Thursday, 28 July 2016

Facebook has 1.7bn monthly active users



Source:  Facebook's Q2 2016 results, quoted in a post by Mark Zuckerberg, 27th July 2016

From their earnings release:
"Second Quarter 2016 Operational Highlights
Daily active users (DAUs) – DAUs were 1.13 billion on average for June 2016, an increase of 17% year-over-year.
Mobile DAUs – Mobile DAUs were 1.03 billion on average for June 2016, an increase of 22% year-over-year.
Monthly active users (MAUs) – MAUs were 1.71 billion as of June 30, 2016, an increase of 15% year-over-year.
Mobile MAUs – Mobile MAUs were 1.57 billion as of June 30, 2016, an increase of 20% year-over-year.
Second Quarter 2016 Other Financial Highlights
Mobile advertising revenue – Mobile advertising revenue represented approximately 84% of advertising revenue for the second quarter of 2016, up from approximately 76% of advertising revenue in the second quarter of 2015.
Capital expenditures – Capital expenditures for the second quarter of 2016 were $995 million.
Cash and cash equivalents and marketable securities – Cash and cash equivalents and marketable securities were $23.29 billion at the end of the second quarter of 2016."
Source:  Press release from Facebook, 27th July 2016

Apple has sold 1 billion iPhones

"At an employee meeting in Cupertino this morning, CEO Tim Cook announced that Apple recently sold the billionth iPhone.
"iPhone has become one of the most important, world-changing and successful products in history. It's become more than a constant companion. iPhone is truly an essential part of our daily life and enables much of what we do throughout the day," said Cook. “Last week we passed another major milestone when we sold the billionth iPhone. We never set out to make the most, but we’ve always set out to make the best products that make a difference. Thank you to everyone at Apple for helping change the world every day.""

Wednesday, 27 July 2016

The demographics of US Pokemon Go players in the US



Source:  Data from Survey Monkey Intelligence, reported by Forbes, 26th July 2016
Note - Caveat Emptor - I suspect this might be quite a quick and sketchy piece of research...

Time spent with media by adults in the US



Source:  Data from Nielsen, reported in blog post, 18th July 2016

It took Uber six years to make the first billion rides; the second billion took 6 months

"It took Uber six years to complete a billion rides around Christmas 2015. Now, just six months later, the company has announced that they have completed their two-billionth ride.
Six months is 180 days, meaning the company was providing an average of 5.5 million rides a day, or 230,000 an hour to hit a billion rides in six months.
Even crazier – instead of one person completing the lucky trip that pushes the company past the two billion mark, there were 147 rides that all tied for the being the two-billionth trip.
All 147 rides literally started their trip the exact same second – at 4:16 AM GMT on Saturday, June 18. Even cooler – these 147 trips simultaneously started in 16 different countries on five continents.
As their reward for hitting the milestone, all 147 riders and drivers will receive $450 – since Uber is now in 450 cities around the world. This pales in comparison to the year of free rides (up to £10,000) gifted to the rider who hit one billion rides for the company, but it’s understandable that the prize was decreased considering there are now 147 winners."

Over 15% of the UK population have been left behind by digital technology

[Experian split the UK into 3 classifications]
"Digital Dawdlers
Around 7.5 million (15.6 per cent of the population) people are being left behind in the digital revolution, either because of old age and a lack of know-how or interest in new technology, or by the limited or slow provision of broadband in the places where they live. Locations in the far reaches of Scotland feature highly in this group, alongside rural locations and seaside towns such Scarborough, Boston and Lowestoft.
Digital Devotees
About a third of people in the UK (32.4 per cent) fall into the leading edge users of digital technology. They have the most devices, spend more time on-line and use digital services for the widest range of activities. They are most at home in the digital world and would find it extremely hard to do without digital technology. There is a clear urban bias in evidence here. Locations in this group are dominated by London boroughs, as well as other metropolitan areas across the UK, including Manchester and Birmingham.
Day-to-Day Doers
About half of the population (52 per cent) are defined as practical day-to-day users of the internet and digital services. Their use is characterised less by enthusiasm for the latest technology and the must have gadget, and more by a set of practical uses that benefit them on a daily basis. This includes search, paying bills, entertainment and being active on social media and other forums. Locations that feature highly in this group include suburban areas and commuter towns, such as Epsom, Orpington and Altrincham."
Source:  Data from Experian, reported by Advanced Television,. 19th July 2016

