WhatsApp Acquisition Extends Facebook's Lead - Mobile Media Market Monitor - Q1 2014

June 24, 2014  | Subscribers Only

Jack Kent Jack Kent Director, Media and Advertising
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IHS has analysed the performance of the top Social and Communications apps in 10 key countries, USA, UK, France, Germany, Italy, Spain, Russia, India, Canada, Brazil and found that dating apps are the key driver of revenues, while messaging and communication apps lead downloads.

Focusing on the US and big five EU countries, Facebook dominates the top performing app positions across the Google Play and iPhone app store charts. Its recent acquisition of WhatsApp further secures its position and its primary focus on advertising business models limits the Western market opportunity for the business model innovation pioneered by many Asian competitors.

Highlights:

  • Facebook leads M&A activity and dominates top chart positions
  • Free apps dominate. Dating leads revenues, messaging leads downloads.
  • Asian apps innovate with commerce and content business models

In this report:

  • Funding and M&A analysis
  • Asian apps drive commerce & content integration
  • Operators look for partnerships rather than competition with OTT apps
  • Dating apps dominate revenues, messaging apps downloads
  • Free apps lead revenues, but can go outside stores for billing
  • Country analysis: USA, UK, France, Germany, Italy, Spain

List of tables and charts:

  • Social/Comms funding value and deal volume
  • Q1 2014: Funding deals
  • Q1 2014: M&A deals
  • Social/Communications mobile users (m)
  • Alibaba mobile share of gross merchandise value (%)
  • Mobile operator content and services partnerships
  • 2013: Annual growth in operator messaging revenues (%)
  • Top free/grossing apps per country
  • Share of top grossing apps by category
  • Share of top free apps by category
  • Share of top free apps by grossing apps by functionality
  • Share of top grossing apps by business model
  • USA, UK, France, Germany, Italy, Spain: top apps per chart; Share of top free/ grossing apps by functionality; Share of top free/grossing apps by business model

Number of pages: 14

Number of charts and tables: 43

Jack Kent

Director, Media and Advertising

Jack Kent leads IHS Markit’s Media and Advertising research, heading up a team of analysts covering Games, Cinema, TV Channels & Programming, Home Entertainment and Advertising research.

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