Thursday, 29 January 2015

Facebook had 526m mobile-only users in Q4 2014


Source:  Charts of Facebook's 4th Quarter & full year 2014 Results, 28th January 2015
See full press release here

Mobile represented 69% of total Facebook ad revenue in Q4 2014

"Full Year 2014 Business Highlights
Revenue for the full year 2014 was $12.47 billion, an increase of 58% year-over-year.
Income from operations for the full year 2014 was $4.99 billion.
Net income for the full year 2014 was $2.94 billion.
Free cash flow for the full year 2014 was $3.63 billion.
Daily active users (DAUs) were 890 million on average for December 2014, an increase of 18% year-over-year.
Mobile DAUs were 745 million on average for December 2014, an increase of 34% year-over-year.
Monthly active users (MAUs) were 1.39 billion as of December 31, 2014, an increase of 13% year-over-year.
Mobile MAUs were 1.19 billion as of December 31, 2014, an increase of 26% year-over-year.
Revenue - Revenue for the fourth quarter of 2014 totaled $3.85 billion, an increase of 49%, compared with $2.59 billion in the fourth quarter of 2013. Excluding the impact of year-over-year changes in foreign exchange rates, revenue would have increased by 53%.
Revenue from advertising was $3.59 billion, a 53% increase from the same quarter last year. Excluding the impact of year-over-year changes in foreign exchange rates, revenue from advertising would have increased by 58%.
Mobile advertising revenue represented approximately 69% of advertising revenue for the fourth quarter of 2014, up from approximately 53% of advertising revenue in the fourth quarter of 2013.
Payments and other fees revenue was $257 million, a 7% increase from the same quarter last year."
Source:  Facebook's 4th Quarter & full year 2014 Results, 28th January 2015
See charts of some of the data here

Wednesday, 28 January 2015

Active bank accounts per 1,000 people in Africa



Source:  IMF, via Gates Notes, January 2015

Apple sold 74.5m iPhones - 34,000 a hour - during Q4 2014

"Apple Inc. surpassed even the most bullish Wall Street expectations for its holiday quarter with an improbable trifecta: selling more iPhones at higher prices—and earning more on each sale.
The Cupertino, Calif., company said it sold 74.5 million iPhones in the quarter, 46% above a year earlier, while lifting the average selling price of the devices by $50 from the prior year. The total equates to more than 34,000 phones an hour, around the clock.
“Demand for iPhone was staggering,” Apple Chief Executive Tim Cook told analysts. “This volume is hard to comprehend.”
Results were remarkable, even for a company that has increased revenue more than tenfold in the past decade. They recalled the Steve Jobs heyday when iPhone demand routinely topped forecasts. In some ways, the gains are more impressive because Apple today faces many more competitors and because smartphone growth is thought to be slowing.
Consumers snapped up Apple’s two new larger-display phones, the iPhone 6 and iPhone 6 Plus, which made their debut in September, after years in which Apple ceded the large smartphone market to rivals. Apple encountered supply shortages for weeks in traditional strongholds like the U.S., as well as faster-growing markets like China."
Macs & iPads - 
"Mac sales were also at an all-time high at 5.52 million units, edging the company's previous-best in the preceding September quarter. The company's Mac hardware saw its numbers increase 14 percent year over year.
Record sales of both the iPhone and Mac helped push Apple to the strongest quarter in history.
iPad sales continued their decline, however, falling to 21.4 million units in the December frame. That was down 18 percent from the same period a year prior."

Tuesday, 27 January 2015

Data from KPMG's UK Media Tracker, January 2015

"Key data from Media Tracker revealed:
Almost eight out of ten (77%) respondents had watched catch-up TV over the past month, with 18-24 year olds leading this trend (86% for the group)
Viewing behaviour is becoming dominated by a desire to control broadcasts, with 42% claiming they watch catch-up TV compared to 24% who watch programmes as they are broadcast
Televisions are the most common device for catch-up viewing at 53%, followed by desktops/laptops (33%), tablets (22%) and smartphones (10%)
Among 18-24 year olds, more than 50% opted to stream their favourite TV shows on their personal computers rather than watching it through a television set
One in five (21%) went further, claiming they do not have access to a television set."

The estimated top YouTube earners of 2014

"Here is OpenSlate’s top 10

DC Toys Collector
Ruler of all “unboxers,” evidently beloved by children everywhere.
Estimated Annual Earnings: $4,860,207.60
Total Subscribers: 3,213,200
Monthly Views: 379,932,270

Taylor Swift
The best-selling recording artist of 2014.
Monthly Estimated Earnings: $342.565.71
Estimated Annual Earnings: $4,110,788.52
Total Subscribers: 10,216,561
Monthly Views: 341,711,430

PewDiePie
The Swedish John Madden of video games.
Monthly Estimated Earnings: $333,210.86
Estimated Annual Earnings: $3,998,530.32
Total Subscribers: 32,990,682
Monthly Views: 323,333,040

LittleBabyBum
Animated nursery rhymes.
Estimated Annual Earnings: $3,462,340.80
Monthly Estimated Earnings: $288,528.40
Total Subscribers: 1,349,540
Monthly Views: 270,031,260