More than half US TV viewers 'binge watch'

"According to just-released GfK MRI research, binge viewing is more than mainstream; it is prevalent, with almost 6 in 10 (57 per cent) TV viewers saying they have regularly watched three or more episodes of the same show in one sitting – whether that be via streaming, DVR, VoD or TV marathons.
Regular binge viewing includes
•    14 per cent “usually – binge all or most of the time”
•    18 per cent “frequently – binge more than half the time”
•    25 per cent “sometimes – binge about half the time”
Asked to think up a new term for their behaviour, regular bingers playfully gravitate to the term extreme viewing – and overall, 73 per cent of regular bingers report having a positive view of their binge viewing habits. Two out of three (77 per cent) say it is “so fun to binge watch, I have a hard time stopping,” and roughly half (48 per cent) feel that binge viewing keeps them “up to date/in the know.”"
Source:  Data from GfK MRI, reported by Advanced Television, 21st July 2016

Advertising on premium websites delivers greater ad effectiveness

"comScore conducted research to examine the branding effectiveness of digital display and video ads appearing on Digital Content Next (DCN) member sites, a group of brand name media generally considered to be “premium publishers,” as compared to other publishers. The research demonstrates that premium publisher do drive higher brand lift effectiveness due in large part to the ‘halo effect’ of the contextual environment in which ads are seen.
Key findings from the study can be summarized as follows:
Display and video ads on DCN premium publisher sites had an average of 67% higher brand lift than non-DCN publishers, confirming that premium sites deliver premium performance.
Premium publishers are more than 3x more effective in driving mid-funnel brand lift metrics, such as favorability, consideration and intent to recommend.
Premium publisher effectiveness is driven in part by higher viewability rates which include lower levels of invalid traffic."

China now delivers the highest iOS gaming revenue



Source:  Data from AppAnnie, reported by Games Industry Biz, 19th July 2016

Twitter has 313m Monthly Active Users



Rising just 3% year on year
Source:  Twitter Q2 2016 earning slides, 26th July 2016
Note - Other stats here in their shareholder letter

Monday, 25 July 2016

Pokemon Go had more downloads from the iTunes App Store in its first week than any other app

"iPhone is so popular and mature the narrative has been switching from how to build up the device as a platform to all the platforms that can be built on the device — and the iOS software that powers it.
Look no further than Pokemon Go, which Apple recently told me had set a new App Store record, scoring more downloads in its first week than any other app in store history."

Selena Gomez 'can get paid $550,000 for a social media post'

"Celebrity women are absolutely dominating social media when it comes to personal branding nowadays, and Selena Gomez is the queen bee of digital buzz. According to measurement company D'Marie Analytics, the top six social influencers are either female pop stars like Gomez, Rihanna, Beyoncé and Taylor Swift—or their last name is Jenner, and first name is either Kendall or Kylie.
Gomez currently stands in the No. 1 slot and, per D'Marie, is worth $550,000 per social media post when the messaging appears across Facebook, Twitter and Instagram. That's $300,000 more than the analytics company said Kendall Jenner, Gomez, Swift and Cara Delevingne could probably charge last December.
Frank Spadafora, CEO of D'Marie Group, described the methodology behind Gomez's $550,000 figure: "The rate-per-post is her 'ad equivalent' value per post across Facebook, Twitter and Instagram. This may be different than how much she is actually getting paid when participating in social media campaigns. That is up to negotiations between her agents and the brands. This valuation is based on D'Marie's algorithm which measures 56 metrics including followers, post frequency, engagement, quality of post, click-thru and potential to create sales conversions from her social content."
Note - Caveat emptor - D'Marie doesn't actually know and is 'estimating' based on goodness knows what

The average app loses 77% of its daily active users in 3 days

Based on Quettra’s data, we can see that the average app loses 77% of its DAUs within the first 3 days after the install. Within 30 days, it’s lost 90% of DAUs.2 Within 90 days, it’s over 95%. Stunning. The other way to say this is that the average app mostly loses its entire userbase within a few months, which is why of the >1.5 million apps in the Google Play store, only a few thousand sustain meaningful traffic.
Source:  Data from Quettra, reported by Andrew Chen, July 2016

Thursday, 21 July 2016

Facebook Messenger has over 1 billion active users

"Community milestone: 1 billion people now use Messenger every month!
Thanks to everyone in our community who has been a part of this. And thanks to everyone on the Messenger team -- celebrating in the video below.
There's a lot more to do -- and a lot more coming soon -- but this is another step on the journey to connect the world."
Source:  Post from Mark Zuckerberg, 20th July 2016

