagement is tough. MAU, DAU, Churn •  Mobile monetization is tough. Mobile CPM is still relative low. •  Mobile payment is still not 100% ready. iOS users still worth more than Android users. •  Device fragmentation. iOS or Android first? •  Big guys are all eating your lunch. Tough to find opportunities that Facebook, Apple, Google, Amazon, Baidu, Alibaba and Tencent are not working on. Edith  Yeung  |  @edithyeung  |  edith.co    
  • Investors should run away from… Edith  Yeung  |  @edithyeung  |  edith.co    
  • Investors should stay away from… •  Social network or platform. Be careful with any startups calling themselves platforms. •  Utility Apps. Mail & Carousel (acquired Dropbox) were both shut down. •  Browser. The world is dominated by big browser players. •  Delivery & Transportation. Get ready to compete with Uber – service delivery as a platform will come soon. •  Gaming. Small studios will need to raise substantial capital to acquire users. •  Consumer Messaging. Whatsapp, WeChat, Facebook Messenger, Viber, Snapchat – is there room for another messaging app? Edith  Yeung  |  @edithyeung  |  edith.co    
  • Funding future is bright for … Edith  Yeung  |  @edithyeung  |  edith.co    
  • 8 Trends Every Early Stage Tech Investors Should Pay Attention To Edith  Yeung  |  @edithyeung  |  edith.co    
  • Trend 1 – Virtual & Augmented Reality Is the Next Engagement Platform Edith  Yeung  |  @edithyeung  |  edith.co    
  • 126 AR/VR Startups Raised $658M in 2015 Edith  Yeung  |  @edithyeung  |  edith.co     Source:  CBInsights-­‐  h;ps://www.cbinsights.com/blog/vr-­‐funding-­‐2015/  
  • Trend 2 – Travel Industry Growing 2x Faster Than US Economy Edith  Yeung  |  @edithyeung  |  edith.co     After 22 consecutive quarters of job growth, the travel and tourism industry has added more than 1.1 million U.S. jobs that were previously lost during the global economic slowdown Source: U.S. Department of Commerce, Bureau of Economic Analysis, U.S. Travel and Tourism Satellite Account (TTSA).
  • 348 Travel Tech Startups Raised $5.2B in 2015 Edith  Yeung  |  @edithyeung  |  edith.co     Source:  CBInsights-­‐  h;ps://www.cbinsights.com/blog/funding-­‐travel-­‐tech-­‐startups/  
  • Trend 3 – Internet of Everything The Internet of Things (IoT) is the network of physical objects or "things" embedded with electronics, software, sensors, and network connectivity, which enables these objects to collect and exchange data. Source:  Chris  McCann   h;ps://medium.com/@mccannatron/esports-­‐market-­‐ecosystem-­‐map-­‐c6ae5bc6a7d0   Edith  Yeung  |  @edithyeung  |  edith.co    
  • IoT Startups Raised Over $1.9B In 2015 Edith  Yeung  |  @edithyeung  |  edith.co     Source:  CBInsights-­‐  h;ps://www.cbinsights.com/blog/internet-­‐of-­‐things-­‐startup-­‐funding/  
  • Trend 4 – APAC is Leading FinTech Innovation. 122 Startups Raised $3.5B in 2015. Edith  Yeung  |  @edithyeung  |  edith.co     Source:  Accenture  -­‐  h;ps://newsroom.accenture.com/news/fintech-­‐investment-­‐in-­‐asia-­‐pacific-­‐set-­‐to-­‐at-­‐least-­‐quadruple-­‐in-­‐2015-­‐ according-­‐to-­‐report-­‐by-­‐accenture.htm   •  Payment – 40% •  Lending – 25% •  Others – 35%
  • Trend 5 – Millennials Now Represent the Biggest Voice of the US Population Edith  Yeung  |  @edithyeung  |  edith.co     Source:  Goldman  Millennial  Insights  h;p://www.goldmansachs.com/our-­‐thinking/pages/millennials//  
  • With Over 85% Penetration, Millennial Are Redefining Smartphone Usage Edith  Yeung  |  @edithyeung  |  edith.co     New startups that are counting on the Millennial: •  Dating •  Shopping •  Content consumption •  Fitness •  Access vs. Ownership (sharing economy) for cars, housing, luxury goods Source:  Nielsen  -­‐  h;p://www.nielsen.com/us/en/insights/news/2014/mobile-­‐millennials-­‐over-­‐85-­‐percent-­‐of-­‐ generaGon-­‐y-­‐owns-­‐smartphones.html  
  • Trend 6 – The Future of Learning Edith  Yeung  |  @edithyeung  |  edith.co     Mobile technology enables new way to educate, learn and measure: •  Learning technology (VR, AR, mobile) •  Teaching technology •  Education enterprise software •  Education assessment •  Education device and network management Source:  Department  of  EducaGon  -­‐  h;p://tech.ed.gov/files/2015/12/NETP16.pdf  
  • Trend 7 – Messaging Is Eating the World Edith  Yeung  |  @edithyeung  |  edith.co     Business models that can be built on messaging platforms: •  Shopping •  Transportation •  Customer Services •  Finance •  Fundraising •  Hiring •  Gaming •  Enterprise internal communications
  • Trend 8 – Copy From China – Billion of Mobile Users Inspire New Business Models Edith  Yeung  |  @edithyeung  |  edith.co    
