The Mobile 2.0 Start-Up Ecosystem Mobile Web 2.0 - London 19/9/07 Rudy De Waele “3” launches flat-rate mobile (november 06) Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile Web 2.0 - London 19/9/07 Rudy De Waele How are Mobile 2.0 propositions different? Mobile Web 2.0 - London 19/9/07 Rudy De Waele The all-IP Environment (network convergence) • GSM • UMTS/3G • Wi-Fi/Wimax • GPS • DVB-H • Bluetooth • Fixed Networks Mobile Web 2.0 - London 19/9/07 Rudy De Waele Convergent Devices Mobile Web 2.0 - London 19/9/07 Rudy De Waele Application mash-ups • SMS • Voice • VoIP • Messaging • Presence • RSS to SMS • Click to Call • Mobile Search • Maps • Bluetooth download zones • Wi-Fi Hotspot Entertainment • Media Sharing • Location-Based Services Mobile Web 2.0 - London 19/9/07 Rudy De Waele Markus Angermeier Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile Web 2.0 - London 19/9/07 Rudy De Waele What Mobile Web 2.0 characteristics are start-ups focusing on? • Harnessing Collective Intelligence • Ubiquitous Access - operator independant • Context relevant - desktop is not a mobile screen • Create Compelling User Experiences • Synchronisation between Web & Mobile • Social Interaction - profile & personal media exchange, chat & messaging, status updates Mobile Web 2.0 - London 19/9/07 Rudy De Waele What Mobile Web 2.0 characteristics are start-ups focusing on? • Building Solid User Base - Think global, act viral • Location - Find places as well as people! • Address Book Integration • Constraints - latency - battery life - bandwith limitation • Privacy and security ! • Perpetual Beta? Mobile Web 2.0 - London 19/9/07 Rudy De Waele Web 2.0 going mobile? Not really Mobile 2.0 just yet? Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile 2.0 Categories / Players Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile 2.0 Categories / Players • Audio (Nokia Podcasting, Visual Radio, Rhapsody, iTunes) • Development Platforms (mFoundry, Funambol) • Entreprise (SoonR) • Imaging (scanR, Shozu, Daem Interactive) • Location-Based (buddyping, loopt, Plazes, Socialight, dodgeball) • Media Sharing (Shozu, Mosh, MoJungle, PixPulse, PixSense, SharpCast) • Microblogging (Jaiku, Twitter, Pownce, Frazr, Fanfou, Zuosa, Blabto) • Mobilize (BluePulse, Plusmo) • Point Of Sales Mobile Channels (Futurlink) • QR-codes (BeeTagg, Kaywa, ShotCode) • Shopping (Frucall, Text2Store) • Social Media (Facebook, MySpace, MyStrands, Mobiluck, Rabble) • Transactions (Mobo, MyNuMo) • Video (YouTube, ViiF, Oplayo, vpod.tv, JuiceCaster, ComVu) • Voice (Fring, Jaja, Gizmo, Grand Central, TalkPlus, Trufone) • Widgets (Bling, Widsets, Mojax, Webwag) Mobile Web 2.0 - London 19/9/07 Rudy De Waele where do we see new start-ups? Mobile Web 2.0 - London 19/9/07 Rudy De Waele Image by Paul Watson Mobile Web 2.0 - London 19/9/07 Rudy De Waele where do we see new start-ups? innovation is happening everywhere Mobile Web 2.0 - London 19/9/07 Rudy De Waele Evaluating new propositions: who is investing in what? recent deals - some examples Mobile Web 2.0 - London 19/9/07 Rudy De Waele • Done deals - sorry, too late guys! • Venture Capital - Series B • Venture Capital - Series A • Seed Capital Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile Web 2.0 - London 19/9/07 Rudy De Waele who is investing in what? Google Acquires GrandCentral (July 07) 1 Phonenumber - 1 Mailbox - Many Features GrandCentral, founded in 2005 is an innovative service that lets users integrate all of their existing phone numbers and voice mailboxes into one account, which can be accessed from the web. The company, raised less than $6 million in capital from Minor Ventures (the exact amount has never been disclosed), beta launched September 2006. Earlier this year mainstream press and blogger attention heated up. GrandCentral was recently pitching a second round of financing to Silicon Valley venture capitalists, but broke off discussions abruptly as the Google talks heated up. The deal is rumored to be somewhere in the range of $50 million Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile Web 2.0 - London 19/9/07 Rudy De Waele who is investing in what? Nokia Acquires Twango (July 07) Social Media Sharing Platform Twango, a privately-owned company founded by former Microsoft veterans, provides a comprehensive media sharing solution for organizing and sharing photos, videos and other personal media. Today's digital cameras and camera phones not only take great still photos, they also record video and audio. One study estimates that within four years, 228 billion images (Yes, that's with a "b") will be captured on camera phones alone. The deal was undisclosed, estimated to be around $96.8 million by the WSJ. Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile Web 2.0 - London 19/9/07 Rudy De Waele who is investing in what? SoonR Raises $6 Million (September 06) Mobile Entreprise, aiming at the Prosumer market SoonR, founded in 2005, completed a $6 million Series A round of funding in September 2006. The investment was led by Clearstone Venture Partners, with participation by IntelCapital and private investors. SoonR lets mobile users tap into the power of their computers from any Internet-connected mobile handset, anywhere in the world. SoonR Simple Value Proposition that can identify and build a revenue stream upon in partnership with Operators. SoonR’s value proposition is active storage with advanced rendering capabilities on a mobile phone that allows you remote access, view, search, share, print and fax. Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile Web 2.0 - London 19/9/07 Rudy De Waele who is investing in what? BluePulse Raises $6 Million (April 07) Social Media Platform In December 2006, Bluepulse launched its game-changing social networking application. Bluepulse is built on an open platform that gives its global users multiple means of communication, content sharing, widgets, and so much more - all under one roof. Bluepulse has an advertising-based revenue model. Bluepulse closed its Series A round with VantagePoint Venture Partners in April 2007. Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile Web 2.0 - London 19/9/07 Rudy De Waele who is investing in what? MyStrands Gets $25million (June 07) Social Recommendation Platform Founded in 2003, social recommendation specialist MyStrands has closed a Series B round of $25million led by Antonio Asensio, CEO of Grupo Zeta, Spain’s third largest media group, along with existing investors Debaeque and Sequel backing this round as well. This brings the total amount of funding for MyStrands to $31 million. Personalization Platform: Real-time recommendations (user enjoys "this item", we suggest "this other item": advertising, music, video...) • Content organization (intelligent playlist builder, intelligent synchronization between devices) • Content agnostic; cross-platform (your profile regardless of what you use to connect) MyStrands Social Player Personalized recommendations, build your music profile See what your friends are listening to - Increases user engagement of the devic Recently the company launched their MyStrands.TV platform. Mobile Web 2.0 - London 19/9/07 Rudy De Waele The World’s First Multimedia Ringtone Community Personalization 2.0 Mobile Web 2.0 - London 19/9/07 Rudy De Waele Recent launches Vringo - $12 M in Series B Funding (July 07) Video Sharing Community Vringo recently launched a video sharing community which allows you to share video ringtones (or Vringos) with your buddies each time you call them. Vringo clips can contain either licensed content from the best of movies, TV and music, or user generated clips that are created on your own mobile phone. Series B round of venture capital funding, receiving $12 million in a round led by Warburg Pincus, the global private equity firm. Mobile Web 2.0 - London 19/9/07 Rudy De Waele mVoIP - Real freedom of choice Combined & Call / Chat / Invite Chat Call History Invite a friend searchable list Internet communication… on mobile Mobile Web 2.0 - London 19/9/07 32 Rudy De Waele Fring Raises $12 Million Series B (August 07) mVoIP (mobile VoIP) fring is an end-to-end mobile VoIP service enabling free calls, chat & real-time presence over the mobile handset Internet connection.Product development over the past two years, introduced into the market in Q1 2007 Israeli-based VOIP start-up Fring has closed an estimated $12 million second round, led by US VC fund North Bridge Venture Partners. VenFin and previous investors Pitango, Veritas and Yossi Vardi also participated. If the investment estimate is accurate, it would be one of the larger rounds for a VOIP company. Fring is a mobile application for Windows and Symbian phones that uses VOIP to make cheap/free mobile calls and instant message. Unlike Jajah, but like Truphone, Fring sends calls and chats over Wi-Fi internet access or your 3G or GPRS Internet data plan. Like Skype, users are charged a nominal fee to call standard phone lines. However, calls made to other internet phones are free. Mobile Web 2.0 - London 19/9/07 33 Rudy De Waele Evaluating new propositions: recent launches, future deals? Mobile Web 2.0 - London 19/9/07 Rudy De Waele Mobile Web 2.0 - London 19/9/07 Rudy De Waele who is investing in what? Dopplr: early-stage financing (09/07) Online Service for Frequent Travellers Dopplr is an online (and probably soon) a mobile service for frequent travellers. Dopplr lets you share your future travel plans with a group of trusted fellow travellers whom you have chosen. Dopplr secured early-stage financing.The investors are Martin Varsavsky, Joichi Ito, Reid Hoffman and The Accelerator Group led by Saul Klein. This international team—frequent travellers who themselves use Dopplr—has separately made previous investments in many successful Internet companies, including Last.fm, Joost, FON, LinkedIn, Flickr, Technorati, Wikia, Xing, Stardoll, Six Apart and Netvibes.