This deck is a sample from the Jackdaw Research Quarterly Decks Service, which includes similar deck for around a dozen companies and industry sectors. You can learn more and sign up for the service at: https://jackdawresearch.com/quarterly-company-decks/.
Accenture estimates that the global "Switching Economy" represents up to $5.9 trillion in potential revenue shifts as consumers change providers. In the US, the switching economy is $1.3 trillion. Customer frustration with poor customer service has led to a 5% increase in switching among US consumers over the past year. Common frustrations include having to contact companies multiple times, long hold times, and repeating information. While digital technologies provide opportunities to improve experiences, companies have largely failed to deliver more personalized service.
See above for our H1 2014 Digital Media and Internet market update - an overview on M&A transactions, relevant public equities, and key investments in the space through the Horizon Partners lens.
Digital technologies are transforming the business landscape through five megatrends - demographic changes, rapid urbanization, shifts in global economic power, climate change, and technological breakthroughs especially digital technologies - which are creating new opportunities for organizations to better understand customers and improve operations through virtually unlimited data and analytics. Finance teams must play a strategic role in leading organizations to respond effectively to these changes by utilizing digital tools to lower costs, raise profitability, and sharpen insights. Front-running finance teams are already using the latest business intelligence technologies to analyze more data at lower costs while ensuring outputs are more focused and actionable for users.
T-Mobile reported strong financial and customer growth results for Q2 2015. Key highlights included:
- Added 2.1 million total net customers, including 1 million branded postpaid phone additions
- Service revenues grew 12% year-over-year to $6.1 billion and total revenues grew 14% to $8.2 billion
- Adjusted EBITDA grew 25% year-over-year to $1.8 billion, with margins expanding to 30%
- Expanded LTE network coverage to 290 million people and increased spectrum holdings on average across top markets.
CMOs: Time for digital transformation or risk being left on the sidelinesruttens.com
CMOs: Time for digital transformation or risk being left on the sidelines. Digital Transformation checklist for marketeers.
Based on the Accenture Interactive 2014 CMO Insights Survey, CMOs are selling themselves short. The question isn't whether CMOs can effectively take advantage of digital channels – they are proving they can – but whether they can be more visible change agents for digital transformation across the organization.
As every business becomes a digital business, C-suite executives will need to collaborate to drive successful digital transformation. No CMO wants to be left on the sidelines.
Digital Europe: Pushing the frontier, capturing the benefitsMcKinsey & Company
What is the speed at which digital is and will change our world?
How is Europe performing in digital compared to the United States? Where is the progress? And where is the paralysis?
What some of the challenges and risks of digital – its potential to divide business and society – between the highly digitized: the “have-mores,” and the “haves:” those who are not able or willing to adapt fast enough.
And what is our share our vision with you for how Europe needs to capture the huge digital prize. What can start-ups, companies, public authorities – everyone in this room – do, to make it happen?
Given that in 2013 the industry drove some 10% of the
UK’s eCommerce traffic and commanded a marketing
spend of £1bn according to the PwC / IAB OPM study
(see page 6), it’s a permanent (and growing) feature
of integrated digital marketing programmes. In
fact it’s a channel that exemplifies just how digital
is merging marketing and sales channels.
Affiliate Marketing is not a ‘channel’. Rather it’s an
advertising objective. Affiliate campaigns deploy
most digital advertising and marketing disciplines
including email, display, content, search, social
media and audience targeting. It works across mobile
platforms, uses programmatic methods and is now
establishing exciting offline opportunities for digital
marketers. Affiliate data is packed with audience
and customer insight providing marketers with
customer journey and point-of-sale perspectives
that enrich standard advertising analytics.
This handbook, the work of the IAB’s Affiliate Marketing
Council, exposes the industry’s diversity and even
if you thought you knew affiliate marketing, you’ll
probably be surprised by some of the marketing
opportunities mapped out in these pages. If
you’re new to digital or haven’t used affiliate
marketing before, this handbook will help you
understand the industry’s value and mechanics.
Overall, this handbook represents one of the fastest
growing digital marketing channels which many of
the UK’s top advertisers recognise as highly effective
and are thus increasing their investment in. This
isn’t simply because its yields are extraordinarily
high (14:1 ROI); it’s also because it’s a flexible
and creative space to work within that touches
customers throughout the marketing funnel.
