TELMAP QUARTERLY METRICS REPORT Q4, 2011

Transcription

1 TELMAP QUARTERLY METRICS REPORT Q4, 2011 Telmap Quarterly Metrics Report Q4, 2011 Page 1

2 OVERVIEW Welcome to the fifth edition of the Telmap metrics report, summarizing usage and activity for the fourth quarter of Looking at the fourth quarter of 2010 and the fourth quarter of 2011, we noticed an interesting pattern with relatively high numbers of kilometers driven in October and December, and a relative decline in such activity in November. In addition, in Q4, 2011 we see a significant increase in searches for shopping and fun related places, which may be indicative of holiday shopping that s typical to that time of year. In addition, we see a significant increase in search for specific cities, which again may be related to family visits out of town during the holiday season. Q2, 2011 was the first quarter where Telmap saw the number of new activations on Android devices surpassing the number of new activations on ios. This trend continued into Q3, 2011 and in Q4 this trend has flipped and Android fell second to the ios. Most likely, this is due to the launch of the popular iphone 4S which happened during the 4th quarter. We anticipate a close race between Android and ios in 2012 for the top two leading platforms for Telmap users. We are proud to share our key metrics and hope you enjoy the report and find it useful. For further inquiries, please contact us at telmap@miliberty.com. Best Regards, Motti Kushnir, Chief Marketing Officer, Telmap Q4, 2011 Page 2

3 TABLE OF CONTENTS KEY USAGE STATISTICS... 4 Trend lines: Key usage statistics over the past 15 months... 4 Top 15 most popular search terms per country for Q DEVICE & PLATFORM STATISTICS... 7 TOP 10 Devices using Telmap based solutions Q4, The 10 most popular devices on which new users activated a Telmap service... 8 New activations by mobile operating system Q4, About Telmap Q4, 2011 Page 3

4 KEY USAGE STATISTICS Application activities Q4, 2010 Q4, 2011 Growth % Total number of km driven 401,673, ,007,902 83% Total number of pedestrian navigations 589, ,329 58% Total number of address searches 9,091,925 11,659,947 28% Total number of POI searches 14,665,422 27,174,301 85% Source: Telmap, Q Q4 numbers are not comparable to summer months, but the significant growth from Q4, 2010, indicating a steep upwards trends is clearly visible. Trend lines: Key usage statistics over the past 15 months 450,000,000 Number of KM Driven Past 15 Months 400,000, ,000, ,000, ,000, ,000, ,000, ,000,000 We see 83% growth in kilometers driven from Q4, Interestingly, we see a repeating pattern in Q4s both in 2011 and 2010, with relatively high numbers in October and December, and a decline in activity in November. Q4, 2011 Page 4

5 5,000,000 Number of Address searches Past 15 Months 4,500,000 4,000,000 3,500,000 3,000,000 2,500,000 11,000,000 Number of POI Searches Past 15 Months 10,000,000 9,000,000 8,000,000 7,000,000 6,000,000 5,000,000 4,000,000 The similarity in the POI and address searches trend lines continues consistently. Although when looking at sheer volumes, we see an increase of 85% compared to Q4, 2010 in POI searches, and only 28% growth in address searches. Q4, 2011 Page 5

6 Top 15 most popular search terms per country for Q UK Germany France Spain Q Q Q Q Q Q Q Q TESCO ASDA MCDONALD'S TESCO MCDONALD'S FOOD RESTAURANT RESTAURANT AEROPUERTO AEROPUERTO MCDONALD'S FOOD BERLIN GARE train station in French ASDA TANKSTELLE A generic name for gas station HAMBURG HOTEL GARE train station in French PARIS GASOLINERA GASOLINERA HOTEL SHELL Gas station IKEA IKEA IKEA STUTTGART MCDONALD'S HOTEL RESTAURANTE HOTEL ALTON TOWERS Amusement park TRAFFORD CENTRE Shopping mall FLUGHAFEN Airport TANKSTELLE Gas station (generic) PARIS AEROPORT CARREFOUR LIDL AIRPORT KFC BURGER KING MCDONALD'S SUSHI IKEA CENTRO COMERCIAL Commercial centre RESTAURANTE PETROL AIRPORT SPARKASSE KFC PETROL BAHNHOF Transport station KÖLN TOTAL Gas station FRANKFURT AEROPORT TOTAL Gas station HOTEL HOSPITAL BERLIN IKEA CARREFOUR MORRISONS ALTON TOWERS Amusement park ALDI LYON FARMACIA ALDI CARREFOUR SHELL Gas station MERCADONA IKEA CENTRO COMERCIAL DRESDEN IKEA TOULOUSE HOSPITAL PARKING PUB SAINSBURYS HAUPTBAHNHOF A generic name for main train station MÜNCHEN LECLERC SUSHI LIDL TELEPIZZA Pizza delivery GATWICK AIRPORT MANCHESTER AIRPORT HOSPITAL SAINSBURYS HOTEL HOTEL BREMEN CAMPING MARSEILLE PLAYA LAS ROZAS VILLAGE Outlet shopping mall MANCHESTER AIRPORT MORRISONS PUB RESTAURANT DORTMUND AUCHAN Department store AUCHAN Department store CAMPING LA CAIXA Bank HAMBURG HANNOVER Lyon KFC PARKING FARMACIA BAUMARKT BAHNHOF Transport station TOULOUSE LILLE BBVA Bank GOLF Q4, 2011 Page 6

