t Simon Khalaf, President & CEO @simonkhalaf

The Age of Living Mobile

Six Years In: Nothing But Growth

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Monthly Sessions Measured by Flurry from 500k+ Apps

Music Gaming M&E

Social Networking

Logistics & Travel

Retail

Messaging

Month

ly Se

ssion

s (Bi

llions

)

Messaging Apps’ Astronomical Growth

3

316%

115%

Messaging App Usage Overall

2012-2013 Growth Rate

Source: Flurry Analytics

Creating Overnight Telco Companies

4

700

465 355

300

105 100 66 34

China Mobile

WhatsApp WeChat Line AT&T Kakao Talk NTT Docomo

SK Telecom

Publicly Disclosed Number of Subscribers (in Millions)

App Telco

US M-Commerce Growth

5

60% Growth

2012 2013 Source: Internet Retailer

US M-Commerce Revenues (in Billions)

$20.5

$33B

Mobile Travel & Logistics Growth

6

1 2 3 4 5 6 7 8

0

5

10

15

2011 2012 2103

Revenue Usage

Reve

nue (

in Bi

llions

)

Usag

e (in

Billio

ns of

sess

ions)

Sources: Flurry, PhoCusWright

Mobile Travel Revenues Growing at 168% CAGR

Mobile Has Completely Absorbed Social

7

68% 98% 86% 100% 92%

0%

20%

40%

60%

80%

100%

Facebook Instagram Twitter Snapchat Pinterest

Mobile Desktop

Share of Time Spent Per Platform, US Only

Sources: Comscore, US 18+ Dec 2013

Back to Music: Mobile Disrupting Its Own

8

Physical 51%

Digital 39%

Rights 8%

Downloads 67%

Paid Streaming

17%

Other 16%

+51%

-2.3%

Digital’s Share of the 15B Music Industry; Mobile Streaming Hits $1B

DOWNLOADS PAID

STREAMING

Source: IFPI, 2013 data

2012-2103 Year-Over-Year Growth

2013 Music Sales

Music Industry Overall Digital’s Share

Mobile Now Means Apps

9 Source: Flurry Analytics, Comscore, NetMarketShare

Average Times Spent by iOS Devices on Flurry’s Network – US only

…And a 24/7/365 Activity

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5:00 AM

6:00 AM

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11:00 AM

12:00 PM

1:00 PM

2:00 PM

3:00 PM

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10:00 PM

11:00 PM

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1:00 AM

2:00 AM

3:00 AM

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Games Social &Photo Sharing News & Magazines Music, Media & Entertainment Utilities & Productivity Lifestyle & Shopping Sports, Health & Fitness Other

Source: Flurry Analytics, August 2013

Mobile has Become a Worldwide Activity

11

Top Ten Countries on the Flurry Platform (Millions)

Source: Flurry Analytics, active devices as of March 2014

330 295

62 45 42 42 40 36 36 35 32

China United States

United Kingdom

Japan India Germany Russia Brazil France South Korea

Canada

With the US Losing its Lead in Software

12

Percentage of Active Apps by Developer Country

Source: Flurry, based on all apps in the Flurry system March of each year

65% 53% 46% 38% 34%

35% 47% 54% 62% 66%

PC Era 2011 2012 2013 2014

Other US

…And China Becoming An Exporter of Software

13

64%

8% 6% 5%

65%

16% 14% 8%

CHINA UK BRAZIL US

2013 2014

Share of Time Spent (% of total) by Apps Developed in China

Source: Flurry, based on a sample of 100k users (March 2013 and March 2014)

639

283

79

784

440

176

Under 16 Times 16 to 60 Times 60+ Times

Mar-13 Mar-14

Worldwide Daily App Usage Distribution (Millions)

23%

55%

123%

Tablets/Phones De-facto Wearables

Regular Users Super Users Addicts

Mobile Has Become Addictive

14 Source: Flurry Analytics

Women Over Index as “Mobile Addicts”

15 Source: Flurry, 100k Sample January 2014

-8%

+8%

Males

Females

Mobile Addicts vs. Average Mobile Users (Gender)

Average Mobile User

The Age of the “Mobile Addict”

16 Source: Flurry, 100k Sample January 2014

55+

35-54

25-34

18-24

13-17

Mobile Addicts vs. Average Mobile Users (Age)

Average Mobile User

-88%

40%

49%

25%

-42%

User

Age

The Persona of the “Mobile Addict”

17 Source: Flurry, 100k Sample January 2014

Moms

Parenting & Education

Gamer

Sports Fan

Auto Enthusiast

Parenting & Education

Gamer

Catalogue Shopper

10x

7x

7x

6.5x

9x

7x

6x

4x

Mobile Addicts vs. Average Mobile Users (Persona)

Males Females

t

We Have Achieved Great Things in the Last Six Years

t

And…

Mobile Gaming Is Still Only 14% of Total

20

Mobile 14%

Handheld 19%

PC 19%

Console 47%

Mobile’s Share of the 93B Gaming Software Industry in 2013

Source: Gartner

An $80B Worldwide Upside Potential

Mobile Advertising Is Still in its Infancy

21

Mobile’s Share of the $162B US Advertising Market

Other Channels 96%

Mobile Ads 4%

Sources: iAB, Zenith Optimedia

A $155B US Upside Potential

North American Mobile Payments Just 0.7% of Total

22

Mobile Payments 0.7%

Other 99.3%

Mobile’s Share of the $158B North American Payment Market

A $157B North America Upside Potential

Sources: eMarketer, Deutsch Bank, BCG

Mobile Is Still at 1% of Total US Retail Sales

23

Traditional Retail 91%

PC-Commerce 8%

M-Commerce 1%

Mobile’s Share of the US $3.25 Trillion Market

Sources: ComScore, Forrester.

A Trillion USD US Opportunity

t

…We Still Have a Lot of Exciting Work Ahead of Us