How enterprises in the travel business are successfully navigating their digital transformation strategy and interacting with their customers across every touch-point.
1. The document discusses marketing technology (Martech) and its importance for digital marketing. It defines Martech as tools that help businesses achieve marketing objectives by connecting with customers.
2. Consumer behavior is changing with increased online activity due to the pandemic. This is driving growth in e-commerce and requiring brands to adopt a multi-platform approach using Martech.
3. Adopting Martech allows brands to better understand customers, engage across channels, and measure effectiveness - critical capabilities in today's digital landscape.
Mobile commerce is growing rapidly, with mobile traffic now accounting for nearly 11% of all traffic and mobile sales reaching 8% of total sales on the Affiliate Window network. The iPad dominates mobile sales at 55% and traffic at 40%, while the iPhone accounts for 29% of mobile sales and 40% of mobile traffic. Android devices are gaining share in mobile sales and traffic. Retail sectors such as fashion see the highest levels of mobile traffic compared to desktop. With continued growth in mobile internet usage and adoption of smartphones, mobile commerce is expected to continue increasing significantly in importance.
The document discusses key trends in the consumer tech and media industries over the next five years. It notes that the industries will grow by over $500 billion and the average American now spends more time using tech and media than sleeping or working. It also highlights that messaging platforms will surpass social networks as the dominant online activity and some messaging apps are already seeing more usage time than social networks globally.
Top 30 Indian B2B Software Product Companies Valued at $6.2 Billion and Growi...ProductNation/iSPIRT
We believe the discussion about India’s technology industry – whether in government circles, the media or in Silicon Valley – overlooks India’s B2B software product companies which sell globally as well as into India. Instead, there is a lot of discussion about IT Services companies and E-commerce players.
When there is discussion about B2B software products, it lacks insights into product types, target markets, scaling strategies, perception of Indian vendors in India and abroad as well as the vibrant start-up ecosystem that has emerged around B2B software companies from India. These insights are important because a strong Indian B2B software product industry has the potential to drive tens of thousands of high-value jobs, enable Indian manufacturing and services companies to be globally competitive, drive large amounts of export-driven foreign exchange earnings for India as well as create billions of dollars of value for founders and investors.
We would like to shine a spotlight on these Indian B2B software products companies through the India Software Products Industry Index – B2B (iSPIxB2B), which we are launching today. The index tracks the thirty most valuable B2B software product companies headquartered in India and companies headquartered elsewhere in the world where cofounders are in India right from the creation of the company onwards.
Car buying landscape: the road ahead by QuoraSocial Samosa
Quora, Talkwalker, and Grant Thornton Bharat collaborate to release a report highlighting the latest car buying trends on digital platforms and how the customer experience will be improved with a shift from physical to digital.
Pas 1 ni 10, mais 26 vagues d'innovations technologiques qui sont en train de secouer l'économie, la société et l'humanité toute entière...
Découvrez cette analyse très complète de Brian Solis, l'analyste en chef de Altimeter Group.
DIGITAL & IoT: A TALE OF THE HAVES AND HAVE-MORES- McKinsey & CompanyTiE Seattle
The document discusses how digital technologies and the Internet of Things (IoT) are transforming business across sectors. It notes that digitization is having different impacts based on a sector's level of asset digitization, use of digital tools, and labor digitization. While IoT potential is large, value will vary by industry vertical. Infrastructure, public sector, and utilities could see the greatest economic benefits from IoT, while its impact will be smaller for industries like aerospace and defense.
El futuro de la tecnología portátil parece prometedor, no sólo en los EE.UU, sino a nivel global. ¿Qué usos hacen los consumidores de sus dispositivos portátiles? ¿cómo evoluciona la conectividad en diferentes áreas del día a día? ¿están protegidos nuestros datos?
The digital travel revolution poses a threat to the hotel industry as new digital competitors are poised to disrupt distribution and capture significant market value. Large digital players have demonstrated the ability to rapidly gain scale in targeted segments. Winners will be those that solve customer hassles along the entire guest journey and build interactional and collaborative relationships rather than purely transactional ones. To respond, hotel companies must rethink distribution's role, build a holistic operating model, define segment and channel strategies, develop a comprehensive revenue agenda, and measure performance using RevPARD.
From Bootstrapping to Crowdfunding, the financing of startup companies requires a range of considerations along with "funding creativity" and strong dose of persistence. Great value propositions have to find a way to get funded. Here's how.
