"The Future of Payments is Mobile," Braintree >> Bill Ready [COMMERCISM 2014]

Mobile Commerce will be Smart Commerce

Bill Ready, Braintree CEO / @williamready

March 21, 2014

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About Us

Mobile Commerce will be Smart CommerceBill Ready / @williamready

We simplify payments forthousands of amazing companies

Braintree is a full-stack payments platform that makes it easy to accept payments in your app or on your website.


Unlocking Innovation

We aspire to do for payments what Apple’s iOS did for mobile.Mobile Commerce will be Smart CommerceBill Ready / @williamready

Mobile


The New Consumer Experience

The PastCheck out 1.0


Now/FutureMobile commerce

The New Consumer Experience

The PastCheck out 1.0


“Mobile is eating the world”Benedict Evans / @benedictevans

1,250

1,000

750

500

250

0

1995 1997 1999 2001 2003 2005 2007 2009 2011 2013e

GLOBAL ANNUAL UNIT SALES (M)

Source: Enders Analysis

PCs Smartphones & tablets


Mobile traffic as % of global internet traffic Mary Meeker / KPCB / Internet Trends D11 Conference

25%

20%

15%

10%

5%

0

12/08 12/09

% OF INTERNET TRAFFIC

Source: StatCounter Global Stats, 5/13. Note that PC-based internet data bolstered by streaming.

30%

12/10 12/11 12/12 12/13E 12/14E

0.9% in 5/09

2.4% in 5/10

6% in 5/11

10% in 5/12

15% in 5/13

Trendline

Growing 1.5x per year & likely to

maintain trajectory or accelerate


Design + experiencedriving commerce


Simplicity with design

Mobile Experiences


Mobile Experiences

Line bustingMobile Commerce will be Smart CommerceBill Ready / @williamready

Mobile Experiences

Curated contentMobile Commerce will be Smart CommerceBill Ready / @williamready

Mobile Experiences

Loyalty/rewards programsMobile Commerce will be Smart CommerceBill Ready / @williamready

Marketplaces connecting buyers and sellers online/offline

New retail business models

Mobile Experiences


Mobile first focus When payment is disappearing..

Mobile Experiences


Startups are building

experiences

CONTEXT–DRIVEN

Image: Uber


Hello, Smart Commerce.


“I need a jacket.”


“Audi A4, nice.”


“Audi A4, nice.”


“Mmm, sounds good.”


“Mmm, sounds good.”


“Damn, forgot my charger.”


“Damn, forgot my charger.”


“Whoa, I’m in.”


“Whoa, I’m in.”


“Let’s go.”


“Let’s go.”


What’s Next?

The need for context-driven experiences will only increaseMobile Commerce will be Smart Commerce

Bill Ready / @williamready

What does this mean for what you can

GO BUILD?


www.braintreepayments.com

© 2014 Braintree Payment Solutions, LLC. All rights reserved.

The past:

“How much stuff can I buy?”

CONSUMERISM

Image: Uber


Now:

“I want to lie on the beach in Australia.”

EXPERIENCES


The past:

“I need a new car.”

BUY TO OWN


Now:

“I just need to get around today.”

SHARE / RENT


Technology

"The Future of Payments is Mobile," Braintree >> Bill Ready [COMMERCISM 2014]