Selena Gomez' 'Coke' picture is the most liked picture on Instagram

A photo posted by Selena Gomez (@selenagomez) on

4.6m likes as at 21st July 2016
Earlier - Kendal Jenner's 'Hair' pic was previously the most liked, I think

Monday, 18 July 2016

Nearly 80% of traffic to US news sites comes from either Facebook or Google

"On Wednesday, Facebook caused quite a stir among journalists and news companies when it acknowledged that it was changing the mix of material Facebook users would see in their News Feeds. The company said it was going more back toward its roots, favoring updates from friends and families, and showing less news.
This chart from Statista shows why this is such a big deal. Facebook is now the number-one source of referrals to news sites, according to January-February 2016 data from Parse.ly, a digital media analytics provider. Google is right behind it, and the two of them together provide almost 80% of all traffic to news sites. If you broaden the categories beyond specific brands, 86% of traffic comes from social (including sources like Twitter) and search (Google, Bing, Yahoo, and others)."

A quarter of US households are cord cutters

"Findings from market and consumer information firm GfK show that US TV households are embracing alternatives to cable and satellite reception. Levels of broadcast-only reception and Internet-only video subscriptions have both risen over the past year, with fully one-quarter (25 per cent) of all US TV households now going without cable and satellite reception.
The research, from GfK’s 2016 Ownership and Trend Report from The Home Technology Monitor, shows that 17 per cent of US TV households now rely on broadcast-only (a.k.a. ‘over-the-air’ or OTA) reception, up from 15 per cent in 2015. Another 6 per cent say they only use Internet services such as Netflix, Amazon Prime, Hulu, or YouTube and do not have traditional broadcast or pay-TV reception at all; this compares with 4 per cent a year ago.
TV households with a resident between 18 and 34 years old are much more likely to be opting for alternatives to cable and satellite; 22 per cent of these homes are using broadcast-only reception (versus 17 per cent of all US households), and 13 per cent are only watching an Internet service on their TV sets (versus 6 per cent of all TV homes). Overall, 38 per cent of 18-to-34 households rely on some kind of alternative TV reception or video source, versus 25 per cent of all homes."

Orders taken during Amazon Prime Day 2016 were 60% up year on year

"The second annual Prime Day was the biggest day ever for Amazon. Amazon today announced customer orders surpassed Prime Day 2015 by more than 60% worldwide and more than 50% in the U.S. It was also the biggest day ever for Amazon devices globally and record Prime Day for each Amazon device category including Fire TV, Fire tablets, Kindle e-readers and Alexa-enabled devices. Prime Day was a great savings day too – members globally saved more than double on deals over Prime Day 2015.
This Smart News Release features multimedia. View the full release here: http://www.businesswire.com/news/home/20160713005901/en/
“Prime itself is the best deal in the history of shopping, and Prime Day was created as a special benefit exclusively for our Prime members,” said Greg Greeley, Vice President, Amazon Prime. “We want to thank our tens of millions of members around the world for making this the biggest day in the history of Amazon. We hope you had as much fun as we did. After yesterday’s results, we’ll definitely be doing this again.”
Prime Day 2016 highlights globally:
Sold over 2.5x more Amazon Fire TV devices compared to Prime Day last year – Fire TV Stick was the best-selling Amazon device.
More than two million toys and more than one million pairs of shoes were purchased by customers on Prime Day 2016.
More than 90,000 TVs were purchased on Prime Day 2016.
Hundreds of thousands of Kindle e-readers sold on Prime Day.
Prime member orders on the Amazon app surpassed Prime Day 2015 mobile app orders by more than 2x.
More than a million customers used the Amazon app for the first time on Prime Day to shop and to watch-a-deal.
The Prime Photos sweepstakes had two million submissions worldwide during the lead-up to Prime Day, the winner will be randomly selected on or about July 14.
Prime Day 2016 highlights from the U.S.:
Amazon devices were up over 3x compared to Prime Day last year.
Biggest day ever for Amazon Echo – up over 2.5x compared to previous record day.
The most popular Amazon Dash Button brands purchased on Prime Day were Cascade, Charmin and Tide.
Members purchased over 215,000 Instant Pot 7-in-1 Multi-Functional Pressure Cookers.
Members purchased over 200,000 headphones.
Members purchased over 24,000 Double Hammocks by Vivere.
Members purchased over 23,000 iRobot Roomba 614 Vacuum Cleaning Robots.
Members purchased over 14,000 Lenovo laptops.
Members purchased on average one Alexa-exclusive deal per second during Prime Day using their voice.
Prime members had exclusive access to deals on top rated TV series and blockbuster movies to rent or purchase and instantly stream on the Amazon Video app on TVs, mobile devices, Amazon Fire TV, Fire TV Stick, and Fire tablets, or online – the top three Prime Day deal titles purchased or rented were: Deadpool, Kung Fu Panda 3 and 13 Hours: The Secret Soldiers of Benghazi.
The most selected Audible audiobook on Prime Day was A Game of Thrones: A Song of Ice and Fire, Book 1."
Source:  Press release from Amazon, 13th July 2016

