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Investment opportunities in the Digital Media, Web and Telecommunications sector Anuj Khanna, Wireless Expertise 28th April 2014, London 1
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Investment opportunities in the digital media, mobile and tech sector

Aug 23, 2014

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Internet

Anuj Khanna

The investment landscape in the digital media and mobile technology sector is at a tipping point. There are many new opportunities created due to improved technology, increasing number of consumers in emerging markets and the rise of the mobile web.

This presentation aims to give a brief overview of the size of the market and the enormous growth opportunities for private equity firms, venture capitalists, tech start ups and high net worth investors.
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Page 1: Investment opportunities in the digital media, mobile and tech sector

 Investment opportunities in the Digital Media, Web and

Telecommunications sector

 

Anuj Khanna, Wireless Expertise

2 8 t h A p r i l 2 0 1 4 , L o n d o n 1  

Page 2: Investment opportunities in the digital media, mobile and tech sector

Investment  opportuni/es  in  digital  media  and  telecoms  in  2014  and  beyond?  

The   investment   landscape   in   the  digital  media  and  mobile  technology  sector  is  at  a  /pping  point.  There  are  many  new  opportuni/es   created   due   to   improved   technology,  increasing  number  of  consumers   in  emerging  markets  and  the  rise  of  the  mobile  web.    This  presenta/on  aims  to  give  a  brief  overview  of   the  size  of  the  market  and  the  enormous  growth  opportuni/es  for  private  equity  firms,  venture  capitalists,  tech  start  ups  and  high  net  worth  investors.    Please  fee  free  to  contact  me  if  I  can  be  of  any  help  to  your  firm  at  anuj@wirelessexper/se.com    

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Page 3: Investment opportunities in the digital media, mobile and tech sector

Anuj  Khanna,  Director,  Wireless  Exper+se  Strategy  Consultant  /  Business  Coach  /  Virtual    CEO  /  

Advisor  to  VC  &  PE  firms    

MBA  Marke/ng,  University  of  Sheffield  

BA  Economics,  University  of  Bombay    

 

Working  in  the  Telcoms  &  Media  sector  since  1996  

C  Level  business  experience  with  Hutchison  Telecom,  

Netsize  Gemalto,  Dialogue  Communica/ons  and  Tanla  

Solu/ons.      

Worked  with  global  telecom  and  digital  media  brands  

across  con/nents.  Global  business  development  

exper/se  in  the  tech  sector.    

 3  Wireless  Exper+se  Ltd  

Page 4: Investment opportunities in the digital media, mobile and tech sector

Strategy  Consul+ng,  Client  references  

Wireless  Exper+se  Ltd   4  

Page 5: Investment opportunities in the digital media, mobile and tech sector

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Source:  Internet  World,  US  Census,  wearescocial  and  CNNIC      

Page 6: Investment opportunities in the digital media, mobile and tech sector

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Source:  Internet  World,  US  Census,  wearescocial  and  CNNIC      

Page 7: Investment opportunities in the digital media, mobile and tech sector

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Source:  Internet  World,  US  Census,  wearescocial  and  CNNIC      

Page 8: Investment opportunities in the digital media, mobile and tech sector

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Source:  Internet  World,  US  Census,  wearescocial  and  CNNIC      

Page 9: Investment opportunities in the digital media, mobile and tech sector

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Source:  Internet  World,  US  Census,  wearescocial  and  CNNIC      

Page 10: Investment opportunities in the digital media, mobile and tech sector

Source:  idate  2013  

World  Telecom  Services  Market  is  expected  to  grow  to  euro  1200  billion  by  2015      

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Page 11: Investment opportunities in the digital media, mobile and tech sector

Global  Ecommerce  retail  sales  to  reach  1.5  trillion  in  2014      

Source:  emarketer  2014  

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Page 12: Investment opportunities in the digital media, mobile and tech sector

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Page 13: Investment opportunities in the digital media, mobile and tech sector

Mobile  Payments  in  a  high  growth  phase  

•  Mobile  payment  transac/on  value  of  more  than  $235  billion  processed  in  2013.  (Source  Gartner).  

•  Alipay  China  is  the  largest  mobile  payment  processor  with  $150  bn  worth  of  transac/ons  and  300  million  registered  users,  followed  by  Paypal  with  $27  billion.  (Source  Alipay  &  Paypal)  

•  25%  of  all  call  sales  on  Ebay  UK  are  through  the  mobile  channel.  

•  MasterCard  and  Visa  building  own  products  with  the  help  of  specialist  value  chain.  

•  Apple  and  Google  expected  to  also  move  in  this  space.  

•  Specialist  digital  payment  brands  e.g.  Adyen,  Boku,  Global  Collect  and  Paymentwall,  etc.  benefi/ng  from  this  growth.  

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Page 14: Investment opportunities in the digital media, mobile and tech sector

Mobile  Adver/sing  revenues  growing  due  to  smartphone  prolifera/on  

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Page 15: Investment opportunities in the digital media, mobile and tech sector

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Page 16: Investment opportunities in the digital media, mobile and tech sector

Shie  towards  the  Android  opera/ng  system  and  $50-­‐$100  smartphones      

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Page 17: Investment opportunities in the digital media, mobile and tech sector

Source:  Coady  Diamar  Partners    

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Page 18: Investment opportunities in the digital media, mobile and tech sector

Source:  Coady  Diamar  Partners    

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Page 19: Investment opportunities in the digital media, mobile and tech sector

Source:  Coady  Diamar  Partners    

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Page 20: Investment opportunities in the digital media, mobile and tech sector

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Page 21: Investment opportunities in the digital media, mobile and tech sector

Digital  Media,  Web  and  Telecoms  

Investment  opportuni/es    

1.  Mobile  Telecoms  (voice,  messaging  and  data)  

2.  Smartphone  Apps  &  Services  

3.  Mobile  Commerce  and  Adver/sing  

4.  E  commerce,  digital  retailers  and  web  apps  

5.  Social  Media  and  messaging  

6.  Digital  Agencies  and  vendors  

7.  Internet  of  things,  devices  and  wearable's  

8.  Equipment  vendors  and  plahorms  

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Page 22: Investment opportunities in the digital media, mobile and tech sector

How  can  Anuj  Khanna  help  investors  &  entrepreneurs  ?  

1.  Iden/fy  and  introduce  investment  opportuni/es  before  they  are  available  in  the  open  market.  

2.  Cherry  pick  winners  and  safe  businesses.  

3.  Maximize  returns  by  advising  on  high  growth  opportuni/es  

4.  Product  Due  diligence  and  analysis  

5.  Board  advisory  /  Non  Exec  represen/ng  investor  interests  

6.  Build  and  expand  porholio  of  different  digital  businesses.  

7.  Help  in  business  planning  and  developing  a  long  term  strategy  for  the  sector.    

8.  Introducing  investors  to  tech  entrepreneurs  and  vice  versa.  

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Page 23: Investment opportunities in the digital media, mobile and tech sector

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Thank  you  for  listening.  I  hope  you  found  this  presenta6on  useful  and  please  feel  free  to  contact  me  if  you  need  any  further  informa6on.  

 Anuj  Khanna  

Director,  Wireless  Exper/se  Email:  anuj@wirelessexper/se.com  

Mobile:  +44  7916056916  Skype:  anujkhanna  

www.wirelessexper/se.com    

Wireless  Exper+se  Ltd