My friends at Digi-Capital just released one of the deepest views into the Mobile phenom. Some of the highlights from their in-depth analysis:
- Mobile internet revenue to grow >3x to $700B* by 2017F driven by mCommerce, IAPx and App as a Service
- mCommerce growth to >$500B sales by 2017F driven by Asia, America and Europe (almost half in Asia)
- Consumer apps to >$70B by 2017F with non-games apps to double revenue share from 26% to 51%
- Mobile internet investment record >$14B in last 12 months
- Mobile internet M&A record >$47B in the last 12 months (>$28B excluding Facebook/WhatsApp)
- Varying investment potential across Investment Quadrants with >20 “billion dollar” companies already
- Mobile internet public and private company relative valuations vary significantly across sectors
- Deep metrics understanding enables data driven approach to mobile internet investment and growth
for the full report, visit www.digi-capital.com