7 o o In Q4, 2010 we see a significant increase in searches for shopping and fun related places, which may be indicative of holiday shopping that s typical to that time of year. In addition, we see a significant increase in search for specific cities, which again may be related to family visits out of town during the holiday season. We see a slight shift in the split between searches for a specific (e.g. Ikea, McDonald s) which went down from 50% in Q3 to 40% in Q4, Respectively, the searches for more general POI categories (e.g. Hotel, Sushi, Airport) went up from 50% in Q3 to 60% in Q4, Top 10 Devices using Telmap based solutions (Devices with the highest number of active users at the end of Q4, 2011) DEVICE & PLATFORM STATISTICS TOP 10 Devices using Telmap based solutions Q4, 2011 OR Q4 % of Top devices out of all active users Q3 Comparison Q2 Comparison Q1 Comparison iphone 40% 44% 35% 31% Samsung Galaxy S (Android) 11% 13% 12% 10% Samsung Seek (Bada) 11% top 10 in Q3 top 10 in Q2 top 10 in Q1 Samsung Monte (Bada) 8% 6% 9% 8% Samsung Galaxy S2 (Android) 8% 5% top 10 in Q2 top 10 in Q1 Samsung Wave (Bada) 5% 4% 8% 8% BlackBerry % 8% 9% 10% BlackBerry % 9% top 10 in Q2 Samsung Wave 2 (Bada) 4% 3% top 10 in Q2 top 10 in Q1 top 10 in Q1 BlackBerry 9300 No change 4% 4% top 10 in Q2 top 10 in Q1 Q4, 2011 Page 7

8 Although iphone s share of the top 10 went slightly down, it s still the leading device with 40% of our active users. Samsung devices altogether comprise 47% of the top 10 devices chart (up from 31% last quarter), with 19% of them being Android devices and 28% Bada devices. Blackberry has three devices on the list but with a declining share of 13%. The 10 most popular devices on which new users activated a Telmap service BlackBerry 9800, 3% Samsung Galaxy Ace, 3% BlackBerry 9700, 2% BlackBerry 9300, 4% Samsung Monte, 4% Samsung Wave 2 5% iphone, 45% Samsung Galaxy S, 6% Samsung Galaxy S2 10% Samsung Seek, 17% When it comes to new users, we can see that iphone is the leader here too, with a growing share (39% in Q3), most likely because of the launch of the popular iphone 4S in Q4, Q4, 2011 Page 8

9 New activations by mobile operating system Q4, 2011 BlackBerry, 8% Bada, 6% Brew, 1% WP7, 1% Symbian, 1% Windows Mobile, 1% iphone, 36% Java, 16% Android, 29% This quarter, the leading platform picture has flipped again and Android fell second to the ios. Most likely, this is once again due to the iphone 4S launch during the quarter. We anticipate a close race between Android and ios in 2012 for the top two leading platforms for Telmap users. Q4, 2011 Page 9

10 New activations by mobile operating system % 35% 30% 25% 20% 15% 10% Q1, 2011 Q2, 2011 Q Q % 0% Android iphone Blackberry Java Bada Symbian WP7 Brew Last quarter we were curious to see how Q4 will shape up with the planned launches of both the iphone 4S and Samsung Galaxy Nexus. Judging from the Telmap numbers, which are aligned with Apple s sales figures, the iphone 4S is an extremely popular device. Again, we are curious to see if the Galaxy Nexus will appear on our radar in Q1, 2012 (and maybe change the picture once again?) Q4, 2011 Page 10

11 About Telmap Telmap is a world leader in mobile location-based services that are fully designed to open new business opportunities and generate new revenue streams. The company has established a solid reputation for providing its customers with innovative, value added end-to-end mobile location based services that enrich on-the-go experiences through integration of local content, community interactions, and relevant retail offers. Telmap provides white-label, fully hosted and managed location-based services to over 26 mobile operators globally, serving 7 million end users around the world. As such, Telmap has a broad perspective and vast knowledge that when viewed collectively can be beneficial to the LBS industry as it represents a large chunk of mobile search, mapping and navigation sessions conducted in the market today. Telmap s flagship product is the world s first personalized Mobile Location Companion integrating innovative and patented technologies including Telmap Active Interface, Telmap Active Search and Telmap Active Widgets. A complementary web companion is also available, as well as a robust location platform with a set of APIs to support Telmap customers in delivering a strong LBS strategy. Telmap is the #1 provider of choice for mobile location-based services and its technology has been selected by leading industry players such as Orange FT Group, Vodafone, Vodacom, SFR, O2, Telefonica, SingTel, OPTUS, Partner, Cellcom, Pelephone, and more. For more information, please visit or look for the Telmap page on Facebook. Disclaimer The information in this report comes from Telmap servers and reflects trends and patterns based on Telmap s usage data. Telmap doesn t claim that this information is necessarily representative of the mobile navigation market as a whole, or any particular geographical market. The information presented in this report is of statistical nature, and should not be attributed to any specific user or operator. Total number of in-car and pedestrian navigation routes only takes into account originally requested routes and does not include reroutes. Q4, 2011 Page 11