Presentation given by CEO Jeff Weiner, and CFO Steve Sordello, at LinkedIn Q4 2015 Earnings Call. For more information, check out http://investors.linkedin.com/.
- Venture capital fundraising and investments reached record levels in 2015, with more money coming from non-traditional investors. However, public tech valuations have dropped and private valuations are correcting from unsustainable highs.
- Most venture capitalists expect valuations to decline further in 2016 and are advising portfolio companies to cut costs. Fewer IPO and acquisition exits also have VCs taking a more cautious approach to new investments.
- Limited partner investors in venture funds remain concerned about high investment pacing, valuations, and company burn rates. However, most will maintain rather than decrease their commitments to venture capital over the next three years.
Every startup begins with an idea. This is a talk on how to come up with startup ideas and how to use validation to pick the ones worth working on. It's based on the book "Hello, Startup" (http://www.hello-startup.net/). You can find the video of the talk here: https://www.youtube.com/watch?v=GkmiE8d_5Pw
Venture Capital Unlocked (Stanford) / Venture Capital 2.0Dave McClure
slides for my "Venture Capital 2.0" opening talk at Stanford School Continuing Studies, VC101 class "Venture Capital Unlocked" #VCunlocked #500startups
Pollen VC Building A Digital Lending BusinessPollen VC
Pollen VC builds a digital lending business to help app developers access their app store earnings early. Their tech platform connects directly to app stores to price risk in real time. This allows developers to reinvest earnings daily into user acquisition instead of waiting 60+ days for platforms to pay out. Typically, developers fail to get early credit and can't acquire more users, but Pollen VC's new model provides funding using real-time app data to validate risk. They aim to fund more opportunities for long tail developers by improving access to working capital.
Venture capitalists, especially those investing at the early stage, could be described as “relationship capitalists”. You’ll often hear how investors approach their commitments like a marriage, and that they think long and hard about with whom they want to go to bed. Avoid picturing that second part.
But the VC mystique can be inexplicable at times. Why do they send such curt emails? What the #%$! do they mean by “traction”? Are they even paying attention?!
Here are some things they might be thinking (but probably won’t flat-out say) during the courtship process, and how you can prepare, take ownership, and rock the pitch.
Benchmarking Exceptional Series A SaaS CompaniesTomasz Tunguz
These slides from SaaStr 2016 cover:
1. The revenue growth rates of the fastest growing SaaS companies
2. The revenue profiles of these businesses at Series A
3. The round sizes at series A.
4. A broad overview of the venture capital environment in 2015
5. Implications of recent changes in 2016
How Much Further Will Internet Stocks Fall? (Share Price Performance)Mahesh Vellanki
The stock market has been getting walloped over the past few weeks, and the Internet sector has not escaped unscathed. This of course has far reaching implications for private market valuations and for what consumer startups can ultimately be worth. Three months ago, I created my own index of Internet companies and analyzed valuation and margins. Let's see how that very index has performed over the past three months by looking at stock performance (data as of Tuesday, 1/26).
https://www.linkedin.com/pulse/how-much-further-internet-stocks-fall-mahesh-vellanki?trk=prof-post
Study: The Future of VR, AR and Self-Driving CarsLinkedIn
We asked LinkedIn members worldwide about their levels of interest in the latest wave of technology: whether they’re using wearables, and whether they intend to buy self-driving cars and VR headsets as they become available. We asked them too about their attitudes to technology and to the growing role of Artificial Intelligence (AI) in the devices that they use. The answers were fascinating – and in many cases, surprising.
This SlideShare explores the full results of this study, including detailed market-by-market breakdowns of intention levels for each technology – and how attitudes change with age, location and seniority level. If you’re marketing a tech brand – or planning to use VR and wearables to reach a professional audience – then these are insights you won’t want to miss.
UX, ethnography and possibilities: for Libraries, Museums and ArchivesNed Potter
1) The document discusses how the University of York Library has used various user experience (UX) techniques like ethnographic observation and interviews to better understand user needs and behaviors.
2) Some changes implemented based on UX findings include installing hot water taps, changing hours, and adding blankets - aimed at improving the small details of user experience.
3) The presentation encourages other libraries, archives and museums to try incorporating UX techniques like behavioral mapping and cognitive interviews to inform design changes that enhance services for users.
