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App Annie 2013 CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014 Intelligence Overview Worldwide App Trends and App Store Data Macquarie China Internet Tour Beijing, June 2014 CONFIDENTIAL | DO NOT DISTRIBUTE Junde Yu 余俊德 VP APAC

Worldwide App Trends and App Store Data Intelligence … · Worldwide App Trends and App Store Data" Macquarie China Internet Tour! Beijing, June 2014! ... Mobile is the only non-messenger,

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Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

Intelligence Overview"

Worldwide App Trends and App Store Data"

Macquarie China Internet Tour!Beijing, June 2014!

CONFIDENTIAL | DO NOT DISTRIBUTE

Junde Yu 余俊德"VP APAC"

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

1.  App Annie Overview"2.  App Store Trends!3.  Country Trends!4.  Category Trends!5.  Top Publishers and Apps!6.  Top Chinese Publishers!

Worldwide App Trends and App Store Data"

2!

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

App Annie is the #1 Provider of App Store Intelligence"

3!

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

Backed by $39mm from international VCs United States China United States Global Japan

240+ Employees Across a Global Network of Offices"

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

#1 App Store Analytics and Market Data"

App Annie products are used by 90% of the top 100 publishers* and have more than 270,000 registered business users!

* 90% Penetration on iOS and Google Play based on Top 100 highest grossing publishers globally using App Annie Store Stats (April 2014) !5!

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

6!

The App Annie Index has become the standard for industry insiders, ranking the top apps, publishers, platforms, countries and categories.

This report has become the standard for understanding the state of the portable gaming industry, combining metrics on smartphones, tablets and portable console devices.

App Annie Data is Trusted by the World’s Media and Research Analysts"

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

App Annie Products: The Industry Standard"

* Support of each platform varies by product!

7!

App Annie Supports*

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

This Presentation is Powered by App Annie Intelligence"

The most accurate market data available for the app stores appannie.com/intelligence

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

1.  App Annie Overview!2.  App Store Trends"3.  Country Trends!4.  Category Trends!5.  Top Publishers and Apps!6.  Top Chinese Publishers

Worldwide App Trends and App Store Data"

9!

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

App Revenue and Download Trends iOS App Store and Google Play"

•  In Q1 2014, Google Play led the iOS App Store in app downloads by around 45%!

•  iOS maintained a strong monetization lead, generating about 85% more revenue than Google Play in Q1 2014 !

10!

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

1.  App Annie Overview!2.  App Store Trends!3.  Country Trends"4.  Category Trends!5.  Top Publishers and Apps!6.  Top Chinese Publishers

Worldwide App Trends and App Store Data"

11!

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

App Store Downloads by Country, April 2014"

•  United States and China drove around 40% of iOS App Store downloads!•  China used Android app stores extensively, but not Google Play!

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Top Countries

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

App Store Revenue by Country, April 2014"

•  US, Japan, and Korea drove about 70% of Google Play revenue!•  iOS remained the clear revenue leader in most regions, except

South Korea, Japan, and Taiwan!13!

Top Countries

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

How are the markets shifting in the iOS App Store?"

•  Russia, Canada, and Thailand moved up in the download ranks!

•  China climbed to #3 in the revenue ranks!14!

Rank by Downloads" Rank by Revenue"Rank"

Apr 2014" Country" Chg vs."Apr 2013" Country" Chg vs."

Apr 2013"

1! United States! -! United States! -!2! China! -! Japan! -!3! Japan! -! China! é2 4! United Kingdom! -! United Kingdom! ê1 5! Russia! é1! Australia! ê1 6! France! ê1 Canada! -!7! Canada! é1 France! é1 8! Germany! ê1 Germany! ê1 9! Australia! -! Russia! -!

10! Thailand! é1! South Korea! é1

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

How are the markets shifting in Google Play?"

•  Brazil, Turkey, and Indonesia were the emerging markets in Google Play downloads!

•  US overtakes Korea after being previously overtaken!

•  Traditional Chinese market in HK/TW booming on Google Play!15!

Rank by Downloads" Rank by Revenue"Rank"

Apr 2014" Country" Chg vs."Apr 2013" Country" Chg vs."

Apr 2013"

1! United States! -! Japan! -!2! Brazil! é5 United States! é1 3! Russia! é1 South Korea! ê1 4! India! ê1 Germany! é1 5! South Korea! ê3 United Kingdom! ê1 6! Mexico! é2 Taiwan! é2 7! Turkey! é10 Hong Kong! é2!8! Indonesia! é6 France! ê2 9! Germany! ê3 Australia! ê2

10! Thailand! -! Russia! é1

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

1.  App Annie Overview!2.  App Store Trends!3.  Country Trends!4.  Category Trends"5.  Top Publishers and Apps!6.  Top Chinese Publishers

Worldwide App Trends and App Store Data"

16!

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

How are the categories shifting in the iOS App Store?"

•  Social Networking made major gains in downloads!

•  Education and News moved up the revenue ranks!17!

Rank by Downloads" Rank by Revenue"Rank"

Apr 2014" Category" Chg vs."Apr 2013" Category" Chg vs."