Get Movies
(Distributor of a Russian-language animated programs like Masha and the Bear.)
Estimated Annual Earnings: $2,712,715.32
Monthly Estimated Earnings: $226,059.61
Total Subscribers: 2,573,419
Monthly Views: 225,495,870

MOVIECLIPS Trailers
Estimated Annual Earnings: $2,746,876.80
Monthly Estimated Earnings: $228,906.40
Total Subscribers: 5,946,861
Monthly Views: 218,276,340

Spinnin’ Records
Massively successful Dutch EDM record label.
Estimated Annual Earnings: $2,516,189.52
Monthly Estimated Earnings: $209,682.46
Total Subscribers: 7,762,108
Monthly Views: 200,102,550

WWE Fan Nation
Wrestling clips from today and yesteryear
Estimated Annual Earnings: $2,350,169.28
Monthly Estimated Earnings: $195,847.44
Total Subscribers: 4,673,996
Monthly Views: 189,586,350"

Apple paid $10 billion to app developers in 2014

"Apple paid $10 billion to developers in calendar 2014. Additional statistics for the App store are:
$500 million spent on iOS apps in first week of January 2015
Billings for apps increased 50% in 2014
Cumulative developer revenues were $25 billion (making 2014 revenues 40% of all app sales since store opened in 2008)
627,000 jobs created in the US
1.4 million iOS apps catalog is sold in 155 countries"
Note - Asymco makes the point that $10bn is bigger than US domestic movie box office for 2014 - but it's comparing a global figure with a US-only figure.  (Interesting comparison though)

Monday, 26 January 2015

China has 648m web users

"China's netizen population, the world's largest, reached 648 million at the end of 2014, 16 million more than in June, according to an industry expert.
Jin Jian, deputy director of the China Internet Network Information Center (CNNIC), said that online economy accounts for seven percent of GDP, up from 3.3 percent the previous year.
More than 70 percent of Internet users are worried by Internet security problems, such as leaking of private information, Jin told the Beijing Daily.
Chinese consumers are eager to spend online. Internet retail sales totalled 331 billion yuan in the first ten months in 2014, up a stunning 55.6 percent over 2013."

Friday, 23 January 2015

MySpace has 50m visitors a month

"Did you know that 50 million people still visit MySpace each month?
Would you be surprised that MySpace users generated over 300 million video views in November, good enough for 16th place on comScore’s Video Metrix ranking?
Were you not sure that MySpace still existed?
Well, the social networking site that put the very concept of social networking on the map is alive and well. It’s been nearly a decade since News Corp acquired the company for $580 million and roughly three and a half years since the media company sold the fading property for $35 million to the Internet ad company Specific Media. (News Corp publishes The Wall Street Journal.)"
Source:  WSJ, 14th January 2015

Thursday, 22 January 2015

BBC iPlayer requests rose over 10% in 2014

"BBC iPlayer and BBC iPlayer Radio saw a record-breaking 3.5 billion TV and radio programme requests in 2014 – up from 3.1 billion in 2013, with over 2.6 billion TV requests and over 860 million radio requests across all devices.
The much-anticipated return of Sherlock was the most popular programme, with 4.2 million requests, followed by Top Gear (Series 21) with 3.8 million requests and BBC Three’s critically acclaimed film Murdered By My Boyfriend with 3 million requests. On radio, cricket dominated, with Test Match Special of England versus India on BBC Radio 5 live sports extra topping the table with 312,500 requests, followed by coverage of Manchester United versus Manchester City with 295,300 requests and Carl Froch take on George Groves in the ring with 219,800 requests.
Mobile and tablet continued to dominate iPlayer growth, with a 51 per cent increase in requests from tablets (801 million requests in 2014) and 32 per cent increase in requests year on year from mobiles (662 million requests in 2014). BBC iPlayer also saw increasing demand to watch iPlayer TV programmes on the biggest screen in the house, with a 13 per cent year-on-year increase in requests from Connected TVs (626 million requests in 2014)."

$3.7bn was spent in Shopify stores in 2014

Up from $1.6bn in 2013
Also - 33% through mobile

Americans aged 13-17 spend more time listening to a streaming service than FM radio

"It’s official: according to data just released by Edison Research, more American teenagers listen to Spotify, Pandora, and other streaming music services than traditional, FM broadcast radio.  The finding comes from Edison’s ‘Share of Ear’ report, which measures all forms of music listening, including downloads, streaming services, online radio, and traditional AM/FM broadcast channels.
Most major radio stations also simulcast their streams online, but according to Edison, that isn’t really helping.  Instead, web-born platforms are easily commanding greater share.  Edison also tallied time spent with Pandora and Spotify rivals like Beats Music, iTunes Radio, and Rhapsody, though those contributions are mostly marginal.  Indeed, Pandora and Spotify have emerged as the 800,000 lb. gorillas in the streaming space, and are now taking over a jungle once ruled by big, broadcast beasts (alongside stuff like CDs and downloads).
In total, Edison found that the average American teenager (between the ages of 13 and 17) listens to just over 4 hours of audio a day.  Overall, Edison polled more than 2,000 Americans aged 13 or older for the finding."
Source:  Digital Music News, 21st January 2015