This year's SITE Energy Day was devoted to discussing the consequences of oil price fluctuations for markets and actors of the economy. The half-day conference engaged policy-oriented scholars and experts from the business community to discuss the impact of oil price fluctuations on macro fundamentals, international trade, strategies of oil cartels, strategic risk management, and opportunities for change in energy systems.
Luca De Lorenzo, Senior Researcher at Stockholm Environment Institute, gave a presentation "Low oil prices and the new climate economy: constraint or opportunity?"
For more information and research analysis please visit: www.hhs.se/site
DAMA Webinar - Big and Little Data QualityDATAVERSITY
While technological innovation brings constant change to the data landscape, many organizations still struggle with the basics: ensuring they have reliable, high quality data. In health care, the promise of insight to be gained through analytics is dependent on ensuring the interactions between providers and patients are recorded accurately and completely. While traditional health care data is dependent on person-to-person contact, new technologies are emerging that change how health care is delivered and how health care data is captured, stored, accessed and used. Using health care as a lens through which to understand the emergence of big data, this presentation will ask the audience to think about data in old and new ways in order to gain insight about how to improve the quality of data, regardless of size.
The True Timeline Behind The People vs. O.J. SimpsonInstant Checkmate
What really happened during the O.J Simpson trial? Instant Checkmate presents a timeline of true events — from the moment the bodies of Nicole Brown and Ron Goldman were discovered to the controversial verdict.
For more information about the trial, read the original article (plus an excerpt from O.J. Simpson's book, If I Did It) here: https://www.instantcheckmate.com/crimewire/oj-simpson-timeline-infographic/
When working with big data or complex algorithms, we often look to parallelize our code to optimize runtime. By taking advantage of a GPUs 1000+ cores, a data scientist can quickly scale out solutions inexpensively and sometime more quickly than using traditional CPU cluster computing. In this webinar, we will present ways to incorporate GPU computing to complete computationally intensive tasks in both Python and R.
See the full presentation here: 👉 https://vimeo.com/153290051
Learn more about the Domino data science platform: https://www.dominodatalab.com
This document discusses sustainable transportation and provides indicators to measure sustainability impacts. It summarizes a European Transport White Paper that assessed four policy options for sustainable transportation across economic, social and environmental impacts. While the White Paper improved transparency, the modeling and indicators used still had limitations and did not fully consider social or implementation factors. A high-speed rail project was also discussed, noting questions around what the project's goals are in relation to sustainable transportation strategies.
Some examples and motivation for creating data structures from nothing but functions - Church Encoding! There's particular detail on how it can make free monads more efficient.
An immersive workshop at General Assembly, SF. I typically teach this workshop at General Assembly, San Francisco. To see a list of my upcoming classes, visit https://generalassemb.ly/instructors/seth-familian/4813
I also teach this workshop as a private lunch-and-learn or half-day immersive session for corporate clients. To learn more about pricing and availability, please contact me at http://familian1.com
This deck covers Google's finances, up to and including its Q1 2015 numbers. It is part of the Jackdaw Research Quarterly Decks service, which you can sign up for here: https://jackdawresearch.com/quarterly-company-decks/
Similar decks are available for Amazon, Apple, Facebook, Microsoft, Samsung, Twitter, and many others each quarter as part of the subscription. Accompanying analysis can often be found at http://www.beyonddevic.es
Please direct any questions to Jan Dawson at jan@jackdawresearch.com
Overview of key financial and operating metrics for Netflix, up to and including Q2 2016. This is part of the Jackdaw Research Quarterly Decks Service, which offers similar decks on other major consumer technology companies too. Visit https://jackdawresearch.com/quarterly-company-decks/ to sign up.
This is a sample from the Jackdaw Research Quarterly Decks Service, which you can read more about at https://jackdawresearch.com/quarterly-company-decks/
This deck includes charts on many financial and operating metrics for Snap Inc, owner of Snapchat, up to and including the Q1 2018 reporting period. The Jackdaw Research Quarterly Decks Service includes similar decks for roughly a dozen companies each quarter.
An overview of trends in the US wireless market in Q2 2014, covering AT&T, Sprint, T-Mobile, Tracfone and Verizon Wireless. Includes analysis of financials, subscribers, net adds, ARPU and churn. Also, the impact of device installment billing on both the carriers and OEMs.
