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The Future of Connected Devices What’s next after App Stores? DP Venkatesh CEO, mPortal Inc dp @ mPortal.com

mPortal The Future of Connected Devices_DP Venkatesh

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mPortal Inc offers a mobile discovery solution aimed at simplifying the discovery and download of content and applications on connected devices such as mobiles, tablets and smart TVs. mPortal's SPRINGBOARD platform for connected devices that spans both feature and smart mobile phones facilitates search, discovery, purchase and download of mobile content and applications for all stakeholders in the mobile ecosystem including Operators, Content Providers, Advertisers, App developers and Handset Manufacturers. Its solution enables the generation of higher ARPU through increased and need-driven uptake of mobile data, both directly as well as via third party App stores. The mPortal platform has successfully uncovered unique monetization opportunities to many of mPortal's global customers, showing significant increases in their VAS revenues. mPortal’s platform is also capable of residing on both feature phone and smart phone home screen with minimal memory impact. It is OS agnostic, independent of CDMA / GSM formats and runs on MediaTek, Qualcomm, Windows, Apple, Blackberry and Android phones. The SPRINGBOARD platform is provided as a cloud based managed service leveraging the Amazon Cloud Infrastructure globally. Sophisticated metrics and device analytics provide intelligence on the device’s usage, VAS consumption and pain points, which help in refining the business strategy of operators, handset makers and content providers.

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Page 1: mPortal The Future of Connected Devices_DP Venkatesh

The Future of Connected Devices What’s next after App Stores?

DP Venkatesh CEO, mPortal Inc

dp @ mPortal.com

 

Page 2: mPortal The Future of Connected Devices_DP Venkatesh

The Connected Experience In 2011 and beyond, Networks, Devices and Content all Come Together

U.S. 4G Networks will garner 30 million consumers by mid-2012  

Tablets will be a $45 billion market by 2014  

Global enterprise cloud revenue will exceed $22 billion by 2014  

Smartphone app revenue will more than triple between 2011 and 2014  

4G 30 M

3G 130 M

2G 120 M 2010

$15.6 B

2012 $32.5 B

2014 $45.9 B

2010 $9.2 B

2012 $15.4 B

2014 $22.4 B 2010

$5.1 B

2012 $12.8 B

2014 $26.5 B

Source : Analsys Mason; mPortal Analysis

Page 3: mPortal The Future of Connected Devices_DP Venkatesh

This Transition Will Be The Biggest Ever Some early evidence is already here

Explosion of Android   Tablets, Tablets - Everywhere  

Growth of Amazon and Other Cloud Players  

Rise of Smart TVs and Console Devices  

Page 4: mPortal The Future of Connected Devices_DP Venkatesh

This is a Global Phenomenon The next 3 years will see explosive connected device growth globally

Developed Economies Emerging Markets

Phones Basic Feature Smart Phone Basic Feature Smart Phone

Tablets iPad Android Other Android Tablets

TV TV s Smart TVs TV s Interactive TVs

Networks 3G 4G 2G 3G 4G

Content/Apps Video, Music, Social Networking, Entertainment, Messaging

Video, Music, Enterprise, Social Networking, Messaging

Cloud Services Slow - Medium Adoption Fast Adoption

•  incredible opportunity for creating next gen business models

•  ubiquitous connectivity •  over 100% penetration of

certain connected devices

Page 5: mPortal The Future of Connected Devices_DP Venkatesh

Balance of Power is Shifting Towards the Consumer Providers that capitalize on connected user experience will win

Device OEMs & OS Providers

Telecom & Cable Providers

Software Vendors

Infrastructure Providers

Consumers

Connected User Experience becomes

the differentiator

Over-the-Top & Content Providers

Page 6: mPortal The Future of Connected Devices_DP Venkatesh

Major Players are jockeying for position

Devices

OS Platforms

Cloud Services

Content / Apps

Other Services

Other  

Page 7: mPortal The Future of Connected Devices_DP Venkatesh

Service Providers / App Publishers / Media Companies / Enterprises

There is a significant need in the marketplace for enabling content / apps and other services across the various devices, networks and OS platforms.

There is a significant demand for cross platform capabilities

Devices

OS Platforms

Cloud Services

Content / Apps

Other Services

Other  

Page 8: mPortal The Future of Connected Devices_DP Venkatesh

India’s internet users will increase 5-fold by 2015 with 75% choosing mobile access

Source: 2010 McKinsey digital consumer survey; mPortal Analysis

100%, millions of users = 81 450

Penetration, % of total population 7% 35%

t Projected

76

14

10

2010 2015t

21

38

41

PC Only

PC & Mobile

Mobile Only

Share of Internet Use by Channel in India

Page 9: mPortal The Future of Connected Devices_DP Venkatesh

The lines between Access, Devices, and Services are starting to overlap

Sources: BCG Telecom Regulatory of India; mPortal analysis

2010: $65 billion market

Access

$31 billion $12

billion

$22 billion

Services

Devices

2015: $116 billion opportunity

Access

$44 billion $36

billion

$36 billion

Services

Devices

India Digital Market Size

Page 10: mPortal The Future of Connected Devices_DP Venkatesh

While feature phones will continue to be relevant, the real money is in high end subscribers

Source : Analsys Mason; mPortal Analysis

Page 11: mPortal The Future of Connected Devices_DP Venkatesh

What does this mean ? Over the next few years……..

•  Operators –  Would attempt bundling of devices –  Get more value out of services and focus on ARPU increases thru

higher VAS discovery

•  Device Manufacturers –  Would like to get into services as a differentiator and an added

revenue stream

•  Services –  Content leaders would explore bundled handsets with easy

access to their content to enhance discovery away from their traditional delivery channels

Page 12: mPortal The Future of Connected Devices_DP Venkatesh

mPortal enables its customers to create connected experiences across multiple platforms

Device specific Software Platform that supports multiple connected devices and enables easy creation of end user experiences

Cloud based Software Platform and Infrastructure provided globally as a managed services business

APIs and Platform access for ecosystem partners to connect to pre-packaged content/apps and custom connectors easily

11  

mPortal SPRINGBOARDTM

Managed Service  

Page 13: mPortal The Future of Connected Devices_DP Venkatesh

mPortal’s SPRINGBOARDTM Platform has powered several leading Mobile / Cable Operators / Media Companies globally

SPR

ING

BO

ARD

TM  

Software on the Device

Software on the Server

Platform

Infrastructure

Toolkits

OOTB Services

Custom Services

Integration & Implementation Srv.

Market Proven Multiple Platforms

12  

Page 14: mPortal The Future of Connected Devices_DP Venkatesh

Case Study: Services innovation in India today

•  Embedded Home screen solution with Widget Platform

•  Voice / SMS or Data services

•  Solves the problem of DISCOVERY of mobile VAS

Page 15: mPortal The Future of Connected Devices_DP Venkatesh

Thank You

PG Ponnapa CEO, Emerging Markets

Ponnapa.PG @ mPortal.com

 

DP Venkatesh CEO, mPortal Inc

dp @ mPortal.com