Monday, 8 February 2016

The FT has 780,000 paying readers

Tuesday, 2 February 2016

WhatsApp has one billion users

"As of today, one billion people are using WhatsApp.
That's nearly one in seven people on Earth who use WhatsApp each month to stay in touch with their loved ones, their friends and their family.
We are proud of this milestone, and we're humbled by the extraordinary ways all of you have used WhatsApp. Whether it's sharing vital information during natural disasters or health emergencies, finding a date, growing a small business, buying an engagement ring, or seeking a better life – we're honored to be a small part of what people are doing to make their lives and the lives of those around them better.
And yet, through all the progress we've made together over the last seven years, our mission has never changed. WhatsApp began as a simple idea: ensuring that anyone could stay in touch with family and friends anywhere on the planet, without costs or gimmicks standing in the way.
So even as we celebrate this achievement, our focus remains the same. Every day, our team continues to work to improve WhatsApp's speed, reliability, security and simplicity. We're excited to see how far we've come. But now, it's back to work – because we still have another 6 billion people to get on WhatsApp, and a long way left to go."
MAUs
Update - more stats here

Monday, 1 February 2016

Messaging is more popular than search among Chinese internet users



Source:  Data from CNNIC, reported by DigiTimes, 25th January 2016

Over 5m Google Cardboard devices have been shipped

"A year and a half ago we introduced Google Cardboard, a simple cardboard viewer that anyone can use to experience mobile virtual reality (VR). With just Cardboard and the smartphone in your pocket, you can travel to faraway places and visit imagined worlds. Since then everyone from droid lovers and Sunday edition subscribers, to big kids and grandmas have been able to enjoy VR—often for the very first time. Here's a look at where we are, 19 months in:
1. 5 million Cardboard fans have joined the fold.
2. In just the past two months (October-December), you launched into 10 million more immersive app experiences:
3. Out of 1,000+ Cardboard apps on Google Play, one of your favorites got you screaming “aaaaaaahwsome,” while another “gave you goosebumps.”
4. You teleported to places far and wide, right from the comfort of YouTube.
5. Since we launched Cardboard Camera in December, you’ve captured more than 750,000 VR photos, letting you relive your favorite moments anytime, from anywhere."
Source:  Google Blog, 27th January 2016

Conan O'Brien's Team Coco YouTube Channel's videos have had 2bn views

"Conan O’Brien and his Team Coco YouTube channel have reached 2 billion video views and 3.5 million subscribers. It took five years to reach but, really, that’s a lot of post-late night viewing.
He still draws the youngest audience of any other late night show and is also drawing in traditional TV ratings along with his YouTube views. The show saw an 8 percent increase among adults 18-49 in December, versus November and a 5 percent  lift in January, versus December."

Wednesday, 27 January 2016

Digital in 2016


Apple's Q1 2016 profit was the largest of any public company in history

"Apple just reported the largest quarterly profit of any public company in history, again.
With profits of $18.4 billion for its first fiscal quarter of 2016, Apple beat the record it set last year by $400 million.
Apple’s profits largely hinge on iPhone sales. The company sold 74.8 million iPhones during the quarter, fewer than analysts expected — predictions had ranged between 75.4 million and 77 million iPhones, depending on who you asked.
Apple missed analysts’ estimates on revenue this quarter, but exceeded expectations on earnings. The company reported $75.9 billion in revenue, on the lower end of its own estimated range of between $75.5 billion and $77.5 billion. On average, Analysts thought Apple would report $76.59 billion in revenue. Analysts also said Apple would report $3.23 in earnings per share for the quarter; it reported earnings of $3.28 per share."

Wednesday, 20 January 2016

Netflix accounts for 37% of US peak download internet traffic



Source:  Netflix Q4 2015 resutls, 19th January 2016

Netflix has 75m subscribers, is available to 550m broadband homes

"In the fourth quarter, we added a record 5.59 million members as our big shows such as Narcos and Marvel’s Jessica Jones helped us grow membership to 74.76 million. This 5.59 million compares to a
forecast of 5.15 million and to prior year net additions of 4.33 million. For Q1, we are forecasting 6.10 million net additions vs. prior year of 4.88 million. On earnings, we stayed profitable in Q4 despite foreign exchange headwinds, and delivered operating income of $60m and net income of $43m. We expect similar modest operating income results for Q1, assuming current foreign exchange, as we invest in our international expansion. As a reminder, the guidance we provide is our actual internal forecast at the time we report, and we strive for accuracy in our guidance.
In September, we launched in Japan, followed by Spain, Portugal and Italy in October. We are very
pleased with the first few months of membership growth in these markets. Our international
contribution loss of $109 million in Q4 increased sequentially due to these launches. We anticipate Q1 international losses of about $114 million.
In early January at CES, we announced the availability of Netflix everywhere in the world except China.  Pricing is comparable to our existing plans and we have added support for Korean, Arabic, and Simplified & Traditional Chinese languages. Our move into 130 additional countries broadens our addressable market by 190 million broadband homes, on top of the 360 million we counted at the end of 2015 .
While the opportunity is large, our growth in these new markets will unfold over many years as we
improve our service. We are starting by primarily targeting outward‐looking, affluent consumers with
international credit cards and smartphones. As with every market we’ve launched, our approach is to
listen, learn and improve rapidly, adding more content, additional languages and a better Netflix
experience over time. Our global availability sets us up for continued growth for many years and we
continue to expect material global profits beginning in 2017.
[...]
In the US, we ended 2015 with nearly 45 million members, although our Q4 US net adds were down year over year, as expected (1.56m actual versus 1.90m prior year). Our high penetration in the US seems to be making net additions harder than in the past. Our forecast for Q1 US net additions is 1.75m, against a prior year actual of 2.28m. New credit/debit card rollover continues to be a background issue. In Q2 and Q3, we’ll be releasing a substantial number of our US members from price grandfathering on the HD plan and they will have the option of continuing at $7.99 but now on the SD plan, or continuing on HD at $9.99 a month. Given these members have been with us at least 2 years, we expect only slightly elevated churn. Our 2020 US contribution target remains at 40% and we are already at 34%."
Source:  Netflix Q4 2015 earnings letter, 19th January 2016

Tuesday, 19 January 2016

35% of US smartphone owners spend at least an hour a day with social networking apps

"Parks Associates today announced research showing that more than 70% of U.S. smartphone users watch at least one short streaming video clip every day. Parks Associates’ survey 360 View: Mobility & the App Economy shows consumers are embracing many new use cases as their smartphones become more intelligent and multifunctional. Voice calls and texting are still the dominant activities, but 80% of smartphone owners use social networking apps at least once a day and 35% spend an hour or more on this activity."