The Amazon Echo has sold an estimated 3m units in the US

"Many products seem fascinating to geeks and techies but fail to catch on with wider audiences, from dual-booting smartphones to smart blowdryers. However, the Amazon Echo seems to be a real hit, with a new report from Consumer Intelligence Research Partners estimating the retail giant has sold 3 million of the smart speakers.
The Amazon Echo, which uses the cloud-based AI Alexa to answer queries, control smart home devices and play games with users, has seen plenty of support from Amazon, with new abilities added almost every week. But consumers seem to have seen the value as well."

US Smartphone users have 76 sessions per day on average, over 2.4 hours, with 2,617 touches

Key points -
“The average user engaged in 76 separate phone sessions a day. Heavy users (the top 10%) averaged 132 sessions a day.
Phone screen time was 2.42 hours for the average user, and 3.75 hours for the heavy user. That was time spent on everything from typing texts, swiping on Tinder, turning Kindle pages, and scrolling in Facebook.
People tapped, swiped and clicked a whopping 2,617 times each day, on average.
Nearly half of touches were guided by apps made by Alphabet and Zuckerberg. The other half were split among the other 700+ apps.”
Source - Analysis from dscout, 16th June 2016
Methodology:
"dscout’s web-based research platform pairs with a smartphone app to capture in-the-moment behaviors. For this study, we recruited a demographically diverse sample of 94 Android users from our pool of more than 100,000 participants. Then we built a supplementary smartphone tool to track every user’s interaction across 5 days, 24 hours a day.
And by every interaction, we mean every tap, type, swipe and click. We’re calling them touches."

Monday, 4 July 2016

Spotify has 100m active users

"Swedish music streaming service Spotify said on Monday its user base had grown to 100 million, up from 75 million previously, as it pushed into new markets and despite competition from the likes of Apple Music.
Spotify has the music streaming industry's biggest paid subscriber base, with 30 million users paying to listen, but the vast majority still tune in for free with commercial breaks.
Competition is fierce with Apple Music launched just last year and already claiming 13 million paid users while Alphabet's Google competes with Google Music and Youtube.
Sources have told Reuters that Amazon.com Inc is preparing its own standalone service.
Spotify, founded in 2006, pays more than 80 percent of its revenue to record labels and artists and has not yet shown a profit as it spends to grow internationally.
Last year, it made an operating loss of 184.5 million euros ($209 million), widening from 165.1 million in 2014."

Instagram posts per user is falling

"Five times as many people now use Instagram as did in 2013. But despite that strong growth, Instagram has seen a worrisome trend. Between 2013 and 2015, the number of photos shared on average by each Instagram user fell, said two people briefed on the app’s internal data.
And just as its parent Facebook has been trying to reverse a drop in how much people share about their lives on the social network, Instagram has to figure out how to deal with the decline in “sharing” on its service. Otherwise over time people may gradually visit Instagram less and gravitate to rival apps, particularly Snapchat, which in the past year or two has gotten much more buzz than Instagram."