Analysis of the content in this deck is available here: http://www.beyonddevic.es/2014/08/12/analysis-of-q2-2014-us-wireless-market/
2016 Yahoo Taiwan Mobile Developer Conference Flurry, Inc.
We have hosted the 1st Yahoo Mobile Developer Conference (YMDC) in Taiwan. Please refer to the presentation to learn more about the latest Yahoo's technologies provided for mobile developers.
Please go to developer.yahoo.com to learn more!
Learn about the latest enhancements to the Yahoo Mobile Developer Suite, including Flurry Analytics and Yahoo App Publishing. We have invited our partner, PicCollage(拼貼趣) to share how they leverage Flurry Analytics and Explorer to optimize their App performance. Also, we have Cheetah Mobile(獵豹移動), one of the fastest growing app publisher in the world, will share how they leverage Native Ads to build a sustainable business model.
Queries for jobs and education searches on Google grew 31% in Q3 2015 compared to the same period the previous year. Mobile search queries increased the most at 65% growth while desktop grew 6% and tablet 40%. The document provides detailed data on search metrics by platform including queries, impressions, clicks, click-through rates, and costs per click. It shows that 57% of all searches in this category are now on mobile devices.
A review of key financial and operating metrics for the five largest wireless operators in the US: AT&T, Sprint, T-Mobile, Tracfone and Verizon Wireless.
An analysis of some of the slides is available on FierceWireless at:
http://www.fiercewireless.com/special-reports/how-verizon-att-sprint-t-mobile-and-tracfone-stacked-q3
An overview of the economic, media and advertising landscape in China today with ad spends, trends, case studies and viewpoints across all key media channels.
Classifieds - Presentation by Gonzalo del Pozo, CEO of Mitula Group at the NOAH 2015 Conference in London, Old Billingsgate on the 13th of November 2015.
Digital media continues to grow penetration at a steady pace of 9% while Mobile internet consumption sees a massive jump in penetration of 58%. TV only watchers drops by 4% as multi-screen viewing habits continues to grow.
Queries for apparel grew 34% in Q3 2015 compared to the same period last year. Mobile queries increased the most at 101% growth while desktop queries grew only 2%. 58% of all searches for apparel are now on mobile devices. Advertising metrics like impressions, clicks and click-through rate also increased for apparel searches in Q3 2015 except for average cost-per-click which declined 41%.
Understanding the Supply Chain Index - 2015 - slide deck - 20 AUG 2015Lora Cecere
The Supply Chain Index was designed by Supply Chain Insights to determine which companies were making the fastest improvement. Join this webinar to understand the industry trends and see who is driving the fastest improvement and why.
GuideStar Impact Call February 23rd, 2015GuideStar
GuideStar held a call to discuss year-end results for 2014 and goals for 2015. In 2014, GuideStar Exchange participation grew by 13.7% year-over-year while unique users to the GuideStar website increased by 6%. Financially, total unrestricted revenue was up but operating expenses also rose, resulting in a small operating income. For 2015, GuideStar aims to enhance product quality, expand data collection, deepen stakeholder engagement, strengthen finances, and foster a data-driven culture.
Priori Data State of the (App) Union - July 2015Patrick Kane
From the Priori Data "How to Conquer the App Store" Meetup Event, held July 23rd, 2015 in Berlin.
Presentation contains detailed data and statistics around app store downloads, revenue, and Top Chart ranks.
Global Technology Trends & Startup Hubs 2015Bernard Moon
Provides an overview of general technology trends, global venture capital trends, and startup trends around the world. Snapshots of the top 10 startup hubs in the world: Silicon Valley, NYC, London, Stockholm, Berlin, Tel Aviv, Beijing, Seoul, Boston, and Los Angeles.
This document contains charts and analysis from Intel's Q2 2014 earnings report. It summarizes key metrics such as Intel's gross, operating, and net profit margins, which were stable in Q2 2014. Revenue grew 4% year-over-year for Intel overall. The Data Center segment saw the largest revenue gains while the Mobile and Communications segment turned an operating loss into a small profit. PC unit sales declined but average selling prices increased.
This slideshow is a short-public version of (2015) Moldavian Online Market analysis, conducted yearly by VivaKi Moldova group for internal use and our clients.
In October 2015, we conducted two separate surveys about music consumption habits, and specifically Apple Music. This reports shares the findings of those two surveys along with key messages for readers.