  • Hope you have your mooncake and get to eat it too! Edith  Yeung  |  @edithyeung  |  edith.co    
  • You can find my presentation at: •  Deck http://www.edith.co/#blog •  Email edith@500.co •  Twitter @edithyeung •  Newsletter http://www.edith.co/#newsletter Edith  Yeung  |  @edithyeung  |  edith.co    
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  • Connect 2016 Mobile Investment Outlook Edith Yeung | @edithyeung | January 14, 2016
  • Edith Yeung is a Partner at 500 Startups’ Mobile Collective, focusing on investing in mobile apps and consumer internet startups. Before 500, Edith was the VP of marketing & business development for Dolphin Browser. Dolphin Browser is a Sequoia-backed mobile browser with over 150 million installs worldwide. She also founded RightVentures - seed stage investment firm focusing on mobile and consumer internet companies. Prior, she led many operation roles at Oracle, Siebel, AT&T, Symantec, Telstra, Cisco, Autodesk, etc. Edith  Yeung  |  @edithyeung  |  edith.co    
  • Why should you care about mobile? Edith  Yeung  |  @edithyeung  |  edith.co    
  • Mobile Unicorns Are Kicking Ass! Edith  Yeung  |  @edithyeung  |  edith.co    
  • 105 Mobile Internet Unicorns’ Total Enterprise Value ~ $839 Billion Source:  Digi-­‐Capital  -­‐  h;p://www.digi-­‐capital.com/news/2015/11/mobile-­‐internet-­‐stocks-­‐down-­‐15-­‐unicorn-­‐valuaGons-­‐drop-­‐by-­‐ average-­‐1-­‐billion/#more-­‐1049   Edith  Yeung  |  @edithyeung  |  edith.co    
  • 85% Mobile Internet Unicorns Come From US & China – Q3 2015 Source:  Digi-­‐Capital  -­‐  h;p://www.digi-­‐capital.com/news/2015/11/mobile-­‐internet-­‐stocks-­‐down-­‐15-­‐unicorn-­‐valuaGons-­‐drop-­‐by-­‐ average-­‐1-­‐billion/#more-­‐1049   1.  United States 2.  China 3.  India 4.  Japan 5.  South Korea 6.  Israel 7.  Sweden 8.  United Kingdom 9.  Germany 10.  Finland 11.  Denmark 12.  France 13.  Singapore 14.  Malaysia Edith  Yeung  |  @edithyeung  |  edith.co    
  • 7 Sectors Make Up 90% of Total Mobile Internet Enterprise Value – Q3 2015 Source:  Digi-­‐Capital  -­‐  h;p://www.digi-­‐capital.com/news/2015/11/mobile-­‐internet-­‐stocks-­‐down-­‐15-­‐unicorn-­‐valuaGons-­‐drop-­‐by-­‐ average-­‐1-­‐billion/#more-­‐1049   1.  Social 2.  mCommerce 3.  Transportation 4.  Finance 5.  Messaging 6.  Games 7.  Food & drink Edith  Yeung  |  @edithyeung  |  edith.co    
  • Growing Mobile Startups is Tough Edith  Yeung  |  @edithyeung  |  edith.co    
  • Growing Mobile Startups is Tough •  Mobile marketing is tough. ASO vs SEO. •  Mobile engagement is tough. MAU, DAU, Churn •  Mobile monetization is tough. Mobile CPM is still relative low. •  Mobile payment is still not 100% ready. iOS users still worth more than Android users. •  Device fragmentation. iOS or Android first? •  Big guys are all eating your lunch. Tough to find opportunities that Facebook, Apple, Google, Amazon, Baidu, Alibaba and Tencent are not working on. Edith  Yeung  |  @edithyeung  |  edith.co    
  • Investors should run away from… Edith  Yeung  |  @edithyeung  |  edith.co    
  • Investors should stay away from… •  Social network or platform. Be careful with any startups calling themselves platforms. •  Utility Apps. Mail & Carousel (acquired Dropbox) were both shut down. •  Browser. The world is dominated by big browser players. •  Delivery & Transportation. Get ready to compete with Uber – service delivery as a platform will come soon. •  Gaming. Small studios will need to raise substantial capital to acquire users. •  Consumer Messaging. Whatsapp, WeChat, Facebook Messenger, Viber, Snapchat – is there room for another messaging app? Edith  Yeung  |  @edithyeung  |  edith.co    
  • Funding future is bright for … Edith  Yeung  |  @edithyeung  |  edith.co    
  • 8 Trends Every Early Stage Tech Investors Should Pay Attention To Edith  Yeung  |  @edithyeung  |  edith.co    
  • Trend 1 – Virtual & Augmented Reality Is the Next Engagement Platform Edith  Yeung  |  @edithyeung  |  edith.co    
  • 126 AR/VR Startups Raised $658M in 2015 Edith  Yeung  |  @edithyeung  |  edith.co     Source:  CBInsights-­‐  h;ps://www.cbinsights.com/blog/vr-­‐funding-­‐2015/  
  • Trend 2 – Travel Industry Growing 2x Faster Than US Economy Edith  Yeung  |  @edithyeung  |  edith.co     After 22 consecutive quarters of job growth, the travel and tourism industry has added more than 1.1 million U.S. jobs that were previously lost during the global economic slowdown Source: U.S. Department of Commerce, Bureau of Economic Analysis, U.S. Travel and Tourism Satellite Account (TTSA).