Apr 2013"

1! Games! -! Games! -!2! Entertainment! -! Social Networking! -!3! Photo and Video! -! Music! -!4! Social Networking! é2 Education! é1 5! Lifestyle! ê1 Productivity! ê1 6! Utilities! ê1 Entertainment! -!7! Music! -! News! é1 8! Productivity! é1 Books! ê1 9! Education! ê1 Sports! -!

10! Travel! -! Photo and Video! -!

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

How are the categories shifting in Google Play?"

•  Photography gained in download rankings! •  Sports, Entertainment, and Education made big revenue ranking strides!

18!

Rank by Downloads" Rank by Revenue"Rank"

Apr 2014" Category" Chg vs."Apr 2013" Category" Chg vs."

Apr 2013"

1! Games! -! Games! -!2! Communication! -! Communication! -!3! Tools! -! Social! -!4! Entertainment! -! Tools! é1 5! Social! -! Travel & Local! ê1 6! Photography! é3 Sports! é5 7! Personalization! ê1 Entertainment! é3 8! Music & Audio! ê1 Education! é4 9! Productivity! ê1 Productivity! ê3

10! Media & Video! -! Music & Audio! ê1

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

1.  App Annie Overview!2.  App Store Trends!3.  Country Trends!4.  Category Trends!5.  Top Publishers and Apps!6.  Top Chinese Publishers

Worldwide App Trends and App Store Data"

19!

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

1.  App Annie Overview!2.  App Store Trends!3.  Country Trends!4.  Category Trends!5.  Top Publishers and Apps"

A.  Games B.  Apps Excluding Games"

6.  Top Chinese Publishers

Worldwide App Trends and App Store Data"

20!

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

Top Games by iOS & Google Play Combined Downloads, April 2014"

•  Viral hit 2048 by Ketchapp Studio hit #1 on iOS by downloads, remaining in the rankings throughout April!

•  This version of 2048 was iOS-only. On Google Play, publisher Estoty released 2048 Number Puzzle, reaching #4 by downloads!

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

Top Games by iOS & Google Play Combined Revenue, April 2014"

•  Fast-increasing Google Play revenue for Clash of Clans helps tip them over Puzzle & Dragons for top spot!

•  Monster Strike at #7 has huge potential to do even better as it is only launched in Japan currently!

•  Boom Beach’s #5 iOS revenue rank was enough for the iOS-only title to reach #9 on the combined iOS and Google Play revenue rankings!

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

1.  App Annie Overview!2.  App Store Trends!3.  Country Trends!4.  Category Trends!5.  Top Publishers and Apps"

A.  Games

B.  Apps Excluding Games"6.  Top Chinese Publishers

Worldwide App Trends and App Store Data"

23!

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

Top Apps Excluding Games by iOS & Google Play Combined Downloads, April 2014"

•  Facebook dominates in April with the top 4 worldwide downloaded apps !

•  Clean Master by Cheetah Mobile is the only non-messenger, non-social app in the top 10!

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

Top Apps Excluding Games by iOS & Google Play Combined Revenue, April 2014"

•  LINE dominates with 3 apps in the top 10, with most revenue in Japan, and some in Taiwan and Thailand!

•  TurboTax 2013 cashes in on tax season with revenues in the US!

•  Microsoft achieves some success with Microsoft Word emerging at #10 on iOS and Google Play revenue!

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

1.  App Annie Overview!2.  App Store Trends!3.  Country Trends!4.  Category Trends!5.  Device Trends!6.  Top Publishers and Apps!7.  Top Publishers in China"

Worldwide App Trends and App Store Data"

26!

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

Top China Publishers by Combined iOS and Google Play Downloads, April 2014"

27!•  Tencent, Baidu, Cheetah are top publishers in downloads in China and overseas!

By Overall Downloads in China"

By Overall Downloads Worldwide excluding China"

Rank"Mar 2014" Publisher" Publisher"

1! Tencent! Cheetah Mobile!2! Baidu! Sungy mobile!3! Alibaba Group! Tiny Piece!4! Meitu Doodle Mobile!5! Youku Tudou! IGG!6! UCWeb! Tencent!7! Sohu! Baidu!8! Chukong! PinGuo!9! Appwill! DoMobile!

10! Cheetah Mobile! Qihoo360!

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

Top China Publishers by Combined iOS and Google Play Revenue, April 2014"

28!•  Tencent is a clear leader for revenues in China!•  Chinese publishers monetising well from hard-core games overseas!

By Overall Revenue in China"

By Overall Revenue Worldwide excluding China"

Rank"Mar 2014" Publisher" Publisher"

1! Tencent! IGG!2! Longtu Game! Tap4Fun!3! Babeltime! Happy Elements!4! Locojoy EFUN!5! Chukong! Digital Cloud!6! miHoYo! Elex!7! Perfect World! Fun Plus Game!8! LineKong! Topgame!9! OurPalm! Shanda!

10! Digital Cloud! Chukong!

Ⓒ App Annie 2013! CONFIDENTIAL PROPERTY OF APP ANNIE - DO NOT DISCLOSE CONFIDENTIAL - PROPERTY OF APP ANNIE | DO NOT DISTRIBUTE | © 2014!

Thank You!"

Start using for free!App Annie Analytics"www.appannie.com/analytics!"Start using for free!App Annie Store Stats"www.appannie.com/storestats!!Read free reports!App Annie Index"www.appannie.com/index!!Learn more about!App Annie Intelligence"www.appannie.com/intelligence!!!29!