This report covers major financial and operating metrics for the US television market. It covers the major pay TV providers, cable networks, broadcasters and station owners, and reviews key financial trends and events from Q2 2015. Going forward, this will be a paid report from Jackdaw Research.
For any questions, please contact Jan Dawson, Chief Analyst, Jackdaw Research. Contact details are in the deck.
This deck offers a brief overview of Jackdaw Research, a research and consulting firm focused on the consumer technology market. We differentiate ourselves by taking a big-picture, strategic approach to the consumer technology market, the companies which compete in it, and their business models. This allows us to see trends and predict future developments much more effectively than the traditional siloed analyst firms.
A review of the major business models in use in the consumer technology market, and the keys to success for consumer technology companies. This deck is a shortened version of a longer deck which I regularly present to consumer technology companies and which includes analysis and advice on how they should evolve their businesses given the trends outlined in the deck. A customized presentation is one of the paid services Jackdaw Research offers: please contact me if you would like to know more about this.
Apple Operating and Financial Metrics Review – July 2014Jan Dawson
This deck is a review of Apple's major financial and operating metrics, dated July 2014. The underlying data is available for purchase from Jackdaw Research on either a one-off basis or an annual subscription with quarterly updates, along with other data products.
Cable, Satellite and Telco Trends for Q3 2014Jan Dawson
A review of major operational metrics for the largest public cable, satellite and wireline telco players in the US market, focused on three key consumer-facing services: TV, broadband and voice telephony. A review of total subscriber numbers and yearly and quarterly subscriber growth per provider, by the major categories (cable, satellite and telco) and overall. The deck provides insight into the growth rates in these three areas (yes, TV is still growing, though not as fast as broadband, while voice is shrinking steadily), and revenues derived from these services.
US Cable, Satellite and Telco Trends for Q1 2014Jan Dawson
An overview of key figures for the consumer wireline businesses of the major cable, satellite and telecoms providers in the US, for Q1 2014. KPIs, financials and other metrics, including an analysis of the impact of the Comcast-Time Warner Cable and AT&T-DirecTV mergers
7 Ways to Verify the Legitimacy of DHS Ventures with Fernando Aguirre Guidanc...Fernando Aguirre DHS
Discover how DHS Ventures & Holdings, led by Fernando Aguirre, ensures legitimacy in corporate acquisitions, such as their recent purchase of Carolco Enterprises. This presentation explores seven crucial steps to verify their credibility, from thorough background research and financial transparency to industry reputation and strategic vision. Learn how DHS Ventures navigates regulatory compliance and consults with experts to maintain ethical standards and achieve long-term goals in global film production. Gain insights into their leadership and commitment to transparency in corporate transactions. Is DHS Ventures Legit? Find out through this comprehensive exploration of their practices and principles.
2. 2
• This deck is part of the Jackdaw Research Quarterly Company Decks
subscription service, and is one of about a dozen similar decks produced
each quarter on major consumer tech companies
• The intention is to highlight trends and patterns which are not always obvious
when merely looking at a spreadsheet
• Accompanying analysis can often be found on our blog at
www.beyonddevic.es
• This is the base tier of a three-tier offering, with higher-priced services
offering access to the underlying data and custom presentations and analysis
• For more information, please visit:
https://jackdawresearch.com/quarterly-company-decks/
INTRODUCTION
JACKDAW RESEARCH QUARTERLY DECKS SERVICE
3. 3
The charts in this deck are based on the company’s
reported financial and operating metrics, together with
other metrics derived from them by Jackdaw Research.
While every effort has been made to ensure the
accuracy of the data presented, and the absence of
errors, we make no guarantee of accuracy and accept
no liability for decisions made based on the information
contained in this document. Readers should always
consult the source documents if making financial or
other decisions regarding the company concerned.
DISCLAIMER
4. 4
• In Q1 2015, Twitter discontinued two metrics it had previously reported: Timeline
views per monthly active user, and ad revenue per timeline view.