  • 348 Travel Tech Startups Raised $5.2B in 2015 Edith  Yeung  |  @edithyeung  |  edith.co     Source:  CBInsights-­‐  h;ps://www.cbinsights.com/blog/funding-­‐travel-­‐tech-­‐startups/  
  • Trend 3 – Internet of Everything The Internet of Things (IoT) is the network of physical objects or "things" embedded with electronics, software, sensors, and network connectivity, which enables these objects to collect and exchange data. Source:  Chris  McCann   h;ps://medium.com/@mccannatron/esports-­‐market-­‐ecosystem-­‐map-­‐c6ae5bc6a7d0   Edith  Yeung  |  @edithyeung  |  edith.co    
  • IoT Startups Raised Over $1.9B In 2015 Edith  Yeung  |  @edithyeung  |  edith.co     Source:  CBInsights-­‐  h;ps://www.cbinsights.com/blog/internet-­‐of-­‐things-­‐startup-­‐funding/  
  • Trend 4 – APAC is Leading FinTech Innovation. 122 Startups Raised $3.5B in 2015. Edith  Yeung  |  @edithyeung  |  edith.co     Source:  Accenture  -­‐  h;ps://newsroom.accenture.com/news/fintech-­‐investment-­‐in-­‐asia-­‐pacific-­‐set-­‐to-­‐at-­‐least-­‐quadruple-­‐in-­‐2015-­‐ according-­‐to-­‐report-­‐by-­‐accenture.htm   •  Payment – 40% •  Lending – 25% •  Others – 35%
  • Trend 5 – Millennials Now Represent the Biggest Voice of the US Population Edith  Yeung  |  @edithyeung  |  edith.co     Source:  Goldman  Millennial  Insights  h;p://www.goldmansachs.com/our-­‐thinking/pages/millennials//  
  • With Over 85% Penetration, Millennial Are Redefining Smartphone Usage Edith  Yeung  |  @edithyeung  |  edith.co     New startups that are counting on the Millennial: •  Dating •  Shopping •  Content consumption •  Fitness •  Access vs. Ownership (sharing economy) for cars, housing, luxury goods Source:  Nielsen  -­‐  h;p://www.nielsen.com/us/en/insights/news/2014/mobile-­‐millennials-­‐over-­‐85-­‐percent-­‐of-­‐ generaGon-­‐y-­‐owns-­‐smartphones.html  
  • Trend 6 – The Future of Learning Edith  Yeung  |  @edithyeung  |  edith.co     Mobile technology enables new way to educate, learn and measure: •  Learning technology (VR, AR, mobile) •  Teaching technology •  Education enterprise software •  Education assessment •  Education device and network management Source:  Department  of  EducaGon  -­‐  h;p://tech.ed.gov/files/2015/12/NETP16.pdf  
  • Trend 7 – Messaging Is Eating the World Edith  Yeung  |  @edithyeung  |  edith.co     Business models that can be built on messaging platforms: •  Shopping •  Transportation •  Customer Services •  Finance •  Fundraising •  Hiring •  Gaming •  Enterprise internal communications
  • Trend 8 – Copy From China – Billion of Mobile Users Inspire New Business Models Edith  Yeung  |  @edithyeung  |  edith.co    
  • Hope you have your mooncake and get to eat it too! Edith  Yeung  |  @edithyeung  |  edith.co    
  • You can find my presentation at: •  Deck http://www.edith.co/#blog •  Email edith@500.co •  Twitter @edithyeung •  Newsletter http://www.edith.co/#newsletter Edith  Yeung  |  @edithyeung  |  edith.co    
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