Over 400m people are using mobile ad blocking browsers

"We explored the numbers of app downloads from over 100 Google and Apple app stores across the globe in partnership with Priori Data, and drew data from StatCounter’s network of over 3 million Web sites.
Here are the key findings of our research:
At least 419 million people (22% of the world’s 1.9 billion smartphone users) are blocking ads on the mobile web.
Both mobile web and in-app ads can now be blocked.
As of March 2016 an estimated 408 million people are actively using mobile adblocking browsers (i.e., a mobile browser that blocks ads by default).
As of March 2016 there are 159 million users of mobile adblocking browsers in China, 122 million in India, and 38 million in Indonesia.
As of March 2016 in Europe and North America, there were 14 million monthly active users of mobile adblocking browsers.
A further 4.9 million content blocking and in-app adblocking apps were downloaded from the app stores in Europe and North America since September 2014.
20% of the world’s smartphone users are using mobile adblocking browsers, which are mobile browsers that block ads by default. This is an order of magnitude greater than many had believed."
Note - Page Fair sell services that combat ad blocking, so while I'm not disputing these numbers, it's in their interests to say that ad blocking is on the rise

Friday, 1 July 2016

2.3m in the UK watched a live stream of the ENG vs. WAL game at Euro 2016

"BBC Online attracted record breaking digital figures for the home nations Euro 2016 clash between England and Wales on June 16th with 2.3 million unique browsers watching online, more than double the previous record, while a peak audience of 9.3 million million people (73 per cent share) tuned in on BBC One.
An all-time high audience of 14.6 million unique global browsers visited the BBC Sport website on the day to follow coverage of Euro 2016, including Northern Ireland’s match against Ukraine. This breaks the previous record of 13.6 million browsers set on the final day of the 2015-16 Premier League season."
Source:  Advanced Television, 17th June 2016

Smart TVs account for over half of TVs shipped

"An important milestone was passed in early 2016: more than half of TV sets shipped globally in first quarter 2016 were smart TVs. The acceleration in the uptake of internet-connected TVs was led by China, where four out of five TV sets shipped with smart functionality. Meanwhile, despite a seasonally quiet quarter, 56 per cent of North American TV shipments were smart TVs, according to IHS Inc. (NYSE: IHS), the leading global source of critical information and insight.
“It is a remarkable result,” said Paul Gray, principal analyst for IHS Technology. “China and North America continue to experience growth in the share of smart TVs, and the feature is now established in entry-level products.”"

TV out-performs digital for ad attention and recall

"Speaking at the annual Nielsen Consumer 360 event, the Council for Research Excellence (CRE) unveiled findings from a new platform usage study that show TV outperforming computer, smartphone and tablet in viewer ad attention and recall.
The study, conducted by Hub Entertainment Research, was designed to compare viewing of TV shows and advertising across screens to determine whether engagement and recall differ among platforms, and to identify the drivers that have the greatest impact on the viewing experience.
Key findings include:
Attention to advertising and ad recall, two important measures of advertising engagement, are similar among viewers using computer, smartphone and tablet, but higher among those watching a TV set. For ad recall, 62 per cent of TV viewers were able to recall half or more advertisers, followed by tablet (47 per cent), smartphone (46 per cent) and computer (45 per cent). For attentiveness, 29 per cent of participants rated TV an 8-10 on a 10-point scale where 10 means complete attention, ahead of smartphone (23 per cent), computer (20 per cent) and tablet (17 per cent).
Enjoyment, a measure of programme engagement, was high across all platforms but especially so among smartphone viewers.
Platform experience is related to actual screen size. Independent of other factors, the viewing experience was significantly more positive among TV set viewers. 89 per cent of participants rated TV an 8-10 on a 10-point scale for enjoyment, followed by tablet (63 per cent), computer (54 per cent) and smartphone (53 per cent).
Multi-tasking negatively impacts engagement with ads (sponsor recall) but not with show (plot recall). In addition, the study found that very little multi-tasking behaviour (7-11 per cent, depending on the platform) during ads was related to the brands featured in the ads themselves."
Note - I'm assuming this is a US study

Online video accounts for 20% of viewing on a TV screen in US broadband homes



Source:  Parks Associates, 22nd June 2016

Google & Facebook 'get 75% of all new online ad spending'

"The bulk of spending by brands on digital advertising is going to Google and Facebook. Combined, they accounted for 75 per cent of all new online ad spending in 2015, according to the Internet Trends report published this month by Mary Meeker of Kleiner Perkins Caufield & Byers, the US venture capital fund. In the US, 85 cents of every new dollar spent on digital went to the two companies in the first quarter of 2016.
This matters because digital is fast becoming advertising’s biggest source of revenue. It will eclipse television in the US next year , according to eMarketer, the research firm, with the lion’s share likely to go to the digital duopoly of Facebook and Google. Executives in Cannes put a brave face on what this might mean for their industry but the consequences of two companies becoming the gatekeepers for most digital advertising are profound."
Source:  FT, 23rd June 2016
Note - I'm assuming that this is a global figure