• It also introduced three new metrics:
• SMS Fast Followers: another flavor of monthly active users – those who used
SMS to sign up and still only over use SMS to use Twitter. This is mostly an
emerging market phenomenon, but will be captured in MAU going forward
• Cost per engagement growth – similar to Google or Yahoo’s cost-per-click
metrics, not an actual number, but a year on year and quarter on quarter
growth number, intended to measure monetization
• Ad engagements growth – again, similar to number of ads metrics reported by
Google and Yahoo, and again only growth, not actuals, intended to measure
engagement with ads over time, rather than user engagement with content
NOTES
TWITTER REPORTING CHANGES
16. 16 Source: Twitter reporting, Jackdaw Research analysis
MONTHLY ACTIVE USERS
INCLUDING “SMS FAST FOLLOWERS”, MILLIONS
0
50
100
150
200
250
300
350
Q1 2014 Q2 2014 Q3 2014 Q4 2014 Q1 2015 Q2 2015 Q3 2015 Q4 2015
17. 17 Source: Twitter reporting, Jackdaw Research analysis
MONTHLY ACTIVE USERS
MONETIZABLE MAUS, EXCLUDING “SMS FAST FOLLOWERS”, MILLIONS
0
50
100
150
200
250
300
Q1 2010Q3 2010Q1 2011Q3 2011Q1 2012Q3 2012Q1 2013Q3 2013Q1 2014Q3 2014Q1 2015Q3 2015
18. 18 Source: Twitter reporting, Jackdaw Research analysis
MONTHLY ACTIVE USERS
SPLIT BY TRADITIONAL MAUS AND SMS FAST FOLLOWERS
0
50
100
150
200
250
300
350
Q1 2014 Q2 2014 Q3 2014 Q4 2014 Q1 2015 Q2 2015 Q3 2015 Q4 2015
MAUs in millions SMS Fast Followers: Worldwide
19. 19 Source: Twitter reporting, Jackdaw Research analysis
MONTHLY ACTIVE USERS
BY GEOGRAPHY
0
50,000
100,000
150,000
200,000
250,000
Q1 2012 Q3 2012 Q1 2013 Q3 2013 Q1 2014 Q3 2014 Q1 2015 Q3 2015
US
International
20. -5,000
0
5,000
10,000
15,000
20,000
25,000
Q2 2010 Q4 2010 Q2 2011 Q4 2011 Q2 2012 Q4 2012 Q2 2013 Q4 2013 Q2 2014 Q4 2014 Q2 2015 Q4 2015
20 Source: Twitter reporting, Jackdaw Research analysis
MONTHLY ACTIVE USERS
SEQUENTIAL GROWTH (EXCLUDING SMS FAST FOLLOWERS), THOUSANDS
Adjustment for one-time loss
due to change in third party
integrations (iOS 8 impact)
21. 21 Source: Twitter reporting, Jackdaw Research analysis
MONTHLY ACTIVE USERS
YEAR ON YEAR GROWTH
0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
Q2 2011 Q4 2011 Q2 2012 Q4 2012 Q2 2013 Q4 2013 Q2 2014 Q4 2014 Q2 2015 Q4 2015
22. -80%
-60%
-40%
-20%
0%
20%
40%
Q1 2013Q2 2013Q3 2013Q4 2013Q1 2014Q2 2014Q3 2014Q4 2014Q1 2015Q2 2015Q3 2015Q4 2015
22 Source: Twitter reporting, Jackdaw Research analysis
COST PER (AD) ENGAGEMENT
YEAR ON YEAR GROWTH
“Average cost-per-engagement (CPE) fell 41% year over year,
due primarily to the shift to auto-play video, which delivers
more engagement at a much lower average CPE than click-
to-play video ads. ” – Twitter earnings call, Q3 2015
23. -50%
-40%
-30%
-20%
-10%
0%
10%
20%
30%
Q1 2013Q2 2013Q3 2013Q4 2013Q1 2014Q2 2014Q3 2014Q4 2014Q1 2015Q2 2015Q3 2015Q4 2015
23 Source: Twitter reporting, Jackdaw Research analysis
COST PER (AD) ENGAGEMENT
QUARTER ON QUARTER GROWTH
“Average cost-per-engagement (CPE) fell 41% year over year,
due primarily to the shift to auto-play video, which delivers
more engagement at a much lower average CPE than click-
to-play video ads. ” – Twitter earnings call, Q3 2015
24. 24 Source: Twitter reporting, Jackdaw Research analysis
AD ENGAGEMENT
YEAR ON YEAR GROWTH
0%
100%
200%
300%
400%
500%
600%
700%
800%
Q1 2013Q2 2013Q3 2013Q4 2013Q1 2014Q2 2014Q3 2014Q4 2014Q1 2015Q2 2015Q3 2015Q4 2015